Relationship Management

Relationship Management Setup

Contacts

Interactions and Document Management

Campaigns and Segmentation

Task Management

Outlook Integration

Opportunity Management

Profiling and Classification

Multilanguage Salutation and Attachment

Quotation to Contacts

Document Logging

Defining Relationship Management

Relationship Management Application

Selling Points for Relationship Management

Overview the Service Management functionality.

Know about the structure of Service Management.

The Relationship Management Setup Window

Automatically Recorded Interactions

Synchronization with Customers, Vendors, and Bank Accounts

Duplicate Search

E-mail Journaling

Use the Relationship Management Setup window.

Use automatically recorded interactions.

Synchronize customers, vendors, and bank accounts.

Duplicate search.

Make use of e-mail logging.

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

Setting up a contact company

Creating contact persons

Case

Set up contacts.

Create contact companies.

Create contact persons.

Search for contacts.

Search for duplicates.

Synchronize contacts with customers, vendors, and bank accounts.

Export contacts.

View contact statistics.

View contact reports.

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

Set up interactions.

Create interaction templates.

Assign attachments to interaction templates.

Create Microsoft Word documents.

Copy, import, and export attachments.

Create automatically recorded interactions.

Integrate your e-mail correspondence with Microsoft Outlook.

Use the interaction log.

View interaction statistics.

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

Creating a segment

Sending a letter to a segment

Planning a campaign

Recording responses

Using saved segmentation criteria

Set up and create campaigns.

Create segments.

Create interactions for segments.

Create segments by reusing logged segments.

Create segments by reusing saved segment criteria.

Create campaign prices and discounts.

View campaign statistics

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

Creating a recurring To do

Creating teams of sales people

Assigning activities

Deleting closed To-dos

Adding attendees to a To-do meeting type

Sending e-mail invitations using MAPI

Set up teams and activities.

Create and modify to-dos.

Assign activities.

Create recurring to-dos.

Close, cancel, and delete to-dos.

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

Setting up synchronization with Outlook

Integrating a contact from Outlook

Integrating a contact from Navision

Integrating a To-do of type Blank or Phone call

Integrating a task

Integrating a To-do of type Meeting

Integrating an Outlook appointment

Resolving Company Field conflicts

Resolving version conflicts

Synchronizing To-dos within a specific period

Integrate meetings and appointments in Outlook with to-dos in Microsoft Navision.

Integrate tasks in Outlook with to-dos in Microsoft Navision.

Transfer contacts from Outlook to Microsoft Navision and back.

Synchronize data in Outlook and Microsoft Navision.

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

Create and activate an opportunity

Create a To-do for an opportunity

Setting up a sales cycle

Activating sales stages

Viewing lost opportunities

Set up and create opportunities.

Update opportunities.

Create to-dos for opportunities.

Create sales quotes and orders for opportunities.

Close and delete opportunities.

View statistics.

Introduction to Profiling and Classification

Profile Questionnaires

Contact Rating

Entering Contact Profiles

Creating Segments Using Profile Information

Updating Profile Questionnaires

Testing and Printing Questionnaires

Adding contacts to a segment

Setting up a questionnaire

Rating your contacts

Set up profile questionnaires.

Enter contact profiles.

Create segments using profile information.

Update profile questionnaires.

Test and print questionnaires

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

Creating Salutation formulas

Creating interactions using a segment

Create salutation formulas.

Assign a salutation code to the contact.

Create an interaction using a salutation code.

Create an interaction using a segment including logging of the segment.

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

Setting up customer templates

Creating a sales quote and a sales order

Set up customer templates.

Make a sales quote from the Opportunity List window.

Make a sales quote from the Sales Quote window.

Create a sales order from the Sales Quote window

Introduction

Saving a Sales Quote

Restoring a Sales Quote or Order

Logging and Saving a Version of a Sales Order

Restoring a Sales Order

Issuing a quote to a contact

Restoring the quote

Save a sales quote.

Restore a sales quote or sales order.

Log and save a version of a sales order.

Restore a sales order.