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Click on this link for the full training material (PowerPoint) |
Managing Managing Customer Needs
Added Value
How will Customer Requests management help you?
- Provide you with information on all customer standard requests, from your GBU and cross-GBUs
- Improve customer requests’ follow-up through a standard process
- Improve traceability linked to regulatory support documentation
- Track Key Performance Indicators (KPIs) (e.g. lead time, number of pending requests, …)
- Get better insights into customer needs
Table of Contents
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What you need to know to start...
Standard Customer Request Definition:
A customer request represents one or more demand(s) from a customer related to one or several areas (e.g. logistics, packaging, documentation, training, technical support, regulatory compliance).
Special customer requests are not yet covered in Salesforce.com.

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Sample Request VS Customer Request
- Customer Requests and Sample Requests are separated processes and no Customer Request should be created for a need of Sample.
- Sample Requests are created done directly from Case using the Sample Request functionality or from an opportunity but no Customer Request is created .
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