Introduction
Companies having multiple child entities (e.g. umbrellas, subsidiaries, or regional branches), each with their own distinct online presence is fairly common.
Also common is the likelihood that both a parent company and one of its "children" will fit your ICP criteria, and therefore you might have be in your Accounts repository.
In Evergrowth, we allow you to capture the Parent-Child relationship, not only to improve visibility for your sales teams, but also to influence how your Agents and Workflows handle these organizations.
Setting a Parent company in Evergrowth means that your Contact Finder agents will avoid duplicating contacts across the multiple interconnected Accounts.
This provides a few benefits:
a) Cleanliness: Avoiding duplicate contacts is a simple way to avoid clutter
b) Contact Finder credit savings: You won't use credits finding the same contact multiple times
c) Additional credit savings: Since Contact Finders don't create duplicates, subsequent Email/phone searches & Play generation Agents aren't wasting credits too.
d) Precise outreach: Only having your contact in Evergrowth once ensures your outreach is targeted at buyers only for their specific subsidiary (and ensure you're only targeting them once!)
Where to view Parent-Child relationships
The relationships are visible at the individual Account level:
From a Parent Account
From a Child Account
These relationships are also visible at the Accounts overview level:
How to set a Parent Company
Option 1 - Set for an individual Account
Step 1) Go to your Accounts repository
Step 2) Click to open the child Account that you want to edit
Step 3) In the Overview tab, click the ➕ icon next to Parent Company
Step 4) In the pop-out view, search for the parent company
Step 5) Check the ☑️ box next the parent you , then click Assign to save
For more guidance on manually adding & editing Accounts in Evergrowth, see the knowledgebase guide
Option 2 - Bulk Imports
Step 1) In your import file, add either of the following column sets to capture the relationship:
Child Account Name & Child Domain
or
Parent Account Name & Parent Domain
Step 2) Once you've populated either sets of columns in your spreadsheet, export it as a CSV file
Step 3) Go to your Accounts repository and click Add New > Upload CSV
Step 4) Attach your file and hit Create
You do not need to use both sets of fields while importing - Evergrowth will ignore blank values and interpret relationships from what you populate in your CSV
Similarly, if re-importing an account to Evergrowth, you do not need to respecify the Parent-Child relationships. Evergrowth will not discard them if left blank
FAQ
Q: Is this feature included in my Evergrowth subscription?
A: This is included in all Evergrowth subscriptions, but first must be enabled by an Evergrowth admin
To enable this for your environment, simply reach out to your Evergrowth contact (or submit a request for this here) and we'll get that sorted for you!
Q: Can a Parent have multiple children?
A: Yes! However, a Child cannot have multiple Parents
Q: Does this solve duplicate contacts retroactively?
A: No. Setting a Parent-Child connection will not update/remove any of your existing contacts. It will only prevent future launches of the Contact Finder agent from creating duplicates.
Q: Can a Parent Company be a child of another company?
A: Currently, no. To avoid hierarchy loops and overly complex branching diagrams, relationships are restricted to two levels.
Q: Does this also influence my CRM Integration?
A: This feature is coming in v1.3. Soon, relationships from your CRM will also sync automatically to your Evergrowth Accounts via the native integration.
Until then, you can easily sync this setting en masse, following the steps in the below articles: