ShareCRM Terminology Guide

SaaS

Software as a Service (SaaS) is a cloud-based software delivery model where users can access applications via standard internet tools (e.g., browsers or mobile apps) without installation. With ShareCRM, you simply register an enterprise account on our website, purchase employee licenses and relevant applications, and gain immediate access to our platform—including ShareCRM. Unlike traditional software, SaaS eliminates the need for purchasing hardware servers, databases, or upgrade service fees.

PaaS

Platform as a Service (PaaS) enables enterprises to develop customized solutions. On the ShareCRM platform, you can: - Use “Custom Objects” to quickly create business entities for specific scenarios. - Configure tailored “Business Process Management” workflows. - Integrate existing systems via OpenAPI.

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Leads

Leads represent initial contact information from potential customers, such as business cards from exhibitions, phone numbers from marketing campaigns, or basic details acquired through conferences, ads, or third-party sources. Through management and follow-up, leads can be converted into Accounts.

Lead Pool

A Lead Pool organizes leads by industry, region, or other attributes—for example: - Shanghai Lead Pool - Beijing Lead Pool - Education Industry Lead Pool - Financial Industry Lead Pool

Account

Accounts are businesses, organizations, or individuals engaged with your enterprise. They are critical assets that can be sourced from converted leads, sales prospecting, or other channels.

Account Pool

An Account Pool groups clients by shared characteristics like: - Shanghai Account Pool - Beijing Account Pool - Education Industry Account Pool

Contact

Contacts are individuals directly interacting with your business. For corporate Accounts, they represent your communication liaisons. For individual clients, they may include related parties.

Opportunity

An Opportunity tracks the sales cycle for a potential deal. For corporate clients, this typically involves: - Product consultation - Quotation - Solution evaluation - Final outcome (won/lost as Deal Lost)

Sales Process

A standardized workflow designed to guide sales teams through structured stages—ensuring consistent execution and deal closure.

Customer Visit

Regular client visits help maintain relationships by gathering product feedback and understanding needs.

Visit Actions

Predefined action templates guide sales reps during visits, ensuring structured data collection for behavioral analysis.

Shelf Audit

During store visits, sales personnel audit product varieties and quantities on shelves to monitor sales performance and Inventory levels.

Customer Account

A financial management profile for clients, including: - Cash assets - Equivalents (e.g., Prepaid Deposit, Rebate, credit) - Transaction methods (prepayment, Pay on Delivery, Credit Sale)

Prepaid Deposit

Advance payments from downstream Distributors or clients (e.g., deposits, partial payments) used to offset future Sales Order amounts.

Rebate

Cash incentives from manufacturers or Distributors based on sales performance, applicable to future order deductions.

Sales Order

A sales agreement detailing product commitments between enterprises and clients. It facilitates: - Sales planning - Production coordination - Procurement efficiency

Contract

Legally binding agreements defining rights and obligations. Contract Management is vital for compliance and risk mitigation.

Invoice Request

Documentation for revenue confirmation, issued upon service delivery or goods transfer per accounting and tax requirements.

Products

Tangible/intangible offerings (goods, services, information) measured in Units. Central to all marketing activities.

Price List

Product catalogs with client-specific pricing and discounts.

Payment Collection

Records actual payments received against Sales Orders.

Payment Plan

Scheduled reminders for phased collections on long-cycle receivables.

Quotation

Price proposals serving as the basis for Sales Orders.

Refund

Transaction reversals due to various operational reasons.

Return Order

Documentation for product returns (e.g., defects/wrong shipments).

Inventory

Warehouse stock optimized to balance investment, holding costs, and demand fulfillment.

Warehouse

Secure storage facilities with tracking systems for: - Quantity/quality status - Location mapping - Department allocation

Inbound Order

Verification documents for received goods, critical for internal controls against fraud.

Shipping Order

Delivery documentation serving as proof of sales transactions.

Work Order

Task management systems for issue tracking across departments/external stakeholders.

Business Process Management

End-to-end methodology for: - Process mapping - Automated execution - Performance monitoring - Continuous improvement

Approval Flow

Internal validation mechanisms ensuring policy compliance through multi-level authorization.

Workflow

Automated processes that route documents/tasks between stakeholders based on predefined rules.