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Bosch Rexroth USA Robin CRM Help

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聯絡資訊

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營業時間

  • 星期日

    店休

  • 星期一

    上午9:00 - 下午5:00

  • 星期二

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  • 星期三

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  • 星期四

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  • 星期五

    上午9:00 - 下午5:00

  • 星期六

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公司資訊

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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DCUS Robin CRM Support Team

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熱門服務

服務項目照片

Robin CRM Opportunity Management Coaching

45 分鐘

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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服務項目照片

Robin CRM Account Management Coaching

45 分鐘

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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Robin CRM: Using Outlook Sync to post updates Coaching

45 分鐘

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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服務項目照片

Robin CRM: Visits - best practices and expectations for Sales

45 分鐘

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 分鐘

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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