CRM

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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: http://www.businessdictionary.com/definition/sales-forecast.html#ixzz3Jy1Wll11

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: http://www.businessdictionary.com/definition/activity-quota.html#ixzz3Jy28TRrS

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

2.2.1.1. 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