JD Edwards EnterpriseOne CRM Sales Applications Overview

You use the CRM Sales applications to successfully manage the organization's sales strategies, sales force, and sales opportunities. CRM Sales applications can be used to automate, standardize, maintain, and analyze sales information. For example, you can:

  • Create qualification scripts that the sales force can use to determine whether a sales lead or opportunity is worth pursuing.

  • Create sales methodologies, which the sales force can use to standardize and organize the activities associated with the sale of specific goods or services.

  • Track and maintain sales leads.

  • Track and maintain sales opportunities, customers and contacts.

  • Create sales quotes and sales orders directly from a sales opportunity.

  • Review and analyze the sales pipeline for many entities, such as employees, territories, or customers.

  • Create and analyze sales forecasts, which can provide the organization with the information it needs to determine whether sales strategies are successful.

  • Track and maintain information about competitors.

  • Provide sales information to the manufacturing department to assist in demand planning.