CRM Demonstration Data

A set of demonstration data is available for the CRM application. The package is meant to help a new user quickly grasp the functionality and overall logic of the application. The demonstration data include examples of records for all major application tables, as well as records in the Simple Application tables, such as employees with the configured roles. You can use them to explore the application role model.

The deployment of the demo data is described in the B2B CRM Application Deployment article.

note

• The demo data do not include an example of a configured SharePoint connection.

• The demo data is only available in Russian at the moment.

Records list

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Demo data (CRM entities)

• 2 sales directions
• 3 products (crm_product)
• 6 selling direction boards. It includes two opportunity boards, two content boards and two template boards.
• 2 opportunity task templates
• 2 CRM script actions
• 43 industries
• 14 leads with different states and disqualification codes
• 7 opportunities on different stages
• 6 partners
• 2 partnership programs
• 6 partner levels
• 3 partnership applications
• 3 partnership agreements
• 19 customer companies. The Customer Company (crm_customer_company) table includes the records of its child table, Partner (crm_partner). The list interface displays 25 records.
• 3 responsibilities. Information is added about the employees of different sales directions who are responsible for customer companies.
• 32 customer contacts. Some of the contacts are related to the customer companies.
• 5 actions. The Action table (crm_action) includes the records of its child tables: CRM Task (crm_task), Meeting (crm_appointment), Email (crm_email), Phone Call (crm_phone_call). The list interface will display 25 records.
• 5 tasks (crm_task)
• 5 emails
• 5 phone calls
• 5 meetings
• 3 certifications
• 2 certificates
• 5 marketing campaigns
• 1 marketing list
• 5 offerings
• 5 differentiators for two products
• 6 pains for one product
• 5 content distribution channels
• 2 content records for two sales directions
• 4 publications. All publications are related to content distribution channels.
• 1 reference
• 3 tags
• 20 standard communication objectives for each step of the recognition ladder
• 5 content tasks (crm_content_task)
• 5 modality types
• 7 content packages
• 3 content languages
• 3 target audiences
• 2 marketing messages
• 2 recognition ladder transition problems

Demo data (Simple Application entities)

• 15 locations
• 17 employees. Employees with the following roles are added for each selling direction: crm_sales, crm_manager, crm_marketeer, crm_pam. There are also employees with the crm_presale, crm_certificate_manager, crm_read_admin, crm_admin roles.
• 2 groups
• 8 companies
• 2 services
• 6 articles that contain requirements to obtain the partner levels