Customer definition
Customer Definition involves, creating a Business Customer
and a Consumer Customer, modifying the primary information of a Business
Customer and a Consumer Customer and searching for a Customer and
deleting a Customer Definition. The topics in this section will walk
you through the overall configuration of contact types, classifications,
customer level, relationship type, vertical and titles of a customer.
Configuring customer contact types
A contact type defines the type of contact information of a customer. For example, phone, e-mail, and so on. The customer contact type defines the category under which the contact information of the customer was created by the user.
Configuring customer classifications
A customer classification describes the relationship between an organization and its buyers. For example, urban customers, international customers, and so on. Customer Classification defines the category under which the customer was created by the user.
Configuring customer level
A Customer Level describes the membership type of a customer. For example, you can have platinum customers, gold customers, and so on. You can add new Customer Levels, modify, or delete existing Customer Levels in IBM Sterling Business Center .
Configuring relationship type
A customer relationship type describes the type of relationship between the customer and the organization. For example, customers can be resellers, distributors, and so on. You can add new customer relationship type, modify, or delete existing relationship types in IBM Sterling Business Center .
Configuring vertical
A customer vertical describes the sector to which the customer belongs to. For example, educational institutions, government, and so on. You can add new customer vertical, modify, or delete existing verticals in IBM Sterling Business Center .
Managing customer titles
A customer title is a formal appellation attached to the name of a customer used as a mark of respect. For example, Mr., Ms., Dr., and so on.