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Account Created Nov 5, 2018 (18:31) by Unknown User (ext-sinequaservice) | In glossary Glossary (2) | In space My Business Apps

Definition

Accounts are Solvay’s customers, partners and distributors. Each account stores information such as a name, address, phone numbers and customer attributes. For each account, you can link information such as opportunities, activities, cases, visit reports, customer requests, etc. The objective is to create a 360-degree view, cross BUs and GBUs, of an account enabling the required abilities for our sales, service and all other customer facing entities to deliver the highest quality with efficiency.

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Account plan Created Nov 5, 2018 (18:31) by Unknown User (ext-sinequaservice) | In glossary Glossary (2) | In space My Business Apps

Definition

Process covering the creation and management of Account Plans in Salesforce.com, mainly for key accounts, but also applicable for standard accounts. An Account Plan summarizes the strategy set up for specific accounts or groups of accounts. Each Account Plan includes milestones detailing the actions to execute in order to achieve the plan. Once the account plan is created and approved, the execution of the strategy and follow-up of milestones is entirely managed in SFDC. The Account Plan is regularly updated to remain a living document.

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Account development plan

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ADP

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Account plan association Created Nov 5, 2018 (18:31) by Unknown User (ext-sinequaservice) | In glossary Glossary (2) | In space My Business Apps

Definition

Functionality in Salesforce.com which allows to link (or associate) one or multiple accounts to an Account Plan to indicate that these accounts are part of the strategy defined

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Account plan stage Created Nov 5, 2018 (18:31) by Unknown User (ext-sinequaservice) | In glossary Glossary (2) | In space My Business Apps

Definition

Stages defined in SFDC for Account Plans: not developed, fully developed, pending approval, approved, expired

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Activity Created Nov 5, 2018 (18:31) by Unknown User (ext-sinequaservice) | In glossary Glossary (2) | In space My Business Apps

Definition

An Activity in Salesforce.com is a standard object used to manage events, such as customer visits, and tasks

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Associated product Created Nov 5, 2018 (18:31) by Unknown User (ext-sinequaservice) | In glossary Glossary (2) | In space My Business Apps

Definition

Solvay product that has been linked to an object in Salesforce.com, for example to a specific visit report

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Calendar Created Jan 22, 2019 (05:44) by Unknown User (Sylvain Michel Alexandre Pingont) | In glossary Glossary (2) | In space My Business Apps

Definition

This is a section in Salesforce where you can find all tasks and events for the coming days. It offers 3 different views on activities: all events scheduled for the current week, Multi-User Calendar for the current week to check the availability of other CRM users, and a view on all Activities (list).

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Chatter Created Jan 22, 2019 (05:44) by Unknown User (Sylvain Michel Alexandre Pingont) | In glossary Glossary (2) | In space My Business Apps

Definition

Chatter is an application designed to enhance collaboration in Salesforce.com. With Chatter, you can “follow” any object or record within the tool (e.g. people, accounts, opportunities, etc.) and be notified when changes are made. You can also post files to share information and get feedbacks from colleagues or make comments on objects and records. Finally, groups can be created to create collaboration and sharing platform about specific topics.

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Contact Created Jan 22, 2019 (05:44) by Unknown User (Sylvain Michel Alexandre Pingont) | In glossary Glossary (2) | In space My Business Apps

Definition

Any individual that Solvay interacts with inside an Account’s organization, or related to it. Any Prospect / Customer in SFDC must have, at least, one Contact associated to it. Each contact is associated with a role: Initiator, Influencer, Decider, Buyer, User.

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Contact product relationship Created Jan 22, 2019 (05:44) by Unknown User (Sylvain Michel Alexandre Pingont) | In glossary Glossary (2) | In space My Business Apps

Definition

From the contact page in Salesforce.com, it is possible to link one or multiple products to the contact, in order to record the product(s) discussed and further list the contact based on the product(s) associated.

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Corporate Group Created Jan 22, 2019 (05:44) by Unknown User (Sylvain Michel Alexandre Pingont) | In glossary Glossary (2) | In space My Business Apps

Definition

A Corporate Group allows to create an account hierarchy in Salesforce.com. It groups all the accounts which are part of a same 'legal' entity. The Group is based on the nature of the account, not based on GBU/BU criteria, nor on business rationales. It can be built in the system through a 'Parent account' relationship.

