Data sets Pre-set in Your Business

 

The following data sets are preseeded when you sign-up into Jacktrade to make your onboarding process smooth and get you started and effective on day one.

Customers

Customer Types

  1. Impulse Buyer
  2. Discount Seeker
  3. Potential
  4. Repeat
  5. Tactical
  6. Ready-to-Buy
  7. Well-Informed
  8. Show Roomer
  9. Wanderer
  10. Indecisive
  11. Bargain Hunter
  12. Chatty
  13. Aggressive
  14. Very Important
  15. Silent
  16. Complainer
  17. Knows-it-all
  18. Detached
  19. Dormant
  20. Draining
  21. IDeal
  22. Negotiator

Geographic Markets (Firmographics)

  1. United Kingdom (European Union)
  2. Hong Kong (Asia)
  3. India (Asia)
  4. Belize (Central America)
  5. Costa Rica (Central America)
  6. El Salvador (Central America)
  7. Guatemala (Central America)
  8. Honduras (Central America)
  9. Mexico (Central America)
  10. Nicaragua (Central America)
  11. Panama (Central America)
  12. Argentina (South America)
  13. Bolivia (South America)
  14. Brazil (South America)
  15. Chile (South America)
  16. Colombia (South America)
  17. Ecuador (South America)
  18. Falkland Islands (Malvinas) (South America)
  19. French Guiana (South America)
  20. Guyana (South America)
  21. Paraguay (South America)
  22. Peru (South America)
  23. Suriname (South America)
  24. Uruguay (South America)
  25. Venezuela (South America)
  26. Bermuda (Northern America)
  27. Canada (Northern America)
  28. Greenland (Northern America)
  29. Saint Pierre and Miquelon (Northern America)
  30. United States (Northern America)

Education (Demographics)

  1. Undergraduate
  2. Graduate
  3. Associate's Degree
  4. Bachelor's Degree
  5. Master's Degree
  6. Doctoral Degree
  7. Professional Degree

Customer - Industry Type (Firmographics)

  1. Accounting
  2. Animation
  3. Apparel and Fashion
  4. Automotive
  5. Banking
  6. Broadcast media
  7. Building Materials
  8. Business Supplies and Equipment
  9. Civil Engineering
  10. Commercial Real Estate
  11. Construction
  12. Consumer Goods
  13. Consumer Services
  14. Education Management
  15. Entertainment
  16. Financial Services
  17. Fine Art
  18. Food and Beverages
  19. Graphic Design
  20. Hospital and Health Care
  21. Hospitality
  22. Import and Export
  23. Information Technology and Services
  24. Insurance
  25. Investment Banking
  26. Legal Services
  27. Legislative office
  28. Logistics and Supply chain
  29. Luxury Goods and Jewelry
  30. Management Counseling
  31. Marketing and Advertising
  32. Medical Practice
  33. Mining and Metals
  34. Music
  35. Newspaper
  36. Nonprofit Organization Management
  37. Packaging and Containers
  38. Performing arts
  39. Pharmaceuticals
  40. Professional Training and Coaching
  41. Public relations and communications
  42. Publishing
  43. Real Estate
  44. Restaurants
  45. Retail
  46. Staffing and Recruiting
  47. Telecommunications
  48. Textiles
  49. Transportation/Trucking/Railroad
  50. Warehousing
  51. Wine and Spirit

 

Quotes

Quote - Void

  1. Duplicate Quote
  2. Wrong Quote

Quote Cancel

  1. Getting better offer
  2. Lack of competitive differentiation
  3. Incomplete information compared to what was expected
  4. Not enough information about the delivery team
  5. A Cookie Cutter Proposal
  6. The Pieces of the Puzzle Didn’t Fit
  7. You Bent the Rules
  8. Budget Didn’t Add Up
  9. Asked For Too Much or Too Little
  10. It Was Too Late
  11. Customer Unresponsive
  12. Price too High
  13. Schedule Busy
  14. Service Not Possible
  15. Unable to Follow up

Service Cancel

  1. Buggy product
  2. The product is not a right fit
  3. Service no longer required
  4. Customers willing to take the service sometime later
  5. Dissatisfied with the product
  6. Dissatisfied with the service
  7. Product no longer available
  8. Others

Service Void

  1. Duplicate Service
  2. Wrong service

 

