Table: MASTER
This table contains all information specific to each contact.
Field | Type | Length | Description |
---|---|---|---|
Entry Date | This the date of initial entry into database | ||
ID | Contact ID#. Along with being the "Key" field, it is a relational field linked to the "Answers" and "Activity Updates" tables. | ||
Company ID | Contact's company number. It is a relational field linked to the "Answers" and "Activity Updates" tables. | ||
SCompany ID | Company ID by state | ||
Operator | Operator Initials | ||
Change | Not used | ||
Delete Flag | Yes if deleted | ||
Reason | Delete reason code/type for this contact | ||
Change Date | Date of Change | ||
Mr. | Mr./Mrs. | ||
First | First name | ||
Last | Last name | ||
Sur | Jr., Sr., II, III, etc. | ||
Title | Functional business title | ||
Parent | Holding/owning organization of the "Company" | ||
Company | Company name | ||
Division | Division name | ||
Mailstop | Mail stop | ||
Address1 | Address | ||
Address2 | Address | ||
Address3 | Address | ||
P. O. Box | Yes if P. O. Box in Address3 | ||
City | City | ||
State | State | ||
ZIP | ZIP code | ||
Phone1 | Contact phone number | ||
Ext1 | Contact phone extension | ||
Phone2 | Contact phone number | ||
Ext2 | Contact phone extension | ||
Fax1 | Contact fax number | ||
FaxExt1 | Contact fax number extension | ||
Fax2 | Contact fax number | ||
FaxExt2 | Contact fax number extension | ||
E-mail address field | |||
Source | Source description of the original record | ||
Merge Priority | Priority used during duplicate elimination for the same contact from 2 or more sources | ||
Source2 | Secondary source description of the original record | ||
Type | Type of contact: Customer, Prospect, Both, or blank | ||
Program | Fortune 2000, Seminar or blank | ||
Region | Region | ||
Named Acct1 | Named Account | ||
Site | Key field to CI records (CISites2, CIModel) | ||
Country | Country | ||
Foreign Phone | Phone number if a foreign country | ||
Internet | Internet address | ||
Source3 | Third source description of the original record | ||
ListRec# | Record key to original source | ||
PrevID | Previous ID if changed | ||
Prev Company | Previous CompanyID if changed | ||
DupID | ID of duplicate record in MasterDups | ||
Reven | Annual revenue | ||
Rreven | Complements Annual Revenue |
Table: SOURCE
This table contains all source description of the original record.
Field | Type | Length | Description |
---|---|---|---|
Source | Source description of the original record |
Field | Type | Length | Description |
---|---|---|---|
ID | Contact ID#. It is a relational field linked to the "Master" table | ||
Batch | Mail batch number | ||
CompanyID | Contact company number | ||
DropDate | The date when mail is dropped at post office | ||
LetterDate | The date on the actual letter | ||
Process Date | The date letters were processed |
Table: RESPONDENTS
Prospects that have been contacted via telemarketing. These individuals have
related records in the ANSWERS table.
Field | Type | Length | Description |
---|---|---|---|
Seq | Sequence Number | ||
RKEY | Indexed concatenation of survey code and respondent number | ||
Spchecked | Yes/No choice to identify whether a transcript has been spell-checked | ||
D/EInitials | Initials of data-entry personnel | ||
Tminitials | Initials of telemarketer | ||
Site | Unique identifier for the company from Master Table | ||
Respondent | Unique identifier for contact from Master Table | ||
Leadterminaldigit | Count of Activity Updates with Company ID = Site of this record | ||
Hotlead | Yes/No choice to identify hot leads | ||
Entrydate | Date of data-entry for transcript | ||
Survey # | Unique identifier for the survey that was conducted | ||
Survey Name | Title of Survey identified by Survey # - from Surveys Table | ||
In Person | Yes/No to identify whether or not person was interviewed in-person | ||
Leadnumber | Uniquely identifies lead - Concatenation of Respondent and LeadTerminalDigit | ||
Prospect Text | Virtual field for relational purposes | ||
Newtext | Identifies completed action of creating a new lead number | ||
Newlead | Yes/No choice for creating a new lead number | ||
Add_Mod | Latest date of addition or modification of record | ||
Areyousure | Textual field to ensure user wants to create a new lead number | ||
Variable1 | Used for tabulation of responses | ||
Variable2 | Used for tabulation of responses | ||
Variable3 | Used for tabulation of responses | ||
Variable4 | Used for tabulation of responses | ||
Variable5 | Used for tabulation of responses | ||
Variable6 | Used for tabulation of responses | ||
Variable7 | Used for tabulation of responses | ||
Variable8 | Used for tabulation of responses | ||
Variable9 | Used for tabulation of responses | ||
Variable10 | Used for tabulation of responses | ||
Variable11 | Used for tabulation of responses | ||
Variable12 | Used for tabulation of responses | ||
Variable13 | Used for tabulation of responses | ||
Variable14 | Used for tabulation of responses | ||
Variable15 | Used for tabulation of responses |
Table: SURVEYS
Survey name and number.
Field | Type | Length | Description |
---|---|---|---|
Survey Name | Title of Survey identified by Survey # - from Surveys Table | ||
Survey # | Unique identifier for the survey that was conducted |
Table: ACTIVITY UPDATES
Log of activity associated with each contact.
