Overview:
CRM now allows teams to record a customer’s CRM, ERP, Financial Management, CPQ, and PSA systems within the Customer Systems section of the Customer Profile tab, providing clearer visibility into customer technology environments and helping sales teams more easily identify integration opportunities and position relevant solutions while improving overall customer profiling efficiency. This article guides you how to update Customer Systems section in CRM.
Process:
Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates and open it.
Within Xvantage for Associates, hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In the Xvantage CRM sidebar menu, navigate to Customers and select Accounts.
Your default view will be displayed. If you’d like to switch, click the view drop-down and select the option you need. You may select All Accounts to display all accounts.
To find the account you need, click the column header and use the Filter By option or the Filter by keyword bar.
Once you locate the specific account, click the account name to open the account details.
Click the Profile tab. If it’s not showing, click the ellipsis icon (…) then click Profile.
The Customer Profile will be displayed.
Scroll down to Customer Systems section. Record customer’s CRM, ERP, Financial Management, CPQ, and PSA systems by selecting the appropriate option from the drop-down list.
Note: Available system options will vary by region.
AMER:
EMEA:
APAC:
ANZ:
