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CRM
First Steps


 

 

Introduction to CRM

Installation

Navigation

Chatter

 

 

 

 



From Prospect

to Sales


 

Sales Planning & Account Development Plan

Opportunity Management

Quotation

Market Segmentation

Sales Reporting & Analytics

Commercial Roadmap (not yet available)

Capturing
Customer Needs


 

 

Complaint Management

Sample Request Management

Customer Request Management

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