Contact Management Guidelines?

[dougreed]

How do you handle Contacts when they have changed jobs but still in the targeted market? I had an SOP that said you labeled Inactive, copied it, then changed the address, etc. . This way you could see all the history with this person as it is associated in a Client's organization. Another way is to simply change the Contact record. The latter is simple to train and monitor. What is your SOP on this? thanks.

[Augustine.Verrengia]

Any chance that we can get a copy of the manual that was previously mentioned?

Augustine.Verrengia@doucet-austin.com

[KimberSullivan]

We user workflow alerts in several areas to help with our data integrity.
For example, anyone can enter contacts and clients but if someone other than an Account Exec does so, the Account Exec assigned to that client/contact is alerted. If none is assigned yet, the Sales Manager is alerted.
Accounting gets alerts on new clients only when their first project is approved, so that they can get billing addresses/contacts established correctly.

We also have minimum data requirements for our records and fields with dependencies that we've added. For example, we require all contacts to be associated to a client.

There are some fields, such as Account Exec, that trigger a notice to the Sales Manager if they are changed.

If someone leaves one company and moves to another, we inactivate the original Contact and create a new one under the new Company. When we do a lookup on that person's name, we'll see the other contact. This way we don't lose the history under the old Company.
When someone leaves a company, we inactivate the record so we can see it but not change it.