Market Data & Forecasts
Sales planning data such as market data that is used to generate sales forecasts.Accounts
Customer details such as name and address.Contacts
Contacts for each employee of the customer who is involved in decision making, purchasing, administration and technical solutions related to your products and services.Leads
Potential customers including details related to their industry, financial statements and other data used to qualify leads.Opportunities
Potential customers who you are actively pursuing.Activities
Tracking meetings and other interactions with the customer.Knowledge
Documents such as sales collaterals, request for proposals and proposals.Quotes
Offers that are communicated to the customer including prices and terms.Orders
Orders represent closed sales. Revenue is calculated using order data. Margins are calculated using order data and cost of sales data.Campaigns
The details of sales campaigns such as promotional pricing events. Allows sales management to look at the historical and current results of campaigns.Sales Teams
Data 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 & Channels
Tracking sales territories and channels.Products
A catalog of your products and services.Services
Details of the customer's current services.Contracts
Contracts with customers such as an SLA.Billing
Invoices and payments.Customer Service
Customer service interactions with customers such as a complaint. Used to manage customer relationships to improve customer lifetime value.| Overview: Sales Data | ||
Type | ||
Definition | Data that is used to manage sales. | |
Related Concepts | ||
