One record per account
Every contact, company and past deal lives on one account record instead of scattered across a rep's personal inbox and memory. When a rep leaves, the relationship history stays with the company.
Platform
Every account has a history. Keep it together.
Know who you are speaking to, who owns the relationship and what has already been discussed. Bring contacts and company records together so the next conversation starts with context.
Talk to our team
Every account has a history. Keep it together.
Centralize accounts, contacts and deal history for solar sales teams. Assign reps by account with a manager rollup view in Supply Chain Management Services.
One account record for every relationship
Reps assigned, managers see everything
Accounts assign to specific reps for day-to-day ownership, while managers keep a rollup view across the whole book without asking each rep for a status update.
History that survives a personnel change
Every quote, negotiation thread and order tied to a contact stays attached to that account permanently, so onboarding a new rep to an existing relationship takes minutes, not a records request.
History stays, managers see the rollup
Stop losing history when a rep changes
Account and contact history stays with the company record, not a departing employee's inbox.
Give managers a real rollup
Pipeline and account status roll up automatically instead of requiring a status meeting to reconstruct.
Contacts feed quotes, orders and pipeline
Contacts feed the rest of the workflow
Pipeline, quotes and orders all reference the same contact and company records, so a buyer's history is visible the moment a new quote goes out.
FAQs
Does account history stay if a sales rep leaves?
Yes. History lives on the account record itself, not on the individual rep, so notes, quotes, and deal activity stay in place when a rep departs or is reassigned. The new owner picks up the full context instead of starting from a blank record. That continuity is a core reason to keep every account interaction in one place.
Can managers see pipeline across all reps?
Managers get a rollup view spanning every rep's accounts and deals, while individual reps see the accounts assigned to them. That gives leadership a single picture of pipeline and activity without pulling reports from each person separately. Assignments stay clear at the rep level while the manager view stays complete.
How are contacts linked to companies in Supply Chain Management Services?
Each contact is attached to a parent company record, so one account holds all of its people, deals, and history together rather than scattering them across loose contacts. That structure feeds the rest of the workflow, from quoting to order tracking, because everything references the same account. It also means a rep or manager can see the full relationship at a glance.