Image Removed

Image Added

USER GUIDE

You can find here the description of the 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.

Introduction to CRM

00. Navigation & Collaboration Tools

01. Account & Contact Management

02. Sales Planning & Account Plan

03. Opportunity Management

04. Quotation

05. Market Segmentation

06. Sales Reporting & Analytics

07. Commercial Roadmap

08. Complaint Management

09. Sample Request Management

10. Customer Request Management

11. Mobility

12. Voice of the Customer

13. Webforms

14. Transactional Pricing (Commitments)

15. User Creation Template

16. Contract Management

17. Novecare Price Advisor

18. Customer Specific Requirement 

19. Competitive Insights & Competitors 

> Click here to open ALL the guides by process.

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

Image Removed

Image Added

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.

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

• GBU Aroma Performance

GBU Coatis

• GBU Novecare
• GBU

GBU Peroxides

GBU Silica

GBU Soda Ash & Derivatives

GBU Special Chem

GBU Solvay Energy Services

MBU Corner

• Technology Solutions
• CRM - Oil & Gas
•  SCP commercial Network

Image Removed

Image Added

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

• Antitrust guidance Market Intelligence Gathering

Release MemosNotes

• Release 1.1 - December 2015
• Release 1.2 - January 2016
• Release 2.0 - April 2016
• Release 2.1 (Reporting) - April 2016
• Release 3.0 - May 2016
• Release 3.1 (Reporting) - June 2016
• Release 4.0 - October 2016
• Winter Release (4.1) - January 2017
• Spring Release (5.0) - April 2017
• Summer Release (5.1) - June 2017
• Fall Release (6.0) - October 2017

Release Webinar

• Summer Release (5.1) - June 2017 
• Fall Release (6.0) - October 2017 - NEW

Release Notes

• Fall Release (6.0) - October 2017 - NEW

Tutorial videos

• Go to Release Notes details section

Tutorial videos

• How to create reports in CRM (~4 mins)
• Advanced use of filters in reports (~4 mins)
• Advanced use of Cross filters in reports (~4 mins)
• How to create list views (~4 mins)
• How to use Gmail to Salesforce integration (~ 7mins)
• Integration with Gmail: how to install?
• Account & Contact Management
Account & Contact Management
• Sales Planning
• Opportunity Management
• 360° Customer view - NEW
• Integration with Gmail: how to install? - NEW

Trainer Toolkit

• Onboarding training (Lightning)
• Training tips & tricks
• Generic training materials (updated to Fall Winter Release (67.0))  - NEW
• Short training materials (updated to Spring Release (5.0)) 
• Exercises Booklet
• CRM Chatter Guide

Mobile documentation

• Tablet Configuration by End-Users
  
• How to access Salesforce on your tablet (web browser)
• Mobility - Salesforce1 application