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Syensqo IS - Customer Support
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My Business Apps
SYENSQO Salesforce CRM
CRM - FAQs
Need Help
Page Information
Title:
Need Help
Author:
Marc Claustre
Feb 19, 2016
Last Changed by:
GILLES, Anne
May 18, 2021
Tiny Link:
(useful for email)
https://wiki.syensqo.com/x/-gcTAQ
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Syensqo IS - Customer Support (132)
Page:
Complaint: Customer Communication
Page:
1b. Pre-fill Bottom-up exercise for Growth business
Page:
Webforms Process, Steps and Status
Page:
12. Voice of the Customer
Page:
Introduction to CRM
Page:
07. Commercial Roadmap
Page:
Create a New Opportunity
Page:
3. Adjust commercial roadmap data
Page:
4. Compare bottom-up with Strategic Roadmap
Page:
03. Opportunity Management
Page:
Customer Requests: Related Lists
Page:
Account : Locked
Page:
Track VoC customer action plan
Page:
Complaint: Create a complaint
Page:
Quote Creation
Page:
Quote Status Change
Page:
5. Freeze the Commercial Roadmap
Page:
Reporting in SFDC – Select the right Report Type
Page:
Account: Convert a Prospect
Page:
Quote Creation for Recurrent Business
Page:
CSR Process - Customer Creation (SAP)
Page:
Chatter
Page:
Complaint: Internal Investigation
Page:
Offline Capabilities
Page:
1a. Pre-fill Bottom-up exercise for Recurrent business
Page:
Quote Communication
Page:
Define the Opportunity Team
Page:
04. Quotation
Page:
Reporting in SFDC - Definition
Page:
Account Plan Management
Page:
18. Customer Specific Requirement
Page:
CRM - FAQs
Page:
Customer Request: Processing the Customer Request
Page:
09. Sample Request Management
Page:
Webforms treatment
Page:
Sample: Follow up actions and Closure
Page:
Appendix
Page:
As a pVelocity Admin in Salesforce
Page:
Complaint: Reporting on Complaints
Page:
13. Webforms
Page:
2. Update commercial roadmap data
Page:
Add Accounts in the Involved Accounts
Page:
Complaint: Close a complaint
Page:
Add Contacts in the Involved Contacts
Page:
19. Competitive Insights & Competitors
Page:
Create VoC actions
Page:
Account: Corporate Group Creation
Page:
08. Complaint Management
Page:
Navigation & Collaboration Tools
Page:
Webforms - Appendix
Page:
Use Salesforce Classic on my mobile device
Page:
Customer validation and Follow up
Page:
Reporting in SFDC - Viewing existing reports in SFDC (depends on profile)
Page:
Visit Report: Send internally
Page:
Webforms Reception
Page:
05. Market Segmentation
Page:
Account: Related Account
Page:
As a Product Manager
Page:
Define the Quote Team
Page:
Qlikview - Analytics
Page:
Quote Approval Process
Page:
Webforms Analysis & Assignment
Page:
20. Cross BU Leads
Page:
Customer Request: Approval Process
Page:
How to manage multiple logins
Page:
Contact: Search a Contact
Page:
Requesting a New End-Use
Page:
02. Sales Planning & Account Plan
Page:
06. Sales Reporting & Analytics
Page:
14. Transactional Pricing (Commitments)
Page:
16. Contract Management
Page:
Clone an Existing Opportunity
Page:
Mobility Scope
Page:
Customer Request: Final Communication
Page:
Account: Presentation
Page:
Contact: Link a Product to a Contact
Page:
Quote Mass Update
Page:
Reporting in SFDC - Viewing existing dashboards in SFDC (depends on profile)
Page:
Account: Account Team
Page:
Sample: Approval Process
Page:
Complaint: Sending the Acknowledgement Email
Page:
Account: Assign an Account to a Corporate Group
Page:
10. Customer Request Management
Page:
Account: Account Update
Page:
Account: Mass update customer segmentation
Page:
Activity: Create a customer visit in Salesforce and from Google Calendar (Lightning For Gmail)
Page:
Overview
Page:
Account: Change account owner
Page:
Webforms Related Lists
Page:
As a Sales Rep
Page:
Webforms Closure
Page:
Customer Request: Introduction
Page:
(Lightning) Activity: Create a customer visit in Salesforce and from Google Calendar (Lightning For Gmail)
Page:
Introduction
Page:
Introduction SFDC & Qlikview
Page:
Close the Opportunity
Page:
Generate a contract from a Quote
Page:
Requesting a Change to a Corporate Segmentation
Page:
Sample: Create a Sample
Page:
Customer Request: Create a customer request
Page:
How to login
Page:
Reporting on GBU Segmentation Fields in SFDC.
Page:
Qlikview on Salesforce1
Page:
Activity: Create my business calendar
Page:
Visit Report: Confidentiality management & Visit report wizard
Page:
Customer Request Closure
Page:
Contact: Create a contact in Salesforce and from Lightning for Gmail
Page:
Renegotiate the contract
Page:
Visit Report: Send to the Customer
Page:
Account: Create a Prospect
Page:
Complaint: Commercial Response
Page:
Definitions, Types of Opportunities & Process
Page:
Best Practices Summary
Page:
Installation
Page:
Navigation & Search
Page:
Introduction to Commercial Roadmap
Page:
(Lightning) Activity: Create my business calendar
Page:
Visit Report Creation & Update
Page:
General Process from pVelocity to SFDC
Page:
11. Mobility
Page:
Complaint: Related Lists
Page:
Quote Mass Clone
Page:
01. Account & Contact Management
Page:
Account : Attach files
Page:
Lightning For Gmail (LFG)
Page:
Reporting in SFDC – Create reports in SFDC
Page:
Contact: Involved Contact
Page:
Sample: Processing the Sample
Page:
Email Template creation
Page:
Visit Report: EXCEL Template for Offline Visit Report on Laptop
Page:
15. User Creation Template
Page:
Manage the Negotiation stage
Hierarchy
Parent Page
Page:
CRM - FAQs
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Recent Changes
Time
Editor
May 18, 2021 15:56
GILLES, Anne
View Changes
May 18, 2021 15:55
GILLES, Anne
View Changes
Feb 20, 2019 11:28
Camila JIMENEZ SANCHEZ
View Changes
Mar 07, 2017 10:30
Laurent Champiot-ext
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Mar 07, 2017 10:27
Laurent Champiot-ext
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https://solvia.solvay.com/
Syensqo IS - Customer Support (1)
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