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Business Feature / Process

Description

Example/Use Case

Use in Training Material

Additional Notes

Applications

Applications is a utility of CRM.COM that allow allows a key user to configure with no code the business front-end tools with no code: Native APP and Portal.

These front-end tools allow the customers of the business, the contacts, business's customers and contacts to carry out numerous self-service processes such as registering, ordering or buying a subscription.

Create & Manage Customer Portal

No code deployment of the business portal and the ability to setup set up the following self-serve components:

  • Registration & Authentication

    • The business can configure how their contacts will be able to register (sign-up, sign-in) and what type of data will be used to authenticate the contact Contact when they will take actions through the interface (e.g., ordering)

      • Registration

        • Email & Password

        • Email & OTP

        • Mobile Phone & OTP

        • Facebook

        • Google

      • Transaction identification (CIM) options

        • card

        • phone

        • email

        • gift pass

        • loyalty identifier

  • Homepage

    • Default Currency Wallet: Open and Commerce Balance

    • Offers: Top used or recommended offers based on the "Featured Offers" set-up

    • Place an Order: the user can select the distribution method, access appropriate order catalogues and make an order.

    • Your Reward Tier: the user can see details about the level of reward tier he actually gets according to his settings (points)

  • Offers

    • Featured offers are presented

    • The location of the nearest outlet (google maps) and the merchant details (e.g., logo, name, phone) are presented.

  • Maps

    • Map are The map is accessible from the offers section, and its it's an integration with google maps.

    • Upon selection of selecting a specific offer (featured or simple) and if the Merchant Merchant’s latitude/Longitude details are present (merchant address), the user will be able to observe in can observe on the map the exact position of the merchant own on the offer.

    • When the user clicks on the map pin, they can see more details about the Merchant (merchant name, address, industry sector.

  • Payments

    • The user can make payment for an order after basket check-out

      • cash

      • card (use integrations with payment processors

  • Profile

    • Edit Profile: The merchant should configure the information that is needed from the consumer (e.g. name, day, birthday, gender etc. )

    • Account - option to choose between different accounts

      • Add your card for to order

      • Spending Preferences

      • Participating schemes

  • Top-up wallet

  • Redeem a Pass

  • Mobile Pass Card

  • Wallet Journals

  • Orders History

Create & Manage Mobile Application

Same features as the portal above plus:

  • Ability to select the home page layout

  • Add app store details

Landing Pages

Landing Pages is a CRM.COM utility that allow allows a key user to configure, with no code, purpose-built web pages.

These web pages are used to allow contacts to register with a business and purchase and share an e-Gift pass.

The distribution of the landing page can be done either distributed via urlURL, QR code, and barcodes.

Create & Manage Landing Pages

  • Creating a landing page is easy, requires no coding and involves setting up the following

    • Basic information

      • type (register, purchase a pass)

      • support mobile pass cardcards, and pass plan

    • text: Setup text fields and messages appearing on the Landing Page. The preview screen displays the applied changes instantaneously.

    • color Colour: define from the pallets the colors colours for the all areas of the Landing Page from the pallets by clicking on the relevant color colour area.

    • fields: here, we are defining and select selecting the fields used to collect the required information from the Landing Page (only for registration)

    • image: There are three Three different types of images (logo, header, background) which can be added to the landing page. Transparency can be adjusted for the header and background images.

    • distribution: This option becomes visible once the Landing Page has been saved. The generated QR/bar code and URL , distribution methods are displayed and can be copied.

    • success & failure message screens: definition of messages displayed upon successful or unsuccessful contact registration or e-Gift pass purchasing and sharesharing.

Mobile Passes

Mobile passes is an innovative CRM.COM utility that allow allowing a key user to configure with no code a purpose-build built digital card with no code.

These digital cards are activated only after successful registration of successfully registering a contact in a business and directly connected connecting to the contactContact.

Mobile passes can be stored in any publicly available wallet (eg e.g. apple wallet, google pay).

They are used to identify the contact Contact in various processes, preview the available wallet balance for that business (real-time update) and to instantly abundantly trigger purchases from a POS (spend OTP).

By using Using mobile passes, the contacts can also easily access the customer portal.

Create & Manage Mobile Passes

Creating a mobile pass involves configuring the following:

  • landing page set-up is prerequisite

  • Apple design

    • images: Upload the images that will appear on the Mobile Pass Card. size instructions should be followed for appropriate user experience

    • colorscolour: select colors Select colours for three different mobile pass areas

    • first row: Select up to two different fields to be displayed in the top row of the screen

    • second row: Select one item of information to be displayed on the second row of the screen

    • third row: Select up to three fields to be displayed on the third row of the screen

    • back: Select OTP, Loyalty Number, plus one more available field,

  • Google design

    • information: required information should be completed prior to before creating the Mobile Pass Card and is not displayed on the Mobile Pass screen

    • images: following the same as apple Apple’s designcolors

    • colours: following the same as apple Apple’s design

    • first section: contain two fields (contact name, wallet balance)

    • second section: contain two fields (contact phone and selection from available fields)

    • back: contain three fields (OTP, loyalty number selection from available fields)

    • links: External links (e.g. to a URL) can be added to the Mobile Pass Card screen if desired

  • NFC Barcodes: Near Field Communication used to share data between devices (e.g. scanning the Contact’s barcode or QR code , to submit a purchase at the POS

    • type of barcode: CRM.COM back end support QR code and various types of bar codesbarcodes

    • linked to value: Select the information that the QR code/barcode represents,

      • Code - Contact code

      • ID - Contact identifier

      • Loyalty Number - Contact loyalty code

  • Automatic updates and notifications

    • Mobile pass cards will be automatically updated to reflect changes in the contacts wallet.

    • CRM.COM support notifications automatons if needed. Apple wallet Wallet and Google pay Pay support by default mobile pass updates update notifications.

  • Deletion, missing and re-access a mobile pass

    • If a contact deliberately decides to delete deletes their mobile pass card from their wallet or misses to save saving this upon creation in a wallet, there is an option to re-access. The contact Contact can sign - in to the customer portal go to through the profile menu and use the Mobile Pass Card option.

Associated Processes

The following processes are related and can be used in conjunction with the applications.

  • register through a landing page and create/store a mobile pass: the contact Contact use a landing page to register in a business and, upon successful registration, get a mobile pass and store this in its wallet

  • access consumer portal from a mobile pass: the contact Contact can access the consumer portal by using the link in the back side of the mobile pass

  • Purchase using wallet funds with a Mobile Pass Card

    • At the time of payment, contacts request an OTP using their Mobile Pass Card (back side of the mobile pass) , and provide the OTP to the cashier, who enters it on the POS, enabling the purchase to be made. CRM.COM finally deducting deducts the appropriate amount of funds from the Contact's wallet.

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