Here’s a diagram illustrating the relationship between the functions Contact, Lead, Opportunity, Sales Pipeline, Task and Activity, and Campaign in a typical CRM system:
In this diagram:
- Campaign represents marketing campaigns that generate leads.
- Leads are potential customers or contacts who have shown interest in the campaign.
- Contacts are individuals or organizations with whom the company has a relationship.
- Task and Activity represent the actions and interactions recorded for each contact or lead.
- Opportunities are potential sales deals that have progressed beyond the lead stage.
- Sales Pipeline represents the various stages and progression of opportunities.
This diagram illustrates how leads are generated from marketing campaigns and then converted into contacts. Tasks and activities are associated with contacts or leads to record interactions and follow-ups. Opportunities are created from leads and are tracked within the sales pipeline, progressing through different stages until they are won or lost.
It’s important to note that the specific terminology and terminology used may vary between different CRM systems, but the general concept and relationship between these functions remain consistent.
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