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CRM First Steps

Introduction to CRM Lightning

P0. Navigation & Chatter

 

From Prospect to Sales

P1. Account & Contact Management

P2. Sales Reporting & Analysis

P4. Account Plan Management

P5. Market Segmentation


Managing Customer Needs

P6. Complaint Management

P7. Sample Request Management

P9. Customer Request Management

P10. Commercial Roadmap

P11. Mobility

P12. Webform (SPP Only)

P13. Voice of the Customer process

P14. Transactional Pricing

P15. ??

P16. Contract Management

P17. Competitive Insights Management

P18. Visit Report Management

P19. Cross BU Leads

P20. ??

P21. Customer Specific Requirement

P22. Lead Management

P23. ??

P24. Community

The best way to get IT support is to use the new Service One Platform.