Term

Explanation

More info

Activity

Any action related to CRM. Could be a planned phone call or a meeting. Attached to the activity you can add documents as well as participants, infotags, ...

Activity

Global Search

Full Text Search traversing note-fields as well as documents in all CRM data.

Global Seach

HashTag (#)

If you key in text like "#Soccer" in the note field on a contact person, this hashtag will be created automatically. This allows you to find this person again as well as other persons containing the same hashtag. Hastags are most suited for loosely structured information.

HashTags

InfoTag

InfoTags are like text stamps attachable to almost any item in CRM (contacts, companies, projects, activities) thereby enabling easy selection af all items having the same infotag. Infotags are selected from pick lists created by yourself. Infotags are the more structured approach to segmentation.

InfoTags

KAM

Key Account Manager. The CRM User with topmost responsibility for the Account (Company).

Campaign

A collection of activities planned or performed on a target group of companies and/or contacts.

Campaigns

Kanban

Methodology to ensure timely actions on tasks. Kanban cards can be linked to companies and contacts.

Kanban

Contract

An agreement between your company and an outside partner. You can have any number of agreements for a partner. The agreement document (could be a pdf) can be linked to the agreement.

Contract

Project

A collection of activities with a common goal. May be beneficial in case you have more concurrent projects with the same customer.

Relation

The fields Relation (Primary and Secondary) are used to designate the companys relation to your company. Typical relations are Customer, Prospect, Competitor, Vendor, ... You yourself decide what relations to be assignable.

Relation

Sales Model

A methodology to ensure a structured and efficient approach to sales.

Sales Models

Opportunity

A planned sale of products and/or services to a prospect. Often including the contract value, estimated close date and probability. The opportunity can be more detailled including order items, sales model steps and much more. A detailled Opportunity can form the basis for a specific quotation to the prospect.

Opportunity

Quote

A Quote is linked to an Opportunity and inherits most information from this Opportunity. The Quote itself can be used to merge a document containing the formal Quote for the prospect. An Opportunity may have more Quotes - but only the most recent is the active. Others are kept for later analysis.

Quote