Meeting Cancel

  1. Customers no longer interested
  2. Customer not available

Meeting Void

  1. Duplicate visit
  2. Wrong visit

 

Jobs

Job - Void

  1. Duplicate Job
  2. Wrong Job

Job - Cancel

  1. Someone else was a better
  2. The "chemistry" didn't work
  3. The job has been canceled
  4. The job has been revised
  5. Unacceptable cost change over time
  6. Customer Unresponsive
  7. Customer Not Available
  8. Schedule Busy
  9. Service Not Possible
  10. Unable to Work

Return Payment

  1. Quality Issue
  2. Wrong Product
  3. Customer Cancel
  4. Incorrect Variation
  5. Price Change
  6. PO - Return Merchandise
  7. Order Cancel
  8. Duplicate Item
  9. Late Delivery

Customer Merchandise Return

  1. Processing
  2. On-Hold
  3. Complete
  4. Pending
  5. Returned
  6. Partially Scheduled
  7. Ready to Pack
  8. Packing Started
  9. Loading Started
  10. Load Complete
  11. Packing Complete
  12. Product Shipped
  13. Delivery Confirmation
  14. Delivery Canceled - Non-Removal by the user
  15. Delivery Complete - Non Removal by the user.

 

Procurement

Additional Cost

  1. Insurance
  2. Import Duty
  3. Export Duty
  4. Shipping
  5. Storage
  6. Delivery
  7. Transport
  8. Packaging

Return Merchandise Authorization

  1. Incorrect Product or Size Ordered
  2. Product No Longer Needed
  3. The product Did Not Match the Description on the Website or in the Catalog
  4. Product Did Not Meet Customer’s Expectations
  5. Purchased During Holiday Season
  6. Wardrobing
  7. Deliberate Fraud
  8. Other

Business Type

  1. Distributor
  2. Manufacturer
  3. Partner
  4. Supplier
  5. Vendor

PO Payment Type

  1. Paypal
  2. Cheque
  3. Bank Transfer
  4. Cash
  5. Credit Card
  6. Debit Card
  7. Other

Return Payments

  1. Quality Issue
  2. Wrong Product
  3. Incorrect Variation
  4. Price Change
  5. PO - Return Merchandise
  6. Order Cancel
  7. Duplicate Item

Document Types

PO Cancel Reason

  1. Document without invoice number or invoice date
  2. Necessary items to process your invoice
  3. Incorrect Bill to Address
  4. Mandatory to know what company you are billing
  5. No Purchase Order number found on the invoice
  6. Incomplete Purchase Order numbers
  7. Not an option in Purchase Order
  8. No Purchase Order Type found on invoice
  9. Incorrect Purchase Order Type
  10. Multiple Purchase Orders on invoice
  11. No Company SKU Code found on invoice
  12. No service or product description was found on the invoice
  13. Mismatch with the Company Purchase Order
  14. Incorrect Purchase Order Number
  15. Missing Bill of lading
  16. Unit Price Discrepancy
  17. A different unit of measure
  18. Payment terms missing
  19. Multiple invoices in one PDF document
  20. Language not understood
  21. Illegible documents
  22. Missing Company Contact
  23. Incomplete Document
  24. Missing Currency Type
  25. Total amount wrong
  26. Credit Documents
  27. Duplicate invoices: If the invoice is already received, it will be rejected.
  28. Invoices not approved by the Company contact

PO Void Reason

  1. Duplicate Purchase Order
  2. Wrong Purchase Order

 

Calendar

Event Type

  1. Leave
  2. Travel
  3. Birthday
  4. Business
  5. Personal
  6. Board Meeting
  7. Breakout session
  8. Colloquium
  9. Conclave
  10. Party
  11. Seminar

 

Opportunities

Opportunity Cancel Reason

  1. Customers no longer interested
  2. Customer not available
  3. Service no longer required
  4. Customers willing to take the service sometime later
  5. The customer getting better offers
  6. Businesses unable to fulfill the customer's requirement
  7. The customer is unsatisfied with the service
  8. Others

Opportunity Void Reason

  1. Duplicate Opportunity
  2. Wrong Opportunity
  3. Others

 

