This topic is presented to me, at least once a week by Synergy Users.  What are all of these types of Accounts and how can I use them in my business?

Types of Accounts in Synergy:

Prospect – A potential customer who has indicated an intention to purchase the company’s products in the future.  A prospect is not yet a customer.  (Very Common for all Synergy Sites)

 

Customer – A customer who has purchased your company’s products.  If Contracts are used, this Account Type has had one created.  (Very Common for all Synergy Sites)

 

Associate – An account that has no product related business relationships with your organization.  Examples of associates are outside consultants, trade organizations and competitors.

 

Supplier – A supplier provides products or services to your company.

 

Reseller – A reseller sells and supports your products, and the reseller manages one or more of your customers and prospects.

 

Division – A division is part of the company that serves as an independent company whereby the division can sell and deliver its own products and services.  Your organization may have one or more Divisions linked to a single Synergy.

 

Bank – A bank provides banking services to your organization.

 

Lead – A potential customer that has shown interest in the company’s products, but have not yet requested a sales quotation.  (With many Synergy customers, this Account Type is not commonly used – Only Customers & Prospects to keep the process simple to use  and understand.)

 

Suspect – A potential customer who has not yet shown interest in the company’s products.  These accounts are often gathered from external sources, such as trade organizations, mailing list providers and other marketing activities.  (With many Synergy customers, this Account Type is not commonly used – Only Customers & Prospects to keep the process simple to use  and understand.)