How to organize contacts, companies, and products in a simple sales force system
In Jestor, contacts, companies, and products each live in their own table, each with its own filters and an internal chat linked to the record — a rep registers a contact, links it to the right company, and reuses the same product across as many deals as needed, with no duplicated information.
Why does organizing contacts, companies, and products separately matter?
When contact, company, and product don't have a fixed, organized place, each rep keeps that information their own way — in a spreadsheet, a notebook, from memory — which makes it hard to know who the decision-maker at a company is, or to reuse an existing record in a new deal.
How does Jestor organize contacts, companies, and products?
- Contacts have required and optional fields, plus filters by creation date, department, linked company, and whether the person is a decision-maker.
- Each contact has a general information section separate from the communication channel section, and an internal chat linked to that specific record.
- Companies work the same way: a record with a filter by segment, its own chat, and the ability to edit any information afterward.
- Products live in their own table, with a filter by category.
- Since everything is connected, when filling out a deal, the rep only needs to select the contact and product that are already registered.
| Table | Main filter |
|---|---|
| Contacts | Department, linked company, decision-maker |
| Companies | Segment |
| Products | Category |
To configure the sales force tables:
- Create the contact, company, and product tables with the fields relevant to each.
- Add the filters (department, segment, category, decision-maker).
- Reference these tables in the deal form using connected fields.
Why choose Jestor to organize contact, company, and product data?
With contact, company, and product living in connected tables within the same platform, each customer's conversation history stays preserved in that record's chat, and the record never needs to be rebuilt from scratch for a new deal.
Frequently asked questions
Can I tell who the decision-maker at a company is?
Yes, there's a specific filter to mark and find contacts who are decision-makers.
Does each contact have its own conversation history?
Yes, the internal chat is linked to each contact, company, or deal record.
Are products kept in a table separate from contacts?
Yes, products have their own table, with a filter by category.
Do I need to re-register the contact for every new deal?
No. The deal form references contacts and products that are already registered.
Reference video
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