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.
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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
10. Customer Request Management
11. Mobility (coming soon...)
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
Tutorial videos
Trainer Toolkit
- Training tips & tricks
- Link to generic training materials (updated to Release 4.0)
- Exercises Booklet
- CRM Chatter Guide - NEW
Mobile documentation
The best way to get IT support is to use the new
Service One Platform.