Companies (B2B)

Companies are account-level records in Zalify Reach for B2B teams. Where a contact represents a person, a company represents the organization that person belongs to, and contacts associate to companies so you can see everyone at an account in one place. If you sell to consumers only, you can skip companies entirely — contacts and lists are all you need.

What a company record is

A company record groups the contacts who work at the same organization and holds account-level information alongside them.

A company record shows:

• Company properties — the organization's attributes, such as its name and domain.
• Associated contacts — every contact linked to this company, so you can see all your points of contact at the account without searching for each one.
• Account activity — activity from the associated contacts, viewed at the company level.

How contacts associate to companies

A contact links to a company through an association on their profile. Associations are created in two ways:

1. Automatically. Reach can associate a contact to a company based on their email domain — for example, linking anyone with an @acme.com address to the Acme company record.
2. Manually. You set or change the association on the contact's profile, or from the company record. Use this when the automatic match is wrong (a personal Gmail address, an agency working across accounts) or missing.

Each contact associates to one company.

To see or change a contact's company, open their profile — the association appears alongside their other properties. See Managing customers (contacts) for the full profile anatomy.

Create a company

1. Open the companies area of Reach.
2. Choose the option to create a new company.
3. Enter the company's name and any other properties you have, such as its domain.
4. Save, then associate contacts to it.

Companies may also be created automatically when contacts arrive with a matching business domain.

When companies matter

Companies are worth setting up when the organization, not the individual, is your real unit of work:

Multiple contacts per deal. In B2B sales, the person who filled in your form is rarely the only person involved. Associating contacts to a company shows you the whole buying group — who else from that account has submitted a form, opened your emails, or chatted with you.

Account-level context in conversations. When a contact writes in via Live Chat or replies to an email, their company association tells you instantly which account you're talking to and what else has been happening there, without cross-referencing a CRM.

Cleaner reporting. Twenty signups that are twenty different companies mean something different from twenty signups at one company. Company records let you read your audience growth in terms of accounts.

Attribution. If you also use Ana, Zalify's attribution and analytics product, company associations help you connect marketing touchpoints from several individuals into a single account-level journey.

Companies and email audiences

Emails are still sent to contacts, not to companies. To email people from specific accounts, build your audience from contact-level lists and segments as usual. See Lists and segments.

Subscription status also stays at the contact level: each person at a company subscribes or unsubscribes individually, and one colleague's unsubscribe never affects another's. See Subscription status, consent & unsubscribes.

Related articles

• Managing customers (contacts)
• Lists and segments
• Subscription status, consent & unsubscribes