Tips and Tricks from R.J., the SalesLogix Consultant

Standardizing SalesLogix CRM Contacts' Titles and Departments

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Titles and Department names in your SalesLogix CRM system have to be spelled perfectly (as do Contact and Account names) for inclusion in correspondence and consistent searches. For example, how do you get a list of all the Finance or Science Departments? Or a list of Chief Financial Officers for a lead mining effort or business intelligence analysis?

The Title Department Field

Title: Store the exact title of the contact's business card and use it in all correspondences. Take off the Picklist on the Add Contact screen and the Contact Detail Screen.

TitleStandarized: Use this field to store Picklist exact spelling values for the Function that is represented by the title. Search on this field for reports, groups, queries, and business intelligence cubes.

Examples:
Banks hand out titles instead of raises. 3rd Vice President of Consumer Finance works out to Janitor in other organizations, so spell out the title perfectly. Store Financial Analyst in the Standardized Title.
Chief Financial Officer
Senior VP of Treasury and Finance Operations Comptroller work out to a Standardized title of CFO.

The Contact Department Field

Department: Spell out the actual department name to the letter.

DepartmentStandardized: Use this field to store Picklist exact spelling values for the Functional Department. Search on this field for reports, groups, queries, and business intelligence cubes.

Examples:
Spell out the "Mitchell Kuhlmann Department of Biological and Environmental Sciences" perfectly. Fill in Biology for the Standardized Department.
Accounting and Finance: Finance
Billing and Disputes: A/P or Accounts Payable Receivables and Collections: A/R of Accounts Receivable

Adjust: Groups, Lookups, Forms, EMail Templates, Indexes, Reports, Data Cubes, and SPEEDSEARCH Indexes, as needed.

By coming up with a standardized approach to a Contact's Title and Department, you can improve queries, reporting, analysis and customer relationships. Now that's a winner!