Your business success depends on your ability to build strong, trusting, and genuine relationships.

The formula for success is simple: prioritize relationships above everything else.

Building relationships within your company is crucial for culture, productivity, and employee happiness. Relationships are equally important when you’re working with clients and partners—and your sales process should reflect that. Establishing and managing relationships should remain atop your list of priorities at all times.

At Akooda, we understand the importance of relationships and offer tools to help you manage them, both internally and externally.

Read on to learn more about how to control which organizations will be seen on the platform, and how to edit their attributes.

Who will see what and when?

Organizations “enabled” on your account are shown across the entire platform by any user. However, at the moment only account admins can manage their settings.

NOTE: If you don’t see data of any organizations in Akooda (in the Settings > Organizations page), make sure to reach out to our support team to opt into this feature with the right configuration.

Which Organization will I see?

By default, if your account has opted-in to the organizations feature, it will be initialized with all the organizations you've been in touch with through work apps, such as email correspondence, support tickets, or shared Slack channels. Akooda takes care of this setup for you, so there's no need to configure organizations yourself.

That said, you can also choose any of the options below to control which organizations are listed for you to manage. If you wish to change your configuration, please contact the support team

Regardless of the listing mechanism (that shows the organizations entities in the respective settings page), you can also decide whether or not each organization will be shown in the platform by setting it to “enable” or “disable”. This allows you to manually manage the data in the platform when needed.

NOTE: Make sure to discuss the above mentioned options with your account manager, to better understand the pros and cons of each, and to configure the one most suitable for you.

NOTE: Regardless of your listing option, the setting page may not display organizations with whom you haven’t been engaged with during your subscription period. If you wish to change your subscription options, please contact your account manager.

How do I update my organization?

As an account admin, head over to the “Organizations” page under your Account settings to navigate to the list of your organizations.

Akooda uses the organization name and domain to identify related efforts. However, you may use a different lingo when referencing an organization. If this is the case you can simply add nicknames to the relevant organizations and Akooda will start tracking these names for you as well. An organization may have several nicknames, or none.

NOTE: Any changes in nicknames can take up to 24 hours to be fully processed and assigned to your interaction data.

Segmenting your approach based on the specific needs of each organization is crucial for building successful relationships and growing your business. Akooda understands the importance of segmentation and offers tools to help you segment your organizations.

If your account is integrated with a CRM, attributes such as type, stage, risk, size, and segment will be populated automatically. But, if you have not connected your CRM yet, you can still set these attributes manually through the settings screen.

Each organization can have one type, one risk, and one size, chosen from a predefined list, but as many segments as desired. You can use the segment field to include different ways in which you segment your organizations, giving you flexibility in tailoring your approach.

NOTE: It is also possible to update the organization attributes in bulk. If you wish to take this path please contact support and we will help you make this happen.

Anything else I should know before getting started?

Akooda processes your business’ footprint, breaking down interactions to three types of organizations:

“Internal” organizations are part of your company, rather they are a subsidiary or an alternative domain. Internal organizations are being set as part of your set-up process and will not be included in the organizations list. If you wish to add another internal organization please contact your account manager

“External” organizations are companies you work with - usually partners, customers, prospects, vendors etc. External organizations are automatically added by the system to keep the listed organizations up to date. The update method itself may vary based on the configuration mentioned above.

Since collaborators are associated with organizations using their email domain, in case they use a personal or free email address they will not be mapped to the right organization - associated as “Unknown”.

You manage your relationship externally and internally; Externally, you meet your customers, have conversations with them, comment on tickets they created etc. In Akooda, these types of interactions are called Engagements. Engagements can be outbound (interactions where someone in your company was the initiator), or inbound (interactions where someone from the external organization was the initiator).

Internally, you may discuss a customer with a teammate, write in a customer-designated internal channel, add the customer name as a label on a task, etc. In Akooda, these types of interactions are called Mentions.

Both engagements and mentions are being tracked and analyzed by the system for any enabled organization.

As mentioned above, some key organization settings are populated automatically if your account is connected to a CRM. In that case, additional organization attributes will also be populated in other places throughout the platform - In the organizations’ Directory, in the organization filter in the Explore page etc. Check out our Ingestion API Guide and learn how you can connect your CRM

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