Ultimate Office

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Table of contents

1 Summary 2 Focus areas 2.1 Improve CRM 2.2 Actions and notifications 2.3 Date-based notifications 2.4 Process reporting 2.5 Inventories 2.6 Data cleanup 2.7 Quote presentation 2.8 Pricing tools 2.9 Integration 2.10 Customer logon 3 Minor 4 Performance

Summary

What more does RPM need to become the ultimate sales tool for Telecom agents?

Focus areas

Improve CRM

• Improve customer and account UI for display and editing
• Handle multiple locations
• Reference multiple locations and contacts from forms
• Better customer management by agent users
• Customer & account edit history (detailed, like form history)

Actions and notifications

• Calendar views and action lists
• Improve actions with times, end dates, and priority
  • "work that needs to be done"
  • "what is next"
  • "what's coming up"
• Better action UI

Date-based notifications

• Date-based notification and automation
  • Example: Contract term notification
  • Example: Quote expiration
• Dynamic date reporting
  • Relative date filters for views
  • "exception" reports like missed dates, past due, etc.

Process reporting

• Quote stats by agency, rep, supplier
• Cross-process views
• Goals/attainment management and reporting
  • Includes closing ratio & sales funnel

Inventories

• Keep track of customer inventories and contracts
• Project management including implementation

Data cleanup

• Customer and account aliases
  • Customer aliases are other customer names, especially misspellings, that should indicate the same customer. Can be created manually and automatically by import when a customer with a different name is matched because of the account number. For use by imports, transfers, and reconciliation
  • Account aliases are additional account numbers listed for an account that if they show up, the master account is used instead. This feature is for handling account number changes.
  • These are shown in search results
• Customer merge
• Account merge
• Accounts transfer by accounts view and by rep
• Archive for customers, accounts, and account groups

Quote presentation

• Quote presentation including plenty of customization
  • Optional PDF output

Pricing tools

• Allow automated pricing where it makes sense. Allow a mixture of 3 data sources:
  • Inside RPM with a new pricing tables feature
  • Transferred from a supplier also using RPM from their pricing tables
  • An API consumer to read pricing data from external systems

Integration

• Allow RPM to integrate with other applications with the API

Customer logon

• Controlled access to customer information and processes by customer contacts

Minor

• Formula fields
• More control over the UI (especially home page) of agent users and staff users by role
• "Also in" box for form details page that shows other forms that share a reference, going off a selected reference field. Or instead of a box, maybe a JS link beside the reference value.
  • Example: The customer in this quote is also in the following other quotes and orders

Performance

Application performance improvement is always a priority.

• This page was last modified 19:06, 12 Feb 2010.
• This page has been accessed 3684 times.

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