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CRM by Mind Map: CRM

1. Accounts

1.1. Account Information

1.1.1. Account owner

1.1.2. Status

1.1.2.1. Acquired

1.1.2.2. Active

1.1.2.3. Project cancelled

1.1.2.4. Shut down

1.1.3. Account Name

1.1.4. Phone number

1.1.5. Website

1.1.6. Account number

1.1.7. VAT Code

1.1.8. Industry

1.1.9. Annual revenue

1.2. Address Information

1.2.1. Billing Street

1.2.2. Billing City

1.2.3. Billing Code

1.2.4. Billing Country

1.2.5. Shipping Street

1.2.6. Shipping City

1.2.7. Shipping Code

1.2.8. Shipping Country

1.3. Description Information

1.3.1. Description

2. IT

3. Vendor

3.1. Vendor Information

3.1.1. Vendor owner

3.1.2. Vendor name

3.1.3. Phone

3.1.4. Email

3.1.5. Website

3.1.6. Industry

3.1.6.1. Sales-Software

3.1.6.2. Sales-Hardware

3.1.6.3. Rental Income

3.1.6.4. Intrest Income

3.2. Address Information

3.2.1. Street

3.2.2. City

3.2.3. Zip Code

3.2.4. County

3.3. Description Information

3.3.1. Description

4. Lead

4.1. Lead information

4.1.1. Lead owner

4.1.2. Company

4.1.3. Website

4.1.4. First name

4.1.5. Last name

4.1.6. Title

4.1.7. Email

4.1.8. Phone number

4.1.9. Mobile

4.1.10. Lead status

4.1.10.1. Attempted to contact

4.1.10.2. Contact in future

4.1.10.3. Contacted

4.1.10.4. Junk lead

4.1.10.5. Lost lead

4.1.10.6. Not contacted

4.1.10.7. Pre-qualified

4.1.10.8. Non qualified

4.1.11. Lead source

4.1.11.1. Advertisement

4.1.11.2. Cold call

4.1.11.3. Employee referral

4.1.11.4. External referral

4.1.11.5. Partner

4.1.11.6. Public relations

4.1.11.7. Trade show

4.1.11.8. Web form

4.1.11.9. Search engine

4.1.12. No. of employees

4.1.13. Industry

4.1.14. Annual revenue

4.1.15. Secondary email

4.2. Address information

4.2.1. Street

4.2.2. City

4.2.3. Zip Code

4.2.4. Country

4.3. Description information

4.3.1. Description

5. Deal

5.1. Deal information

5.1.1. Deal owner

5.1.2. Amount

5.1.3. Deal name

5.1.4. Closing date

5.1.5. Account name

5.1.6. Stage

5.1.6.1. Qualification

5.1.6.2. Needs analysis

5.1.6.3. Identify decision makers

5.1.6.4. Proposal/Price Quote

5.1.6.5. Negotiation/Review

5.1.6.6. Closed won

5.1.6.7. Closed lost

5.1.6.8. Closed - lost to competition

5.1.7. Profitability

5.1.8. Expected revenue (Amount x Profitability)

5.1.9. Lead source

5.1.9.1. Advertisement

5.1.9.2. Cold call

5.1.9.3. Employee referral

5.1.9.4. External referral

5.1.9.5. Partner

5.1.9.6. Public relations

5.1.9.7. Trade show

5.1.9.8. Web form

5.1.9.9. Search engine

5.1.10. Contact name

5.2. Description information

5.2.1. Description

6. Contact

6.1. Contact information

6.1.1. Contact owner

6.1.2. Lead source

6.1.2.1. Advertisement

6.1.2.2. Cold call

6.1.2.3. Employee referral

6.1.2.4. External referral

6.1.2.5. Partner

6.1.2.6. Public relations

6.1.2.7. Trade show

6.1.2.8. Web form

6.1.2.9. Search engine

6.1.3. First name

6.1.4. Last name

6.1.5. Vendor name

6.1.6. Account name

6.1.7. Department

6.1.8. Email

6.1.9. Home phone

6.1.10. Title

6.1.11. Phone

6.1.12. Date of Birth

6.1.13. Other phone

6.1.14. Asst phone

6.1.15. Mobile

6.1.16. Assistant

6.1.17. Secondary email

6.1.18. Reporting to

6.2. Address information

6.2.1. Mailing Street

6.2.2. Mailing City

6.2.3. Mailing State

6.2.4. Mailing Zip

6.2.5. Mailing Country

6.2.6. Other Street

6.2.7. Other City

6.2.8. Other State

6.2.9. Other Zip

6.2.10. Other Country

6.3. Description information

6.3.1. Description information

7. Activities

7.1. Call

7.1.1. Contact name

7.1.1.1. Contact

7.1.1.2. Lead

7.1.1.3. New contact

7.1.1.3.1. First name

7.1.1.3.2. Last name

7.1.1.3.3. Account name

7.1.1.3.4. Email

7.1.1.3.5. Phone

7.1.2. Call owner

7.1.3. Subject

7.1.4. Call purpose

7.1.4.1. None

7.1.4.2. Prospecting

7.1.4.3. Administrative

7.1.4.4. Negotiation

7.1.4.5. Demo

7.1.4.6. Project

7.1.4.7. Support

7.1.5. Related to

7.1.5.1. Account

7.1.5.2. Deal

7.1.5.3. Product

7.1.5.4. Quote

7.1.5.5. Sales order

7.1.5.6. Purchase order

7.1.5.7. Invoice

7.1.5.8. Vendor

7.1.6. Call Details

7.1.6.1. Current call

7.1.6.1.1. Description

7.1.6.1.2. Call result

7.1.6.2. Completed call

7.1.6.2.1. Call start time

7.1.6.2.2. Call duration

7.1.6.2.3. Description

7.1.6.2.4. Call result

7.1.6.3. Schedule call

7.1.6.3.1. Call start time

7.1.6.3.2. Description

7.1.6.3.3. Call result

7.1.6.3.4. Send reminder

7.2. Event

7.2.1. Host

7.2.2. Related to

7.2.2.1. None

7.2.2.2. Lead

7.2.2.2.1. Add Lead

7.2.2.3. Contact

7.2.2.3.1. Add Contact

7.2.2.3.2. Add Account

7.2.2.4. Others

7.2.2.4.1. Add Account

7.2.3. Participants

7.2.3.1. Add Participants

7.2.4. Description

7.2.5. Time

7.2.6. Repeat

7.2.6.1. Daily

7.2.6.2. Weekly

7.2.6.3. Monthly

7.2.6.4. Yearly

7.2.6.5. Cutom

7.2.7. Send reminder

7.2.7.1. None

7.2.7.2. 5 minutes before

7.2.7.3. 10 minutes before

7.2.7.4. 30 minutes before

7.2.7.5. 1 hour before

7.2.7.6. 2 hours before

7.2.7.7. 1 day before

7.2.7.8. 2 days before

7.3. Task

7.3.1. Task information

7.3.1.1. Task owner

7.3.1.2. Subject

7.3.1.3. Due Date

7.3.1.4. Contact/ Lead

7.3.1.5. Account/ Lead/ Product/ Quote/ Sales order/ Purchase order/ Invoice/ Vendor

7.3.1.6. Status

7.3.1.7. Priority

7.3.1.8. Repeat

7.3.1.9. Reminder

7.3.2. Description information

7.3.2.1. Description