Transcript Agility Power Point Template

OneView Marketing
Training Supplement June 2010
General Contents
– Overview
– Marketing Configuration
– Marketing Campaigns
– Marketing Projects
– Marketing Project Items
– Marketing Leads & Mass E-Mailing
– Reports
– Administration
– Questions & Feedback
Overview
Overview
OneView is a Customer Relationship Management (CRM)
program designed to:
– Improve Agility’s ability to identify customer needs and build
innovative solutions
Fast Facts
Deployed July 2008
Current State:
– Capitalize on opportunities for collaboration and synergies
between multiple business groups
- Deployed in over 50
countries
– Consolidate corporate knowledge and create a central
repository of companies, contacts, opportunities, etc.
- Used actively by GIL,
Freight & Logistics,
Project Logistics
– Reduce ad hoc reporting requirements by standardizing
reports and making them accessible to management
- 1700 users globally
Executive Sponsor – Holger Altvater
– Objectives for session
– To test and improve the final system against the specified requirements
– To enable Marketing Managers to work with the OneView functionality for Marketing
and drive roll-out in their region
– To discuss Marketing Activity Plan (MAP) migration
– Outcomes
– Going Live with OneView for Marketing
– Draft Implementation plan for each region
– Draft plan for the transition of MAP contents to OneView
Marketing Module
– OneView will support the existing marketing process by:
– Tracking, managing and reporting on marketing activity
– Identifying sales revenue generated from marketing
campaigns/projects
– Automate report generation
– General Definitions:
– Marketing campaign
Marketing
Campaigns
– Broad marketing initiatives
– Marketing project
– Specific marketing initiative(s) that support the objectives of a
marketing campaign
Marketing Projects
– Marketing project items
– The task(s) associated with a marketing project
Marketing Project
Items
Minimum System / PC Requirements
– OneView System Requirements:
– Windows XP/Vista
– Internet Explorer 6, 7, or 8 (no, not Firefox, or Safari)
– Calendar Synchronization
– Requires an email account on the logistics domain
– All references to calendar synchronization in this document assume that you have
an email address on that domain
– Migration of all users to the logistics domain is in planning stages with Corporate IT
Installation & Logging In
– OneView requires a small installation / download prior to use
–
–
–
This requires local administrative rights on your PC
Installation will be carried out by your local IT team or by accessing
http://oneview.agilitylogistics.com/epower/install.htm
On opening the URL you will be asked to provide your userid
–
User ID is logistics\<your userid>
–
Password is your Outlook email password or “password”
NOTE: There is a delay when first downloading (approx 1 min) so you
should not cancel the screen even if it looks like it is not downloading.
Outlook Integration – Set up
– OneView allows you the ability to import
emails against contacts
– Open Outlook to set up this function
– Within Outlook select View->Toolbars>Pivotal
– This will add the Pivotal Outlook Toolbar
– From the new toolbar select “master" from
the drop down choice list
– To import an email into OneView:
– Select the email in your Inbox
– Click on the Export Button on the Pivotal
toolbar
– A pop up window prompts for confirmation
of import and details of contacts/company
– Click the Yes Button to import email
– Requires OneView contact with matching
email address
OneView Support Structure
Errors
OneView
Product
Team
Digica
TCS
Send help desk ticket
to [email protected]
to
Region
Global
Administrator
[email protected]
Country
Region Administrator
Administrator
Team
P&L
Administrator
Trainer
Issues with training, functionality, process, etc.
