CRM Custom Connections

Custom Connections provide an easy way to create and describe a connection between two records in the Salpo CRM.

Through the connections functionality, you can connect contacts with team members, colleagues with projects, products with other products etc.

With our functionality you can:

• Create a connection type such as “attendee”
• Connect a contact with the event using the connection “attendee”
• Add a description to the type of connection created
• Create multiple and different connections quickly and easy from within a record
• Filter and report by Connection types. ‘Show me all contacts who attended ‘x’ conference as an attendee who was interested in the Becoming a leader’ seminar’.

Examples of how customers use Custom Connection functionality.

Referrals and Advisors

One of our business support customers links growth businesses with advice. They run a referral programme to find new businesses to help.

They have set up a Custom Connection of Referral and use this to record the new client referrals that existing clients make and then an Advisor Custom Connection to record which of their advisor businesses are working with which growth businesses.

Events

One of our clients runs events.

They have created a Custom Module called ‘Events’ and against that can assign event roles to contacts through custom connections e.g., Host, Attendee, Speaker.

Then, against each record, they can complete data such as ‘Did they attend?’ ‘Which seminars did they attend?’ ‘How did they rate the event?’

Quick filtering allows them to instantly find out who attended their seminars, who scored them highly to follow up to see how they could improve or to find out who has attended recent events with the same speaker more than once to better market future sessions with that speaker.

Products

One of our clients regularly runs sales campaigns.

They set up marketing Campaign Modules and then link their products to these.

So, for a big sales push over the holidays or for an inventory clear out, they can set up a specific campaign and link all the relevant products to that campaign. Then, using filtering they can link these to customers likely to buy and easily create a mailing list for email or outbound calling.

They connect Products to an Event Module to know which were on display at the event and can create a separate Product called ‘Promotion’ and connect multiple individual Products into that parent Product, then distribute this offer via their website. They can then track which products made up the promotion one year, see how it was received and swap certain products the following year.