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Salespeople
Salespeople interact with prospective customers
and sells company's products. Salespeople' function
enables to manage salespeople hierarchy across different
divisions along with their commission information.
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Purchasers
Purchasers interact with vendors and purchase company's
inventory items to manufacture products. Purchasers'
function enables to manage purchasers across different
divisions and their privileges to purchase inventory
items of various inventory groups.
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Prospects
Prospect is a business entity that the company is
interested to sell company's products to or purchase
inventory items from. A prospect can be a future
customer or vendor and hence it will be used in
all sales and marketing campaigns. Note that a prospect
does not represent an individual person. A prospect
can have multiple contacts of which each contact
represents an individual person.
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Contacts
Contact represents an individual person of prospect
that a salesperson or purchaser interacts with.
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Customers
Customer is a business entity that is interested
to buy company's products through a sales order
and brings revenues to the company.
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Vendors
Vendor is a business entity that sells inventory
items or raw materials to produce company's products
through a purchase order. A vendor is also a business
entity that provides services to company such as
installing and repairing company's products on customer
site.
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Opportunities
Opportunity is a possible sale that a salesperson
identified with a prospect during a tradeshow or
as a result from a marketing campaign. Opportunity
is a starting point of proposing a sale of company's
items. Opportunity captures items, probability of
sale, and other key parameters.
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Campaigns
Campaigns allow a company reach their prospects through their desired communication
(e-mail, fax and mail) with personalized and relevant content, leading to increased
response rates and greater return on investment.
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Reminder
Schedule
Reminder Schedule displays a snapshot of reminders
that are created in various business functions in
daily, weekly, and monthly calendar formats.
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