Here is an expanded list of the types of information that can be stored within a CRM system like Sage CRM:
Customer Data:
- Contact details - names, job titles, department, emails, phone numbers, addresses
- Account details - parent/child company relationships, industry, revenue, number of employees
- Personal details - birthdays, special occasions, interests/hobbies
- Profiles - social media links, photos, customer type/tier
Sales Information:
- Opportunities - deals in progress with contacts/accounts, deals amounts, close dates, probability/confidence, competitors
- Activities - scheduled phone calls, meetings, to-do tasks
- Notes - free text notes, activity history, tracking details of discussions
- Documents - quotes, marketing material, sales collateral, contracts, renewals
- Products - pricing, SKUs, inventory availability related to opportunities
Service Information:
- Cases - support tickets, issues, defects, customer complaints
- Case history - communications, status changes, resolutions
- Satisfaction scores - CSAT, survey results
- Return/refund data - product issue, replacement, credit info
Marketing Information:
- Campaigns - email blasts, advertisement tracking
- Website tracking - pages visited, account profiles
- Event registration - webinars, workshops, conferences
- Contact subscriptions - newsletter, blog, notifications
Analysis:
- Reports - actual vs. forecast/pipeline, sales by geo, performance KPIs
- Dashboards - graphical summaries, metrics
- Segmentation - by industry, revenue, customer value
Comments