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 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.
00. Navigation & Collaboration Tools
01. Account & Contact Management
02. Sales Planning & Account Plan
06. Sales Reporting & Analytics
10. Customer Request Management
14. Transactional Pricing (Commitments)
18. Customer Specific Requirement
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.
USEFUL DOCUMENTS
Compliance information
Release Notes
- Fall Release (10.0) - October 2018 NEW
- Spring Release (8.0) - May 2018
- Winter Release (7.0) - February 2018
- Fall Release (6.0) - October 2017
Release Memos
- Winter Release (7.0) - February 2018
- Fall Release (6.0) - October 2017
- Summer Release (5.1) - June 2017
- Spring Release (5.0) - April 2017
- Winter Release (4.1) - January 2017
- Release 4.0 - October 2016
- Release 3.1 (Reporting) - June 2016
- Release 3.0 - May 2016
- Release 2.1 (Reporting) - April 2016
- Release 2.0 - April 2016
- Release 1.2 - January 2016
- Release 1.1 - December 2015
Release Webinar
- Winter Release (7.0) - February 2018
- Fall Release (6.0) - October 2017
- Summer Release (5.1) - June 2017
Tutorial videos (Classic)
- Account & Contact Management
- Sales Planning
- Opportunity Management
- 360° Customer view
- Integration with Gmail: how to install?
- Web Form
Trainer Toolkit
- Onboarding training (Lightning)
- Onboarding training (Classic)
- 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
Mobile documentation
The best way to get IT support is to use the new
Service One Platform.