CRM Deal
Short definition
CRM Deal: A record of a specific sales opportunity, including its value, stage and owner.
Meaning and how it works
A CRM deal tracks value, stage and ownership; telephony events should be associated with the relevant opportunity. Integration brings together customer records, telephony events and business workflows. Correct operation depends on consistent identifiers, synchronisation rules and permissions.
Business applications
- Business scenario:
After a call, a salesperson creates a service-subscription deal and schedules the next action.
What to check before implementation
Test API failures, duplicate events, mandatory fields and recovery after temporary outages. Avoid exposing customer data unintentionally.