Hello,
We are a b2b media company that utilizes infusionsoft. Our sales team would like to schedule tasks, create notes, and create opportunities with the companies search instead of the contacts.
Our issue is, that many contacts have filled out intake forms with a different company name format for the same company. Some companies have 30 or 40 contacts with 8 variations on the spelling of their company. Points of contact within a company may shift over time and we would like a more concise system for engaging the previously recorded data, interactions, contacts, opportunities, and tasks for the company as a whole. At this time we are only able to coordinate that information through individual contacts.
Does anyone have experience optimizing infusionsoft for B2B use?
Thank you