aiesec in austria crm training for sugarcrm
TRANSCRIPT
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 1/57
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Customer Relationship Management
Tobias Rabanser
(LC VP ICX in Innsbruck 10/11)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
History of CRM� The first CRM the address book and notes
� CRM today:
±professional software - based tools for addresses,notes, contacts, customer history, sales analysis,
± including various channels (e.g. web 2.0)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
CRM is......a set of business processes enabling
organizations to have more consistent and
profitable interactions with its stakeholders.
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
CRM in AIESEC in Austria since 2006...� 6 693 accounts
� 2 277 contacts
� 2 561 calls� 5 019 notes
� 644 meetings
� 719 users
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
How to keep an overview?
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Our tool for CRM in AIESEC in Austria� Sugar CRM
± not myaiesec.net
±
customized± online
± each seller has a different login
± LC VP is responsible for the creation of the login
and for tracking its usage
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Sugar CRM
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Sugar CRM
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Sugar CRM
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
System LinksGlobal SearchModule TabsLast Viewed BarShortcut SectionNew Record Quick FormSugarCRM
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Accounts Basi c Sear ch
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Accounts Adv anc ed Sear ch
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
C ontac ts Basi c Sear ch
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
C ontac ts Adv anc ed Sear ch
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Ac ti v ities Basi c Sear ch
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Ac ti v ities Adv anc ed Sear ch
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Calend ar
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Examples
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Example 1� A team member would like to evaluate with
the company the internship which is taking
part right now
� The name of the company is LKW Walter and
is located in the area around Vienna
� He needs to find the contact person
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Gl obal Sear ch
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
LKW W alter - Account
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
LKW W alter - Account
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
LKW W alter - Account
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
LKW W alter - Hist ory
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
LKW W alter - C ontac t
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
LKW W alter Create a N ote
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
LKW W alter Create a N ote
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Example 2� A member of LC Innsbruck has read in a newsletter
article about EGOS - An educational company
located in Innsbruck
� He would like to contact the company to raise apartnership and an Educational Traineeship
� But he doesnt know if the account already exists in
the CRM
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Sear ch f or a C ompany
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Sear ch f or a C ompany
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Create a new Account
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Create a new Account
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Create a new C ontac t
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Create a new C ontac t
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Sched ule a Call
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Sched ule a Call
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Create a Task
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Create a N ote or Attachment
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Create a Task
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 41/57
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Create a Task
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
F oll ow up on t he Call
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Add a C ontac t t o an Ac ti v ity
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
C hange t he Status of an Ac ti v ity
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Create a Meeting
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Dashlet
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Alumni Management in the
SugarCRM
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Alumni of AIESEC in Austria but not in AAA
� In Contact detailed view in the section Title
the term Alumni, Name of the LC, and Job
Title in the company
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Alumni of AIE SE C in Austria
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Alumni of AIESEC in Austria and AAA member
� We use the abbreviation AAA in the field Title
in the Contact detailed view: AAA Alumni,
Name of the LC, Job Title in the company
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
AAA AIE SE C Alumni
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
AAA AIE SE C Alumni fr om anot her C ountry
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Sear ch f or Alumni
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Sear ch f or Alumni
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
BoA
� Current BoA member:
In the title of the contact in the detailed
view: Entity BoA, Job Title
� Title: MC BoA, Managing Director
� Title: Graz BoA, Head of Finance
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Sources
� National CRM Guide AIESEC in Austria
� Advanced Guide for VPs and Team Leaders
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
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Future 2 Conference
Deutschlandsberg,
A il 2011Step by step
Thanks for your attention!
Tobias Rabanser (LC VP ICX Innsbruck 10/11)
Markus Sailer (MC VP ICX 10/11)