UK +44 (0) 20 7194 7860 | US and Canada + 1 (484) 422 0010

Products and Services

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.


  • 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.


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

You might want to check out these other Products and Services

Manage "who knows who?" relationships within your data.
Use our toolkit to audit your current data and report on progress as you implement...
Enables firms to be able to automatically create activities and reminders for contacts.
Enables an administrator to archive contacts into a secure hidden folder.
Automatic ranking of contacts and companies based on a range of criteria.
Detailed reporting for activities of selected types within predetermined groups.
Generate actionable and meaningful business development reports.
Identify and implement the most effective CRM system and strategy.
Avoid bad data by auditing and scoring existing data.
An automated process to analyse the data to rank against type of data validation activities
Gain insight into your data before a large-scale project begins.
Integrate data from other company systems into your CRM.
Gain insight on how best to migrate your company data to your CRM.
Use our toolkit to audit your current data and report on progress as you implement...
Clean and standardise your data effectively with our help.
Measure the quality of data, user behaviour and contact engagement.