Contacts
People at corporate accounts: who decides, who nominates learners and who pays. Consent is recorded per person and controls what marketing may send.
Contacts
63
In 11 accounts
Marketing consent
38
60% of contacts
Not touched in 60 days
9
3 are budget holders
Accounts with one contact only
2
Sample LNG Terminal, Sample Cement Industries
| Contact | Role | Account | Consent | Last touch | Owner |
|---|
Consent status
Campaigns only reach “Marketing and sales”. Each change is written to the audit log with its source.
Individual customers
A person who buys in their own name is a customer record too. The same rating rules and the same loyalty programme apply, as two separate measures.
| Customer | Reliability rating | Loyalty |
|---|
Gaps in buying groups
AI suggestionSample Gas Pipelines has an open proposal for EGP 240,000 (P-0147) but no procurement contact. Deals with procurement on file close 9 days faster in our data.
Sample Refining: the L&D contact has not been asked for marketing consent. Ask on the next call.
Roles we track
L&D manager nominates learners, sees progress in the corporate portal.
Engineering manager sets the technical need and usually holds the budget.
Procurement issues the purchase order and registers MALYOMAR as a vendor.
Finance receives invoices and statements.