Customer Relationship Management

Prerequisites:

None

Objectives:

To gain a basic understanding of the functions and features of S2K Enterprise Customer Relationship Management application and provide the user with skills to effectively enter and track sales opportunities

Course Outline:

go to link File Maintenance

  • Account Setup
  • Contacts
  • Marketing Files
  • Opportunities

http://eranet-smartgridsplus.eu/?cams=transsexual-dating Daily Transaction Processing

  • Telemarketing Entry
  • Telemarketing Script
  • Inquiry
  • Maintenance
  • Order Entry

http://www.uff.dk/?CAMS=russian-nude-family&13f=3c Opportunity Entry

  • Tracking Activity
  • Creating Call List
  • Closing Opportunities

follow site Account Information Window

  • Reviewing Opportunities
  • Reviewing Activities
  • Entering / Updating Quotes
  • Customer / Prospect Inquiry

Inquiries

Reports