Chapter 1: Relationship Management
Defining Relationship Management
Relationship Management Application
Selling Points for Relationship Management
Chapter 2: Relationship Management Setup
The Relationship Management Setup Window
Automatically Recorded Interactions
Synchronization with Customers, Vendors, and Bank Accounts
Duplicate Search
E-mail Journaling
Chapter 3: Contacts
Setting Up Contacts
The Contact Card
Creating Contact Companies
Creating Contact Persons
Searching for Contacts
Searching for Duplicates
Synchronizing Contacts with Customers, Vendors, and Bank Accounts
Exporting Contacts
Contact Statistics
Contact Reports
Exercise
Self-Test
Chapter 4: Interactions and document management
Introduction
Setting Up Interactions
Using the Create Interaction Wizard
Phone Calls
E-Mails
Automatically Recorded Interactions
Canceling and Deleting Interaction Log Entries
Interaction Statistics
Exercises
Create an interaction template with an attachment
Recording interactions
Making a phone call
Sending an e-mail
Creating automatically recorded interactions
Creating a sales quote and an order for the interaction log
Chapter 5: Campaigns and segmentation
Introduction to Campaigns and Segments
Setting Up Campaigns
Creating Campaigns
Creating Segments
Creating Interactions for Segments
Creating Segments by Reusing Logged Segments
Creating Segments by Reusing Saved Segments
Campaign Pricing
Campaign Statistics
Chapter 6: Task Management
Introduction to Task Management
Setting Up Teams and Activities
Creating To-dos
Assigning Activities
Creating Recurring To-dos
Modifying To-dos
Converting Team To-dos
Sending E-Mail Meeting Invitations
Closing, Canceling and Deleting To-dos
Viewing Statistical Information About To-dos
Chapter 7: Outlook integration
Introduction to Outlook Integration
Setting Up Outlook Integration
Synchronizing Contacts and Salespeople in Real-time
Synchronizing To-dos in Real-time
Viewing Outlook Items from Navision and Navision Records from Outlook
Synchronization Batch Jobs
Conflict Resolution and Error Handling
Chapter 8: Opportunity Management
Introduction to Opportunity Management
Setting Up Opportunities
Creating Opportunities
Updating Opportunities
Creating To-dos for Opportunities
Creating Sales Quotes and Orders for Opportunities
Closing and Deleting Opportunities
Statistics
Chapter 9: Profiling and classification
Introduction to Profiling and Classification
Profile Questionnaires
Contact Rating
Entering Contact Profiles
Creating Segments Using Profile Information
Updating Profile Questionnaires
Testing and Printing Questionnaires
Chapter 10: The Multilanguage Salutation and Attachment feature
Introduction
Creating Salutation Formulas
Assigning Salutation Code to the Contact
Creating an Interaction Using Salutation Code
Creating an Interaction Using a Segment Including Logging of the Segment
Chapter 11: The quotation to contacts feature
Introduction
Setting Up Customer Templates
Making a Sales Quote from the Opportunity List Window
Making a Sales Quote from the Sales Quote Window
Creating a Sales Order from the Sales Quote Window
Assigning a Sales Quote to an Opportunity
Chapter 12: Document logging
Introduction
Saving a Sales Quote
Restoring a Sales Quote or Order
Logging and Saving a Version of a Sales Order
Restoring a Sales Order
For more Information about the course outline
and contents please CLICK HERE
