CRM Masters

Masters in CRM refers to the core data entities that are vital for managing customer relationships and sales processes in the system. These data elements serve as the foundation for various CRM activities and operations

By maintaining these core master data entities in CRM, users can effectively manage their customer relationship activities, streamline sales processes, track interactions, analyse overall performance, and make informed decisions to drive business growth and success.

• Territory

• Lead Source

• Customer Group

• Customer

• Sales Person

• Sales Stage

• Opportunity Type

• Contact

• Address