ShareCRM Term Explanation

Software as a Service (Software as a Service) is oriented to software consumers. Users can use the software provided by the cloud computing platform through standard Internet tools (such as browsers and mobile APPs) without installation. For ShareCRM, you only need to register a enterprise account on our official website, and purchase employee accounts and related applications to quickly use ShareCRM products, including ShareCRM. Compared with traditional software, you no longer need to purchase hardware servers, databases, or software upgrade service fees.

Platform-as-a-Service (Platform-as-a-Service) helps enterprises to customize and develop individual needs. For example, on the ShareCRM platform, you can use "custom objects" to quickly create business objects to meet business scenarios, or configure business processes that meet the needs of the enterprise based on "business process management", or quickly integrate the existing system of the enterprise based on OpenAPI.

Sales leads are the original information obtained from the initial contact with accounts, which can be business cards obtained from exhibitions, telephone numbers obtained through promotional activities, or simple account information obtained through channels such as conferences, advertisements, and external purchases, and then through management and follow-up, it can be converted into accounts.

Leads are combined by different industries, regions or other methods to form leads pool, such as leads pool in Shanghai, leads pool in Beijing, leads pool in the education industry, leads pool in the financial industry, etc.

Accounts refer to enterprises, groups or individuals that have business dealings with the enterprise. They are important resources of the enterprise and can be acquired through various channels such as leads conversion or sales mining.

Accounts grouped according to different industries and regions or grouped together according to certain characteristics are called highseas, such as highseas in Shanghai, highseas in Beijing, highseas in the education industry, etc.

That is, the relevant personnel on the account side who is in direct contact with the enterprise. If it's an enterprise account, the contacts are the person you communicate with the enterprise. In the case of a personal account, the contacts can be a communication contact who has a relationship with the account.

An opportunity is the follow-up process of making a deal with a account. For an enterprise account, a complete sales cycle roughly includes product consultation, quotation, plan evaluation, and the final close won or loss.

A set of sales solidification process formulated to standardize the sales process of enterprises, to help sales staff execute and close the process step by step and stage by stage.

In order to better maintain account relationships, sales staff needs to visit accounts regularly to understand accounts' needs or product usage and other information.

When business staff visits accounts, they need to fill in the content according to the company's prefabricated visit action module, which can guide the salesperson to conduct account visits correctly, and collect visit data in a structured manner for analyzing behaviors.

When the sales staff visits, they need to go to the supermarket or other retail stores to check the types and quantities of products on the shelves, and grasp the sales situation and inventory situation of the products.

The account account is the account's asset management account, including cash assets, cash equivalents, and valuable securities. The specific form includes deposits, rebates, credits, etc., and also stores transaction methods, including prepayment, pay in cash, sell on credit.

Pre-deposits are advance payments made by downstream distributors, dealers, agents, accounts, etc. to upstream suppliers. They can be deposits, part of the payment from the project, etc., and are used to offset daily order payments.

Rebates are a certain amount of cash rebates given to downstream distributors, dealers, agents, and accounts by upstream manufacturers, brand owners, and distributors based on a certain period of sales performance or a single order quantity in order to improve sales performance. It can be used to deduct daily order payments.

A sales order is a sales agreement signed between an enterprise and a account. The sales order realizes the communication between the enterprise and the account, realizes the account's request for the goods to be sold by the enterprise, and is also a sales commitment of the enterprise to the account. Through the maintenance and management of order information, the enterprise realizes the planned control of sales, so that the enterprise's sales activities, production activities, and procurement activities can be in an orderly, smooth and efficient state.

The contract is an important part of the sales process, and it is a common legal activity in marketing campaigns and it's the provisions to be followed in order to determine the respective rights and obligations. Because of the various legal characteristics of contracts, contract management is the top priority of sales process management.

Invoice issuance refers to the circumstances under which invoices are issued according to laws and regulations. Based on the need to prove the transfer of ownership of goods and funds, the need for accounting and the need for tax management, invoices should be issued when business operations occur and business income is recognized. The payee will issue to the payer, and under special circumstances, the payer will issue to the payee.

A product is a variety of valuable items, services, information, human resources, organizations, etc., or a combination thereof, provided by an enterprise to accounts, which may be tangible or intangible. But they can all be measured by a certain unit or combination of units, and at the same time indicate value. Products are the core of services provided by enterprises, and the marketing business of the entire enterprise revolves around products.

A price list is a list of products defined by an enterprise based on differences in products sold by different types of accounts and differences in discounts for products sold when an enterprise sells products to accounts.

Payment is an important part of enterprise marketing campaigns. For a specific sales order, the actual payment received is recorded.

The payment plan is a plan established by the enterprise for the long payment period and multiple payments, and a reminder is given according to the payment plan to facilitate the payment.

A quotation is a list of product quotations provided by an enterprise to accounts during the sales process, and also provides a basic price information for sales orders.

Refund refers to the situation that accounts are refunded for various reasons in the actual marketing process of enterprises.

The return form is generally used for the goods purchased by the account. Due to errors or quality problems, the documents need to be returned to the enterprise.

Stock is the product actually stored in the warehouse. Controlling a reasonable inventory level means maintaining a reasonable inventory with the least investment and inventory management costs to meet the needs of the enterprise and reduce out-of-stock losses.

The warehouse is a container for storing goods. The purpose is to ensure the integrity of the products for the enterprise and to ensure the normal progress of production and business activities. The comprehensive management form of the status of the goods in terms of quantity and quality, as well as the geographical location, department, order ownership, and degree of warehousing dispersion.

The warehousing list is a confirmation of the quantity of the purchased physical goods in the warehouse, and it is also a kind of monitoring of the purchasers and suppliers. If there is no control of the physical goods into the warehouse, it cannot prevent the purchasers and suppliers from colluding and cheating, falsely reporting the purchase quantity, and shortage of physical goods. risk. It is an important document for the internal management and control of the enterprise.

The invoice is a ticket document for an enterprise or company to send products to a designated person or company and serve as a ticket for the process of picking up the goods, going out, transporting, checking and accepting, etc. It is one of the important basis for the enterprise or company to reflect sales.

Work orders are a series of questions and requests that need to be managed, maintained and tracked according to the needs of different organizations, departments and external accounts.

Business process management is a set of management processes and methods for enterprises to sort out business processes, model, participate in and execute automatically, continuously monitor the execution process, and continuously analyze and improve.

Internally, in order to ensure the smooth progress of many rules and regulations, various approval rules are often set up to approve data and operations. Leaders at all levels and relevant functional departments need to conduct approval operations.

Workflow refers to a kind of business process that can be executed completely automatically. According to a series of process rules, documents, information or tasks are transferred and executed between different executors.