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Understand the usage of Contact Information within CRM.COM

Back to Contact Information Main Page

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Table of Contents

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What is Contact Information?

Contact Information is the personal details or corporate information of a person or company respectively. Contacts that have Contact Information are treated as Customers if they also own an Accounts Receivable.

Contact Information Glossary

TermDescription

Customer

A customer is a contact which owns an Accounts Receivable

Contact PersonA contact person is a physical person, for which contact information is kept
Contact CompanyA contact company is a legal organisation, for which contact information is kept
Opt-inContacts can opt-in, in order to receive marketing emails, either from your company or from affiliate companies
Opt-outContacts can opt-out, so that they will never be sent marketing emails, either from your company or from affiliate companies.
Contact Information Life Cycle State

The Life Cycle State distinguishes between contacts which have an Accounts Receivable and are customers (Financial Life Cycle State) and the ones that are either prospective or past customers (Marketing Life Cycle State)

This distinguishes between customers that are prospective (Marketing Life Cycle State) or actual (Financial Life Cycle State)

Contact Information Key Processes and Concepts

Available from

R9Contact actions to Subscribe in and Out of Direct and/or Affiliate Marketing via emails

Managing Contact Information and Notification Types

Processes / ConceptDescription

Contact Information Uniqueness Rule

You can define which Contact Information fields or set of fields must be unique in the System for each Contact Information fieldsrecord, as well as distinguish between contact persons and companies.

When more than one field is defined in the rule, the system System will apply uniqueness validation on the combination of fields.
If you define the name and ID combination as unique, you will be allowed to have 2 contacts with the same Name OR ID, but not with the same name AND ID.

Contact Information Life Cycle State

A customer is not an entity but represented by a contact that owns an Accounts Receivable and is indicated by the contact Life Cycle State set to 'Financial'. Contacts who are not customers have a Life Cycle State set to 'Marketing'. 

Keeping Business and Personal Relation InformationYou have the option to keep business and personal relations within your Contact Information separate. For example, you can create a Company Contact for the company, create multiple Person Contacts for the employees, and then relate the contacts to the company by defining them within the Contact Information.

Define Communication Authorisation Settings

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CRM.COM

CRM.COM allows you to contact your customers for marketing and informational financial purposes through Customer Care Notifications.

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titleAvailable from CRM.COM R9
- Additional feature lets you provide the customer with the option to

Optionally, the customers can select whether they want to be contacted for direct or affiliate marketingmarketing purposes by opting-in.
Customers can choose to opt-in Direct, Affiliate or both Marketing campaigns.
Direct Marketing refers to campaigns promoting your company's/organisation's products, while Affiliate Marketing refers to campaigns initiated from your company/organisation but promoting partners' products.You also have the option You can, however, choose to ignore the customer's preferences and notify them anyway, which can be helpful in cases where it is imperative for the information to be communicated to your customers.

For more information, check out Authorisation Settingsof /wiki/spaces/WIP/pages/10010206

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Note

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titleAvailable from CRM.COM R12.0.0

Sending Communications using customer's preferred language

The preferred language that the customer would like to use for communication with your company can be set in the Contact Information module.
Thus, when mail or sms Communications are sent to the customer, using Communication Templates, if the preferred language of the customer is provided, then it will be used in the Communication sent.

Note

The customer's preferred language is defined in the Contact Information 'Preferred Language' field.

Contact Information Access & Viewing Controls

Network Characteristics define the level of access for each record. i.e. whether it will be available for selection, viewing or editing.

EntityNetwork CharacteristicsDescription
Contact Information

Explicit Viewing Access Entity

Contact Information records can be accessed, viewed and modified by users defined as members of the contact's Owned By Group, by users that belong to a group that collaborates with the Owned By Group, or by Super Users.

 

Contact Information Related Modules 

EntityInteraction of Contact Information with Entity
Accounts ReceivableAccounts Receivable is always related to a Contact Information , and distinguishes a customer from a prospective customer or simple contacts.
i.e. the account/contact relation will set the Life Cycle State of the contact to Financial.
CommunicationCommunications are Contact Information based entities. They can only be created for Contact Information.
ActivityAn Activity can be created directly on a contact who may or may not be a customer yet
LeadsLeads are Leadsare Contact Information based entities. They can only be created for Contact Information.
Notifications

Notifications are Notificationsare used to automatically create communications that will notify customers in batch processes for marketing or financial purposes.
(Users have the?) Ability to control customers that will be notified for marketing purposes based on authorisations granted by the customer .

 

Contact Information - Business Examples

The following section provides business examples of how the Contact Information module is used in CRM.COM.

Setting up Contact Information Uniqueness Rules - Contact Company

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titleSetting up Contact Information Uniqueness Rules - Contact Company

Business Requirement

Company ZX would like to ensure that no two companies share the same VAT Registration Number in their Contact Information

CRM.COM Solution

  • Configuration
    The Uniqueness Rule should be set with a check on VAT Registration Number under the Companies Uniqueness Rules.
Note

More Information can be found at:/wiki/spaces/WIP/pages/10010199 Applying the Contact Information Uniqueness Rule

Setting up Contact Information Uniqueness Rules - Contact Person

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titleSetting up Contact Information Uniqueness Rules - Contact Person

Business Requirement

Company ZX would like to ensure that the ID Number in Contact Information is unique for all contacts

CRM.COM Solution

  • Configuration
    The Uniqueness Rule should be set with a check on ID Number under the Persons Uniqueness Rules.

 

Business Requirement

Company ZX would like to ensure that the ID Number and Social Security Number (SSN) combination in Contact Information is unique for all contacts

CRM.COM Solution

  • Configuration
    The Uniqueness Rule should be set with a check on both ID Number and Social Security Number under the Persons Uniqueness Rules.
Note

More Information can be found at: /wiki/spaces/WIP/pages/10010199 Applying the Contact Information Uniqueness Rule

 

Financial and Marketing Life Cycle State

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titleFinancial & Marketing LCS

Business Requirement

Company ZX registers 2 contacts in the system, one as a new subscriber and another one as a potential lead. See below how their Life Cycle State is set by the system:

CRM.COM Solution

  • User Process

    Financial

    A new contact is registered in the system as a new subscriber. A subscription and financial account (accounts receivable) is created for billing purposes and to track the contact's financial history. The Life Cycle State of the Contact Information record is (then) automatically updated to Financial.

    Marketing

    A new contact is registered in the system as a lead. The contact does not require a financial account (accounts receivable) and their state remains as Marketing. When this contact becomes a subscriber and requires a financial account (accounts receivable), their Life Cycle State will automatically be updated from Marketing to Financial.

 

Allow Customers to choose not to be contacted for Direct Marketing

-  StatuscolourRedtitleAvailable from CRM.COM R9

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titleFinancial & Marketing LCS

Business Requirement

Company ZX contacts its customers on a monthly basis to let them know about new offers and to notify them about new available channels. In addition to internal organisation (Direct) marketing campaigns, Company ZX also engages in (Affiliate) marketing campaigns for partners. Some of ZX's customers would like to be removed from the Affiliate Marketing campaigns Mailing listMailinglist, but  but would like to remain in the Direct marketing campaigns mailing lists .

CRM.COM Solution

  • Configuration

    • Include in Direct Marketing Campaigns

      Contact Information: The Authorisation Settings (on the)/in Contact Information related to Marketing should be set as follows:
      • Send me Direct Marketing material: YES
      • Send me Direct Affiliate material: NO
      Notification Type: The Notification Type used for the monthly Affiliate Marketing campaign should have the Authorisation Settings set as follows (in order to take into consideration the Affiliate Marketing Contact Information settings):
      • Apply Contact Information Data Protection for Direct Marketing: YES
      • Apply Contact Information Data Protection for Affiliate Marketing: YES
      Notification Run: Use the Customer Care Notification Type created with the settings configured as above.

    • System Process
      When the system executes the Notification Run with the specific Notification Type (configured as described above), contacts that meet the criteria will be validated against the Authorisation settings and notifications/communications and those that have the flag for Direct Marketing set to YES will be contacted.


    • Exclude from Affiliate Marketing Campaigns

      Contact Information: The Authorisation Settings (on the)/in Contact Information related to Marketing should be set as follows:
      • Send me Direct Marketing material: YES
      • Send me Direct Affiliate material: NO
      Notification Type: The Notification Type used for the monthly Direct Marketing campaign should have the Authorisation Settings set as follows (in order to take into consideration the Direct Marketing Contact Information settings):

      • Apply Contact Information Data Protection for Direct Marketing: YES
      • Apply Contact Information Data Protection for Affiliate Marketing: YES
      Notification Run: Use the Customer Care Notification Type created with the settings configured as above

    • System Process
      When the system executes the Notification Run with the Notification Type (configured as described above), contacts that meet the criteria will be validated against the Authorisation settings and notifications/communications, while the ones that have the flag for Affiliate Marketing set to NO will be excluded.

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