Delivery

Additional Cost

  1. Item handling fees
  2. Bulky Item
  3. Handle with Care
  4. Ocean Freight
  5. Bunker Adjustment Factor (BAF)
  6. Low Sulphur Surcharge
  7. Currency Adjustment Factor (CAF)
  8. Terminal handling Charges
  9. Wharfage
  10. Cartage
  11. Custom Operations
  12. Controlled Substance
  13. Cold Storage Fees
  14. Fast Shipping
  15. Bulky Item
  16. Large Item
  17. Fragile Item

 

Global

Organizations

  1. Accounting
  2. Administrative
  3. Business Development
  4. Consulting
  5. Corporate
  6. Customer Service
  7. Distribution
  8. Engineering
  9. Executive
  10. Finance
  11. Human Resources
  12. Information Technology
  13. Insurance
  14. Legal
  15. Market Research
  16. Marketing
  17. Marketing
  18. Operations
  19. Production
  20. Project Management
  21. Public Relations
  22. Purchasing
  23. Research & Development
  24. Sales
  25. Sales Engineering
  26. Others

Positions

  1. Account Executive
  2. Account Manager
  3. Administrative Director
  4. Administrative Specialist
  5. Applications Specialist​
  6. Brand Activation Manager
  7. Brand Manager
  8. Business Analyst
  9. Business Consultant
  10. Business Development Representative
  11. Computer Systems Manager
  12. COO (Chief Operating Officer)
  13. COO (Chief Operations Officer)
  14. Corporate Communications Specialist
  15. Corporate Sales Account Executive
  16. CPO (Chief Procurement Officer)
  17. CPO (Chief Product Officer)
  18. Creative Director
  19. CRO (Chief Risk Officer)
  20. Customer Care Representative
  21. Data Quality Manager
  22. Digital Marketing Analyst
  23. Direct Procurement Specialist
  24. Direct Sales Manager
  25. Director of Public Relations
  26. District Human Resources Manager
  27. Engineering Executive
  28. Enterprise Sales Representative
  29. Event Manager
  30. Executive Vice President of Sales
  31. Franchise Development Manager
  32. Global Category Selection Manager
  33. Global Procurement Sourcing Analyst
  34. Government Contract Consultant
  35. HRD/Training and Development Director
  36. HRD/Training and Development Manager
  37. Legal Analyst
  38. Management Consultant
  39. Manager
  40. Manager, Business Development
  41. Marketing Director
  42. Marketing Manager
  43. Media Assistant
  44. Media Director
  45. Media Planner
  46. Procurement Account Specialist
  47. Procurement Manager
  48. Product Manager
  49. Program Manager
  50. Purchasing Manager
  51. Regional Manager
  52. Resource Consultant
  53. Retail Store Manager
  54. Sales Director
  55. Sales Manager
  56. Service Delivery Manager
  57. Strategic Account Manager
  58. Technical Specialist

Source Of Lead

  1. Internet
  2. Phone call
  3. Website
  4. Email Marketing
  5. Social Media
  6. Direct Marketing
  7. Sponsorships
  8. Partner Programs
  9. Events/Shows
  10. Referrals
  11. Contact form
  12. Website
  13. Referral - From affiliate partner
  14. Referral - From Customer
  15. LinkedIn
  16. Facebook Campaign
  17. Online - Organic Search engine
  18. Advertisement

Associated Documents

  1. Candidates
  2. Business
  3. Legal

Business Contact Status

  1. Active
  2. Inactive
  3. Zombie

 

Fulfillment

Status

  1. Processing
  2. Complete
  3. Returned
  4. Ready to Pack
  5. Load Complete
  6. Packing Complete
  7. Product Shipped
  8. Delivery Confirmation
  9. Delivery Complete
  10. Others

Return

  1. Excessive Amount
  2. The Customer didn’t want the item
  3. The product Did Not Meet The Customer's Expectations
  4. Customers Unfamiliar with Retail
  5. Incorrect Product or Size Ordered
  6. It doesn’t work on some products
  7. Late Delivery of Items
  8. The product Did Not Match the Description on the Website or in the Catalog
  9. Purchased During Holiday Season
  10. Product No Longer Needed

