Dedicated account teams and Pro desks

Elements

The pieces this function usually contains in a large organisation:

• Account owner
• Contact roles
• Project/job tags on sales
• Job-site delivery addresses

Catalog items that cover it

None found at repository commit 8e3792a.

Classification

Status

Missing

Fit

Element candidate

Suggested module

CRM: Customers & Relationships

Suggested attributes

Pro; priority Optional; optional online action. Starting points only.

Cluster

B2B, contracts, procurement and public sector

Public excerpts

S04

Archetypes and companies

Home improvement and building-supply retail; Foodservice and broadline wholesale distribution; Equipment makers with dealer networks; Construction, engineering and homebuilders.

Example companies in these archetypes: Home Depot, Lowe's, Menards, SRS Distribution, Sysco, US Foods, Performance Food Group, McLane, Core-Mark, C&S Wholesale, Deere, Caterpillar. These come from general knowledge unless a source code is shown on the archetype page; it is not a statement that each company runs every element, and it implies no relationship.

Closest industry pages

• Home improvement and hardware stores
• Furniture and home furnishings
• Wholesale food and grocery
• Wholesale: diversified, building and industrial supplies
• Wholesale electronics, office and technology distribution
• Industrial machinery and equipment
• Equipment rental and leasing
• Agriculture, farming and cooperatives
• Construction and engineering
• Homebuilders and real-estate development

Previous: Customer purchase-order capture and PO-required accounts. Next: Government purchase cards and payment vouchers.

Status is a hand review against catalog names and descriptions and can be wrong. See the method.