CRM 2011 Activity Entry Process Update Project Status including Pre-Qualified Leads. March, 2015

Transcription

1 CRM 2011 Activity Entry Process Update Project Status including Pre-Qualified Leads March, 2015

2 Activities The old way All activities were entered in as Appointments. iphone Calendar linked to Outlook Calendar Outlook Calendar linked to CRM In old CRM that was the only way to capture activities that harnessed a mobile device Appointment Type Dropdown (cold call, job walk, etc.. CASP Activity Flag

3 Activities The NEW way Brand new activity type: ARDEX Activity Entry form is streamlined Can still capture activity type (cold call, job walk, demo, etc ) Flags to track specific company mandated activities Complete activities 100% from a mobile device Eliminates the need to go home at the end of the day, push activities from Outlook to CRM and complete them.

4 New CRM New Process Appointments still exist in the new CRM Can t remove them from an Administration standpoint, already looked into it Users can technically still enter appointments and complete them When this happens, a system will be sent to them indicating they should be using the ARDEX Activity NO ARDEX ACTIVITY REPORTING WILL USE APPOINTMENTS

5 New CRM New Process - Mobile Users can harness the Aviator: Go to the CRM section Search for the desired Project / Account View it in the mobile CRM

6 New CRM New Process - Mobile Step 1 Click/Tap Ardex Activities Step 2 Click/Tap New Step 3 Enter info & click SAVE

7 That s it. New CRM New Process - Mobile No need to push things over and complete them when you get home.

8 New CRM New Process - Mobile Users can easily view their ARDEX Activities from their mobile devices From Aviator CRM Right hand column My Activities Default view is My Open Ardex Activities This can be toggled to show more data:

9 New CRM New Process - Desktop Users can navigate to: Will work on Windows computers in Firefox, Chrome, and Internet Explorer If a user has something strange going on with one browser in CRM, try a different one OR Use the Outlook Plugin Regardless of method, users navigate to same areas outlined next

10 New CRM New Process - Desktop Open any entity (Account, Project, etc ) Click on ADD tab Other Activities Ardex Activity

11 New CRM New Process - Desktop Can also open any entity (Account, Project, etc..) and go to the Activities section Activities New Activity Ardex Activity

12 New CRM New Process - Desktop Both methods pull up the same entry screen Enter data Mark complete

13 New CRM New Process - Desktop Viewing all ARDEX Activities you entered Workplace My Work Activities Filter Activies to ARDEX Activities Select appropriate view

14 Project Qualification and Status Update Starting March 16, 2015 the only way to update the status of a project is via the ARDEX Activity Same exact process outlined in earlier slides. For the appointment type, pick the appropriate status:

15 Project Qualification and Status Update When you select one of the Project Status activity types and click SAVE: Data gets saved directly into CRM Kicks off a workflow behind the scenes that will go into the linked project (regarding) and UPDATE the status accordingly Will allow sales reps to work directly off of their mobile device and fully qualify leads generated from the Inside Sales Team

16 How to see all of your Pre-Qualified Projects We created a view to quickly see ALL projects you have that are in a Pre-Qualified status that need updated Also created a view to track the projects that you Qualified that came from Inside Sales Next slide outlines how to access these 2 views from a desktop or mobile device

17 My Pre-Qualified Projects My Qualified Pre-Qualified Projects Go to Project Entity. Change View. Desktop Mobile

18 CRM 2011 Activity Entry Process Update Project Status including Pre-Qualified Leads March, 2015