Customer Service Entries in CRM/ONEMedline 2/9/17

Customer Service and Dedicated Reps use a program called “The notebook” to create posts that capture day to day activities or tasks that are completed for your customers. These notebook posts are then converted to activities in CRM/OneMedline. You can locate these postings by clicking on the “Customer Service Entry” link found under the account record in CRM from your iPad or Laptop. This information is not currently viewable from your cell phones. To help us determine what information is of most value to you as a Sales Rep, we would like to ask for you to complete a brief survey. Can you please take a moment to answer the following questions?
Name: 


A red asterisk (*) indicates required questions.

  1. Do you currently view Customer Service Entries/Postings in the account record in CRM/ONEMedline?*
    Yes
    No


  1. Do you find these Customer Service Entries/Postings useful to you as a Sales Rep?
    Yes
    No


  1. How often do you review Customer Service Entries/Postings?
    Daily
    Monthly
    Occasionally


  1. Which Customer Service Entries/Postings do you find to be of the "MOST VALUE" to you as a Sales Rep? (Please answer N/A if you do not view Customer Service Entries)


  1. Which Customer Service Entries/Postings do you find to be of the "LEAST VALUE" to you as a Sales Rep? (Please answer N/A if you do not view Customer Service Entries)


  1. Would you find yourself using this information more frequently if you could access the Customer Service Entries in CRM on your cell phone?
    Yes
    No


  1. Is there anything else you would like to add regarding the use of Customer Service Entries in CRM/ONEMedline?





Training Department