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Bakheet CRM - Coggle Diagram
Bakheet CRM
Opportunities
Name
Probability of Winning
Date
Actual Closing Date
Creation Date
Invoicing Date
Booking Date
Forecasted SAR Value
ID
Account Name
Stage
Technical Requirement gathering
Deliver Value Proposition
Negotiate & handle Objections
Deal closing
Opportunity Qualification
Submit Offering
Status
Won
Lost
On Hold
Active
Priority Decision Factors
Price
Maintenance
Parts
Discount
After Sales Support
Responsiveness/Reliability
Payment Facilities
Brand Reputation/ Quality
Relationship/ Customer Loyalty
Customer Journey Stage
Research & Info Gathering
options Evaluation
Need Identification
Request For Proposal
Final Agreement
Purchase
Type
Equipment
Service
Stakeholders Relationship
Opportunity User
Projects
Project Stage
Construction
Road
Fine Grading
Base Aggregate
Mounting
Excavation And Clearing
Paving Asphalt
Road Finishing
Concrete
Mobilization
Site Preparation
Foundation & Excavation
Structural Framing
Structure Construction
Planning
Preconstruction
Procurement
Initiation
Project Closure & Delivery
Project Name
Number of Active Bakheet Equipment
Anticipated Project Completion Date
Stakeholders
Consultant
Construction Manager/Plant Manager
Project Manager
Estimation Engineer
Procurement
Executive Management
Location
Project/ Industry Type
Mobilization Date
Awarded Contractor
Project Status
Completed
Canceled
On hold
On Track
Project Value
Reference Number
Account (Customer)
Division
Road
Concrete
General Contractor
Road & Concrete
Account
Category
Parent account
Sibling account
Name
Information
VAT
National Address
CR
Code / Account Number
Customer classification
C
B
A
HQ
Classification Criteria
Operations Model
Preferred Quality
Fleet Size
Ratio of Fleet From Bakheet
Number of Projects in pipeline
Project Size
Government Classification
Active Years
Product Basket
Branch
Customer Industry
Building Contractor
Road Contractor
Concrete Ready Mix Plant
Asphalt Plant
Municipality
General Contractor
Account Type
Contractor
Government
Consultant
Plant
Users
ID
Position
Sales Engineer
Parts & Service Specialist
PSSR
GM
Road, Minerals and Mining, and Technologies Division
Operations
Concrete
Product Manager
Parts Planning Associate
Application Engineer
Account Manager
Managing Director
Sales Manager
Regional
Gulf
Red Sea
National
Division
Road
Concrete
Light Equipment
Reporting To
Territory
Gulf
Red Sea
Name
User Degree
City
Products
Category
Division
Concrete
Road
Light equipment
Type
Brand
Price List
Quantity
ID
Specifications
Model
Manufacturing
Year
Source
Brand
Supplier
Technical Information
Equipment Picture Attachment
Warranty Terms
Country of Origin
Stock Availability
Name
Quotation
Creation Date
Account
Name
Additional Info
The national address
VAT Number
CR
Product List
Quantity
ID
Specifications
Model
Brand
Manufacturing
Year
Source
Supplier
Technical Specifications (When Needed)
Equipment Picture (When available)
Terms
Payment Terms
Cash
Credit
L/C
BG
After Sales Support
Parts
Maintenance
Visits
Price
Final Price
Separate VAT
Total Price (Including VAT)
Delivery
To be ordered
Estimated Delivery Date
Stock Available
Expected Delivery Date
Discount
Percentage Granted/ Discount Amount
Warranty
Validity/ duration
Conditions
Quotation Validity
Quotation reference Number
Type
Equipment
Service
Activities
ID
Date
Status
Completed
In Progress
Scheduled
On Hold/ Pending
Approval Confirmation
Type
Regular Visit
Follow up
Email
Call
Marketing Support
New Product Launching
Exhibition Invitation
Promotional Activities
Equipment Manufacturer Visit
Machinery Test Drive
Presentation
Quotation (Redirect to Quotation Module)
Action Plan
Stakeholders
Account
Location
Purpose
Priority
Medium
Low
High
Contacts
Contact Full Name
Position
Contact Info
Stakeholders
Influence
Positive
Neutral
Negative
Very Negative
Uncertain
Very Positive
Attitude
Very Low
Low
Average
High
Very High
Uncertain
Accessibility
Unrestricted
Frequent
Infrequent
Promised
Inaccessible
Uncertain
Decision Making Role
Very High
High
Average
Low
Very Low
Uncertain