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  Contact Management Application (CRM) Info

HostedDatabase.com's Contact Management application is designed for general purpose customer relationship management (CRM) purposes and has features required by a typical sales force operation.

The business data is contained in a database consisting of a primary data table, secondary data tables, and look-up tables. Here is a break-down of all groups of information maintained by the application.

  1. Contacts - the primary data group is the Contacts table. This table contains data elements that describe the contact such as company name, contact name, address, phone, e-mail, last meeting date, notes, contact type, etc.
  2. Calls - one secondary data group is the Calls table. This table keeps a date-ordered history of all calls logged for the contact, including call date/time, subject, and notes.
  3. Opportunities - another secondary data group is the Opportunities table. This table contains data describing a specific sales opportunity with the prospective customer, including opportunity name, dollar amount, close date, stage/probability, etc.
  4. Contact Types - this is a look-up table used to classify contacts within the application. For example, you might use contact types to align with particular product lines, or regional location.
  5. Probabilities - this is a look-up table used to specify the stage of cycle or probability of success for selling to a particular sales prospect.

Note that the primary and secondary tables in the Contact Management application each have three (3) user-defined custom fields so you may store business data that is specific to your own business. One of the first tasks you should perform prior to using your application is to populate all the look-up tables mentioned above with data values specific to your business. You should also modify your application properties to specify your custom fields if you have any. Click HERE to download our "Applications Getting Started Guide."

  
 

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