In Lesson 4, Chapter 1 you learned the difference between Companies and Individuals. These companies and individuals are the heart of your CRM and include all companies and their employees with whom you interact - principals, customers, prospects, end users, etc.
With Customers and Accounts you see a separate listing showing only those companies that have, at one time, purchased something from one of your principals.
With Customers and Accounts you see a separate listing showing only those companies that have, at one time, purchased something from one of your principals.
Customers
Customers is a list showing each customer's sales total for all the principals from whom they buy.
The list shows:
- Company name
- Sales Rep assigned to the account
- Last Activity
- YTD Sales vs Last YTD Sales
- Twelve Month Touches
- Twelve Month Sales vs Previous Twelve Month Sales
- Business City
- Business State
- Business Address
- Date the customer was created
- Date the customer was last modified
- Effective access - who can view customer
Customers is a list showing each customer's sales total for all the principals from whom they buy.
The list shows:
- Company name
- Sales Rep assigned to the account
- Last Activity
- YTD Sales vs Last YTD Sales
- Twelve Month Touches
- Twelve Month Sales vs Previous Twelve Month Sales
- Business City
- Business State
- Business Address
- Date the customer was created
- Date the customer was last modified
- Effective access - who can view customer
Accounts
Accounts is a list showing one customer's sales total for each principal from whom they buy.
The list shows:
- Customer name
- Sales Rep assigned to the account
- Manufacturer (Principal) from whom the customer buys
- Customer's account number for each manufacturer
- YTD Sales vs LYTD Sales for each manufacturer
- Date the customer was created for each manufacturer
- Date the customer was last modified for each manufacturer
- Effective access - who can view customer's accounts
Accounts is a list showing one customer's sales total for each principal from whom they buy.
The list shows:
- Customer name
- Sales Rep assigned to the account
- Manufacturer (Principal) from whom the customer buys
- Customer's account number for each manufacturer
- YTD Sales vs LYTD Sales for each manufacturer
- Date the customer was created for each manufacturer
- Date the customer was last modified for each manufacturer
- Effective access - who can view customer's accounts
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