Skip to end of banner
Go to start of banner

HOMESPOT Online Ordering & Delivery Demo Walkthrough

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 3 Next »

Disclaimer

 Homespot is a fictional retailer.  The Homespot demo scenario illustrates how you can use the CRM.COM software for Rewards for a coffee store that accepts online orders for delivery or pickup.  All persons portrayed in the demo are fictitious and any resemblance to real persons is purely coincidental.  Data and product names are also fictitious.


Complete Solution

The Homespot demo includes the below:

  • Mobile App
    eWallet and rewards management through a smartphone for the rewards participant
    Order taking
  • POS (Kounta)
    Online real time transactions through Kounta, a web-based electronic Point of Sale
  • CRM.COM (Back End)
    Rewards setup
    Order management
  • Web Portal
    Online rewards management for the rewards participant
    Order taking
  • Tookan
    Delivery management platform


CRM.COM is integrated with leading POS, E-Commerce sites, Card Terminals via the CRM.COM Web API.

(lightbulb)Note: More information on Kounta can be found here: www.kounta.com 

Demo Flow

Customer Mobile App

  1. Open the Homespot Order mobile app
  2. To register as a new rewards participant tap on Create New Account


  3. Fill in your details and tap on SIGN UP

  4. Once you complete your registration you are now a rewards participant and you can start collecting monetary awards, view running offers and manage your rewards via the mobile app and web portal using the same credentials
     

(lightbulb)Note: To skip the registration process, you can use an existing rewards participant using the below credentials:
username: tina@crm.com
password: 123456

KOUNTA POS

  1. Visit https://my.kounta.com/login
    Login using the below credentials:
    crmdotcom@gmail.com
    Kounta*partner
  2. Click on POS
  3. Select a register
  4. Click on Use on this device
  5. Select your user
  6. Enter PIN (1111)
  7. Add products to the cart from the Cafe section


  8. Click Add Customer
  9. Select the rewards participant from the customer list
  10. The rewards participant's information is loaded on the screen
  11. Click Save
  12. Click Check Out to complete the transaction
  13. Select a fast cash option to pay for the transaction
  14. Send Receipt (or click No Thanks to skip)

Customer Web Portal

  1. Navigate to https://rewardsorderportaldemo.crm.com/en/login
  2. Login using your credentials or the below for an existing rewards participant
    tina@crm.com
    123456

  3. This is the customer's view of her rewards account from the customer web portal

    The homepage presents the participant's wallet balance, the wallet balance that expires in the next 30 days, the conditional and unconditional amounts of the wallet balance, unread notifications, recent orders as well as all the active offers.
  4. The reward participant can view her progress towards an offer by clicking on the offer

  5. As the reward participant collects monetary awards, she can view her wallet balance breakdown by navigating to My Rewards

  6. The reward participant can view her awards, spends and purchases by navigating to My Account > Wallet

Customer Mobile App

  1. Open the Homespot mobile app
  2. Login using the below credentials
    anna@crm.com
    123456
  3. The reward participant can view her wallet balance and how to spend it via the Home page
  4. The reward participant can view all the running offers via the Offers page

  5. The reward participant can tap on an offer and view more details. Certain offers present the participant's progress towards the offer

  • No labels