Salesforce Customer Profile Template
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SALESFORCE CUSTOMER PROFILE

I. Account Information

  • Account Name: ABC Manufacturing Inc.

  • Account Number: ACCT2050

  • Industry: Manufacturing

  • Annual Revenue: $5,000,000

  • Account Owner: John Doe

  • Account Type: Customer

  • Billing Address: 123 Main Street, Anytown, USA

II. Contact Information

Primary Contact Name:

Jane Smith

Primary Email:

jane.smith@example.com

Primary Phone:

+1 (555) 123-4567

Secondary Contact Name:

Mike Johnson

Secondary Email:

mike.johnson@example.com

Secondary Phone:

+1 (555) 987-6543

III. Sales Information

  • Sales Stage: Closed Won

  • Expected Close Date: 2051-06-30

  • Amount: $100,000

  • Probability (%): 100%

  • Campaign Source: Summer Promo 2050

  • Lead Source: Web

IV. Custom Fields

  • Customer Priority: High

  • Contract Start Date: 2051-07-01

  • Contract End Date: 2052-06-30

  • Renewal Date: 2052-06-01

  • Last Interaction: 2053-01-15

  • Notes: Interested in the new product line.

V. Activity History

  • Last Activity Date: 2053-01-15

  • Last Activity Type: Email

  • Next Activity Date: 2053-05-01

  • Next Activity Type: Meeting

VI. Related Lists

  • Opportunities: Opportunity 1, Opportunity 2

  • Cases: Case 1, Case 2

  • Activities: Meeting with CEO, Email follow-up

  • Attachments: Proposal document, Contract agreement

Customer Profile Templates @ Template.net