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CRM - User Guide

Created by Clotilde Della Faille de Leverghem, last modified on Feb 14, 2017

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CRM First Steps

Introduction to CRM

Navigation & Collaboration Tools

From Prospect to Sales

Account & Contact Management

Sales Planning & Account Development Plan

Opportunity Management

Market Segmentation

Sales Reporting & Analytics

Commercial Roadmap (not yet available)

Voice of the Customer

Managing Customer Needs

Complaint Management

Sample Request Management

Customer Request Management

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