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Customer Relationship Management
Discover Salesforce to better support stakeholders
SOA Salesforce SFDC accounts, tiering, segmentation, market segment, clinical type, customer type, customer subtype, account Plan, territory Plan, contacts, reports, opportunities, territory assignment, territory management, customer hierarchy, NGN GGN, SGN, national group number, activity logging, campaigns, enhancements, dcp reports dashboards
Reporting Activities
Identify the correct reporting tools and run reports independently
SSA SOA Tableau, Salesforce, SFDC, Cognos, Reporting
Tool / Data Access
Set up requirements for tools access and data visibility
SOA Tableau access, territory assignment, role, SFDC profile
Commissions Plan
Learn more about the Quota, SPIFF and MBO/MBP processes
SSA SOA MBO, MBP, Metrics, Quota
Forecasting
Explore forecasting in Illumina and understand roles and responsibilities
SSA SOA TM1, forecasting, forecast, parents groups, key accounts
Financial Services
From traditional leasing to comprehensive rental models
FS Reagent Rental, Financial Services, Leasing, Rental, Loaner, Demo
Enhancement Requests
Analyze processes, identify gaps and submit enhancements
SOA dcp, enhancement requests, uat
Trainings
From stakeholder presentations to trainings for skills development
SSA SOA training, Tableau, Salesforce, SFDC, Cognos
Pricing Process
Pricing updates and the yearly process
SOA Price list, pricing, price book
Web Development
Key processes for developing and updating websites
WD Sales Hub, Sales Ops Hub, PowerApps, Webflow
Pipeline Discipline
Learn how to drive your stakeholders towards maintaining a clean pipeline
SSA , forecasting, forecast, Non compliant,
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Last website update is, 25 June 2024