...
- Some helping guides to get familiar with the CRM.COM screens:
6. How to view existing products setup in CRM.COM
The products module holds information on the different products managed by CRM.COM. These are configured based on the specific operators product strategy and can vary in characteristics like single channel add-ons, LinearTV services, VOD movies and PPV assets, physical goods such as STBs and Routers and more.
- 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
6. 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:
- Click on the configuration settings on the top right of the CRM.COM back-end interface and
- Click on "Billing"
- Click on (1) Subscription Types
- In the "Name" field type "%" and click "Search"
- The four different offerings as provided on the Zoom3Play website (www.zoom3play.com) are listed
- Here you can see how the service rules are setup for each offering and how the different services are priced
- Click on "View" next two "Zoom Build your own package - Prepaid" - As per the description above this packages has one main serrvice and the customer can choose a minimum of 2 add-ons from the available 4 to build their own package at a minimum price of €22 euro. Lets see how this is setup
- Under the "Allowed Attributes" tab we can see the services with one main service and the four available add-ons. The main service is priced at €10 and each add-on is priced at €6,
- 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.
7. 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.
...
https://discover.crm.com/display/V4Manual/Communication+Centre
...
8. 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
...
- 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
...
9. 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
...
https://discover.crm.com/display/V4Manual/Segmentation
...
10. 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"
...
https://discover.crm.com/display/V4Manual/Notifications
...
11. 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)
...
https://discover.crm.com/display/V4Manual/Additive+Discounts
...
12. How to view and manage Vouchers
...
13. 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.
...