I am writing to the community on this architentual issue, hoping some one has some ideas that could help.
First off, worth noting that we bring all contacts/leads into Marketo to run communications across our whole customer journey.
When I designed our SF instance I decided to use Record Types to handle the following Account types:
The benefits of record types is that they have page layout control and other configuration per type, but I can tell I’ve over done it.
Association + Government and Supplier+vendor are the same layouts, and yet have different record types.
Therefore, I am trying to seek input on how other B2B companies have handled this categorisation.
In our case we sell to schools, but also sometimes sell to a group buyer like a body that represents a group of schools.
Therefore, I am thinking we could reduce the record types to the following:
The other option is to have no record types on Account.
If you manage/have managed a B2B instance, can you please share how you dealt with this?
Any input is greatly appreciated.
5 is still a lot of RT to manage. We usually group them by:
And often, we group suppliers into "Other"