Bosch Rexroth USA Robin CRM Help
Opening hours
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الأحد
يوم عطلة
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الإثنين
09:00 - 17:00
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الثلاثاء
يوم عطلة
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الأربعاء
يوم عطلة
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الخميس
يوم عطلة
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الجمعة
09:00 - 17:00
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السبت
يوم عطلة
About the company
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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Our team
DCUS Robin CRM Support Team
Bosch Rexroth USA Robin CRM Help
DCUS Robin CRM Support Team
The Bosch Rexroth USA Robin Support Team - coaches include Amy Defayette, Rob McArdle, Zach Koonce, Tricia Perrone, and Stefanie Turney
Top services
Robin CRM Opportunity Management Coaching
45 دقيقة
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.
Bosch Rexroth USA Robin CRM Help
Robin CRM Opportunity Management Coaching
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.
Robin CRM Account Management Coaching
45 دقيقة
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.
Bosch Rexroth USA Robin CRM Help
Robin CRM Account Management Coaching
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.
Robin Reports Effectively - Using, Personalizing, Downloading
60 دقيقة
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.
Bosch Rexroth USA Robin CRM Help
Robin Reports Effectively - Using, Personalizing, Downloading
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.
Robin CRM: Using Outlook Sync to post updates Coaching
45 دقيقة
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.
Bosch Rexroth USA Robin CRM Help
Robin CRM: Using Outlook Sync to post updates Coaching
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. .
Robin CRM: Visits - best practices and expectations for Sales
45 دقيقة
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.
Bosch Rexroth USA Robin CRM Help
Robin CRM: Visits - best practices and expectations for Sales
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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