Sales - CRM Customers and Contacts Real Time

Description

This subject area provides information on the Customer and all of the contacts associated to it.

The Contact dimension here refers to the Primary and Non-Primary contacts associated with a customer.

This subject area can be combined with any other subject area that has Customer or Contact as a common dimension.

Business Questions

This subject area can answer the following business questions:

• What are the contact - points (phone, email, address, etc.) of key contacts?

• Who are the customers/contacts that I can potentially visit when I am planning my travel to Account Region 'X'?

• Who are all the contacts for key customers and what are their roles?

• What are the names of the customers that a Sales team owns? Who are the key contacts?

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 > Accounts

Time Reporting

Yes

Time dimension is linked to "Sales - CRM Contacts"."Contact"."Creation Date".

Transactional Grain

This subject area returns the data at the grain of Customer-Contact.

Special Considerations

None.