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 -