sme - amsterdam aad van der velden, september 2015 crm 2015 – training release 2
DESCRIPTION
Sample Requests 3TRANSCRIPT
![Page 1: SME - Amsterdam Aad van der Velden, September 2015 CRM 2015 – Training Release 2](https://reader035.vdocument.in/reader035/viewer/2022062523/5a4d1aed7f8b9ab05997c1ee/html5/thumbnails/1.jpg)
SME - AmsterdamAad van der Velden, September 2015
CRM 2015 – Training Release 2
![Page 2: SME - Amsterdam Aad van der Velden, September 2015 CRM 2015 – Training Release 2](https://reader035.vdocument.in/reader035/viewer/2022062523/5a4d1aed7f8b9ab05997c1ee/html5/thumbnails/2.jpg)
2
Agenda
• Sample Requests• Recommendations• Trials
![Page 3: SME - Amsterdam Aad van der Velden, September 2015 CRM 2015 – Training Release 2](https://reader035.vdocument.in/reader035/viewer/2022062523/5a4d1aed7f8b9ab05997c1ee/html5/thumbnails/3.jpg)
Sample Requests
3
![Page 4: SME - Amsterdam Aad van der Velden, September 2015 CRM 2015 – Training Release 2](https://reader035.vdocument.in/reader035/viewer/2022062523/5a4d1aed7f8b9ab05997c1ee/html5/thumbnails/4.jpg)
![Page 5: SME - Amsterdam Aad van der Velden, September 2015 CRM 2015 – Training Release 2](https://reader035.vdocument.in/reader035/viewer/2022062523/5a4d1aed7f8b9ab05997c1ee/html5/thumbnails/5.jpg)
5
New Sample Request
![Page 6: SME - Amsterdam Aad van der Velden, September 2015 CRM 2015 – Training Release 2](https://reader035.vdocument.in/reader035/viewer/2022062523/5a4d1aed7f8b9ab05997c1ee/html5/thumbnails/6.jpg)
6
Add details
![Page 7: SME - Amsterdam Aad van der Velden, September 2015 CRM 2015 – Training Release 2](https://reader035.vdocument.in/reader035/viewer/2022062523/5a4d1aed7f8b9ab05997c1ee/html5/thumbnails/7.jpg)
7
Sample Products
![Page 8: SME - Amsterdam Aad van der Velden, September 2015 CRM 2015 – Training Release 2](https://reader035.vdocument.in/reader035/viewer/2022062523/5a4d1aed7f8b9ab05997c1ee/html5/thumbnails/8.jpg)
8
Not shipped from Everris
![Page 9: SME - Amsterdam Aad van der Velden, September 2015 CRM 2015 – Training Release 2](https://reader035.vdocument.in/reader035/viewer/2022062523/5a4d1aed7f8b9ab05997c1ee/html5/thumbnails/9.jpg)
9
Non SKU
![Page 10: SME - Amsterdam Aad van der Velden, September 2015 CRM 2015 – Training Release 2](https://reader035.vdocument.in/reader035/viewer/2022062523/5a4d1aed7f8b9ab05997c1ee/html5/thumbnails/10.jpg)
10
Submit Sample Request
![Page 11: SME - Amsterdam Aad van der Velden, September 2015 CRM 2015 – Training Release 2](https://reader035.vdocument.in/reader035/viewer/2022062523/5a4d1aed7f8b9ab05997c1ee/html5/thumbnails/11.jpg)
11
![Page 12: SME - Amsterdam Aad van der Velden, September 2015 CRM 2015 – Training Release 2](https://reader035.vdocument.in/reader035/viewer/2022062523/5a4d1aed7f8b9ab05997c1ee/html5/thumbnails/12.jpg)
12
Manager approves sample product
![Page 13: SME - Amsterdam Aad van der Velden, September 2015 CRM 2015 – Training Release 2](https://reader035.vdocument.in/reader035/viewer/2022062523/5a4d1aed7f8b9ab05997c1ee/html5/thumbnails/13.jpg)
13
![Page 14: SME - Amsterdam Aad van der Velden, September 2015 CRM 2015 – Training Release 2](https://reader035.vdocument.in/reader035/viewer/2022062523/5a4d1aed7f8b9ab05997c1ee/html5/thumbnails/14.jpg)
14
Sales Support to create ERP order
![Page 15: SME - Amsterdam Aad van der Velden, September 2015 CRM 2015 – Training Release 2](https://reader035.vdocument.in/reader035/viewer/2022062523/5a4d1aed7f8b9ab05997c1ee/html5/thumbnails/15.jpg)
15
![Page 16: SME - Amsterdam Aad van der Velden, September 2015 CRM 2015 – Training Release 2](https://reader035.vdocument.in/reader035/viewer/2022062523/5a4d1aed7f8b9ab05997c1ee/html5/thumbnails/16.jpg)
16
Sales Support monitors shipping
![Page 17: SME - Amsterdam Aad van der Velden, September 2015 CRM 2015 – Training Release 2](https://reader035.vdocument.in/reader035/viewer/2022062523/5a4d1aed7f8b9ab05997c1ee/html5/thumbnails/17.jpg)
