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.
USER GUIDE
You can find here the description of the 10 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.
00. Navigation & Collaboration Tools
01. Account & Contact Management
02. Sales Planning & Account Plan
06. Sales Reporting & Analytics
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.
USEFUL DOCUMENTS
Compliance information
Release Memos
- Release 1.1 - December 2015
- Release 1.2 - January 2016
- Release 2.0 - April 2016
- Release 2.1 (Reporting) - April 2016
- Release 3.0 - May 2016
- Release 3.1 (Reporting) - June 2016
- Release 4.0 - October 2016
- Winter Release (4.1) - January 2017
- Spring Release (5.0) - April 2017
Tutorial videos
Trainer Toolkit
- Training tips & tricks - NEW
- Link to generic training materials (updated to Spring Release (5.0)) - NEW
- Short training materials (updated to Spring Release (5.0)) - NEW
- Exercises Booklet
- CRM Chatter Guide
Mobile documentation
Need Help?
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