Field | Type | Length | Description |
---|---|---|---|
ID | Contact ID#; it is a relational field linked to the Master table | ||
Company ID | Company ID, linked with Master table | ||
Date | Date of activity | ||
Lead Number | Concatenation of contact ID and a terminal digit | ||
Comment of | Comment by either the contact or the sales force | ||
Company Name | Name of company, look up from Master table | ||
Last | Contact Last name, look up from Master table | ||
Long:C | First line of comments | ||
Long:C2 | Second line of comments | ||
Long:C3 | Third line of comments | ||
Long:C4 | Fourth line of comments | ||
Long:C5 | Fifth line of comments | ||
Long:C6 | Sixth line of comments | ||
Long:C7 | Seventh line of comments | ||
Long:C8 | Eighth line of comments | ||
Rating | "A," "B," or "C" rating | ||
Rating2 | "1" lower range, "2" upper range | ||
Status | Undetermined, Active, etc. | ||
for Reason | Field used to ensure that all disqualified leads have reasons provided for their disqualification | ||
Reason | Reason for disqualification | ||
Other Literature | Literature Request number | ||
Other Lit Fulfilled | Date on which extra literature was fulfilled |
Table: QUESTIONS
This table contains questions used in telemarketing.
Field | Type | Length | Description |
---|---|---|---|
Keyfield | Concatenation of survey code and question number | ||
Add Mod | Add/modify date | ||
Question # | The question number. This is related to the like field in the ANSWERS table | ||
Question Ext | Used for variations of same question | ||
Survey Code | Survey code number | ||
Survey Name | Name or survey conducted | ||
Long: question | Text field containing first line of question | ||
Long: question2 | Text field containing second line of question | ||
Long: question3 | Text field containing third line of question | ||
Long: question4 | Text field containing fourth line of question | ||
Long: question5 | Text field containing fifth line of question | ||
Question Type | Question type | ||
Summary | Text field containing summary of question, to display in answer record | ||
A | Text field containing first line of first response choice | ||
A2 | Text field containing second line of first response choice | ||
A3 | Text field containing third line of first response choice | ||
B | Text field containing first line of second response choice | ||
B2 | Text field containing second line of second response choice | ||
B3 | Text field containing third line of second choice | ||
C | Text field containing first line of third response choice | ||
C2 | Text field containing second line of third response choice | ||
C3 | Text field containing third line of third response choice | ||
D | Text field containing first line of fourth response choice | ||
D2 | Text field containing second line of fourth response choice | ||
D3 | Text field containing third line of fourth response choice | ||
E | Text field containing first line of fifth response choice | ||
E2 | Text field containing second line of fifth response choice | ||
E3 | Text field containing third line of fifth response choice | ||
F | Text field containing first line of sixth response choice | ||
F2 | Text field containing second line of sixth response choice | ||
F3 | Text field containing third line of sixth response choice | ||
G | Text field containing first line of seventh response choice | ||
G2 | Text field containing second line of seventh response choice | ||
G3 | Text field containing third line of seventh response choice | ||
H | Text field containing first line of eighth response choice | ||
H2 | Text field containing second line of eighth response choice | ||
H3 | Text field containing third line of eighth response choice | ||
I | Text field containing first line of ninth response choice | ||
I2 | Text field containing second line of ninth response choice | ||
I3 | Text field containing third line of ninth response choice |
Table: ANSWERS
This table contains the respondents' answers to questions obtained during
telemarketing.
Field | Type | Length | Description |
---|---|---|---|
Survey Code | Unique identifier for the survey that was conducted | ||
RKey | Indexed concatenation of survey code and respondent number | ||
Respondent # | Unique identifier for contact from Master | ||
Site | Unique identifier for the company from Master | ||
Question # | Identifier for Question (001, 002, 003, etc.) | ||
Question Ext | Question Extension (a, b, c, etc.) | ||
Keyfield | Concatenation of Survey Code, Question #, and Question Ext. - used for indexing questions | ||
Respondent Key | Concatenation of Respondent # and Keyfield - used for identifying a particular respondent's answers | ||
Summary | First line of question from Questions | ||
Long:A1 | First line of transcript answer for this question | ||
Long:A2 | Second line of transcript answer for this question | ||
Long:A3 | Third line of transcript answer for this question | ||
Long:A4 | Fourth line of transcript answer for this question | ||
Long:A5 | Fifth line of transcript answer for this question | ||
Code | Used for tabulating responses to answers | ||
Blank answer | "X" if no answer or code is entered | ||
Add Mod | Latest date of addition or modification of record |
Table: LEAD GENERATION
Members of the direct sales force and resellers teams to whom leads are
distributed.
Field | Type | Length | Description |
---|---|---|---|
ID | Uniquely identifies contact from Master Table | ||
Date | Leads Distribution Date | ||
Leadnumber | Uniquely identifies lead from Respondents Table |
Table: SALES DISTRIBUTION LIST
Members of the direct sales force and resellers teams to whom leads are
distributed.
