Companies, people and reference data
A single source of truth for customers, partners, vendors, contacts, identifiers, currencies, payment terms and shared reference lists.
What this process solves
Every signal, lead, project, quote and operational document uses the same verified identities and rules.
When to use it
- Before sales or procurement work starts.
- When a company has several contacts, roles or locations.
- When international data, units or payment terms must be standardized.
How the process works
- 01
Register the organization
Create a customer, partner or vendor once with tax, address and commercial data.
- 02
Connect people and roles
Contacts belong to a company and carry roles, communication channels and activity history.
- 03
Reuse shared lists
Units, countries, industries, currencies, terms and identifiers stay consistent across modules.
Process outcome
- Fewer duplicates and manual corrections.
- Reliable reporting by company, group or contact.
- Complete customer and vendor context in one place.