Corporate Group management - GBU Data Steward

Overview

Who: GBU Data Stewards

What: Create, Change, Delete a Corporate Group in CRM and

assign Accounts to those Corporate groups.

Link to the New Corporate Group & Customer assignments process : https://drive.google.com/file/d/0B8qpNOj1F9diSW5ncEFXbWRXQVU/view

Step-by-step

I. Corporate Group Creation - via CRM
In account tab, click on button New to Create a an Account
Select Record Type : Corporate Group and click on button Continue
Enter Account name ( 60 characters maximum) Corporate Group must meat the 5 criteria Input the creation reason click on SAVE
Corporate Group request is created and locked until Approval from Corporate Marketing & Sales
Corporate Marketing & Sales approver will always exchange with the requester before decision via Chatter feed.
When the new Corporate Group is approved, it can be used for Account assignment. The new corporate Group will be created by APDM team within one or 2 weeks in other systems and available reporting.
II. Corporate Group Update / Delete - via Freshdesk
Prior to requesting the deletion* of a Corporate Group, make sure that there is no remaining accounts linked to it, and if so, change the assignment of the accounts to the right Corporate group.
Go to Need Help to request a Corporate group modification
In Subject, describe briefly your request Select process Data Management Select Application - Not applicable
select your GBU In field Description add all details of your request and attach a file if needed choose the Priority and Submit
APDM team will handle changes with CRM team and inform you when completed.
III. Corporate Group mass update request - via Freshdesk.
*Attention : only GBU Data Steward and Corporate Marketing & Sales can initiate the mass request for Creation, update or deletion of corporate groups. Other users must contact their GBU Data steward .
Fill the template "RCS - PRS Customer Group / Sub-group" in https://sites.google.com/a/solvay.com/sbs-is-as-sdd/forms
Go to Need Help to request any Corporate group update
In Subject, describe briefly your request Select process Data management Select Application -Not applicable
select your GBU In field Description explain with more details your request and attach the template with all changes required choose the Priority and Submit
APDM team will handle changes with CRM team and inform you when completed.
IV. Customer Assignment to Corporate Group - via CRM (Creation/ Update)
Users can assign or change assignment to Corporate Group
The GBU Data stewards Approve/Reject the assignmts in CRM
Every monday, weekly report with list of accounts assignments
V. Customer assignment Corporate Group mass update - via Freshdesk