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- Under the "Settings" tab the customer can edit their personal and contact details, update or add a credit card on their account, and change the username and password (access token) they use to access the portal.
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3. How to create an account on the CRM.COM Self Service Portal (new subscriber)
- Open your web browser
- Navigate to http://www.zoom3play.com
- The ZoomLine homepage provides information regarding the available products and services. Scroll down or click on "Packages" to see the available services/packages
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- Navigate to Finance > Product & Pricing > Manage Products
- To view services type "%" in the "Type" field and repeat add "Add-ons" "VOD Movies" and "Termed Services"
- Click Search and scroll down to view the setup services under the Types above
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7. How to view product offerings (Packages and bundles)
CRM.COM allows the operator to define a number of billing and service rules to create different type of service offering to their customers. To view how the Zoom3Play packages have been setup as they are made available on the Zoom3Play website above:
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- Under the "Termed Service Rules" tab we can see the rules where for this service offering to be activated the customer must subscribe to the main service and a minimum of two optional services (add-ons) to be able to activate the service.
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8. How to view an existing customer through the 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.
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https://discover.crm.com/display/V4Manual/Communication+Centre
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9. How to create a subscription for a new customer within CRM.COM
- Navigate to CRM > Communication Centre > Access Communication Centre
- Retrieve a customer or from the "Actions" click on "Log Person information" to create a new contact
- Complete the mandatory information
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- Click "Submit" on the top to activate the subscription
- An email will be sent to the customers email account to welcome them and provide details on how to login to the online portal to manage their subscription
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10. How to create a new segment using CRMQL
- Navigate to Foundation > Segmentation > Manage Segments
- Click New at the top
- Select the "Segmented Area" that the segment will be about
- Under Criteria specify the segment criteria using CRMQL. You will notice that as you type, the system provides a list of the available items to select in order to syntax your criteria. (More information on the CRMQL syntax can be found here: https://discover.crm.com/display/V4Manual/Using+CRM+Query+Language )
- As soon as the criteria are defined click Save
- In order to preview the segment click Preview from the Actions button on the top
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https://discover.crm.com/display/V4Manual/Segmentation
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11. How to create a notification run to be sent to a specific customer segment
- Navigate to CRM > Communications >Notifications > Notification Types
- Click New on the top and select "Financial"
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https://discover.crm.com/display/V4Manual/Notifications
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12. How to set up an Additive Discount
- Navigate to Finance > Product & Pricing > Additive Discounts > Additive Discounts
- Click New
- The Additive Discount Definition page opens
- Enter the main information about the additive discount (i.e Name, Alternative Code)
- Under the "Applicable For Product Classifications" choose the type of service this will apply on (i.e Termed Services)
- Under the "Discount Rules" tab enter the discount settings
- Under the "Discount" drop down choose whether the discount will be a Percentage, Number or free Period and define the specific number of your setting (i.e Amount per Period for the example of Termed Service type discount)
- Specify the amount (i.e 1 / Months
- choose the Discount Validity (i.e "Always valid)
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https://discover.crm.com/display/V4Manual/Additive+Discounts
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13. How to view and manage Vouchers
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14. How to view the Warehouses and manage installed items (i.e STB, Routers) for Subscriptions
- Navigate to Foundation > Inventory Management > Warehouses
- Using the search filters on the top section type "%" in the Name field and hit Enter to retrieve all the Warehouses setup in the system.
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- Click on Zoom Sales WHS to see the item balances in this warehouse at the bottom of the screen
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15. CRM.COM Analytics (Reports and Dashboards)
CRM.COM has a number of dashboard and reports coming with the system release and additional dashboards and reports can be developed with system data.
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