For BigCo we are going to build a simple organization structure using the attached bulk create file. Note that this will create the following organizations as a flat list.
To create an organization manually you can check out the guidance here or just log in and use the Create Organization button on the home page.
|BigCo||BigCo is an example company #tutorial|
|Development||Development handles all aspects of product and service research and development #tutorial|
|Support||Support handles all customer issues with existing products and services once they have been sold. #support #tutorial|
|Marketing||Marketing promotes and markets all products and services for BigCo #marketing #tutorial|
|Sales||Sales handles all customer and prospect interactions up until the sale is made, an order is received #tutorial|
|Shipping||Shipping handles the warehouse, shipping products, returns and other physical activities related to the products #tutorial|
|Support Supervisors||One of three key roles in the support group, supervisors handle tricky questions and manage others #support #tutorial|
|Call Center Representatives||One of three key roles in the support group, call center reps staff the phones and handle inbound inquiries from customers through email, chat and phone #support #tutorial|
|Field Support Analyst||One of three key roles in the support group, field support analysts visit customers when there are problems that cannot be resolved or documented remotely. #support #tutorial|
Tip: Most of the organizations you create with be divisions or departments. At the lower levels, however, you will likely find it useful to identify the various roles within a department.
Once you have all nine created we are going to build the organization hierarchy. Return to the home page and use the recent activity list to open each of the three roles in turn - you may need to click "Retrieve More Activity” or use the search.
In each you will see a drop down list labeled Parent. Use this to select “Support” as the parent for these three roles. Close each role once you have associated it with its parent. Now repeat this to link Development, Support, Marketing, Sales and Shipping to their parent – BigCo.
It is also worth knowing where different metrics and objectives apply. Open BigCo itself and search for the business objective “Customer Retention.” Associate BigCo with this objective. Open the Support department and do the same for the metric “Improve customer Profitability.”
In the next tutorial we will focus on reporting on the objects in your database.
<Previous> <Tutorial Overview> <Next>