Industries
Industries classify your clients by the sector they work in: energy, healthcare, education, the public sector, and so on. They show which markets your work comes from, and let business development follow one market at a time. Industries is EVX Software's suggested name for this dimension; its system default name is Client sectors.
Jump to:
- What industries organize
- The industries in the suggested setup
- Filter by industry
- Setting it up for your firm
- Example: a market review
What industries organize
Each client carries its industry, in the Industries field of the client. In EVX Software's suggested setup, two records also ask for an industry on their own forms:
- Notes
- Files
Records classified in a client can fill in the client's industry automatically. See Decide what fills in automatically.
The industries in the suggested setup
The demo installation has 16 industries, some with sub-sectors under them, such as Aerospace, Education, Energy, Healthcare, Industrial, Mining & Minerals, Public Sector, and Real Estate - Management and Development. Each has a name, a color, and a description.
Filter by industry
Show Industries in the left panel with View more if it isn't there, then select a member to narrow every tab to its records. Combine it with other members: select Energy, then a document category, to find every proposal you sent to energy clients. See Filter with dimensions.
Setting it up for your firm
- Use the sectors your business development team reports on, with sub-sectors only where you sell differently to each.
- Your name › Settings › Dimension options holds the dimension's name, its member fields, and the forms that show it. See Setting up dimensions.
Example: a market review
Business development selects Healthcare and opens Documents. The list shows the proposals and statements of qualifications filed for healthcare clients, and the team reuses the strongest one for a new hospital campus bid.
What you can do next
- Clients for the client form.
- Dimensions for how dimensions work together.
- Setting up dimensions for the steps in Dimension options.