In B2B sales, staying updated when key contacts move to new roles is essential. With our latest interface update, tracking these transitions just got easier.
Previously, marking someone as having left a company was a simple toggle—either active or not. Now, you have more control.
When marking a contact's departure, you can seamlessly manage open prospects and sales products associated with them. Additionally, you can create new contacts for their next career step, accompanied by a note detailing the transition.
These notes are accessible on both the departing contact and the newly created one, establishing a connection between them. You can also choose which information to pass on, such as the LinkedIn profile or whether they're using their personal mobile number.
💡 This is great for things such as:
- Engage with key contacts transitioning to new roles to potentially secure new business opportunities. Create prospects for the new contacts to stay connected.
- Even if you learn about a contact leaving a company after the fact, you can still manage the transition smoothly. Connect the departing contact to an existing one in the system, ensuring a smooth continuity of communication and the relationship.
Hope you enjoy this new update about managing contacts! Need help navigating this update? Feel free to contact us at support@membrain.com, and we'll guide you through the process.
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