B2B CRM Demonstration Data

A set of demonstration data is available for the B2B 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 (B2B CRM entities)

• 2 sales directions
• 3 products (crm_product)
• 4 sales direction boards. It includes two opportunity boards and two content boards.
• 2 configured system properties: crm.currency.default and crm.sales_direction.default
• 2 opportunity task templates
• 2 CRM script actions
• 42 industries
• 14 leads with different states and disqualification codes
• 7 opportunities on different stages
• 2 partnership programs
• 6 partner levels
• 3 partnership applications
• 3 partnership agreements
• 1 certificate for partnership agreement
• 6 partners
• 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.
• 20 actions. The Action table (crm_action) includes the records of its child tables: 5 CRM Task (crm_task) records, 5 Meeting (crm_appointment) records, 5 Email (crm_email) records, 5 Phone Call (crm_phone_call) records.
• 3 certifications
• 2 certificates
• 6 marketing campaigns
• 1 marketing list that inclues 5 customer companies
• 5 offerings
• 5 differentiators for two products
• 6 pains for one product
• 2 marketing messages
• 2 recognition ladder transition problems
• 20 standard communication objectives for each step of the recognition ladder
• 2 content records for two sales directions
• 5 content tasks
• 6 content formats
• 5 modality types
• 7 content packages
• 3 content languages
• 3 target audiences
• 4 publications
• 5 content distribution channels
• 1 reference
• 3 tags

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. Some employees are included in groups.
• 7 groups
• 8 companies
• 2 services
• 6 articles that contain requirements to obtain the partner levels