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Functional Role

Functional Role

The Stanton Allen Functional Role routine can assist you with the often difficult task of classifying contacts based on their role, specialism and seniority by searching for key words contained in the contact’s job title and department and then assigning a set of additional fields to classify this data. You can tailor both the key words and the additional field values.

Key Elements

  • Contact classification based on job title.
  • Assists with overall data management.

Benefits

  • Categorises records according to their job title and department.
  • Aids in data quality management.
  • Enables better targeted business development initiatives.
  • Ability to improve searching and segmentation based on job titles.

Outputs

  • Updated categorisations on data in CRM.
  • Detailed log files and reports from integration process.

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