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What is the relationship between case and:
account, contact, and product?

1 Answer

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Final answer:

The relationship between case and account, contact, and product in a CRM system involves tracking customer interactions and service issues (cases) in relation to the entities (accounts), individual personas (contacts), and items or services offered (products).

Step-by-step explanation:

The relationship between case and account, contact, and product revolves around customer relationship management (CRM). Typically, in a CRM system, a case represents a specific issue or service request from a customer. An account details the company or entity subscribing to products or services. Contact relates to the individual personas, holding pertinent information such as names, phone numbers, and addresses associated with an account. Finally, a product is tied to the items or services the company offers, which a case may reference if a customer is experiencing issues or inquiring about it.

As an example, when a customer (contact) from a business client (account) has a query or problem with a product, a case is created to track the resolution of that specific issue. The case is linked to the relevant product, allowing for efficient organization and analysis, ultimately enabling better customer service and business decision-making.

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