WELCOME on the Wiki page of our Group-wide Customer Relationship Management solution! This is the place to find all relevant documentation and information you are looking for through our User Guide, FAQ and Glossary. Know more about your CRM solution and contribute to supporting the objective of customer centricity.


Your contact in region from SBS CRM Adoption team  :

APAC    Nina Song - based in Shanghai (China)

EMEA   Camila Jimenez - Anne Gilles based in Lyon (France) 

LAM     Ivete Alves -  based in Sao Paolo (Brazil) 

NAM    Dharmika Paladugu - based in Princeton (USA)



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.


> Click here to open ALL the guides

> Click here to Go to CRM Analytics dashboard guide



TIPS & TRICKS - NEW

In this section you will find the newest Tips & Tricks for the Lightning CRM, with screenshots and important reminders, etc.


> Click here to open the full presentation OR see by Topic :




RECENT DOCUMENTS

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




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.

> Click here to see all corners OR choose your GBU :



USEFUL DOCUMENTS


Authorization/access to CRM Sales Force
All access requests for CRM must be validated by Line manager / by GBU CRM Champion :

  • need to access to core CRM click here the User Creation form - NEW
  • for any change of CRM access , contact your CRM Champion / data Steward listed in GBU Corner section
  • need to modify CRM dashboard Analytics access , click here the Access form

User Adoption : actions follow up

Compliance information

Release Notes

Tutorial videos

Trainer Toolkit

Mobile documentation