Get Started. It's Free
or sign up with your email address
Rocket clouds
CRM by Mind Map: CRM

1. Lead

1.1. Is a contact or an account with very little information

2. Converting Leads

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

3. Opportunity

3.1. Is a contact or an account which has been qualified.

4. Contact

4.1. Provides quick access to account names and contact information.

5. Pipeline

5.1. A system through which something is conducted, especially as a means of supply

6. Sales

6.1. Sales Activities

6.1.1. Sales activities provide specific types of goods or services to various campus departments as well as to outside entities.

6.2. Sales Quote

6.2.1. Allows a prospective buyer to see what costs would be involved for the work they would like to have done.

6.3. Sales Forecast

6.3.1. Projection of achievable sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

7. Order

7.1. Purchase Order

7.1.1. 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. The Purchase Order is a formal notification and approval for a customer order, and kicks off the next stage in the sales process when the PO is received.

7.2. Sales Order

7.2.1. 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. Once a quotation is approved, a Sales Order can be created directly from a Quote detail view. All the relevant data from existing records will be automatically populated in the Sales Order.

8. Invoice

8.1. An invoice is a commercial document issued by a seller to the buyer, indicating the products, quantities, and agreed prices for products or services the seller has provided the buyer.

9. Campaign

9.1. A Campaign (or Marketing Campaign) is a marketing effort to increase sales through a set of marketing activities.

10. Product

10.1. A Product is a business offering from a business to it's customers.

11. Vendor

11.1. Supplier of the product