Flags with attitudes and decision powers

Flags

A Flag is not just a contact. It’s a living representation of a business relationship and its evolution. The concept of the Flag was created to give business engineers a visual and operational tool to:

  • Instantly assess the attitude and engagement level of a contact through color coding.
  • Track changes in attitude or relationship status over time (“flipping” the flag).
  • Understand, at a glance, the decision-making power of each contact for every deal.
  • Move beyond static Rolodexes and build a dynamic, actionable map of influence, trust, and business momentum.

Flags answer the question: Who really matters in this deal, what is their stance, and how can I move the business forward?

1. Features

A Flag in WintheDeals is far more than a simple contact. It is a comprehensive business entity designed to centralize, enrich, and operationalize your relationship management. Key features include:

  • Attitude & Color Coding: Every Flag has an “attitude” property, visually represented by a color. This color instantly communicates the contact’s current stance: green for positive, blue for neutral, red for negative.
  • Flag Flipping (Attitude Change): The attitude (and thus the color) of a Flag can be changed at any time to reflect a shift in the relationship. This “flipping” of the flag is a powerful way to track business dynamics and adapt your strategy accordingly.
  • Decision Power (Power): Each Flag can have a different decision-making power for each Deal. This is managed through the “Power” object, which links a Flag to a Deal and specifies their influence.
  • Complete Contact Profile: Store detailed information (name, job title, company, multiple emails, phone numbers, social media links, etc.).
  • Communication Preferences: Track call availability, waiting please call backs and engagement history.
  • Multi-channel Integration: Link LinkedIn, Twitter/X, and other networks for a full business profile.
  • Audit Trail: Automatic logging of creation, updates, and user actions for compliance and transparency.
  • Multi-tenant Security: Data is isolated by business unit (tenant), ensuring confidentiality and integrity.

2. Relationships

Flags are deeply integrated with all core business objects in WintheDeals:

  • Deals: Link Flags to sales opportunities for precise stakeholder mapping. For each Deal, a Flag can have a unique “Power” (decision-making authority), making it easy to identify who can influence or approve a deal.
  • Powers: The Power object explicitly connects a Flag to a Deal, specifying their role. This enables granular mapping of influence and authority for every opportunity.
  • Attitude History: Changes in attitude (color) can be logged, providing a timeline of relationship evolution for each Flag.
  • Tasks: Assign tasks and follow-ups directly to Flags.
  • Folders & Attachments: Organize and associate documents with each Flag.
  • Circles: Group Flags into companies, associations, teams, departments, or interest clusters.
  • Spots: Connect Flags to business locations or operational sites.

This relational architecture enables a 360° view of every business relationship and its context within your sales and delivery processes.

3. Everyday Usage

For business engineers, Flags are a daily operational tool:

  • Stakeholder Mapping: Instantly identify all key contacts involved in a deal or project, along with their attitude (color) and decision power for each opportunity.
  • Account Planning: Visualize connections between people, deals, and activities. See at a glance which contacts are supportive, neutral, or resistant, and adjust your approach accordingly.
  • Attitude Management: Proactively “flip” a flag’s color when a contact’s stance changes—after a key meeting, negotiation, or new information.
  • Power Analysis: For each deal, quickly determine who has the authority to decide, who can influence, and who may block progress.
  • Engagement Tracking: Monitor all touchpoints and communications for each contact.
  • Collaboration: Share contact intelligence and notes with your team, securely and efficiently.
  • Compliance: Ensure all contact data is up-to-date and auditable.

4. Added Value Compared to a Traditional CRM

Unlike a basic CRM contact, a Flag is a business object with:

  • Contextual Relationships: Direct links to deals, tasks, documents, and more.
  • Business-Centric Data: Designed for B2B processes, not just static contact info.
  • Operational Intelligence: Track engagement, categorize by business role, and integrate with all your workflows.

In summary: A Flag is actionable, relational, and central to your business development, not just a name in a database.

5. Comparison with Salesforce

  • Salesforce Contact: Primarily a record of contact information, with relationships managed through separate objects (e.g., Opportunities, Accounts).
  • WintheDeals Flag: Combines contact info, business role, and operational context in a single, fully connected object. Relationships are first-class citizens, not afterthoughts.
  • Advantage: Faster stakeholder mapping, less navigation, and a more intuitive experience for business engineers.

6. Comparison with HubSpot CRM

  • HubSpot Contact: Focuses on inbound marketing and engagement tracking, but often lacks deep operational integration with deals and business processes.
  • WintheDeals Flag: Built for B2B sales cycles, with direct links to every business process and object.
  • Advantage: Greater operational depth, better suited for complex sales and multi-stakeholder environments.

7. Comparison with Pipedrive

  • Pipedrive Person: Simple contact management, optimized for pipeline visualization but with limited relationship mapping.
  • WintheDeals Flag: Offers richer relationship mapping and integration with all business objects.
  • Advantage: More powerful for account-based selling and enterprise sales scenarios.

8. Top 3 Advantages of WintheDeals Flags for Business Engineer

  • 360° Relationship Management: Instantly see every touchpoint, deal, and activity linked to a contact.
  • Business-Centric Design: Flags are built for the realities of B2B sales, not just static data entry.
  • Operational Efficiency: Save time, reduce errors, and drive more business by working within a system that mirrors your real-world processes.

WintheDeals Flags empower you to move beyond traditional contact management and build true business relationships that drive results.