Sales Management

Learn how to manage sales and support.

You can display an overview of support data for each company and person; i.e. the number of phone calls, visits and meetings as well as associated costs.

Note: Aurea CRM win includes the Sales Volume Statistics and Revenue Statistics info areas, which can be used to import external sales figures.

Support

The Support info area (not available in Aurea CRM web by default) provides an overview of the support provided for a person or can automatically be calculated for the entire company.

Note: Calculating support data is handled using a CRM.server To-Do, see CRM.core Administrator Guide.

The following are taken into account:

  • Completed visits (activities of the type "Visit" with the status "Completed")
  • Completed telephone calls (activities of the type "Telephone" with the status "Completed")
  • Mailings
  • The number and cost of orders (only available for orders, as orders are always company-related)

The support data for a person only takes into account those records added for that person. The support data for companies applies to the whole company, i.e. all records that are related to the company and any persons in the company are taken into account.

The calculation takes place for each year that includes at least one mailing, telephone call or visit, and corresponding support records are updated or created.