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CRM Dev (Request (Type of Channels, Tags (sponsor, etc), Sites, Type of…
CRM Dev
Request
Type of Channels
Tags (sponsor, etc)
Sites
Type of activity
Business sector
Hunt opportunity ( calendar, potential amount)
Cible : B2B / B2C / B2D
prospect / client / Reference
Reporting/Vues
Funnel
Sucessful bids
New clients
Sucessful upsell & upgrade
Renews
Ongoing Tenders
Ongoing commercial proposal
Wekkly overview
Sucessfull deals private market & public market
Lost bids private & public markets
Turnover per site
Fiche Client/Prospect
Client / prospect name
Site
Type of activity
Turnover
FTE
Chanels (tel, email, mail, chat, SMS, social, BPO)
(NB : if prospect, data have to be confirmed / Client : datas came from financial control)
BID
Statistics per commercial per bids(Won, exit, etc)
Bids opened / closed / exit / lost / in progress
Opportunity in progress amount + weighted amount
Hunt activity
nb of outbound contacts
nb of meeting
nb of commercial proposals
Inputs
Client/Prospect : Company
Prospect Client Name
Prospect or Client ?
SIREN
Adress
Cible client
B2C/B2B/B2D
Sector
Private / Public
Business sector
Automotive / Bank/
Media /Telco
Insurance/ Health / Mutual
Entertainment / Public sector
Retail / Transports
Utilities / others
Logo
Contact (who,Position, tel, email)
Activities
Per channel
Turnover
end of contract
FTE
Client/Prospect : contact person
Name
Position
Adress
Tel
e-mail
Tag (Critic/sponsor/silent)
:tada:
Commercial Activity
New Bid
1/ TENDER
2/ COMMERCIAL PROPOSAL
Tender name
Status
In progress
Key steps
Answer in progress
Waiting for the short list
Waiting for the presentation
Negociation
Waiting for the decision
To come
Lost
Post mortem
Won
starting date
Exit
Post mortem
Amount in K €
Kind of project
Deal
Business closed
Type of procedure
Tender
Proposal commercial
Type of activity
Technical support
Sales
Customer Care
Nature of project
Upsell/ Upgrade/renew / cross sell / new logo
Site
% of success
Channel
Tel, email, mail, SMS, social, chat
nb of FTE
Hunt
Alert scheduling
Contact
per e-mail (date)
per phone (date)
per social media (date)
Meeting
date
with whom
business meeting report
link with the commercial proposal
Account managemnt
Doc management (contract, financial proposal)
Invitation
Gift
Event
Lunch
Business meeting report : Lunch/meeting/steering comitee
Tools
Alert scheduling
Import / export
Emailing
Link Title