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Default account team Created Jan 22, 2019 (05:44) by Unknown User (Sylvain Michel Alexandre Pingont) | In glossary Glossary (2) | In space My Business Apps

Definition

If you are working with the same team on some accounts in Salesforce.com, you may setup your “default account team” in your settings. This will allow you to save time when defining an account team.

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Event Created Nov 5, 2018 (18:31) by Unknown User (ext-sinequaservice) | In glossary Glossary (2) | In space My Business Apps

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An event in Salesforce.com is a meeting or activity with a start date and an end date. It can be synchronized with Gmail and can be assigned to multiple users and contacts

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GBU customer segmentation Created Jan 22, 2019 (05:44) by Unknown User (Sylvain Michel Alexandre Pingont) | In glossary Glossary (2) | In space My Business Apps

Definition

Functionality in Salesforce.com allowing you to link an account to your GBU. By doing so, you can easily find active accounts for your GBU through specific views and report on them

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customer segmentation

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GBU restricted Created Jan 22, 2019 (05:44) by Unknown User (Sylvain Michel Alexandre Pingont) | In glossary Glossary (2) | In space My Business Apps

Definition

Type of visibility: your record (visit report, account plan, product sensible information...) will be restricted to CRM users of selected GBUs

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Opportunity Created Jan 22, 2019 (05:44) by Unknown User (Sylvain Michel Alexandre Pingont) | In glossary Glossary (2) | In space My Business Apps

Definition

An opportunity is any potential business able to generate sales revenues with existing customers or prospects.There are three types of opportunities in Salesforce.com: Product Qualified (growth), Product Requiring Qualification and Recurrent Business.

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Opportunity management Created Jan 22, 2019 (05:44) by Unknown User (Sylvain Michel Alexandre Pingont) | In glossary Glossary (2) | In space My Business Apps

Definition

Process in Salesforce.com that allows to follow revenue forecasts and revenue recognition, and manage the lifecycle of an opportunity.

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Sales Planning Created Nov 5, 2018 (18:31) by Unknown User (ext-sinequaservice) | In glossary Glossary (2) | In space My Business Apps

Definition

This is the process in Salesforce.com supporting the planning, preparation, execution, and restitution of a Customer Visit. It supports the development of an Opportunity, the execution of a defined Account Plan, the collection of Leads of interest for other BU, or even the continuous management of Competitive insights.

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Shared Created Nov 5, 2018 (18:31) by Unknown User (ext-sinequaservice) | In glossary Glossary (2) | In space My Business Apps

Definition

Type of visibility in Salesforce.com: All CRM users will have visibility on your record (visit report, account plan,...) or information

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Solvay contacts restricted Created Nov 5, 2018 (18:31) by Unknown User (ext-sinequaservice) | In glossary Glossary (2) | In space My Business Apps

Definition

Type of visibility in Salesforce.com: Your record (visit report, account plan,...) is limited to the identified Solvay contacts (e.g. opportunity team, etc.)

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Task Created Jan 22, 2019 (05:44) by Unknown User (Sylvain Michel Alexandre Pingont) | In glossary Glossary (2) | In space My Business Apps

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A task in Salesforce.com is a To-Do, with a due date. It can only be assigned to 1 user

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Visit report Created Jan 22, 2019 (05:44) by Unknown User (Sylvain Michel Alexandre Pingont) | In glossary Glossary (2) | In space My Business Apps

Definition

Functionality in Salesforce.com allowing to capture the outcome of the customer visit. Visit report contains an internal summary of the discussion (for internal reading) and all the required elements to send the minutes to the customer. This visit report can be shared internally and externally from Salesforce by using predefined email templates.

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Visit report wizard Created Jan 22, 2019 (05:44) by Unknown User (Sylvain Michel Alexandre Pingont) | In glossary Glossary (2) | In space My Business Apps

Definition

Process in Salesforce.com allowing to quickly create additional records from the Visit Report on top of the typical visit report functions. The available records that can be created are: competitive insights, cross BU leads, action items (follow-up tasks) and action items (follw-up activities).

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