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CRM

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by

Nicolas Camescasse

on 18 February 2013

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Transcript of CRM

CRM Accounts & Contacts Order Accounts Name field Position (FID Leader) Brainstorming Realisation Sketches Classification of Business Partner ? Business Partner Type Client Prospect Group Client Client Final Projet Life Cycle Board Prospect
Contact
On going Lead
Lead
Prescriber
Potential
Customer Is it useful to keep all this point ? How to automate the process ? Why to integrate in SAP ? Brainstorming How manage the opportunities ? Sales Opportunities Previous validation Display the name in full Except for some cases Additional Name Display the acronym Main shareholder Total capacity Number of transformer Main activity Contacts Date of add BP Type : Client
BP Group : Projet BP Type : Client
BP Group : Client BP Type : Client
BP Group : Client Final Cas 1 Order BP Type : Client
BP Group : Projet BP Type : Client
BP Group : Client BP Type : Client
BP Group : Client Final Cas 2 Opportunities Quotation When should I open the opportunities What are the actors attached ? What are the different step
of the sales process ? New Fields : New Fields : Buyer End user Activity New Fields : Type Add New type Next Meeting - Mission Report - QAF - Price List Activity - Phone Call - Meeting - Task - Note - Campaign - Others Activity - Workflow - Commission % (Representative)
Full transcript