What Is a Contact in Skynamo? CRM Term Explained
Learn what a Contact is in Skynamo\xE2\x80\x99s field sales software. Understand how reps use it to manage customer relationships and streamline communication.
A Contact refers to an individual person associated with a Customer (or account/business) in the system. Contacts typically represent the people that field reps interact with at the customer's business — such as buyers, store managers, owners, or accounts payable clerks.
Key Characteristics of a Contact in Skynamo:
- Linked to a Customer: Every Contact is associated with a specific customer (account) in the database.
- Stores Personal Details: Includes information such as name, phone number, email address, job title, and any other custom fields relevant to the business.
- Enables Direct Communication: Used for keeping track of who the field rep has called, emailed, or visited.
- Context for Sales Activity: Contacts appear in visit reports, order notes, and call logs to help field reps and managers understand who was engaged during a particular activity.
- Multiple Contacts per Customer: A single customer can have several contacts, useful for managing relationships across departments or branches.
Why Contacts Matter in Skynamo:
- They give field reps context about who they’re dealing with at a customer.
- They help with relationship management — tracking conversations and building rapport with specific individuals.
- They assist in follow-ups and accountability — field reps can see which contact placed an order, made a request, or asked a question.
- They are essential for targeted communication — such as emailing order confirmations or promotional material to the right person.