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 Note: For more information on Segmentation click on the link below:

     https://discover.crm.com/display/V4Manual/Segmentation

8. How to create a notification run to be sent to a specific customer segment

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https://discover.crm.com/display/V4Manual/Additive+Discounts

10. How to view an existing customer through the

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Communication Center

The Communication Center is the interface designed for Customer Care Agents to manage subscribers. It provides access to all the necessary information and actions a Customer Service Agent would need to manage a subscriber. It can be integrated with other Customer Care related systems such as IVR systems and more.

• Navigate to CRM > Communication Centre > Access Communication Centre
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• Using the search filters on the top section search (i.e First Name) for the customer to retrieve and hit Enter. Otherwise, type "%" in the search bar and hit Enter.
• All customer information is immediately loaded in the screen

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• . Use the Dashboard on  the left to navigate through different information like Subscription, Financials, Customer Care and Rewards
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• Under the subscriptions tab for example you can view a customers subscription information like the services they are subscribed to and relevant dates (activation), as well as access a number of subscription related tabs by clicking the "View more" link at the top of the subscription information 

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Note: For more information on Communication Centre click on the link below:

https://discover.crm.com/display/V4Manual/Communication+Centre

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• Under "Subscription Type" from the drop down menu choose "ZoomTV Premium Online (SVOD)" which is an online (OTT) TV service
• For "Agreement Date" choose today's date

12. How to view and manage Vouchers

13. How to view the Warehouses and manage installed items (i.e STB, Routers) for Subscriptions

14. CRM.COM Analytics (Reports and Dashboards)