Competitor
Overview
Competitor – Business Overview
The Competitor document in Dafater is used to record and manage information about other companies that compete with your business in the market. It helps sales, marketing, and management teams understand the competitive landscape and make better strategic decisions.
What the Competitor document is used for
The Competitor document serves as a central reference list of rival companies your business encounters during sales, marketing, or strategic planning activities. It allows teams to:
- Track who you are competing against in different deals or markets
- Analyze patterns in lost or won opportunities
- Improve sales positioning and messaging
- Support strategic planning and market analysis
By maintaining a clear list of competitors, Dafater helps ensure that competitive knowledge is shared across the organization instead of being held by individuals.
Prerequisites and setup requirements
Before using the Competitor document effectively:
- Your sales or marketing leadership should agree on which companies qualify as competitors
- Naming conventions should be defined to avoid duplicate or inconsistent entries
- Users responsible for CRM activities should be trained to select competitors consistently when recording sales insights
No complex setup is required—this document is designed to be simple and easy to maintain.
Typical workflow and business usage
Create Competitor records
Business users add key competitors to Dafater as they are identified in the market.Use competitors in sales and CRM activities
When working on leads, opportunities, or customer discussions, teams reference the relevant competitor to indicate who they are up against.Review competitive trends
Managers analyze competitor-related data to understand:- Which competitors appear most often
- Where deals are commonly lost
- Which competitors are strongest in certain segments
Refine strategy and messaging
Insights gathered help sales and marketing teams adjust pricing, positioning, and value propositions.
Key business scenarios where Competitor is essential
- Sales opportunity analysis – Understanding who you lose or win against most often
- Market intelligence – Building awareness of the competitive environment
- Sales coaching – Training teams on how to position offerings against specific competitors
- Strategic planning – Supporting decisions on product development, pricing, or market entry
Important considerations for users
- Keep the Competitor list up to date to ensure accurate reporting
- Avoid duplicate competitor entries, as this can distort analysis
- Use consistent naming so reports and insights remain reliable
- Remember that this document supports decision-making—its value depends on accurate and regular use
In summary, the Competitor document in Dafater plays a vital role in organizing competitive knowledge, strengthening sales effectiveness, and supporting informed business strategy.
Basic Information
- Module: CRM
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| competitor_name | Competitor Name | Data | ✓ | - | Name of competing organization tracked within Dafater for market analysis |
| website | Website | Data | URL | Official competitor website link used for reference and competitive insights in Dafater |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Sales Master Manager | ✓ | ✓ | ✓ | ✓ | ||
| Sales User | ✓ | |||||
| Maintenance User | ✓ | |||||
| Maintenance Manager | ✓ | |||||
| Sales Manager | ✓ |