Customer Relationship Management

Prerequisites:

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Objectives:

source site 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:

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  • Account Setup
  • Contacts
  • Marketing Files
  • Opportunities

go to site go to link Daily Transaction Processing

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

follow site rellife cam Opportunity Entry

  • Tracking Activity
  • Creating Call List
  • Closing Opportunities

follow url Account Information Window

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

enter Inquiries

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