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06 / 07 · THE COMMUNICATION CONTEXT

Marketing.

Communicate with purpose, through relevant relationships and channels.

WHAT THIS PERSPECTIVE DOES

The right information.
In the right context.

Marketing includes communication, operational email, leads and campaigns. A message can be about support or a contract without legally becoming a marketing message.

One underlying identity. Direct typed relationships. Permissions checked in the user's active context.

Core functional scope

01Mail workspace connected to approved providers
02Leads, opportunities and relationship journeys
03Campaigns, segments and consent records
04Communication-purpose classification
05Messaging provenance, access and retention policies
06Linked discussions across People, Work and Finance
HOW THE DATA CONNECTS

Not isolated records.
Relationships with meaning.

Typed relationship examples for understanding the information model. They are not generated from a running customer database.

Marketing.Messagesent_to →People.Person
Marketing.Messagerelated_to →Work.Project
Marketing.Opportunityconcerns →People.Organization
Marketing.Campaignuses →Marketing.Segment
WHY IT WORKS THIS WAY

Email is communication, but commercial, internal, contractual and support communication have different purposes and legal conditions. The interface can feel like Mail while storing the message in a connected communication model.

PART OF A GREATER WHOLE

Go beyond Marketing.

Every perspective connects to all others through UBIM. Discover the shared technology or explore a different part of the platform.