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CRM by Mind Map: CRM

1. Sales

1.1. Sales Pipeline

1.1.1. a sales pipeline is a visual framework that illustrates the amount of business your company tries to win over a period of time.

1.2. Sales forecast

1.2.1. Projection of achievable sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. Read more:

1.3. Sales activity

1.3.1. a sales person is required to meet certain levels of activity in terms of phone calls, potential client visits, and actual sales within a certain period of time Read more:

1.4. Sales quote

1.4.1. Sales Quotes are legally binding agreements between a customer and vendor to deliver the customer requested products in a specified time-frame at a predefined price

2. Leads

2.1. Lead

2.1.1. A lead is a prospective customer. In a CRM system, prospective customers are first entered into the system as leads.

2.2. Converting leads

2.2.1. opportunity Opportunity represents prospect with plentiful chances of generating revenues.

2.2.2. When there is a chance of further negotiations with a lead, it can be converted into an account, contact, and potential

2.3. Contact

2.3.1. A Contact is the contact information for a given customer or prospective customer. When a Lead is converted to an Opportunity, a Contact for the prospective customer is automatically created in the CRM system

3. Order

3.1. Purchase order

3.1.1. A purchase order (PO) is a commercial document issued by a buyer to a seller, indicating types, quantities, and agreed prices for products or services the seller will provide to the buyer.

3.2. Sales order

3.2.1. A Sales Order is a document used internally by businesses to track and complete a customer order. A sales order may be for products and/or services. A CRM system allows you to record and manage Sales Orders and related information as part of your sales process