👥 7. Contact & Account Management
Sub-topic 7 of 8
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Best practices for managing customer relationships: contacts, accounts, and hierarchies.
Account vs Contact
Account (Organization)
Represents a company, household, or business entity
Example: Telecom Corp SA (Account)
- Has multiple contacts
- Billing address
- Contract terms
- Revenue metrics
Contact (Person)
Individual person associated with an account
Example: John Smith (Contact at Telecom Corp)
- Linked to one or more accounts
- Email, phone, role
- Decision maker, influencer, user
Account Hierarchy
Parent-child relationships for enterprise customers
Example: Telecom Corp (Parent) → Regional Offices (Children)
Benefit: Roll-up reporting, corporate discounts