Utilising BeeCastle to manage and grow relationships with different types of contacts is one of the many way account managers benefit from BeeCastle's Relationship Keeper module.
Understanding the different "Role Types" is an important step in segmenting your contacts. For example, BeeCastle allows you to categorise your contacts into:
Decision Maker
Senior Influencer
Team Member
Other
Helpful Use Cases
Let's say you want to see "when was the last time we contacted all of the decision makers at platinum companies." You can see this here:
How To Set This Up
You need to set up these values in your PSA
Once you have these values setup in your PSA, you updated the contacts in your PSA (source of truth) and that will then flow through to BeeCastle
Instructions for each PSA are below
BeeCastle
Out-of-the-box, BeeCastle has these values available on the Contact Profile
ConnectWise
BeeCastle will synchronise the Contact types applied in ConnectWise Manage with the following BeeCastle Role Types
ConnectWise Type | BeeCastle Role Type |
Influencer | Senior Influencer |
Champion | Senior Influencer |
Decision Maker | Decision Maker |
All Others | Team Member |
Autotask
Autotask does not natively support the concept of a "type" of contact. If you would like a custom mapping implemented please get in touch at help@beecastle.com
HaloPSA
BeeCastle will map the "is important" flag against a user to role type Senior Influencer. All other users will be Team Members.
To set the "is important" flag in HaloPSA, navigate to the Users record, then the Permissions tab, then Edit. Check the checkbox down the bottom of the screen labelled "This User is an important contact" and save the record.