Market Data & ForecastsSales planning data such as market data that is used to generate sales forecasts.
AccountsCustomer details such as name and address.
ContactsContacts for each employee of the customer who is involved in decision making, purchasing, administration and technical solutions related to your products and services.
LeadsPotential customers including details related to their industry, financial statements and other data used to qualify leads.
OpportunitiesPotential customers who you are actively pursuing.
ActivitiesTracking meetings and other interactions with the customer.
KnowledgeDocuments such as sales collaterals, request for proposals and proposals.
QuotesOffers that are communicated to the customer including prices and terms.
OrdersOrders represent closed sales. Revenue is calculated using order data. Margins are calculated using order data and cost of sales data.
CampaignsThe details of sales campaigns such as promotional pricing events. Allows sales management to look at the historical and current results of campaigns.
Sales TeamsData related to sales teams and salespeople that supports calculation of commissions and performance management. For example, each order may identify the salespeople who closed the deal.
Territories & ChannelsTracking sales territories and channels.
ServicesDetails of the customer's current services.
ContractsContracts with customers such as an SLA.
BillingInvoices and payments.
Customer ServiceCustomer service interactions with customers such as a complaint. Used to manage customer relationships to improve customer lifetime value.
|Overview: Sales Data|