Choosing customer and sales records
Choose the records and relationships for buyers, contacts, enquiries, service cases and installed products.
Company, person or household customer records?
Separate the relationship you serve from the people you contact.
One person working with several organisations
Keep one identity with several supplied affiliations.
Group company or customer branch?
Separate group reporting, trading accounts and outlets.
Buyer, payer and recipient on one order
Keep distinct transaction roles without splitting one order.
Sales deal or service case?
New purchasing decisions and existing service work need different outcomes.
Contact role or a separate CRM object?
A person’s role differs from a thing with an independent lifecycle.
Tags or dated product-interest records?
Classification and a particular request need different detail.
Customer address or a separate service site?
A place with equipment and visits is more than an address.
One B2B and retail store or separate storefronts?
Choose around shared operations, account terms and brand separation.
Account price list or public promotion?
Ongoing account prices and temporary offers are different arrangements.
Product interest or an installed customer unit?
Enquiries link models; service cases link actual units.