Companies and Contacts

Demo data

The customer record: who they are, what they buy, and how the relationship is going.

Company context: All Companies

What this module does

Hold company details, contacts, account reference and delivery arrangements.
Show historic value, live pipeline value and how long since the last order.
Segment by activity, dormancy, reduced spending and quoted-but-never-ordered.
Link straight through to every enquiry, quotation and message for that customer.

Customer records are demo data written for this prototype and are not a real account list.

Working in this prototype

Ten demo customers including Keyplant, Abacus, Canterbury, Delphini and Wrekin with segmentation.

No live system is connected

CARL in this module

CARL summarises a relationship and flags when the pattern of ordering changes.

Segmentation thresholds are set by the business.