CRM First Steps

Introduction to CRM Lightning


P0. Navigation & Chatter


 

From Prospect to Sales

P1. Account & Contact Management


P2. Sales Reporting & Analysis


P3. Opportunity Management


P4. Account Plan Management


P5. Market Segmentation



 


Managing Customer Needs

P6. Complaint Management


P7. Sample Request Management


P8. Quote Management


P9. Customer Request Management


P10. Commercial Roadmap


P11. Mobility


P12. Webform (SPP Only)


P13. Voice of the Customer process


P14. Transactional Pricing


(P15. PMO Application - NOT USED)


P16. Contract Management


P17. Competitive Insights Management


P18. Visit Report Management


P19. Cross BU Leads


(P20. Product Management - NOT USED)


P21. Customer Specific Requirement


P22. Lead Management


(P23. Campaign - NOT USED)


P24. Community