17
Close Sample Request record
![Page 18: SME - Amsterdam Aad van der Velden, September 2015 CRM 2015 – Training Release 2](https://reader035.vdocument.in/reader035/viewer/2022062523/5a4d1aed7f8b9ab05997c1ee/html5/thumbnails/18.jpg)
Recommendations
18
![Page 19: SME - Amsterdam Aad van der Velden, September 2015 CRM 2015 – Training Release 2](https://reader035.vdocument.in/reader035/viewer/2022062523/5a4d1aed7f8b9ab05997c1ee/html5/thumbnails/19.jpg)
19
New Recommendation
![Page 20: SME - Amsterdam Aad van der Velden, September 2015 CRM 2015 – Training Release 2](https://reader035.vdocument.in/reader035/viewer/2022062523/5a4d1aed7f8b9ab05997c1ee/html5/thumbnails/20.jpg)
20
Quote Details
![Page 21: SME - Amsterdam Aad van der Velden, September 2015 CRM 2015 – Training Release 2](https://reader035.vdocument.in/reader035/viewer/2022062523/5a4d1aed7f8b9ab05997c1ee/html5/thumbnails/21.jpg)
21
Recommendation Product(s)
![Page 22: SME - Amsterdam Aad van der Velden, September 2015 CRM 2015 – Training Release 2](https://reader035.vdocument.in/reader035/viewer/2022062523/5a4d1aed7f8b9ab05997c1ee/html5/thumbnails/22.jpg)
22
Recommendation product
![Page 23: SME - Amsterdam Aad van der Velden, September 2015 CRM 2015 – Training Release 2](https://reader035.vdocument.in/reader035/viewer/2022062523/5a4d1aed7f8b9ab05997c1ee/html5/thumbnails/23.jpg)
23
Ship to details
![Page 24: SME - Amsterdam Aad van der Velden, September 2015 CRM 2015 – Training Release 2](https://reader035.vdocument.in/reader035/viewer/2022062523/5a4d1aed7f8b9ab05997c1ee/html5/thumbnails/24.jpg)
24
Activate & Revise Recommendation
![Page 25: SME - Amsterdam Aad van der Velden, September 2015 CRM 2015 – Training Release 2](https://reader035.vdocument.in/reader035/viewer/2022062523/5a4d1aed7f8b9ab05997c1ee/html5/thumbnails/25.jpg)
Trials
25
![Page 26: SME - Amsterdam Aad van der Velden, September 2015 CRM 2015 – Training Release 2](https://reader035.vdocument.in/reader035/viewer/2022062523/5a4d1aed7f8b9ab05997c1ee/html5/thumbnails/26.jpg)
26
New Trial
![Page 27: SME - Amsterdam Aad van der Velden, September 2015 CRM 2015 – Training Release 2](https://reader035.vdocument.in/reader035/viewer/2022062523/5a4d1aed7f8b9ab05997c1ee/html5/thumbnails/27.jpg)
27
Quote Details
![Page 28: SME - Amsterdam Aad van der Velden, September 2015 CRM 2015 – Training Release 2](https://reader035.vdocument.in/reader035/viewer/2022062523/5a4d1aed7f8b9ab05997c1ee/html5/thumbnails/28.jpg)
28
Trial Treatments
CTRL + SHIFT + S shortcut to save and create new Treatment record
![Page 29: SME - Amsterdam Aad van der Velden, September 2015 CRM 2015 – Training Release 2](https://reader035.vdocument.in/reader035/viewer/2022062523/5a4d1aed7f8b9ab05997c1ee/html5/thumbnails/29.jpg)
29
Trial Product(s)
![Page 30: SME - Amsterdam Aad van der Velden, September 2015 CRM 2015 – Training Release 2](https://reader035.vdocument.in/reader035/viewer/2022062523/5a4d1aed7f8b9ab05997c1ee/html5/thumbnails/30.jpg)
30
Evaluation Reviews
![Page 31: SME - Amsterdam Aad van der Velden, September 2015 CRM 2015 – Training Release 2](https://reader035.vdocument.in/reader035/viewer/2022062523/5a4d1aed7f8b9ab05997c1ee/html5/thumbnails/31.jpg)
31
Ship to Address
Trials sent to Visit Address, Recommendations to Postal Address
![Page 32: SME - Amsterdam Aad van der Velden, September 2015 CRM 2015 – Training Release 2](https://reader035.vdocument.in/reader035/viewer/2022062523/5a4d1aed7f8b9ab05997c1ee/html5/thumbnails/32.jpg)
32
Print Trial Record
![Page 33: SME - Amsterdam Aad van der Velden, September 2015 CRM 2015 – Training Release 2](https://reader035.vdocument.in/reader035/viewer/2022062523/5a4d1aed7f8b9ab05997c1ee/html5/thumbnails/33.jpg)
33
Mail merge in Word