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Bosch Rexroth USA Robin CRM Help

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联络资讯

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营业时间

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    9:00 AM - 5:00 PM

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    9:00 AM - 5:00 PM

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公司资讯

Training and Coaching sessions offered by the DCUS Robin CRM team, to assist our users with proficiency in the Robin CRM system.

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团队组成

DCUS Robin CRM Support Team

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热门服务

服务项目照片

Robin CRM Opportunity Management Coaching

45 分钟

Interactive Q&A: Managing your Opportunities including the expectations for status updates and recording of activities. Sessions typically available on Mondays of every even week.

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服务项目照片

Robin CRM Account Management Coaching

45 分钟

Interactive Q&A: How to understand Accounts in CRM and find them quickly. How to identify your Target Accounts and create your personal list of Accounts. Sessions typically available on Mondays of every odd week.

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服务项目照片

Robin CRM: Using Outlook Sync to post updates Coaching

45 分钟

Interactive Q&A: Save time by using Drag & Drop functionality to post emails and appointments into Robin Opportunities and Accounts. Includes Outlook Add-in Troubleshooting. Sessions typically available on Fridays of every even week.

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服务项目照片

Robin CRM: Visits - best practices and expectations for Sales

45 分钟

Interactive Q&A: How Visits should be documented in CRM. The methods used to enter them, including Sync from Outlook vs. entering directly in CRM. Typically offered on Fridays of every odd week.

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Robin Reports Effectively - Using, Personalizing, Downloading

60 分钟

How to access and understand Reports and Dashboards in Robin. Learn how to organize data and navigating into interesting data points. Learn how to create your own personalized versions of reports and save them.

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