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
PROCESS OVERVIEW
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.
P1. Account & Contact Management
P2. Sales Reporting & Analysis
P9. Customer Request Management
P12. Webform (SPP only)
P15. PMO Application (Not used)
P19. Cross BU Leads
P20. Product Management (Not used)
P21. Customer Specific Requirement
P23. Campaign (Not used)
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
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.