Discover ANC CRM
What the ANC CRM is, who uses it, and what it replaced from Salesforce.
The ANC operator guide — how to run the business in the custom CRM. Opportunities, dashboards, the AI assistant, and the data migration from Salesforce, all in one place.
Discover ANC CRM
What the CRM is, who uses it, and what it replaces from Salesforce.
Data Model
Objects, fields, and relations — customized to the proposal, venue, and media workflows.
Data Migration
Import and export via CSV or API. Full Salesforce field map included.
What the CRM is
The ANC CRM is a custom-built account-management and proposal-tracking system that replaces the prior Salesforce org. It lives at:
- Production: crm.ancsports.net
It tracks:
| What | How many |
|---|---|
| Companies | 3,730 |
| People | 19,966 |
| Opportunities | 8,360 |
| Revenue splits | 5,160 |
| Service tickets | 3,900 |
| Design requests | 20,174 |
| Venues | 374 |
Who uses it
| Role | Primary use |
|---|---|
| Executive leadership | ANC 2026 Company Dashboard, account-level revenue visibility |
| Proposal Lead | Estimation & Proposals view, Backlog, Win/Loss by League |
| Services | Proposal Pipeline, Bid Tracker |
| Finance & Ops | Payments, Backlog, contract status |
| VP Services | Linked tickets at the account level (day-to-day operations stay on the Service Dashboard) |
The three-vertical model
Revenue rolls up into three verticals:
| Vertical | CRM value | What's inside |
|---|---|---|
| Technology | TECHNOLOGY | LED displays, LiveSync hardware/software, portables, products |
| Venue Services | VENUE_SERVICES | Service contracts, maintenance, field operations |
| Media & Sponsorship | MEDIA_SPONSORSHIP | Ad sales, graphics, content production, feeds |
Salesforce used 5 RecordTypes that mapped into these three — the CRM does the roll-up automatically.
Popular topics
Opportunities
Pipeline, proposal stage, pricing, revenue splits, team allocations.
Dashboards
The ANC 2026 Company Dashboard — widgets, filters, vertical roll-ups.
AI Skills
All 30 skills with copy-pastable example prompts for every scenario.
What's different from Salesforce
- One workspace, not two apps. Executive dashboards and proposal reports live together.
- Account-centric. Every ticket, opportunity, person, venue, estimate, and design request surfaces on the Company detail page.
- AI built in. The assistant answers questions like "margin on Knicks deals this year" directly from the sidebar — no SQL, no report builder.
- Customization without add-on cost. Changes ship from the internal team, not through third-party professional services.
Where to go next
- Using the CRM day-to-day? Start at Opportunities and Dashboards.
- Moving data in? See Data Migration.
- Building against the API? See Operators / API Access.
- Want the assistant to do it for you? See AI Overview.