Field | Type | Length | Description |
---|---|---|---|
Leadnumber | Uniquely identifies lead from Respondents Table | ||
ID | Uniquely identifies contact from Master Table | ||
Company ID | Uniquely identifies company from Master Table | ||
Add Mod | Identifies changes or additions of records by date for export purposes | ||
READYFORDISTRIBUTION | "DISTRIBUTABLE" or "NOT DISTRIBUTABLE" | ||
Assigned | Choice | Defaulted Yes field | |
RDLOOKUP | Regional Director, relationship lookup RDS name | ||
REPLOOKUP | Rep, relationship lookup rep name | ||
TMLOOKUP | TML, relationship lookup field | ||
ADLOOKUP | AD, relationship lookup field | ||
VARLOOKUP | VAR, relationship lookup field | ||
TELCOLOOKUP | TELCO, relationship lookup field | ||
SILOOKUP | SI, relationship lookup field | ||
OEMLOOKUP | OEM, relationship lookup field | ||
VARMGRLOOKUP | VARMGR, relationship lookup field | ||
TELCOMGRLOOKUP | TELCOMGR, relationship lookup field | ||
SIMGRLOOKUP | SIMGR, relationship lookup field | ||
OEMMGRLOOKUP | OEMMGR, relationship lookup field | ||
NROLOOKUP | NRO, relationship lookup field | ||
C1 | Relational key to DistributionLibrary for RD | ||
C2 | Relational key to DistributionLibrary for REP | ||
C3 | Relational key to DistributionLibrary for IRM | ||
C4 | Relational key to DistributionLibrary for AD | ||
C5 | Relational key to DistributionLibrary for VAR | ||
C6 | Relational key to DistributionLibrary for SI | ||
C7 | Relational key to DistributionLibrary for TELCO | ||
C8 | Relational key to DistributionLibrary for OEM | ||
C52 | Relational key to DistributionLibrary for VARMGR | ||
C62 | Relational key to DistributionLibrary for SIMGR | ||
C72 | Relational key to DistributionLibrary for TELCOMGR | ||
C82 | Relational key to DistributionLibrary for OEMMGR | ||
RD | RD Name | ||
Rdphone | RD Phone | ||
Rdinternet | RD Internet Address | ||
Rdfax | RD Fax | ||
DistributeRD | Yes/No choice to discern distributed entities | ||
RedistributeRD | Yes/No choice to discern redistributed entities | ||
Repname | REP Name | ||
Repphone | REP Phone | ||
Repinternet | REP Internet Address | ||
Rep | REP Number | ||
Repfax | REP Fax | ||
DistributeRep | Yes/No choice to discern distributed entities | ||
RedistributeRep | Yes/No choice to discern redistributed entities | ||
AD | AD Name | ||
Adphone | AD Phone | ||
Adcontact | AD Contact | ||
Adfax | AD Fax | ||
Adinternet | AD Internet Address | ||
DistributeA/D | Yes/No choice to discern distributed entities | ||
RedistributeAD | Yes/No choice to discern redistributed entities | ||
VARContactID | This is the VARContactID | ||
VAR | VAR Name | ||
VARphone | VAR Phone | ||
VARContact | VAR Contact | ||
VARfax | VAR Fax | ||
VARinternet | VAR Internet Address | ||
DistributeVAR | Yes/No choice to discern distributed entities | ||
RedistributeVAR | Yes/No choice to discern redistributed entities | ||
ID2 | 2ND PAGE ID - SAME AS ID | ||
Company ID2 | 2ND PAGE COMPANY ID - SAME AS COMPANY ID | ||
Leadnumber2 | 2ND PAGE LEADNUMBER - SAME AS LEADNUMBER | ||
VARmgr | VAR Manager Name | ||
VARmgrphone | VAR Manager Phone | ||
VARmgrinternet | VAR Manager Internet Address | ||
VARmgrfax | VAR Manager Fax | ||
DistributeVARMGR | Yes/No choice to discern distributed entities | ||
RedistributeVARMGR | Yes/No choice to discern redistributed entities | ||
Telco | TELCO Name | ||
Telcophone | TELCO Phone | ||
Telcointernet | TELCO Internet Address | ||
Telcofax | TELCO Fax | ||
DistributeTELCO | Yes/No choice to discern distributed entities | ||
RedistributeTELCO | Yes/No choice to discern redistributed entities | ||
Telcomgr | TELCO Manager Name | ||
Telcomgrphone | TELCO Manager Phone | ||
Telcomgrinternet | TELCO Manager Internet Address | ||
Telcomgrfax | TELCO Manager Fax | ||
DistributeTELCOMGR | Yes/No choice to discern distributed entities | ||
RedistributeTELCOMGR | Yes/No choice to discern redistributed entities | ||
CC | Addition rep for more than 1 rep names | ||
CCPHONE | Addition phone for more than 1 rep phone number | ||
CCINTERNET | Addition Internet for more than 1 Internet number | ||
CCFAX | Addition Fax for more than 1 Fax number | ||
DISTRIBUTECC | Addition yes/no to discern distributed entity | ||
REDISTRIBUTECC | Addition yes/no field to discern redistributed entity | ||
SI | SI Manager Name | ||
Siphone | SI Manager Phone | ||
Siinternet | SI Manager Internet Address | ||
Sifax | SI Manager Fax | ||
DistributeSI | Yes/No choice to discern distributed entities | ||
