sme - amsterdam aad van der velden, september 2015 crm 2015 – training release 2
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SME - AmsterdamAad van der Velden, September 2015
CRM 2015 – Training Release 2
2
Agenda
• Sample Requests• Recommendations• Trials
Sample Requests
3
5
New Sample Request
6
Add details
7
Sample Products
8
Not shipped from Everris
9
Non SKU
10
Submit Sample Request
11
12
Manager approves sample product
13
14
Sales Support to create ERP order
15
16
Sales Support monitors shipping
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Close Sample Request record
Recommendations
18
19
New Recommendation
20
Quote Details
21
Recommendation Product(s)
22
Recommendation product
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Ship to details
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Activate & Revise Recommendation
Trials
25
26
New Trial
27
Quote Details
28
Trial Treatments
CTRL + SHIFT + S shortcut to save and create new Treatment record
29
Trial Product(s)
30
Evaluation Reviews
31
Ship to Address
Trials sent to Visit Address, Recommendations to Postal Address
32
Print Trial Record
33
Mail merge in Word
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