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CRM - User Guide

Created by Clotilde Della Faille de Leverghem, last modified on May 18, 2016

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CRM First Steps

Introduction to CRM

00. Navigation & Collaboration Tools

From Prospect to Sales

01. Account & Contact Management

02. Sales Planning & Account Development Plan

03. Opportunity Management

04. Quotation

05. Market Segmentation

06. Sales Reporting & Analytics

07. Commercial Roadmap (not yet available)

Managing Customer Needs

08. Complaint Management

09. Sample Request Management

10. Customer Request Management

From Prospect to Sales

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