Sales

The sales module manages the entire sales process for a new customer. It includes sub-modules that help with different stages of the sales process, such as:

1. Leads: Represents a potential customer, either an individual or organization

2. Opportunities: Represents a potential sale to a customer

3. Accounts: Represents a company that the organization has a relationship with

4. Contacts: Represents an individual that the organization has a relationship with, usually a customer

5. Competitors: Manages the organization’s market competitors

6. Products: Manages the products the organization offers to its customers

A CRM system can help businesses gain insights into their customer data and improve their interactions with customers. Some other modules in a CRM system include: Marketing, Workflows, Apps Marketplace, Reports, and Content Repository.