RedistributeSI | Yes/No choice to discern redistributed entities | ||
SIMGR | System Integrator Manager | ||
SIMGRPHONE | System Integrator Phone Number | ||
SIMGRINTERNET | System Integrator Internet Address | ||
SIMGRFAX | System Integrator Fax Number | ||
DistributeSIMGR | Yes/No choice to discern distributed entities | ||
REDISTRIBUTESIMGR | Yes, No, blank | ||
OEM | OEM Name | ||
OEMphone | OEM Phone | ||
OEMinternet | OEM Internet Address | ||
OEMfax | OEM Fax | ||
DistributeOEM | Yes/No choice to discern distributed entities | ||
RedistributeOEM | Yes/No choice to discern redistributed entities | ||
OEMMgr | OEM Name | ||
OEMMgrphone | OEM Phone | ||
OEMMgrinternet | OEM Internet Address | ||
OEMMgrfax | OEM Fax | ||
DistributeOEMMGR | Yes/No choice to discern distributed entities | ||
RedistributeOEMMGR | Yes/No choice to discern redistributed entities | ||
NATIONALSALESMGR | System Integrator Manager | ||
NATSALESMGRPHONE | System Integrator Phone Number | ||
NATSALESMGRINTERNET | System Integrator Internet Address | ||
NATSALESMGRFAX | System Integrator Fax Number | ||
DistributeNATMGR | Yes/No choice to discern distributed entities | ||
REDISTRIBUTENATMGR | Yes, No, blank | ||
NRO | National Reseller Organization | ||
NROPHONE | National Reseller Organization Phone Number | ||
NROINTERNET | National Reseller Organization Internet Address | ||
NROFAX | National Reseller Organization Fax Number | ||
DISTRIBUTENRO | Yes/No choice to discern NRO distributed entities | ||
REDISTRIBUTENRO | Yes/No choice to discern NRO redistributed entities | ||
IRM | IRM Name | ||
IRMphone | IRM Phone | ||
IRMinternet | IRM Internet Address | ||
IRMfax | IRM Fax | ||
DistributeIRM | Yes/No choice to discern distributed entities | ||
RedistributeIRM | Yes/No choice to discern redistributed entities | ||
APAM | Virtual lookup field, account manager and NRO has authorize | ||
Long:Notes | Notes - line 1 | ||
Long:Notes2 | Notes - line 2 |
Table: WIN/LOSS
This table contains all information specific to each contact.
Field | Type | Length | Description |
---|---|---|---|
SEQ | Record unique field | ||
Add_Mod | Add/Modify date | ||
Date | Date of Activity | ||
WIN/LOSS | WIN/LOSS choice field | ||
Company ID | Contact's company number. It is a relational field linked to the "Answers" and "Activity Updates" tables | ||
LAST | Lookup Last name field from Master table | ||
COMPANY | Lookup Company field from Master table | ||
SALESFORCETYPE | A choice field to determine whether a prospect/customer, VAR, Other | ||
SALES3 | Lookup field from VAR Contacts table | ||
STYPE | Formulated field to determine the status: PROS/CUST or SALE | ||
SALES2 | Lookup field, DISTRIBUTIONLIBRARY NAME | ||
ACCORDINGTO | If sales status not = blank then input "According to" | ||
SALES | Field calculation formula | ||
1 | Answer for question #1. Whose product did they evaluate? | ||
CODE | Code field for question #1 | ||
2 | Answer for question #2. Whose product did they select? | ||
CODE2 | Code field for question #2 | ||
3 | Answer for question #3. What was the dollar value of the purchase? | ||
CODE3 | Code question #3, consist of : 1=Unknown 2=<$10K 3=$10K-$100K 4=$100-$500K 5=>$500K | ||
LONG:4 | First answer field for question #4. What were the criteria on which the purchase decision was made? | ||
LONG:42 | Second answer field for question #4 | ||
CODE4 | A code field for question #4. 1 = Applications fit - right product 2 = Price, price performance 3 = Existing relations, existing investment, it's the standard 4 = Ease of use 5 = Recommendations, word-of-mouth 6 = Special features 7 = Good support, local company 8 = Good product, reliable, quality, comfort 9 = Good work, good support by salesman |
||
RATE PRICE | A field allows a interviewee to rate the importance of "price" in the decision scale from 1-10 | ||
5 | Answer field for question #5. Was the product perceived to be less expensive? |
||
CODE5 | Code field for question #5. Choices indicate below: 1 = yes 2 = no Rate on 1 - 10 Scale: |
||
RATE_FIT | A field allows the interviewee to rate the importance of "fit with previous investments" in your decision on a 1-10 scale | ||
6 | Answer field for question #6 | ||
CODE6 | Code field of question #6. 1 = yes 2 = no |
||
RATE_FEATURES | A field allows the interviewee to rate the importance of "features" in your decision on a 1-10 scale | ||
7 | An answer field for question #7 | ||
CODE7 | A code field for question #7, including choices: 1 = yes 2 = no |
||
RATE_RELIABILITY | A field allows the interviewee to rate the importance of "reliability" in your decision on a 1-10 scale | ||
8 | An answer field for question #8 | ||
CODE8 | A code field for question #8, including choices: 1 = yes 2 = no |
||
RATE_STRENGTH | A field allows the interviewee to rate the importance of "strength" in your decision on a 1-10 scale | ||
9 | Answer field for question #9 | ||
CODE9 | Code field for question #9, including choices: 1 = yes 2 = no |
||
10 | Answer field for question #10. What sales channels were employed to make the sale? |
||
CODE10 | A code field for question #10, including choices: 1 = Telco 2 = VAR 3 = Dist 4 = Manufacturer/direct/none |
||
LONG:11 | First answer field for question #11 | ||
LONG:112 | Second answer field for question #11 | ||
LONG:113 | Third answer field for question #11 | ||
CODE11 | A code field for question #11 | ||
LONG:12 | First answer field for question #12. Was there some action-or actions-that they took that won them the deal? |
||
LONG:122 | Second answer field for question #12 | ||
LONG:13 | First answer field for question #13. Was there some action/or actions that the losing vendor took that cost them the deal? |
||
LONG:132 | Second answer field for question #13 | ||
CODE13 | Code field for question #13 | ||
LONG:14 | First answer field for question #14. Who were all the decision makers (by title) that were involved in the decision making process? |
||
LONG:142 | Second answer field for question #14 | ||
LONG:143 | Third answer field for question #14 | ||
CODE14 | Code field for question #14 | ||
15 | Answer field for question #15. What was the title of the final decision maker on the purchase? | ||
CODE15 | Code field for question #15, consisting the following
choices: 1 = CIO, IT Exec 2 = Networking Manager/Director 3 = Telecom Manager/Director 4 = Analysts, Supervisors, Etc. 5 = Other |
||
LONG:C | First comment field | ||
LONG:C2 | Second comment field | ||
LONG:C3 | Third comment field | ||
LONG:C4 | Fourth comment field | ||
LONG:C5 | Fifth comment field | ||
LONG:C6 | Sixth comment field |
Table: CI MODEL
This table contains computer hardware and software information provided by
Computer Intelligence.
Field | Type | Length | Description |
---|---|---|---|
xrecid | Contact record ID | ||
xsite | Site ID | ||
xclass | Model class abbreviation | ||
xmanuf | Manufacturer | ||
xmodel | Model designation | ||
xgroup | Group designation | ||
xseries | Series designation | ||
xdesc | Description of model depending on class | ||
xtype | Type of model depending on class | ||
xfeat | Additional info/features of model | ||
xkind | More information about the model | ||
xstatus | Status | ||
xacq | Acquisition basis of model | ||
xidate | Date the model was installed or planned | ||
xaltref | Depending on class, contains link ID information | ||
xlinks | Model relationship | ||
xinfo | Class information | ||
xfiller | Blank space reserved for future use | ||
xqid | Question ID code | ||
xfiller2 | Blank space | ||
xupdate | Most recent date information was updated | ||
xfiller3 | Blank space | ||
xqty | Quantity of model | ||
xremqty | Quantity of model located remotely | ||
xcapacity | Capacity of this model | ||
xmark | * Indicates the end of record |
Table: CI MODEL CLASS
This table is used for reporting only and uses the Class to obtain
information for the reports.
Field | Type | Length | Description |
---|---|---|---|
Class | Same as CIModel class abbreviation | ||
Description | Description of this class | ||
Model | Yes if has a model description | ||
Desc | Yes if description only | ||
RemQtyD | Description, if used for this Class | ||
CapacityD | Description, if used for this Class |
Table: PRODUCT INTEREST
Types of products in which the prospect is interested.
Field | Type | Length | Description |
---|---|---|---|
Add_Mod | Date of record add or last modification | ||
ID | Contact ID, from Master | ||
Company ID | Company ID, from Master | ||
Date | Date of entry of record | ||
Lead Number | Concatenation of contact ID and terminal digit | ||
Business Unit | SBU of product interest | ||
Product | Product category of interest | ||
Quantity | Quantity purchased | ||
Product Price | Price of product purchased | ||
Expected Volume | Total potential volume over two years | ||
Comments of | Is this based on the comments of prospect or the sales force/resellers? |
Table: SEMINAR ACTIVITY
Information on prospect's interest in and attendance of seminars.
Field | Type | Length | Description |
---|---|---|---|
Add Mod | Date of record add or last modification | ||
Contact ID | ID number of contact (from Master) | ||
Last | Last name of contact (look up from Master) | ||
Date of request | Date contact requested literature on seminar | ||
Requests Literature | Type of literature requested | ||
Date Literature Fulf | Date on which literature was fulfilled by Mueller International | ||
Seminar Date | Date of seminar in which contact is interested (or attended, if "attended" = yes) | ||
Seminar | Name/location of seminar | ||
Registered | Is the contacted registered to go? | ||
Confirmed | Has the contact been confirmed? (Reminded?) | ||
Attended | Did the contact attend? | ||
Long:b | First line of company name for production of badges | ||
Long:b2 | Second line of company name for production of badges | ||
Company | Name of company (look up from Master) | ||
Long:C | First line of comments | ||
Long:C2 | Second line of comments | ||
Long:C3 | Third line of comments | ||
Long:C4 | Fourth line of comments | ||
Classification | Field to capture prospect's comments from seminar evaluation form | ||
Industry | Field to capture prospect's comments from seminar evaluation form | ||
Low-Cost bandwidth | Field to capture prospect's comments from seminar evaluation form | ||
Connecting the Home | Field to capture prospect's comments from seminar evaluation form | ||
Multimedia | Field to capture prospect's comments from seminar evaluation form | ||
Current/Emerging Technology | Field to capture prospect's comments from seminar evaluation form | ||
Overall opinion | Field to capture prospect's comments from seminar evaluation form | ||
Most valuable | Field to capture prospect's comments from seminar evaluation form | ||
Least valuable | Field to capture prospect's comments from seminar evaluation form | ||
Could be improved | Field to capture prospect's comments from seminar evaluation form | ||
Involvement re: WAN | Field to capture prospect's comments from seminar evaluation form | ||
More information | Field to capture prospect's comments from seminar evaluation form | ||
Other | Field to capture prospect's comments from seminar evaluation form | ||
Channels | Field to capture prospect's comments from seminar evaluation form | ||
Other channels | Field to capture prospect's comments from seminar evaluation form | ||
Budget | Field to capture prospect's comments from seminar evaluation form | ||
Sales rep | Field to capture prospect's comments from seminar evaluation form | ||
Answered Survey | Field to capture prospect's comments from seminar evaluation form | ||
Comments | Field to capture prospect's comments from seminar evaluation form | ||
Entered as Lead | Field to capture prospect's comments from seminar evaluation form |
Table: DEALER MASTER
This table contains all information specific to each dealer contact.
Field | Type | Length | Description |
---|---|---|---|
ID | This is the Contact ID#. Along with being the "Key" field, it is a relational field linked to the "Answers" and "Activity Updates" tables | ||
Company ID | This is the contact's company number. It is a relational field linked to the "Answers" and "Activity Updates" tables | ||
Gcompany ID | Company ID by state | ||
Mr. | Mr./Mrs. | ||
First | First name | ||
Last | Last name | ||
Sur | Jr., Sr., II, III, etc. | ||
Title | Functional business title | ||
Title2 | Functional business title | ||
Company | Company name | ||
Company2 | Company name | ||
Division | Division name | ||
Mailstop | Mail stop | ||
Address1 | Address | ||
Address2 | Address | ||
Address3 | Address | ||
City | City | ||
State | State | ||
ZIP | ZIP code | ||
County | County | ||
Country | Country | ||
Phone1 | Contact phone number | ||
Ext1 | Contact phone extension | ||
Phone2 | Contact phone number | ||
Ext2 | Contact phone extension | ||
Int. Phone | International phone number | ||
Int. Phone2 | International phone number | ||
Fax1 | Contact fax number | ||
FaxExt1 | Contact fax number extension | ||
Int. Fax | Contact fax number extension | ||
E-mail address field | |||
Web site | Web site address | ||
Source | Source description of the original record |
Table: DEALER RESPONDENTS
Resellers that have been contacted via telemarketing.
Field | Type | Length | Description |
---|---|---|---|
Seq | Sequence Number | ||
Respondent # | Unique identifier for contact from Master Table | ||
Entrydate | Date of data-entry for transcript | ||
Survey # | Unique identifier for the survey that was conducted | ||
Survey Name | Title of Survey identified by Survey # - from Surveys Table | ||
Leadnumber | Uniquely identifies lead - Concatenation of Respondent and LeadTerminalDigit | ||
RKEY | Indexed concatenation of survey code and respondent number |
Table: DEALER SURVEYS
Dealer survey name and number.
Field | Type | Length | Description |
---|---|---|---|
Survey Name | Title of Survey identified by Survey # - from Surveys Table | ||
Survey # | Unique identifier for the survey that was conducted |
Table: DEALER ACTIVITY UPDATES
Log of activity associated with each reseller contact.
Field | Type | Length | Description |
---|---|---|---|
CompanyID | This is the Company ID# | ||
Date | Date of activity | ||
Comments of | Comment by either the contact or the sales force | ||
Company Name | Dealer company name | ||
Status | Current status | ||
Long:C | First line of comments | ||
Long:C2 | Second line of comments | ||
Long:C3 | Third line of comments | ||
Long:C4 | Fourth line of comments | ||
Long:C5 | Fifth line of comments | ||
Long:C6 | Sixth line of comments | ||
Long:C7 | Seventh line of comments | ||
Long:C8 | Eighth line of comments | ||
SpellCheck | "Yes" or "No" |
Table: DEALER QUESTIONS
This table contains questions used in telemarketing.
Field | Type | Length | Description |
---|---|---|---|
Keyfield | Concatenation of survey code and question number | ||
Question # | The question number. This is related to the like field in the ANSWERS table | ||
Question Ext | Used for variations of same question | ||
Survey Code | Survey code number | ||
Survey Name | Name or survey conducted | ||
Long: question | Text field containing first line of question | ||
Long: question2 | Text field containing second line of question | ||
Long: question3 | Text field containing third line of question | ||
Long: question4 | Text field containing fourth line of question | ||
Long: question5 | Text field containing fifth line of question |
Table: DEALER ANSWERS
This table contains the dealer respondents' answers to questions obtained
during telemarketing.
Field | Type | Length | Description |
---|---|---|---|
Survey Code | Unique identifier for the survey that was conducted | ||
Respondent # | Unique identifier for contact from Master | ||
RKey | Indexed concatenation of survey code and respondent number | ||
Question # | Identifier for Question (001, 002, 003, etc.) | ||
QuestionExt | Question Extension (a, b, c, etc.) | ||
Keyfield | Concatenation of Survey Code, Question #, and Question Ext. - used for indexing questions | ||
Respondent Key | Concatenation of Respondent # and Keyfield - used for identifying a particular respondent's answers | ||
Long:A1 | First line of transcript answer for this question | ||
Long:A2 | Second line of transcript answer for this question | ||
Long:A3 | Third line of transcript answer for this question | ||
Long:A4 | Fourth line of transcript answer for this question | ||
Long:A5 | Fifth line of transcript answer for this question |
Table: DEALER INFORMATION
This table contains reseller company information.
Field | Type | Length | Description |
---|---|---|---|
CompanyID | Dealer company ID | ||
Company Name | Dealer company name | ||
Recommend | Recommended | ||
Approved | Approved | ||
Main/ Satellite | Main Office or Satellite Office | ||
YearStarted | Years in Business | ||
Regions/Territories | Regions or Territories Covered | ||
NumberEmps | Total Number of Employees | ||
OutsideSales | Total Number of Outside Sales Employees | ||
TechSupport | Total Number of Technical Support Employees | ||
CustService | Total Number of Customer Service Employees | ||
MainMarkets | Main Markets Served or Targeted | ||
MainMarket | Same as Above | ||
MainMarkets Code | Code for Above | ||
AnnualSales Total | Total of Product Lines | ||
CreditTerms | Credit Terms and Limits | ||
Payment Performance | Payment Performance | ||
Poor | Poor Credit | ||
Recent Credit Report | Credit Report | ||
Long:Special Problem | Credit Problems | ||
Long:Special Problem2 | Credit Problems | ||
Long:Special Problem3 | Credit Problems | ||
Long:Special Caps | Special Capabilities | ||
Long:Special Caps2 | Special Capabilities | ||
Long:Special Caps3 | Special Capabilities | ||
Long:Special Caps4 | Special Capabilities | ||
GoodLocal Stock | Do they keep a good local stock of all products | ||
Stock Comments | Comments of Above | ||
Overall Technical | Overall technical ability | ||
Technical AbilityKey | Technical ability of key contacts | ||
Responsiveness | Responsiveness to customer requests | ||
AbilityTo Close | Ability to close sales | ||
LeadHandling Speed | Speed of lead handling | ||
Thoroughness | Thoroughness of lead handling | ||
Persistence | Following up on leads | ||
Business Develop | Lead handling in terms of business development | ||
Long: Additional | Comments | ||
Long: Additional2 | Comments | ||
Long: Additional3 | Comments | ||
Long: Additional4 | Comments | ||
Long: Additional5 | Comments | ||
Long: Additional6 | Comments | ||
Long: Additional7 | Comments | ||
Long: Additional8 | Comments | ||
Long: Additional9 | Comments | ||
Long: Additional10 | Comments | ||
Long: Additional11 | Comments | ||
Notes | Notes | ||
AK | State Dealer Covers ( Yes or No ) | ||
AB | State Dealer Covers ( Yes or No ) | ||
AL | State Dealer Covers ( Yes or No ) | ||
BC | State Dealer Covers ( Yes or No ) | ||
AR | State Dealer Covers ( Yes or No ) | ||
MB | State Dealer Covers ( Yes or No ) | ||
AZ | State Dealer Covers ( Yes or No ) | ||
NB | State Dealer Covers ( Yes or No ) | ||
CA | State Dealer Covers ( Yes or No ) | ||
NF | State Dealer Covers ( Yes or No ) | ||
CO | State Dealer Covers ( Yes or No ) | ||
NS | State Dealer Covers ( Yes or No ) | ||
CT | State Dealer Covers ( Yes or No ) | ||
NT | State Dealer Covers ( Yes or No ) | ||
DC | State Dealer Covers ( Yes or No ) | ||
ON | State Dealer Covers ( Yes or No ) | ||
DE | State Dealer Covers ( Yes or No ) | ||
PQ | State Dealer Covers ( Yes or No ) | ||
FL | State Dealer Covers ( Yes or No ) | ||
SK | State Dealer Covers ( Yes or No ) | ||
GA | State Dealer Covers ( Yes or No ) | ||
YT | State Dealer Covers ( Yes or No ) | ||
HI | State Dealer Covers ( Yes or No ) | ||
ID | State Dealer Covers ( Yes or No ) | ||
IL | State Dealer Covers ( Yes or No ) | ||
IN | State Dealer Covers ( Yes or No ) | ||
IA | State Dealer Covers ( Yes or No ) | ||
KS | State Dealer Covers ( Yes or No ) | ||
KY | State Dealer Covers ( Yes or No ) | ||
LA | State Dealer Covers ( Yes or No ) | ||
MA | State Dealer Covers ( Yes or No ) | ||
MD | State Dealer Covers ( Yes or No ) | ||
ME | State Dealer Covers ( Yes or No ) | ||
MI | State Dealer Covers ( Yes or No ) | ||
MN | State Dealer Covers ( Yes or No ) | ||
MO | State Dealer Covers ( Yes or No ) | ||
MS | State Dealer Covers ( Yes or No ) | ||
MT | State Dealer Covers ( Yes or No ) | ||
NC | State Dealer Covers ( Yes or No ) | ||
ND | State Dealer Covers ( Yes or No ) | ||
NE | State Dealer Covers ( Yes or No ) | ||
NH | State Dealer Covers ( Yes or No ) | ||
NJ | State Dealer Covers ( Yes or No ) | ||
NM | State Dealer Covers ( Yes or No ) | ||
NV | State Dealer Covers ( Yes or No ) | ||
NY | State Dealer Covers ( Yes or No ) | ||
OH | State Dealer Covers ( Yes or No ) | ||
OK | State Dealer Covers ( Yes or No ) | ||
OR | State Dealer Covers ( Yes or No ) | ||
PA | State Dealer Covers ( Yes or No ) | ||
RI | State Dealer Covers ( Yes or No ) | ||
SC | State Dealer Covers ( Yes or No ) | ||
SD | State Dealer Covers ( Yes or No ) | ||
TN | State Dealer Covers ( Yes or No ) | ||
TX | State Dealer Covers ( Yes or No ) | ||
UT | State Dealer Covers ( Yes or No ) | ||
VA | State Dealer Covers ( Yes or No ) | ||
VI | State Dealer Covers ( Yes or No ) | ||
VT | State Dealer Covers ( Yes or No ) | ||
WA | State Dealer Covers ( Yes or No ) | ||
WI | State Dealer Covers ( Yes or No ) | ||
WV | State Dealer Covers ( Yes or No ) | ||
WY | State Dealer Covers ( Yes or No ) | ||
CountLeads | Lead Count | ||
GID | Global ID |
Table: Sales Conversion
This table contains data on the progress being made on sales conversion
issues.
Field | Type | Length | Description |
---|---|---|---|
SCI | Asking for the Order | ||
SC2 | Board of Directors Breakthrough | ||
SC3 | Brand Recognition (Establishment of) | ||
SC4 | Case Studies (Techniques for Handling) | ||
SC5 | Collateral Fulfillment Programs | ||
SC6 | Compensation Plans | ||
SC7 | Competitive Selling Strategies | ||
SC8 | Competitors' Sales Practices | ||
SC9 | Continuous Sales Representative/Administrator Interface | ||
SCI0 | Correct Distribution Channel | ||
SCI1 | Customer References (Techniques for Handling) | ||
SCI2 | Decision Maker Breakthrough | ||
SCI3 | Decision Maker Identification | ||
SCI4 | Defining the Optimum Selling Processes (Unique for Each Client) | ||
SCI5 | Early Entry in the Sales Process | ||
SCI6 | Early Prediction of New Markets | ||
SCI7 | Establishing Market Leadership in Targeted Accounts | ||
SCI8 | Executive Breakthrough Strategies (By Percentage) | ||
SCI9 | Executive Presentations | ||
SC20 | Handling the Gatekeepers (Administrators/Executive/Assistants/ Secretaries) | ||
SC21 | Identification and Development of a Champion in the Account | ||
SC22 | Identification and Development of Unique Selling Propositions | ||
SC23 | Increasing the Value Proposition | ||
SC24 | Information Gathering Processes for Proposal Preparation | ||
SC25 | Making the Transition from Closing the Deal to Effective Delivery | ||
SC26 | Market Awareness Programs | ||
SC27 | Meeting Strategy Planning Sessions | ||
SC28 | Mega Deal "SWAT Team" Approach | ||
SC29 | On-site Proposal Managers | ||
SC30 | Positioning (Creating New Brand Identities/Overcoming Established Brand Positions & Mindset) | ||
SC31 | Pricing Programs | ||
SC32 | Product Design (Feature, Function, Fit, Quality) | ||
SC33 | Proper Sales Support Infrastructure | ||
SC34 | Prospect Profiling and Needs Assessment | ||
SC35 | Public Relations Programs | ||
SC36 | Purchasing Dynamics and Organizational Flowcharts by Account | ||
SC37 | Recruiting Plans, Programs and Requirements | ||
SC38 | ROI Schedules/Cost Justifications | ||
SC39 | Sales Training | ||
SC40 | Scheduling Appointments | ||
SC41 | Scheduling Next Steps | ||
SC42 | Selling Process Planning Guides | ||
SC43 | Selling/Presentation Aids | ||
SC44 | Seminars/Events | ||
SC45 | Single Account Penetration Programs | ||
SC46 | Specifying and Driving the RFP Process | ||
SC47 | Standards (Creating, Establishing, Adoption of) | ||
SC48 | Taking Responsibility for What New Decision Makers Think | ||
SC49 | Techniques for Getting Through Voice Mail | ||
SC50 | Techniques to Reach Executives | ||
SC51 | Win/Loss Analysis/Sales Optimization Actions |
Copyright © 1997-2005, Mueller International
Post Office Box 51386
Irvine, CA 92619
Telephone: (949) 851-7777
Facsimile: (800) 878-8524
webmaster@muellerinternational.com