CRM Navigation
An area in EngageRM houses customer's names email addresses, phone numbers.
What is the Contact Field?
This stage is the introduction of a fresh lead.
What is Stage 1 - In Queue?
This term refers to a potential customer who has shown interest but hasn’t yet made a purchase.
What is a lead?
This is the product type you would select when a customer is renewing the same full season package they had last year.
What is BUCKS: Full Season – Renewal?
This is the overlay we use for our CRM platform.
What is EngageRM?
This feature allows you to quickly find a contact, account, or opportunity from anywhere in the CRM.
What is the search bar?
These two stages represent the final outcomes of a lead.
What are Stage 8 (Win) and Stage 9 (Loss)?
This field identifies what the customer is interested in buying.
What is a Product?
This is the CRM stage you would use when a renewal customer has signed their agreement, submitted payment, and the payment is approved.
This system is the base of EngageRM.
What is Microsoft365?
In EngageRM, this is where you can find information about business we sell to.
What is Accounts?
When a customer has verbally committed to a purchase and have given you a deposit.
Stage 7 - Initial Payment Received
This is the unique identifier used to track a lead in the CRM.
What is a lead ID?
You select this stage when a partial plan holder from last season tells you over the phone that they’re ready to renew but have not submitted a deposit.
What is Stage 6 – Proposal Pending?
This AI tool engages leads through automated conversations before handing them off to sales.
What is Conversica?
This tab is within a contact's profile contains the customer's demographic information
What is the Profile tab?
This stage allows a customer to meet with the sales rep on their terms, whether it's over the phone, or in person.
This is the term for a customer who was referred by someone else
What is a Referral?
This product is used when a long-time season ticket holder wants to switch to a smaller package this year.
BUCKS: Partial Plan – New
This ticketing system is considered the source of truth for customer data
What is Ticketmaster/Archtics?
This navigation element helps you switch between different CRM modules like Sales, Marketing, and Service.
What is the department selector?
In this stage, you’ve sent a proposal and are waiting for a decision.
What is Stage 6 - Proposal Sent
This is the term for a CRM field that must be filled out before saving a record.
What is a required field?
A customer is in the stage when you’ve reached out multiple times to a past customer who hasn’t responded yet this season.
What is Stage 2 – Initial Outreach Completed?
If a customer’s data appears in Archtics, it will also appear here due to system integration.
What is EngageRM?