The building blocks of your sales success

Dalil is designed to simplify your sales process by organizing customer data into four essential entities: Leads, Contacts, Accounts, and Deals.

An Account is a company or organization you interact with. It organizes related data—such as contacts, deals, and communication—into one accessible location, streamlining your business processes.

How do accounts differ from contacts and leads?

• Leads: Unqualified individuals showing initial interest.

• Contacts: Qualified individuals who are potential or existing customers.

• Accounts: Organizations that Contacts belong to (very important if you have B2B sales processes)

Example: If you’re selling software to "TechCorp," the Account is TechCorp, and the Contacts are its employees, like the Marketing Director or IT Manager.

Why are accounts important?

Accounts help you manage your sales process by grouping related data, enabling you to:

• Track your overall relationship with an organization.

• Handle multiple deals within a single account.

• Maintain a clear history of all interactions.

This organization is especially valuable for B2B sales, providing a big-picture view of your business relationships.

Managing accounts in Dalil AI

• Create: Add an Account manually by entering company details or automatically when converting a Lead to a Contact and associating it with an organization.

• Link: Connect multiple Contacts and Deals to the Account.

• View: Access all related contacts, deals, and communication history in one place.

• Best Practices:

  • Keep Account details updated (e.g., company size, industry).

  • Review communication history regularly to stay informed.

  • Leverage AI insights to prioritize actions.

Example: For "TechCorp," create an Account, add Contacts (e.g., Marketing Director), and link Deals for different software packages. All TechCorp-related data stays organized under one Account.

Note: While Accounts are critical for B2B sales, businesses focusing on individual consumers (B2C) may use them less, though the flexibility remains useful as your needs evolve.