Introduction
In ProdSys, the Contact Industry section allows businesses to categorize their contacts based on the industry they operate in. This feature helps in segmenting customers, suppliers, and other business relationships according to industry types. Proper categorization enables efficient communication, reporting, and management of different industry groups.
Purpose of Contact Industry
The primary purpose of the Contact Industry function is to group contacts by their industry for better organization and tracking. This segmentation is useful for targeted communication, creating industry-specific reports, and tailoring business strategies to different sectors.
Accessing Contact Industry in ProdSys
To manage contact industries, follow these steps:
Login: Start by logging into your ProdSys account with your credentials.
Navigate to Industry Settings: From the main menu, go to System > Settings > Industry. Here, you will find a list of all available industry categories.
Link to Contact Industry
Key Features of the Contact Industry Page
Industry: This column displays the available industry categories, such as "Petroleum," "Shipyard," "Construction," "Food Industry," etc. You can choose to add new industries or edit the existing ones based on your company’s needs.
Add New Industry: To create a new industry category, click the "+" button located at the top-left corner of the page. Enter the name of the new industry and click Save to add it to the list.
Edit Existing Industry: You can edit the name of an existing industry by clicking on the three dots next to the industry name and selecting Edit. Once edited, click Save to apply the changes.
Assigning an Industry to a Contact
To assign an industry to a contact:
Open the Contact: From the main menu, go to Contactsand select the contact you want to update. You can search for the contact using the search bar.
Add an Industry: Within the contact details, find the industry field and choose the relevant industry from the dropdown menu.
Save the Changes: After selecting the industry, click Save to apply the update to the contact.
Best Practices for Managing Contact Industries
Segment Contacts Effectively: Use industry categories to create relevant groups of contacts. This segmentation can improve your marketing and communication strategies by targeting specific industries.
Regularly Update Industry Categories: As your business evolves, ensure that the industry categories are updated to reflect any new sectors you may start working with.
Use Industry Reports: By categorizing contacts by industry, you can generate industry-specific reports, which can provide valuable insights into customer behavior, industry trends, and business performance in different sectors.
Conclusion
The Contact Industry feature in ProdSys allows businesses to effectively categorize and manage contacts according to their industry. This segmentation helps in organizing contacts, improving communication, and generating insightful reports that aid in better decision-making. By regularly updating and managing industries, businesses can stay aligned with the sectors they work in and build stronger relationships with their clients and partners.