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Following are the key fields :
Contacts
ForeName*: Specify the first name of the contact. This field is mandatory.
Surname*: Specify the last name of the contact. This field is mandatory.
ContactMechTypeID: Specifies the contact information type such as address, phone or email.
Accounts
- PartyGroupName*: Specify the name of Account holder. This field is mandatory.
- ContactMechTypeId: Specifies the contact information type such as address, phone or email.
Customers
ForeName*: Specifies the first name of the contact. This field is mandatory.
MiddleInitial: Specifies the middle name (if any).
Surname: Specifies the last name of the contact. This field is mandatory
ContactMechTypeID: Specifies the contact information type such as address, phone or email.
Level-1 :
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Customers
A customer is a contact who intends to make a purchase from the business. There are two primary kinds of customers, B2C and B2B. Each of them have their unique traits and need to be treated accordingly. In order to complete a transaction with a customer it is necessary for the company to have that customer's critical information such as name, billing address, shipping address etc.
A CRM offers a 360 degree view of the customer that goes beyond just displaying basic information such as their name and address. Being connected to the cloud, a CRM can connect various strands of information together to give you an advanced understanding of your customer.
Types Of Customers:
B2C
B2B
B2C Customer
A B2C customer is generally an individual customer, because of this a B2C customer has a much simpler profile when compared to a B2B customer. A B2C customer’s payment method is generally a credit card or cash on delivery, or an installment program. Generally a B2C customer ships to one address, rarely having more than one shipping address. They also, primarily, have the same billing and shipping address. The company may also provide a B2C self service portal for the B2C customer to use.
When creating a B2C customer, these are the critical fields:
Name
Phone
E-mail
Payment preference
Shipping address
B2C Profile
Information of interest when viewing a profile:
Order history
Product reviews
Customer journey
Shopping lists
Diagrams
Level 1 : CSR
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level 2 : CSR
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Level 3 : CSR
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Lead Management
Lead is a new inquiry that comes directly to a company as a part of a campaign/trade show/direct mail, through personal referrals, etc. and could form the basis for future deals.
Following are the key fields :
Party Group Name: Specifies the name of the Account holder.
Party ID: Primary key to identify parties.
Fore Name: Specifies the first name of the lead.
Surname: Specifies the last name of the lead.
Contact Mech Type ID: Specifies the lead information type such as address, phone or email.
Lead Source: Primary source from where the lead came in contact with the company.
Contact List: A targeted group of specific people who are interested in your product.
Level-1:
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