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CRM.COM is a cloud native, modern and versatile software for all your Subscriptions, Rewards, Orders and Digital Money needs. If you have registered as a Business then follow this checklist to ensure that you have configured CRM5 correctly before you go live. |
GETTING STARTED WITH CRM.COM
Before going live you should go through the checklist below to ensure that you are taking full advantage of CRM.COM functionality and integrations. This check list is targetted towards Business type organisations and covers the possible settings and configurations which could be useful for such organisations.
There is a separate check list for Merchants whose business involves loyalty schemes and rewards, and another check list for Service Providers for those in the subscription business.
✅ Denotes mandatory configuration.
BUSINESS DEFINITION
(click on logged-in user name at the top-right-hand-corner of the screen > My Business)
My Business ✅
As the Business you will need to complete your company information, add your logo, and define your operational details (delivery and pick-up days and times) if applicable. Optionally define any transaction acquiring points (POSs) for the business location, this will help identify where purchase transactions are being posted from (for cases where the actual Business will be executing payments for goods or services). The business definition information mostly caters to the needs of customer facing apps in order to provide an overall quality user experience.
The Business' financial state and activity feed can also be viewed from this screen.
SETTINGS
These are the recommended system settings that could be defined prior to setting up other modules, note that this is not a complete list of settings, but rather the suggested settings of which some may not be applicable to your type of business. For a complete list of settings refer to the relevant user manual.
BUSINESS NETWORK
(click on logged-in user name at the top-right-hand-corner of the screen > Settings > Business Network)
Organisation Tags
Define organisation tags to be used across the business network, this is particularly useful when customers are searching for locations of a specific type via the mobile app. If Google Places integration has been configured then the organisation tags are automatically populated (using Google Place Types) whenever an address lookup is performed for an organisation. Users can amend or add to this list prior to saving.
PLATFORM
(click on logged-in user name at the top-right-hand-corner of the screen > Settings > Platform)
Currencies ✅
The base currency is assigned to the business upon registration based on its locale (but can be changed) and acts as the default currency for its operations. If your business will be handling multi-currency transactions you should define all currencies you will be dealing in along with the respective exchange rates against the base currency.
English is the default language. Define additional languages which can be selected by your customers as their preferred language for communications and the user interface of apps and portals. The language is automatically set upon customer registration based on their locale and customers can change it either during registration or through settings in their app and portal.
Applications ✅ (if using mobile app or web portal)
Define settings (colour, modules, features) for your apps and portals.
If orders are enabled then Countries of Agreement must also be defined. If omitted then the ordering option will not available on the mobile app.
Custom Fields
Customer fields allow storing and managing additional information for various entities like Contacts and Orders. Utilise enabled custom fields to track additional information accessible to users through the backend or Web APIs. Choose from ten different field types of custom fields.
FINANCIALS
(click on logged-in user name at the top-right-hand-corner of the screen > Settings > Financials)
Account Name Display ✅
Select how your customer's account names will be generated and displayed throughout the system, choose from either the account number or a combination of account number and contact name.
If this setting is not configured then contact accounts cannot be automatically created when a customer registers via the app, or when a contact is created on the back-end by a system user.
Allocation Settings
Specify your allocation settings - either 'FIFO' or 'FIFO and against item'. Allocations settings dictate how to allocate the amount of a credit transaction against a debit transaction, in order to settle an overdue amount.
FIFO: The oldest credit transaction is allocated against the oldest debit transaction.
FIFO and against item: Allocations are always performed against item when the credit transaction is referring to one or more specific debit transactions. If there are other transactions which are already allocated against a debit transaction, using the FIFO principle, then they are de-allocated and allocated again based on the same principle.
Accounting Period Closing Settings ✅
Specify the duration of each accounting period (in months) to be automatically closed (before the current month). At the end of each accounting period all transaction amounts posted within that period for an account are aggregated in order to calculate the opening balance for the next accounting period. If you do not have a policy for this we suggest that you set it to 3 months (quarterly).
Account Classifications
Optionally create classifications to group your customer's accounts based on your line of business. Can also be used in defining credit limits.
Numbering Schemes
Define how numbers will be automatically generated by the system for new Accounts, Invoices, Credit notes and Refunds.
Taxes
CRM.COM allows a business to choose between two tax models Tax inclusive or Tax exclusive. Define varying tax rates based on country and/or supply method (on-site, pick-up, delivery) if applicable.
Credit Terms
Define the default credit limit and credit period rules to be applied to all accounts, including an optional proximity range. Create additional rules to be applied on conditions if necessary. The credit limit can be amended for individual customers via the Contact screen.
Allowed Payment Methods
Select the acceptable methods of payment for your Business.
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 software.
Users
Users are members of your team who will have access to CRM.COM (either through the UI or Web APIs) to perform certain tasks subject to their user role. You can invite users to the system by email, a user must accept the invitation to gain access to CRM.COM.
API Keys ✅
Generate API Keys to authenticate client applications (e.g. mobile app, external systems) that will consume the system’s Web APIs. Public keys are mainly used for identifying the organisation and public accessible operations (e.g. customer registration, user authentication, password reset), while Secret keys are used for transaction acquiring directly from an external system (e.g. a payment gateway posts a purchase). Secret keys should be kept confidential as they are used for performing business actions on CRM.COM.
CONTACTS
(click on logged-in user name at the top-right-hand-corner of the screen > Settings > Contacts)
Name Display
Select how Contact names will be displayed throughout the software.
Name Day Rules
Define name days (if applicable), each contact can then choose a name day that they celebrate on. You can use name days to communicate with your contacts on/near their name day, wish them a happy name day or offer them an award on purchases to celebrate their name day.
Categories
Setup categorisation of your customers and separate them into groups based on similar attributes that they share (e.g. Students, VIPs).
Customer Identification Medium (CIM) ✅
Select how your customers will be uniquely identified throughout the system, options include card number, phone, email, voucher, loyalty identifier or a combination of these. The selected method of identification will also be used during integration with external systems (e.g. an authorised application submits a purchase transactions to CRM.COM).
Industries/Industry Sectors
Setup industries and industry sectors to be assigned to Company type contacts and merchants. This feature is particularly useful when customers are searching for merchants via the app. These can be optionally be imported and then amended as required.
Anonymisation
Define how contact anonymisation will be handled based on how long the contact has been inactive. Anonymised contacts are no longer identifiable within CRM.COM in compliance with GDPR.
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The purpose of this checklist is to ensure that myLoyalty Merchants will setup the minimum configurations required before they go live. Refer to Configure your myLoyalty Account manual for a full checklist with advanced options. |