Cancel

  1. The Customer Found Better Product Price Elsewhere
  2. Incorrect Product or Size Ordered
  3. The customer engages in wardrobing
  4. Price Change
  5. The product is No Longer Needed
  6. The product did not meet customer expectations
  7. Purchased During Holiday Season
  8. Late Delivery
  9. Changed Their Mind after Product Purchased
  10. Quality Issue
  11. Late Delivery of Items
  12. Out of Stock
  13. Company Shipped Wrong Product or Size
  14. Customer Unfamiliar with the Product
  15. Duplicate Item
  16. The Customer didn’t want the item
  17. Incorrect Variation
  18. It Doesn’t Work on Some Products
  19. Excessive Amount
  20. Others
  21. Wrong Product
  22. Stock Unorderable
  23. Customers Unfamiliar with Retail Interface

 

Business

Industry Types

  1. Accounting
  2. Airlines/Aviation
  3. Alternative Dispute Resolution
  4. Animation
  5. Apparel and Fashion
  6. Architecture and Planning
  7. Arts and Crafts
  8. Automotive
  9. Aviation and Aeroscope
  10. Banking
  11. Biotechnology
  12. Broadcast Media
  13. Building Materials
  14. Business Supplies and Equipment
  15. Capital Markets
  16. Chemicals
  17. Civic and Social Organization
  18. Civil Engineering
  19. Commercial Real Estate
  20. Computer and Network Security
  21. Computer Games
  22. Computer Hardware
  23. Computer Networking
  24. Computer Software
  25. Construction
  26. Consumer Electronics
  27. Consumer Goods
  28. Consumer Services
  29. Cosmetics
  30. Dairy
  31. Defense and Space
  32. Design
  33. E-Learning
  34. Education Management
  35. Electrical / Electronic Manufacturing
  36. Entertainment
  37. Environmental Services
  38. Events Services
  39. Executive Office
  40. Facilities Services
  41. Farming
  42. Financial Services
  43. Fine Art
  44. Fishery
  45. Food and Beverages
  46. Food Production
  47. Fund - Raising
  48. Furniture
  49. Gambling and Casinos
  50. Glass, Ceramics, and Concrete
  51. Government Administration
  52. Government Relations
  53. Graphic Design
  54. Health, Wellness, and Fitness
  55. Higher Education
  56. Hospital and Health Care
  57. Hospitality
  58. Human Resources
  59. Import and Export
  60. Individual and Family Services
  61. Industrial Automation
  62. Information Science
  63. Information Technology and Services
  64. Insurance
  65. International Affairs
  66. International Trade and Affairs
  67. Internet
  68. Investment Banking
  69. Investment Management
  70. Judiciary
  71. Law Enforcement
  72. Law Practice
  73. Legal Services
  74. Legislative Office
  75. Leisure, Travel, and Tourism
  76. Libraries
  77. Logistics and Supply Chain
  78. Luxury Goods and Jewellery
  79. Machinery
  80. Management Counseling
  81. Maritime
  82. Market Research
  83. Marketing and Advertisement
  84. Mechanical or Industrial Engineering
  85. Media Production
  86. Medical Devices
  87. Medical Practice
  88. Mental Health Care
  89. Military
  90. Mining and Metals
  91. Motion Picture and Films
  92. Museums and Institutions
  93. Music
  94. Nanotechnology
  95. Newspaper
  96. Non-Profit Organization Management
  97. Oil and Energy
  98. Online Media
  99. Others
  100. Outsourcing/Offshoring
  101. Package / Freight Delivery
  102. Packaging and Containers
  103. Papers and Forest Products
  104. Performing Arts
  105. Pharmaceuticals
  106. Philanthropy
  107. Photography
  108. Plastics
  109. Political Organization
  110. Primary / Secondary Education
  111. Printing
  112. Professional Training and Coaching
  113. Program Development
  114. Public Policy
  115. Public Relations and Communications
  116. Public Safety
  117. Publishing
  118. Railroad Manufacture
  119. Ranching
  120. Real Estate
  121. Re-Creational Facilities and Services
  122. Religious Institutions
  123. Renewables and Environment
  124. Research
  125. Restaurants
  126. Retail
  127. Security and Investigations
  128. Semi-Conductors
  129. Shipbuilding
  130. Sporting
  131. Sporting Goods
  132. Staffing and Recruiting
  133. Supermarket
  134. Telecommunications
  135. Textiles
  136. Think Tanks
  137. Tobacco
  138. Translation and Localization
  139. Transportation/Trucking/Railroad
  140. Utilities
  141. Venture Capital and Private Equity
  142. Veterinary
  143. Warehousing
  144. Wholesale
  145. Wine and Spirit
  146. Wireless
  147. Writing and Editing