B2B Contacts and Accounts Management
Centralize and structure all your B2B contacts. Keep a complete view of each account and interaction history.
B2B Contact Centralization
A unified database for all your professional contacts.
Unified View
All your B2B contacts in a single interface, filterable and segmentable
Account Hierarchy
Visualize organizational structure and relationships between contacts
Complete History
Every interaction tracked: emails, calls, meetings, notes
Identified Roles
Decision-maker, influencer, user, champion: qualify each contact
Interaction Tracking
Keep track of every exchange with your prospects and customers.
Emails
All email exchanges automatically synchronized
Calls
Call history with notes and summaries
Meetings
Scheduled meetings and minutes
LinkedIn messages and connections tracked
Multi-Stakeholder Management
In B2B, decisions involve multiple people. Manage them effectively.
360° View
Understand the complete ecosystem of each account
Coordinated Approach
Avoid duplicates and contradictory messages
Champion Identification
Spot your allies in the organization
Risk Management
Anticipate position changes or departures
Account mapping example
Account Plans
Structure your approach to strategic accounts with comprehensive account plans.
Business Context
- Industry and market
- Current challenges
- Ongoing projects
- Available budget
Decision-Maker Mapping
- Org chart
- Buying roles
- Influence level
- Internal relationships
Relationship History
- First contacts
- Past opportunities
- Objections raised
- Friction points
Action Plan
- 3-month objectives
- Next steps
- Resources to mobilize
- Identified risks
Frequently Asked Questions
How to organize contacts in a B2B account?
Structure by role in the buying process: decision-maker, influencer, user, blocker. Document the influence level and relationship with each stakeholder.
What information to track on a B2B contact?
At minimum: contact details, position, exchange history (emails, calls, meetings), qualification notes, engagement level, and last contact date.
How to facilitate account handover to another sales rep?
Systematically document: complete interaction history, account challenges, relationships between stakeholders, business context and planned next actions.
Ready to structure your account management?
Centralize your contacts and gain commercial efficiency.