Our Salesfive glossary is currently under construction. In 2023 you will find more content here.
An account is an organization, business, or consumer that you want to track - for example, a customer, partner, or competitor.
An event, a task, a call you have logged, or an email you have sent. This can be associated with various accounts, for example.
One or more people in your organization who can configure and customize the application to meet specific needs.
Opportunities track your sales and pending deals.
A lead is a sales prospect who has expressed interest in your product or company but has not yet done business with the company.
Umbrella term for all measures and processes for generating leads and converting them into customers.
You would like to introduce a CRM system? Then you have to consider many things. Learn helpful tips & solutions in the Salesfive guide now!
What SAP connections & interfaces are there? In this guide, we have summarized, listed and explained everything important.
Where is CRM used & what are the areas of application? We show you the most different industries & why a CRM system is advantageous.
