Sugar in the Food and Beverage \ Entertainment Industry

[piggyslasher]

Right. I've set up sugar in a 'normal' environment, where a company wants to keep track of their customers. Where a contact is whoever they have 'contact' with and an account is any corporate entity that they have a business relationship with.

However, my new project requires me to implement the CRM system for a company that owns two nightclubs. The clubs are pretty big. And the marketing department will use the system to foster a better understanding of what the customer needs.

Now. Every person who walks into the club will become a lead, by dropping their business card at the entrance counter. After the telemarketing team calls this person, they become a contact.

But what about the accounts? Will the compnay the customers work for be an account? Or should it be two accounts, one for each nightclub? I have added custome fields to the contacts such as 'Favourite drinks', 'Happy Hour Crowd' and such.

Any help appreciated, and I am sure to return the favour when I can.

Thanks

[manish.joshi]

Hi,

It makes more business sense to use the 'Accounts' as in a normal CRM implementation i.e. here you can use Accounts to enter the company your leads/contacts are working/associated with.

To track which night club did they come from, you can use a custom field - a drop down field with your night clubs as the options in it. Depending upon the chances of some contacts getting linked to both night clubs, you may like to have this field as 'Muliple Select' instead of a drop down.

Hope this helps. A lot depends upon your business requirements.

Cheers!
Manish
________
Love Lyrics Dicussion

[piggyslasher]

Right. Point Taken. Thank You very much for the speedy reply.

[dgewirtz]

Yeah, I'd also go with using the accounts to represent the company your club goers work for. Basically, you could view this as a data mining operation, where you might stumble on the fact that a disproportionately large number of visitors work for two or three companies. If that turns out to be the case, then the owners might be able to do special events for those companies.

The neat thing is, the "who's our biggest company" question comes out automagically just by entering the contacts.

-- David

(figured I'd asked enough questions here, I ought to answer one)