Definable metadata

Captured Information

The information captured within the Claromentis Sales Manager application is completely definable and customizable to meet the specific requirements of your company. Company and contact data, project types, territory information, opportunity stages and workflow details for each opportunity can all be tailored to suit your exact requirements. In addition, forms of data that you define will become visible as required when opportunities reach particular stages in the workflow, ensuring the solution fits precisely with your own business process.

Customisable Metadata

Definable metadata also ensures that the solution is relevant to your customer – and partner – relationships.

Customization

Definable metadata also ensures that the solution is relevant to your customer – and partner – relationships. By customizing project type information, it is possible to manage both vendors and clients using the same solution. Company records flagged as a ‘vendor’ project type will include metadata such as last audit date, next review date and services provided. However, records flagged as a ‘client’ project type may include lead and opportunity information such as budgets, competitive presence and number of employees.

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