SME - AmsterdamAad van der Velden, September 2015

CRM 2015 – Training Release 2

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Agenda

• Sample Requests• Recommendations• Trials

Sample Requests

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5

New Sample Request

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Add details

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Sample Products

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Not shipped from Everris

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Non SKU

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Submit Sample Request

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Manager approves sample product

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Sales Support to create ERP order

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Sales Support monitors shipping

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Close Sample Request record

Recommendations

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New Recommendation

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Quote Details

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Recommendation Product(s)

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Recommendation product

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Ship to details

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Activate & Revise Recommendation

Trials

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New Trial

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Quote Details

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Trial Treatments

CTRL + SHIFT + S shortcut to save and create new Treatment record

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Trial Product(s)

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Evaluation Reviews

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Ship to Address

Trials sent to Visit Address, Recommendations to Postal Address

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Print Trial Record

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Mail merge in Word