Basic Entities in CRM

Account

Customers, competitors, and partners. Each account stores information such as name, address, and phone numbers.

Information about an organization.


Contact


Individuals associated with your business accounts that you need to track in Salesforce.

Information about individual persons.


Opportunity

Sales deals that you want to track. Adding opportunities also builds your pipeline, which will contribute to your forecast.

Potential revenue generating event.


Product


Something offered by company to the customers for a price is called an Product.

Lead

A prospect or potential opportunity.

Information about an individual/organization who is interested in our product.


Case


Description of a customer’s feedback, problem, or question. Use cases to track and solve your customers’ issues.

Solution

Detailed description of a customer issue and the resolution of that issue.

Cheers!!!

1 comment:

  1. Great article. I was looking for something more simple which whould help me manage all of the above for my small business and came across TriumphCRM www.triumphcrm.com which is extremely simple and meets my basic CRM needs. By the way am just moving from Excel to a CRM.

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