Contacts are committee members tied to revenue—not Rolodex cards. Vertex CRM links contacts to accounts and activities—contact management software.
Key takeaways
- Use CRM as the system of record for revenue objects—not a parallel spreadsheet.
- Pair process change with implementation discipline.
- Compare vendors via India comparison hub and trials.
Frequently asked questions
- Minimum fields?
- Role, channel preference, account link, consent flags where needed.
- Duplicate problem?
- Dedupe keys and governance before import.
- India angle?
- WhatsApp context in WhatsApp page.