USER GUIDE

You can find here the description of the 13 processes in the CRM system and the detailed functionalities, explained step by step, such as 'how to create a prospect, how to create a contact', etc.

Introduction to CRM Lightning

Navigation & Chatter

P1. Account & Contact Management

P2. Sales Reporting & Analysis

P3. Opportunity Management

P4. Account Plan Management

P5. Market Segmentation

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

P14. Transactional Pricing

P15. PMO Application

P16. Contract Management

P17. Competitive Insights

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 (Not used)

RECENT DOCUMENTS

Here you will find the most recent information about your CRM and all the helpful links you need to know :

• Gmail for Lightning training - Fall 2018
• Mobility training - Fall 2018
• Video tutorials for Lightning - Summer 2018
• Lightning training kit - Summer 2018

GBU CORNER

This section offers a space dedicated to your GBU, where you can find your latest GBU specific materials, who's who in your GBU CRM Team, etc.

GBU Aroma Performance

GBU Coatis

GBU Fibras

GBU Novecare

GBU Performance Polyamides

GBU Peroxides

GBU Silica

GBU Soda Ash & Derivatives

GBU Special Chem

GBU Solvay Energy Services

GBU Technology Solutions

MBU Corner

USEFUL DOCUMENTS

Authorization/access to CRM

• Click here to request access to core CRM User Creation form (all access requests for CRM must be validated by Line manager and then approved by GBU CRM Champion) NEW

User Adoption : actions follow up

• CRM Monthly Key users Adoption Review NEW
• CRM Users - Questions & Answers NEW

Compliance information

• Antitrust guidance Market Intelligence Gathering

Release Notes

• Monthly Release - March 2019 NEW
• Winter Release - February 2019
• Fall Release (10.0) - October 2018
• Archives from 2015 to 2018
  

Tutorial videos

• How to create reports in CRM (~4 mins) NEW
• Advanced use of filters in reports (~4 mins) NEW
• Advanced use of Cross filters in reports (~4 mins) NEW
• How to create list views (~4 mins) NEW
• How to use Gmail to Salesforce integration (~ 7mins) NEW
• Integration with Gmail: how to install? NEW
• Account & Contact Management
• Sales Planning
• Opportunity Management
• 360° Customer view
• Web Form

Trainer Toolkit

• Onboarding training (Lightning)
• Training tips & tricks
• Generic training materials (updated to Winter Release (7.0))  
• Short training materials (updated to Spring Release (5.0))
• Exercises Booklet
• CRM Chatter Guide
• Onboarding training (Classic)
  
  

Mobile documentation

• Tablet Configuration by End-Users
  
• How to access Salesforce on your tablet (web browser)
• Mobility - Salesforce1 application