Syensqo IS - Customer Support

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SYENSQO Salesforce CRM

WELCOME to

 WELCOME on

the Wiki page of our

Group

group-wide Customer Relationship Management solution! This is the place to find all relevant documentation and information

you are looking for

through our User Guide, FAQ and Glossary.

Know

Learn more about your CRM solution and

contribute to supporting the objective of customer centricity

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help support the goal of being customer-centric.


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USER GUIDE

You can find here the description of the 10 13 processes in the CRM system and the detailed functionalities, explained step by step, such as 'how to create a prospect, how to create a contact', etc.


> Click here to open ALL the guides by process.

> Click here to go to the CRM Analytics dashboard guide.



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TIPS & TRICKS

In this section you will find the newest Tips & Tricks for the Lightning CRM, with screenshots and important reminders.

How to log a support request for CRM in Service one? click here


> Click here to open the full presentation OR see by Topic:

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ONBOARDING

In this section you will find all the material related to the onboarding of new CRM users.

> Click here to watch the CRM Onboarding Training Video.

> Click here to access the CRM Onboarding Training Presentation.



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RECENT DOCUMENTS

Here you will find the most recent information about your CRM and all the helpful links you need to know:

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GBU CORNER

This section offers a space dedicated to your GBU, where you can find your latest GBU specific materials, who's who in your GBU CRM Team, etc.

Useful documents



> Click here to see all corners OR choose your GBU:

 
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Release Memos

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USEFUL DOCUMENTS


Authorization/access to CRM Sales Force

All access requests for CRM must be validated by Line manager OR by GBU CRM Champion :

  • Need access to core CRM - Service One Application Access Request (generic) clickHERE 
  • For any change of CRM access contact your CRM Champion / Data Steward listed in GBU Corner section.

Compliance information

Release Notes


Tutorial videos

Trainer Toolkit

Mobile documentation

Include PageCRM - Need HelpCRM - Need Help