Ohioedge CRM+BPM Server Users GuideTammy DixitJanuary 5, 2007

Figure 7.Note the Campaign name is the New Promo campaign, which indicates that New Promo campaign created this activity.Activity created manually:An

Say you want to create an activity for a customer West End Construction. You will first have to select the customer. As shown in Figure 8.Figure 8.Cli

Figure 9.Select the Territory or ActivityTypeHierarchy that this activity will be a part of. Let us select Canada Cold Call. Select a campaign and cli

Figure 10.Similarly, if an activity for a Customer Person/Contact needs to be created you will have to select the appropriate Contact before creating

Figure 11. LoginOhioedge CRM+BPM Server offers two types of reports: PDF reports and HTML reports. The PDF reports are for general purpose reporting.

Figure 12.Here are some results:Activity Audit Report

Figure 13.Number of open activities by Assignee Report

Figure 14.The HTML reports are driven by input factories and are primarily used for reporting activities by activity types by certain criteria. Some o

Figure 15.The user can further drill-down to view lower level activities as shown in Figure 16.

Figure 16.Or if the user selects the report option, a list of all the activities under all regions will be listed as shown in Figure 17.

Ohioedge CRM+BPM Server Users Guide...1Introduction...

Figure 17.Business Case II: Activities review by Regional ManagerConsider that the Regional Mgr. of DH Central region of ABC Corp. wants to review all

Figure 18.Home page displays only those scenarios of a region that the Regional Mgr. has access to. Say Mr. David Burns is the Regional Mgr. of the re

Figure 19.If the DH Central Report is run the results displayed are as follows:

Figure 20.Business Case III: To-do review by Sales RepConsider that the Sales Rep of DH Central region of ABC Corp. wants to review all the activities

Figure 21.Home page displays only those scenarios of a region that the Sales Rep has access to. Say Mr. J Todak is the Sales Rep of the region DH Cent

Figure 22.If the DH Central Report is run the results displayed are as follows:

Figure 23.Business Case IV: Performing an activity After running a daily report, say a Sales Rep finds all the activities that, he/she needs to perfor

Figure 24.Note that in the “Active Session Information” portlet, the name of the company, address and telephone number appears. This information is he

Figure 25.Say if the Sales Rep wants to know the contacts in the company, the user selects the “Contact” menu from the “Quick Links” on the screen. No

Figure 26.If the Sales Rep drills down on that link he/she can view detailed information of the contact such as the title, extensions, fax numbers and

IntroductionThis manual is intended for the users of Ohioedge CRM+BPM Server. It explains tasks performed by a typical user, such as, assigning, perfo

Figure 27.Going back to the Activity screen where the Sales Rep started, note that now the snap shot – Figure 28, shows the bottom part of the Activit

Figure 28.After the Sales Rep makes the Cold Call, to mark the end of the activity he/she needs to sign-off the activity. To do this the Sales Rep nee

Figure 29.After marking the end of the activity, automatically this activity performed against the customer “Gunton” will be routed to the next Activi

Figure 30.Email Template:Email Templates automate the e-mailing activity. Please contact your Ohioedge CRM+BPM Server administrator to setup bulk e-ma

Figure 31.Letter Template:Letter templates publish data in the web-browser. The following figure shows an envelope where at runtime the address of the

Figure 32.Summary

This manual should make a business user familiar with the core functionality of Ohioedge CRM+BPM Server. Effort has been made to anticipate logical na

D e m o n s t r a t i o n O r g a n i z a t i o nD e m o C o r p .S a l e s R e pu s - w s s rW e s t e r n R e g i o nR e g i o n a l M a n

Ohioedge CRM+BPM Server organization administrator is responsible for configuring organization-specific vertical and horizontal models.Custom Fields:

The creation of a new activity is validated against the selection criteria of its campaign to ensure that the input (accounts, contacts, etc.) is acce

Figure 4.Creating an Activity:Activity created by a campaign:Say you have a campaign setup to call all the Presidents of the territory with area code

Figure 5.When you run this campaign, the robot will automatically assign activities to the Sales Rep responsible for the Canada Cold Calls. Figure 6 s

Figure 6.If you drill down on any activity, as shown in Figure 7, you will see all the details of the activity that needs to be performed.