One View User
Application errors
OneView HelpDesk Ticket
– The OneView HelpDesk Ticket is used to report technical issues and/or report
bugs with the application
– To raise a HelpDesk Ticket fill out the embedded OneView HelpDesk Ticket
completely
– Send the ticket/file in an email to: [email protected]
– Enter OneView Support Ticket in the subject line
– Do not leave the subject line blank
– Do not have RE: or FW: in the subject line
– Copy your OneView Administrator
– Include relevant screen shots
– The HelpDesk will record the issue and forward to the relevant parties for
action
– Local IT, OneView IT Support Analyst, OneView Product Team
OneView Marketing Configuration
My Portal Tab - SmartPortal Customization
– Use the Personalize Button to
Configure Your Home Page
– Three marketing specific channels (My
Portal Tab):
– Marketing Campaigns
– Marketing Projects
– Mass E-Mailing
– Select the channel to see the
corresponding portals
– Must be designated as marketing user
on employee profile to have access to
business objects
My Portal Tab – Marketing SmartPortal Options
– My Open Marketing Projects Where I am an Owner
– My Open Marketing Projects Where I am a Sponsor
– Open Marketing Projects Where I am a Team Member
– My Open Marketing Project Items Where I am an Owner
– My Open Marketing Project Items Where I am a Sponsor
– Open Marketing Project Items Where I am a Team Member
– My Teams Completed Marketing Project Items in Last ? Days (based on
Project Owner)
– My Teams Open Marketing Projects (based on Project Owner)
– My Teams Open Marketing Project Items (based on Project Owner)
– Marketing Projects/Items Awaiting Approval
My Portal Tab – Sales (Marketing) SmartPortal Options
– Marketing Projects where I am Assigned
– Marketing Projects where Sales Visibility Start Date and End Date are within
Current Date
– Marketing Projects where my Team are Assigned
– Marketing Projects where Sales Visibility Start Date and End Date are within
Current Date
My Menu Tab - Left Hand Tool Bar Customization
– Use the Personalize Button to
Configure Your Home Page
– Marketing specific business objects
(My Menu Tab):
– Marketing Campaign
– Marketing Projects
– Marketing Channel Partners
– Marketing Collateral
– Marketing Media
– Mass E-Mailing
– Must be designated as marketing
/mass emailer on employee profile
to have access to business objects
– Total of 6 business objects related to
mass e-mailing
Marketing Campaigns
Marketing Campaigns
– Only global/regional marketing users
can create campaigns
– All marketing users can view all
marketing campaigns
– Includes start/end dates, campaign
budget, owner and sponsor
– Only the campaign owner and sponsor
can edit the campaign
– Campaign financials will only be visible
to the campaign owner and sponsor:
– Budgeted Amount
– Actual Spend
Finding a Marketing Campaign
– Click “Quick Search” under
Marketing Campaign Business
Object on the Menu Bar
– Use the Quick Search capability to
locate the campaign
– Click on the right facing arrow to
open the campaign
Marketing Projects
Marketing Project Creation / Search
– Marketing projects must be linked to a
campaign
– Creating a Marketing Project:
– Click the Marketing Projects Tab from
the Campaign Form
– Click the “+” sign to create a new
project
– Marketing Projects Business Object
– Allows you to access the search
functions & reports
Marketing Project OverView
– Any marketing user can create a project
– Only the project owner/sponsor can view
and edit budget for a marketing project
– A Marketing Project will have the following
“status” levels:
– Idea, In Progress, Completed, Cancelled
– All projects are placed in the “idea” stage
until approved by the global / regional
marketing lead
– Global / regional marketing users will review
the pending projects via smart portal
– Marketing Projects will not appear on
certain marketing reports until they are
approved, i.e. past the “idea” stage
Project Tab
– Orange dots designate mandatory
fields and must be completed before
the project can be saved &
forwarded for approval
– Must click “Save” before switching to
another tab
– Top section contains Marketing
Project Information
– Consistent naming convention,
(country-year-name)
– Project type/sub type
– Status (defaults to “Idea”)
– can be changed after approval
– Activity start/end dates
– Sales visibility dates – for linkage
with sales opportunities (must tick
box to display to sales)
– Event Date – for this project
– Project Budget or “Free of Charge”
– Brief Description of Marketing Project
– Marketing Project Overview – quick
report access
Project Tab - Continued
– Scroll down for additional fields
– Additional Search Attributes – for
reporting and search purposes
– Territory – designate the
region/country/city the project
affects
– Industry Type – use to identify the
industry focus
– Project Item – Items to support the
project (more to follow)
– Channel Partner – use drop down
list or add additional by clicking
Update Channel Partner Button
– Team Member – add additional
marketing team members to
provide visibility and edit access
Project Tab Buttons
– New Activity
– Opens the Activity Form for the
creation of calls/meetings/tasks to
support your project(s)
– Mass Emailing
– Requires “Mass E-mailer” access
rights
