Business Feature / Process | Description | Example/Use Case | Use in Training Material | Additional Notes |
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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: | | | |
Create & Manage Mobile Application | Same features as the portal above plus: | | | |
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 | | | | |
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,
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.
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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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