Question
Difference between a Prospect and a Customer
Hi,
I know that a Prospect is someone that we didn't make any business with him yet, but that potentially we will.
And I also know that a customer is someone to whom we already sold a product and a service.
What I don't know is what distinguishes one from the other technically. Are they in 2 different classes? If so, when we search by a customer that began by being a prospect but was afterwards promoted into a customer, are we going to retrieve 2 records - the customer and the prospect ones?
And speaking of which, how do we promote a prospect into a customer? Is there a case type for that or is it done by simply selling something to a prospect?
My main focus is CS for Comms but I'd like to know as well if the Prospect>Customer process is different when we speak about Sales Force Automation.
Thank you,
Duarte
Hi Duarte,
Differentiating between prospect and a customer depends on your data structure.
As far as my knowledge goes, SA does this in a single table and differentiates between customers and prospects with a property.
The process of conversion also depends on the structure you follow.
Hope this helps.
-Ravi.