aiesec in austria crm training for sugarcrm
TRANSCRIPT
![Page 1: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/1.jpg)
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)
![Page 2: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/2.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 2/57
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)
![Page 3: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/3.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 3/57
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.
![Page 4: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/4.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 4/57
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
![Page 5: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/5.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 5/57
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
How to keep an overview?
![Page 6: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/6.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 6/57
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
![Page 7: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/7.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 7/57
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Sugar CRM
![Page 8: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/8.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 8/57
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Sugar CRM
![Page 9: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/9.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 9/57
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Sugar CRM
![Page 10: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/10.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 10/57
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
System LinksGlobal SearchModule TabsLast Viewed BarShortcut SectionNew Record Quick FormSugarCRM
![Page 11: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/11.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 11/57
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Accounts Basi c Sear ch
![Page 12: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/12.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 12/57
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Accounts Adv anc ed Sear ch
![Page 13: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/13.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 13/57
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
C ontac ts Basi c Sear ch
![Page 14: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/14.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 14/57
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
C ontac ts Adv anc ed Sear ch
![Page 15: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/15.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 15/57
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Ac ti v ities Basi c Sear ch
![Page 16: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/16.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 16/57
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Ac ti v ities Adv anc ed Sear ch
![Page 17: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/17.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 17/57
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Calend ar
![Page 18: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/18.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 18/57
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Examples
![Page 19: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/19.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 19/57
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
![Page 20: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/20.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 20/57
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Gl obal Sear ch
![Page 21: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/21.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 21/57
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
LKW W alter - Account
![Page 22: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/22.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 22/57
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
LKW W alter - Account
![Page 23: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/23.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 23/57
![Page 24: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/24.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 24/57
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
LKW W alter - Account
![Page 25: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/25.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 25/57
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
LKW W alter - Hist ory
![Page 26: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/26.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 26/57
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
LKW W alter - C ontac t
![Page 27: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/27.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 27/57
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
LKW W alter Create a N ote
![Page 28: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/28.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 28/57
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
LKW W alter Create a N ote
![Page 29: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/29.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 29/57
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
![Page 30: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/30.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 30/57
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Sear ch f or a C ompany
![Page 31: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/31.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 31/57
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Sear ch f or a C ompany
![Page 32: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/32.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 32/57
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Create a new Account
![Page 33: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/33.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 33/57
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Create a new Account
![Page 34: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/34.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 34/57
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Create a new C ontac t
![Page 35: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/35.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 35/57
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Create a new C ontac t
![Page 36: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/36.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 36/57
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Sched ule a Call
![Page 37: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/37.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 37/57
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Sched ule a Call
![Page 38: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/38.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 38/57
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Create a Task
![Page 39: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/39.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 39/57
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Create a N ote or Attachment
![Page 40: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/40.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 40/57
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Create a Task
![Page 41: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/41.jpg)
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
![Page 42: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/42.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 42/57
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
F oll ow up on t he Call
![Page 43: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/43.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 43/57
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Add a C ontac t t o an Ac ti v ity
![Page 44: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/44.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 44/57
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
C hange t he Status of an Ac ti v ity
![Page 45: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/45.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 45/57
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Create a Meeting
![Page 46: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/46.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 46/57
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Dashlet
![Page 47: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/47.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 47/57
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Alumni Management in the
SugarCRM
![Page 48: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/48.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 48/57
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
![Page 49: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/49.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 49/57
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Alumni of AIE SE C in Austria
![Page 50: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/50.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 50/57
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
![Page 51: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/51.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 51/57
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
AAA AIE SE C Alumni
![Page 52: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/52.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 52/57
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
AAA AIE SE C Alumni fr om anot her C ountry
![Page 53: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/53.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 53/57
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Sear ch f or Alumni
![Page 54: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/54.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 54/57
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Sear ch f or Alumni
![Page 55: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/55.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 55/57
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
![Page 56: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/56.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 56/57
Future 2 Conference
Deutschlandsberg,
April 2011Step by step
Sources
� National CRM Guide AIESEC in Austria
� Advanced Guide for VPs and Team Leaders
![Page 57: AIESEC in Austria CRM Training for SugarCRM](https://reader031.vdocument.in/reader031/viewer/2022021218/577d2be41a28ab4e1eab65df/html5/thumbnails/57.jpg)
8/7/2019 AIESEC in Austria CRM Training for SugarCRM
http://slidepdf.com/reader/full/aiesec-in-austria-crm-training-for-sugarcrm 57/57
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)