1. SME - Amsterdam Aad van der Velden, September 2015 CRM 2015 – Training Release 2

2. 2 Agenda Sample Requests Recommendations Trials

3. Sample Requests 3

5. 5 New Sample Request

6. 6 Add details

7. 7 Sample Products

8. 8 Not shipped from Everris

9. 9 Non SKU

10. 10 Submit Sample Request

11. 11

12. 12 Manager approves sample product

13. 13

14. 14 Sales Support to create ERP order

15. 15

16. 16 Sales Support monitors shipping

17. 17 Close Sample Request record

18. Recommendations 18

19. 19 New Recommendation

20. 20 Quote Details

21. 21 Recommendation Product(s)

22. 22 Recommendation product

23. 23 Ship to details

24. 24 Activate & Revise Recommendation

25. Trials 25

26. 26 New Trial

27. 27 Quote Details

28. 28 Trial Treatments CTRL + SHIFT + S shortcut to save and create new Treatment record

29. 29 Trial Product(s)

30. 30 Evaluation Reviews

31. 31 Ship to Address Trials sent to Visit Address, Recommendations to Postal Address

32. 32 Print Trial Record

33. 33 Mail merge in Word