Web Content Viewer
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:
File Maintenance
- Account Setup
- Contacts
- Marketing Files
- Opportunities
Daily Transaction Processing
- Telemarketing Entry
- Telemarketing Script
- Inquiry
- Maintenance
- Order Entry
Opportunity Entry
- Tracking Activity
- Creating Call List
- Closing Opportunities
Account Information Window
- Reviewing Opportunities
- Reviewing Activities
- Entering / Updating Quotes
- Customer / Prospect Inquiry
Inquiries
Reports