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If you have registered as a Service Provider in collaboration with a Business, your business focuses on Subscriptions & Commerce , then follow this checklist to ensure that you have configured CRM.COM correctly before going live. |
GETTING STARTED WITH CRM.COM
As a Service Provider, you will be able to configure some areas of the software according to your own needs. However, most of the settings and possibly some configuration areas will have already been completed by the Business itself.
✅ Denotes mandatory configuration.
SERVICE PROVIDER DEFINITION ✅
(click on the logged-in user name at the top-right-hand-corner of the screen > My Business)
Complete your company information, add your logo, and define your operational details (if applicable). Optionally define any transaction acquiring points (POSs) for the Service Provider location; this will help identify where purchase transactions are being posted from (for cases where the actual Service Provider will be executing payments for goods or services provided). The Service Provider definition information mostly caters to the needs of customer-facing apps/portals in order to provide an overall quality user experience.
SETTINGS
This is not a complete list of settings but the recommended system settings that could be considered before proceeding with other configurations, for a complete list of settings refer to the relevant user manual.
As a Service Provider, you will have limited access (as far as configuration is concerned) to certain areas of the system. Therefore, some system options referred to in the user manuals may not be accessible to you.
SECURITY
(click on logged-in user name at the top-right-hand-corner of the screen > Settings > Security)
User Roles
Define user roles (for your users) and specify permissions for all areas of the system.
Users
Users are members of your team to whom you wish to grant access to CRM.COM (typically a backend user); users perform certain tasks subject to their user role. You can invite users to the system using their email; a user must accept the invitation to gain access to CRM.COM.
SET UP
Most of the setup you'll complete will affect the system's behaviour and, consequently, any customer-facing app/portal, so ensure that these configurations are correct.
(Navigate to these options using the main menu on the left-hand side of the screen)
BUSINESS NETWORK
Service Points
Service Points are your outlets or selling locations. If you have outlets that will be fulfilling orders, then you will need to define these along with their address information and operating hours.
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To make your Service Points available on the map of the consumer app, use Google Places (if available) to select your location addresses. |
COMMERCE
Products
Create your product catalogue – the physical goods and services that you will be selling. Ensure that an image is uploaded for your products and that an order catalogue is configured for those products that will be available for ordering. Refer to the Commerce user manualsto configure your products and create order catalogues.CRM
Communication Plans
Set up your Communication Plans to interact with your customers or to announce a new promotion. Recipients can be selected based on segments (created by the Business), and communications are sent according to the selected channel and language preference of the recipientNote that you will also need to reference the “Go Live Checklist” in order to ensure that you have completed the basic settings as a whole. |