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A1 - User Guide - Convergence

Created by Fereol Nyounai Boumtje, last modified by Vincent VERDELLET-EXT on Sept 09, 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

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