Structure
Infinite tree level of accounts in case company has multiple branches, then product lines, etc.
Customers
The commercial face of the platform: accounts, contacts, leads and qualification, opportunities and pipelines, campaigns and forecasts—the relationships and deals that ultimately drive projects and revenue.
Accounts
The names here suggest a focus on billing and money movement, CRM and accounts within «Customers». The description on each card is the primary definition.
Payment Reminders
Send reminders to account email if they are delayed to pay the invoices
Profit
PM can't create jobs with negative profit unless its marked in account data
Invoicing options
automatic Per po, per month or manually
Send invoice
System can send the invoice automatically once its created
Credit limit
System calculate the credit limit for each account based on its payment behavior and spending amounts
Roles
Each account have 1 account manager, 1 main PM, and list of backup PMs
Satisfaction email
System send monthly email to customer to rate our service in the past month, can be disabled for certain accounts
Follow-up
user can add follow-up and assign other user or himself with description and date
Teams
system can assign production team dedicated to an account per task type and/or specs
Portal
Add websites portals like PO portal, files portal, invoicing portal, etc.
Tracking
System can track account behaviors and patterns on weekly bases
Other Important fields
Currency, Pricebook, blacklist, price adjuster, allow sharing pos, payment terms, payment behavior, invoicing point
Feedback
«Feedback» groups capabilities filed under «Customers».
General
Feedback can be created from automatic customer satisfaction email or manually on account level or job level or po level. It can be positive, negative or neutral
Technical reference (may differ from the description above)
Sends satisfaction surveys post-delivery, collects ratings/feedback, updates contact/account scores, alerts AMs on issues; supports unsubscribe.
Feedback Actions
User can add cases and assign it to other users to investigate. Also in case of negative feedback on job user can assign resource to fix the wrong task
Forecast
«Forecast» groups capabilities filed under «Customers».
Annual Forecast
Brand manager and account managers add revenue forecast for next year in 3 pillars.
New Sales: expected revenue from new customers
Account management: expected revenue from current customers
Upselling: expected revenue from current customers who will add new product lines
New Sales: expected revenue from new customers
Account management: expected revenue from current customers
Upselling: expected revenue from current customers who will add new product lines
Leads
The names here suggest a focus on CRM and accounts within «Customers». The description on each card is the primary definition.
Companies or Individuals
this are contacts that we didn't contact yet, and they can have statuses like bad lead, good lead. And can be converted later to accounts
Marketing Campaigns
The names here suggest a focus on CRM and accounts within «Customers». The description on each card is the primary definition.
to collect leads
Add campaign by email,event,ad, etc. and add new leads that came from this campaign. The campaign should have cost and expected revenue to be able to track ROI later
Opportunities
The names here suggest a focus on delivery execution, CRM and accounts within «Customers». The description on each card is the primary definition.
Potential project
opportunity is linked to leads, or account and potential gross profit and detailed jobs requests. The user can work on opportunity and then make it won, partially won or lost. If won then the user can create project based on it
Quotation
user can send formatted quotation email to customer from the opportunity
Tracking
each lost opportunity is sent to a consultant group based on its lost reason to check
Price Books
«Price Books» groups capabilities filed under «Customers».
Service prices
Each price book has set of services and then set of specs on each services with UOM and price/currency. The price book can be linked to multiple accounts
Request For Leads
The names here suggest a focus on CRM and accounts within «Customers». The description on each card is the primary definition.
Send request to collect leads
Needed count, industry, region country, # of employees, size, etc.
Technical reference (may differ from the description above)
Workflow object representing a request to source resources for a job/task; orchestrates selection, candidate vetting, approvals, deliveries, extensions, reopens, and closure.
Sales Campaigns
The names here suggest a focus on CRM and accounts within «Customers». The description on each card is the primary definition.
Create Sales campaign and assign it to sales agent to make sales activities
it work on a previously create request for leads to contact the attached leads and validate them to be active accounts