Sales - CRM All Contact Contact Point

Description

This subject area is designed to support reporting of all contact point information (i.e. email's, phone numbers and URL) for all contacts defined in the application. Here all contacts refers to both primary and non-primary contacts. For cross subject area queries, this subject area can be joined with other subject areas where the contact dimension has a many-to-many relationship with another dimension. See the Special Considerations section for more information.

Business Questions

This subject area can answer the following business questions:

• What is the complete set of contact points for the primary contact and non-primary contacts of an account? Am I sending out duplicate communications?

• What is the primary contact and non-primary contact pointe for all active opportunities in the current quarter?

• What is the contact point information of the primary contact and non-primary contacts for accounts where I'm the owner or on the sales team?

Job Roles

The following job roles secure access to this subject area:

• Channel Account Manager

• Channel Administrator

• Channel Operations Manager

• Channel Partner Manager

• Channel Partner Portal Administrator

• Channel Sales Director

• Channel Sales Manager

• Partner Administrator

• Partner Sales Manager

• Partner Sales Representative

• Sales Administrator

• Sales Manager

• Sales Representative

• Sales Restricted User

• Sales VP

Duty Roles

The following duty roles secure access to this subject area:

• Partner Channel Administrative Transaction Analysis Duty

• Partner Channel Transaction Analysis Duty

• Partner Org Transaction Analysis Duty

• Sales Administrative Transaction Analysis Duty

• Sales Executive Transaction Analysis Duty

• Sales Managerial Transaction Analysis Duty

• Sales Transaction Analysis Duty

Primary Navigation

Navigator > Sales > Contacts

Time Reporting

None

Time dimension is linked to NA.

Transactional Grain

Contact Point

Special Considerations

1. This subject area can be joined with other subject areas where the contact dimension has a many-to-many relationship with another dimension. Example subject areas include Partners - CRM Partner Contact, Sales - CRM Activity Contact, Sales - CRM Asset Contact, Sales - CRM Lead Contact and Sales - CRM Opportunity Contact. Contact in these subject areas is considered as All contact. 2. This subject area supports contact point information specifically for all contacts, including both primary contact and non-primary contact. Contact point information for primary contact only is supported by separate subject area Sales - CRM Primary Contact Contact Point. 3. Contact points supported in this subject area do not include physical address. Other contact points are supported however, such as email address, phone number and URL.