You are browsing glossary terms with label account

Account hierarchy Created Nov 5, 2018 (18:31) by Unknown User (ext-sinequaservice) | In glossary Glossary (2) | In space My Business Apps

No Language

Definition

Allows to display all the accounts part of a same “Corporate Group”. The Account hierarchy allows to have a consolidated view on business interactions and to manage global consolidation and reporting at a “Corporate Group” level.

Synonym(s)

Abbreviation(s)

Label(s)

Account Owner Created Nov 5, 2018 (18:31) by Unknown User (ext-sinequaservice) | In glossary Glossary (2) | In space My Business Apps

No Language

Definition

Each Account in Salesforce must have one and only one “Account Owner”. The Account Owner is in charge of the maintenance of his accounts. He keeps the related data up to date and maintains the account team upon request from other BUs/GBUs. For prospects, Account Owner is the creator, the sales rep who created the prospect in Salesforce. For customers, Account Owner is “SAP User”, a generic name meaning the account is controlled by SAP.

Synonym(s)

Abbreviation(s)

Label(s)

Account team Created Nov 5, 2018 (18:31) by Unknown User (ext-sinequaservice) | In glossary Glossary (2) | In space My Business Apps

No Language

Definition

Each Account in Salesforce.com has an Account Team which lists all the Solvay users interacting with the account. These users have a role and can be from multiple GBUs.

Synonym(s)

Abbreviation(s)

Label(s)

Corporate Group Created Jan 22, 2019 (05:44) by Unknown User (Sylvain Michel Alexandre Pingont) | In glossary Glossary (2) | In space My Business Apps

No Language

Definition

A Corporate Group allows to create an account hierarchy in Salesforce.com. It groups all the accounts which are part of a same 'legal' entity. The Group is based on the nature of the account, not based on GBU/BU criteria, nor on business rationales. It can be built in the system through a 'Parent account' relationship.

Synonym(s)

Abbreviation(s)

Label(s)

Default account team Created Jan 22, 2019 (05:44) by Unknown User (Sylvain Michel Alexandre Pingont) | In glossary Glossary (2) | In space My Business Apps

No Language

Definition

If you are working with the same team on some accounts in Salesforce.com, you may setup your “default account team” in your settings. This will allow you to save time when defining an account team.

Synonym(s)

Abbreviation(s)

Label(s)

GBU customer segmentation Created Jan 22, 2019 (05:44) by Unknown User (Sylvain Michel Alexandre Pingont) | In glossary Glossary (2) | In space My Business Apps

No Language

Definition

Functionality in Salesforce.com allowing you to link an account to your GBU. By doing so, you can easily find active accounts for your GBU through specific views and report on them

Synonym(s)

    customer segmentation

Abbreviation(s)

Label(s)

Indirect customer Created Jan 22, 2019 (05:44) by Unknown User (Sylvain Michel Alexandre Pingont) | In glossary Glossary (2) | In space My Business Apps

No Language

Definition

Customer Solvay is not directly doing business with, but is buying Solvay’s products

Synonym(s)

Abbreviation(s)

Label(s)

Involved account Created Jan 22, 2019 (05:44) by Unknown User (Sylvain Michel Alexandre Pingont) | In glossary Glossary (2) | In space My Business Apps

No Language

Definition

Accounts identified at the level of the opportunity in Salesforce.com, that could influence the deal, or should be considered for their influence

Synonym(s)

Abbreviation(s)

Label(s)

Key account Created Jan 22, 2019 (05:44) by Unknown User (Sylvain Michel Alexandre Pingont) | In glossary Glossary (2) | In space My Business Apps

No Language

Definition

Current or potential account who represents a major & strategic part of Solvay’s growth potential and contribution, with an important marketing stake for Solvay, beinga reference in the market and willing to partner with Solvay, (e.g. on innovation), and a global, regional or local customer with a complex relationship to manage (historical relationship, culture, multiple influencers,...)

Synonym(s)

Abbreviation(s)

Label(s)

Non-buying entity Created Nov 5, 2018 (18:31) by Unknown User (ext-sinequaservice) | In glossary Glossary (2) | In space My Business Apps

No Language

Definition

Account not buying products to Solvay but in relationship with Solvay (i.e. Corporate Centers, Research Centers, Universities, Laboratories, etc.)

Synonym(s)

Abbreviation(s)

Label(s)

Partner sub-type Created Jan 22, 2019 (05:44) by Unknown User (Sylvain Michel Alexandre Pingont) | In glossary Glossary (2) | In space My Business Apps

No Language

Definition

When creating a prospect account, the partner sub-type should be defined. There are 2 options: Sold-to & Ship-to, Ship-to

Synonym(s)

Abbreviation(s)

Label(s)

Partner type Created Jan 22, 2019 (05:44) by Unknown User (Sylvain Michel Alexandre Pingont) | In glossary Glossary (2) | In space My Business Apps

No Language

Definition

Types of accounts that can be managed in Salesforce.com. Partner types depend on the nature of the relationship between this customer account and Solvay Group: SAP customer, Corporate Group, non SAP customer (prospect, non-buying entity, indirect customer).

Synonym(s)

Abbreviation(s)

Label(s)

Prospect Created Jan 22, 2019 (05:44) by Unknown User (Sylvain Michel Alexandre Pingont) | In glossary Glossary (2) | In space My Business Apps

No Language

Definition

Solvay's potential customer (sold-to or ship-to) not yet recorded in SAP

Synonym(s)

Abbreviation(s)

Label(s)

Related account Created Oct 10, 2018 (12:03) by Unknown User (be08834) | In glossary Glossary (2) | In space My Business Apps

No Language

Definition

The Related Accounts allows linking accounts from different legal structure and having real business connections in Salesforce. It is used to manage the relationship between accounts (Sold-to & Ship-to) and display incoterms and payment terms (coming from SAP) used during the last transactions with the customer.

Synonym(s)

Abbreviation(s)

Label(s)

Ship-to Created Nov 5, 2018 (18:31) by Unknown User (ext-sinequaservice) | In glossary Glossary (2) | In space My Business Apps

No Language

Definition

SAP customer to whom Solvay is shipping the products

Synonym(s)

Abbreviation(s)

Label(s)

Sold-to and ship-to Created Nov 5, 2018 (18:31) by Unknown User (ext-sinequaservice) | In glossary Glossary (2) | In space My Business Apps

No Language

Definition

SAP customer to whom Solvay is selling and shipping the products

Synonym(s)

Abbreviation(s)

Label(s)