Sales System Classification

We need to store the following information

Documents

• Sales literature
• White papers and conference papers
• Documents about competing products (download from web)
• Documents associated with sales leads (customer documents)
• Information about conferences and industry organizations
• Documents from companies with
• Supplier documents
• Documents about construction projects we are interested in

Tasks

• General to do items
• Sales leads
• Conferences
• Ideas for papers to write
• Networking contacts
• Promotional activities

Should we also track (in the wiki or in the sales system?)

• Product features?
• Competitors?
• Competing products?
• Construction projects (upcoming and ongoing)
• Release history?
• Sales history

Classification Fields

• Contract -
• Project Phase - Sales cycle (qualify, ... close, follow-up)
• Work Category -
• Group -
• Location -
• Work Type -
• Sequence Number -
• Alignment -
• Chainage -
• Elevation -
• Supplier -
• External Key -
• KKS Process -
• KKS Installation -
• KKS Location -