Basic Entities in CRM


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

Information about an organization.


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

Information about individual persons.


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

Potential revenue generating event.


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


A prospect or potential opportunity.

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


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


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


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 which is extremely simple and meets my basic CRM needs. By the way am just moving from Excel to a CRM.