Back to Getting Started Guides for CRM.COM
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Sub-module | Type | Classification | Navigation | Dig In |
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Ad Hoc Discount Definitions | Application | BILLINGADDITIVE DISCOUNTSSET UP BUSINESS DEFINITIONS |
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Auto Apply Discount Definitions | Application | BILLINGADDITIVE DISCOUNTSSET UP BUSINESS DEFINITIONS | ||
Billing Term Schemes | Configuration | CONFIGURATIONBILLING APPLICATIONBILLINGSET UP BILLING TERM SCHEMES |
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Let's see how you can quickly set up Additive Discounts. We have provided specific scenarios/requirements for each Additive Discount Definition example.
Business Requirement Company ZX requires agents to have access to a selection of Discounts to offer customers with serious complaints. These Discounts should be monitored, i.e. confirmed by the Customer Centre Supervisor before being applied to the Bill of the customer. The Discounts should not exceed €20.00 per month, and they should only be offered to customers up to 3 times a year. Additionally, the Discount should only apply to the customer's Main Service and not to any additional services they are provided. The Discount should only be available until 31/12/2015 as the business reconsiders and revises its business rules on a yearly basis.
Business Requirement Company ZX would like to offer the first of 12 months for free to subscribers that have the Platinum Package on their Subscription and agree to change from a monthly billing frequency to an annual one. The Discount should be applicable for subscribers in as well as out of binding.
Business Requirement Customers are charged an Installation Service fee on all new installations. These can take up to two working weeks, but sometimes technicians are unable to perform them on time. Customers can call, make a formal complaint and are eligible for a 50% Discount on the Installation Service fee. These Discounts should be monitored, i.e. confirmed by the Customer Centre Supervisor before being applied to the Bill of the customer. The Discount should only be available until 31/12/2015, as the business reconsiders and revises its business rules on a yearly basis. Agents should be able to add this Discount to the customers before billing them for the jobs.
Business Requirement Customers are charged an Installation Service fee on all new installations. These can take up to two working weeks, but sometimes technicians are unable to perform them on time. Customers can call, make a formal complaint and are eligible for a €20 Discount on the Installation Service fee. The Discount should be applied on the Job automatically, given that the conditions are met.
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Having set up CRM.COM based on your business requirements, you are ready to experience the capabilities of the System. View our Application Manuals area, which includes manuals dedicated to each submodule and discover the functionality of each CRM.COM Module designed to help you complete your business transactions, or remain in this section to learn to work with the Pricing Modules explained in this Getting Started Guide.
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Module | Navigation | Dig In |
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Job | CRMJOBSMANAGE JOBS | Jobs |
Subscriptions | BILLINGSUBSCRIPTIONSMANAGE SUBSCRIPTIONS | Become Subscriber Amend Billing Terms |
Adding a Price Plan on a Job
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