You can register offerings and save links to the documents related to them.

To create an offering, complete the steps below:

  1. Navigate to CRM → Marketing → Offering.
  2. Click New and fill in the fields.
  3. Click Save or Save and exit to apply the changes. 

Offering form fields 

FieldMandatoryDescription
Service or productYSpecify a service or product to which the offering is related.
Link to document folderNSpecify a link to folder that contains documents related to the offering.
Semantic channelNSpecify a link to the semantic channel – an analog of the semantic core in a graph, without taking into account the frequency of queries. In other words, it is a list of words and phrases used by the potential customers to search for your products, derived from the product parameters, functionality and the problems that it solves.
DictionaryNSpecify a link to the dictionary – the disclosure of terms related to the product subject area.
Problems of moving up the ladder of recognitionNSpecify a link to the problems of moving up the recognition ladder – a matrix with the following content: consumers / steps of the ladder / types of content / transition problems.
Analysis of customer problemsNSpecify a link to the analysis of the customer problems.
Niches positioningNSpecify a link to the niches positioning according to the semantic channel.
ResponsibleNSpecify a employee responsible for the offering.
Product details by tagNSpecify a link to the product details by tags that contain identification of components and areas of functionality or product features that are your company's strengths and differentiators from the competitors.
Analysis of the criteriaNSpecify a link to the analysis of the criteria that customers use when selecting similar products, and that provide positive differentiation for your product.
RoadmapNSpecify a link to the roadmap for implementing prospective functionality.
List of completed projectsNSpecify a link to the list of completed projects.
List of possible achievementsNSpecify a link to the list of possible achievements.


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