AnsweredAssumed Answered

Best practice - managing B2B client contacts?

Question asked by 24319 on Feb 18, 2014
Latest reply on Feb 20, 2014 by 24319
Just looking for some best practice ideas on how to manage buyers and users in client accounts?

We have different comms plans for buyers and for users, so both groups are in Marketo/SFDC.

Buyers are in SFDC as contacts. But we don't want to have users as contacts because 1) Sales isn't interested in them, and 2) they get annoyed at having a really long list of contacts in the account page.

So I could leave users as leads, or not sync them to SFDC at all. But the issue with that is that they won't be linked to an account. Therefore making it really hard to determine whether they are current clients or not.

What's everyone else doing?