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Salesforce (Account (Holds Records of: (Contracts, Opportunities, Cases,…
Salesforce
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Contacts and Leads
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Roles
Update database upon receiving contact details (i.e. business card, meetings, events, etc)
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NPS SURVEY
Survey twice a year, includes customer contacts
Questions are about service delivery, engagement and contract management
Event & Task
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Task
User's to-do list
Relate every task to any record i.e. opportunities, contacts, campaigns, contracts, and other info
Cases
used to track and solve our customer's issues as well as manage the communication (calls, meetings)
Recorded by Ops Team
If Ops has no access to salesforce, commercial user must record it.
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Audits
Audits are conducted by Airline customers to test dnata's service quality, safety, security, operations,
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