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Company Management

BuildBetter’s company management enables:
  • Organization of contacts by company
  • Company-level analytics
  • Account management
  • Team collaboration

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Company Profile

Company Details

Core company information

Account Metrics

Usage and engagement data

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Company Properties

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Basic Information

  • Company name
  • Industry
  • Size/employees
  • Location(s)
  • Website

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Business Details

  • Account value
  • Contract status
  • Product usage
  • Team size
  • Integration level

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Contact Organization

1

Group Contacts

Associate team members
2

Set Roles

Define relationships
3

Configure Access

Set permissions
4

Enable Sharing

Team collaboration

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Company Views

  • Company profile
  • Team structure
  • Account status
  • Key metrics
  • Call history
  • Signal trends
  • Engagement data
  • Team interactions

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Data Integration

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CRM Connection

  • Company sync
  • Contact mapping
  • Activity tracking
  • Status updates

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Enrichment Sources

  • Company data
  • News feeds
  • Market info
  • Social updates
Verify company information accuracy before syncing across systems.

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Analytics Features

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Company Metrics

  • Call volume
  • Signal patterns
  • Engagement scores
  • Team activity

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Trend Analysis

  • Usage trends
  • Feature adoption
  • Support needs
  • Growth indicators
Company analytics help identify account health and opportunities.

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Access Control

Team Access

Internal collaboration

External Sharing

Client portal access

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Search & Filtering

  • Name lookup
  • Industry filter
  • Size range
  • Location search

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Advanced Options

  • Account value
  • Usage metrics
  • Signal volume
  • Custom criteria
Create saved views for frequently accessed company segments.

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Troubleshooting

  • Sync problems
  • Missing information
  • Duplicate records
  • Update errors
  • Permission errors
  • Sharing issues
  • Integration failures
  • Team conflicts

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Best Practices

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Company Setup

  • Complete profiles
  • Regular updates
  • Team structure
  • Access rules

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Data Management

  • Quality checks
  • Duplicate prevention
  • Archive policies
  • Backup procedures

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Performance Tips

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Organization

  • Efficient structure
  • Clear hierarchy
  • Logical grouping
  • Easy navigation

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System Usage

  • Bulk operations
  • Search optimization
  • Cache management
  • Resource planning
Well-organized company data improves team efficiency and insight quality.