– Project Sub Type of “Email Blast”
– Project must be approved
– Import Leads
– Allows you to import leads via
template (more to follow)
– Show Emails
– Displays the emails that have been
sent from or imported into OneView
– Create Emails
– Allows you to create and send
emails to contacts listed in
OneView
Results & Briefing Tabs
– Results Tab
– Grids auto populated by the system
– Will change dependent upon
Marketing Project Sub Type chosen
– Lists all expected and actual results
for your marketing project
– Ability to add additional rows to grids
– Rebuild Calendar grid capability
– Briefing Tab
– Add Briefing document as attachment
– Answer a series of pre defined
questions to summarize the objectives
based on the project type selected
– Question field is read only
– Global/regional administrator will
review question responses and take
them into consideration when
evaluating / approving the project
Opportunity & Leads Tabs
– Opportunities
– Displays Opportunities developed by
sales that have been linked to your
marketing project
– Click the right “play” arrow next to the
opportunity to view the opportunity
details
– Leads
– Ability to create unqualified leads or
upload multiples with minimal data
– Un-qualified leads need additional
information to obtain a qualified
status and forwarded to sales
– Perform a de-dupe before
forwarding to sales
– Delete all outstanding unqualified
leads when closing/cancelling a
project
– Sales Leads Grid tracks leads sent to
sales
Notes & Activities Tabs
– Notes
– Rolls up notes from the activities
linked to the project
– Activities
– Will display a list of activities that
have been defined against the
marketing project
– Add and view related projects or
project items
– Ability to add sales attendees
– Function allows Sales to assign
themselves as attending Events
Project Form Tabs - continued
– Interactions Tab
– Keep track of who you interacted
with and what was given
– View Mass emailing campaigns
– Collateral given to a branch or
given to a customer
– Assign specific Sales people to
the project
– Effectiveness / pipeline of
assigned sales people will appear
in Project Overview report
– Attachments
– Attach documents important to
the Project
– Link to documents in
Connections or external websites
– Not to be used as a repository
Marketing Project Items
Project Items
– Tasks and items that support a
marketing project
– Form is nearly identical to the project
form
– Project items will not roll up to
budget/actual totals or appear in
marketing reports until they are
approved
– “Mass Emailing” button only available
if:
– Project sub type contains “email blast”
– User is designated for mass emailing
– Project Item is approved i.e. past the
Idea stage
Leads & Mass E-Mailing
Marketing Leads
– Leads that are developed by
Marketing from trade shows, etc.
– Lead De-dupe process checks
against other companies and
contacts already in OneView
– Once the Lead is qualified it will be
passed to sales
– Designated country lead
administrators then forward the lead
to the appropriate sales person to
qualify
– Reports can be run to see
effectiveness of marketing
campaigns/projects based on the
number of leads converted into
opportunities
Lead Import Template
Import Instructions:
– Enter all information possible using the DROP DOWN field data where required.
Numbers in brackets identify the maximum number of characters allowed per field
– All MANDATORY data (highlighted in yellow) must be entered plus either a phone
number or an Email address (highlighted in light orange)
– If a single mandatory field is not entered the record will NOT be uploaded
– Once all data is entered cut and paste the data only into a separate Excel sheet and
Save to a directory / folder. Do not copy the column headers
– Open OneView and select the Import Leads Button, browse to the saved file location
and select the saved file for upload
– On completion OneView will confirm the number of leads uploaded based on the above
rules re mandatory fields
Creating Lists
– To create a contact or employee list from
OneView, use the search functionality
– Click the Advanced Tab and enter
additional parameters to focus your
search/list
– Click “Search”
– Build your list by ticking the individual
record, or to select all tick the box at the
top of the list.
– Click “Save Selections To” button in
order to save your list to a file
Creating Lists - continued
– Add your list to an existing list, or
designate as a New List
– Click the arrow next to
“New List”
– Name your list using a consistent
naming convention:
– country-date-list name
– Designate Access Type
– Private
– Public
– Public – Read Only
– Enter comments to further identify
the list
– Click “Save”
– Click “Saved Results” to access
your saved lists
Mass Emailing – Granted by Permission Only
– Mass Email button activated for
Project Sub Type – Email Blast
– Allows you to send mass emails to
specific lists of:
– Contacts
– Leads (both sales and marketing)
– Employees*
– Available templates centrally
maintained
– Emails can be tailored to the
recipient by adding tags such as:
– Contact first name
– Contact last name
– Attachments can be added – size
restricted to half MB
Marketing Reports
Reports
– OneView has a robust array of
reports
– Access 2 reports via Campaign and
Project forms
– