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classify and qualify

by t on April 15, 2008

After working in 5-6 different CRM softwares for several companies, I’ve determined a solid, organic means of classifying contacts in a database.

CONTACT QUALIFICATION
Key Buyer (buys very often)
Potential Key Buyer
Retail Buyer (buys occasionally)
Potential Retail Buyer
Odd Buyer (buys once)
Non-Buyer
Influencer (influences the decision to buy)
Champion (advocates for you as seller)
Not Qualified Yet
Procurement Officer

OPPORTUNITY QUALIFICATION
Opportunity
Prospect
Inquiry

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