Service Provider Go Live Checklist

GETTING STARTED WITH CRM.COM

As a Service Provider, you will be able to configure some areas of the software according to your own needs, however, the majority of the settings and possibly some areas of configuration will have already been completed by the Business itself.

Denotes mandatory configuration.

SERVICE PROVIDER DEFINITION

(click on logged-in user name at the top-right-hand-corner of the screen > My Business)

Complete your company information, add your logo, and define your operational details (if applicable). Optionally define any transaction acquiring points (POSs) for the Service Provider location, this will help identify where purchase transactions are being posted from (for cases where the actual Service Provider will be executing payments for goods or services provided). The Service Provider definition information mostly caters to the needs of customer facing apps/portals in order to provide an overall quality user experience.

SETTINGS

This is not a complete list of settings but rather the recommended system settings that could be considered prior to proceeding with other configurations. For a complete list of settings refer to the relevant user manual.

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 system.

Users
Users are members of your team to whom you wish to grant access to CRM.COM (typically a backend user), users perform certain tasks subject to their user role. You can invite users to the system using their email, a user must accept the invitation to gain access to CRM.COM.

SET UP

Most of the setup you’ll complete will affect the behaviour of the system, and consequently any customer-facing app/portal, so ensure that these configurations are correct.

(Navigate to these options using the main menu on the left-hand-side of the screen)

BUSINESS NETWORK

Service Points

Service Points are your outlets or selling locations. If you have outlets that will be fulfilling orders, then you will need to define these along with their address information and operating hours.

COMMERCE

Products

Create your product catalogue – the physical goods and services that you will be selling. Ensure that an image is uploaded for your products, and that an order catalogue is configured for those products that will be available for ordering. Refer to the Commerce user manuals to configure your products and create order catalogues.

CRM

Communication Plans

Setup your Communication Plans to interact with your customers, or simply to announce a new promotion. Recipients can be selected based on segments (created by the Business), and communications are sent according to the selected channel and language preference of the recipient.

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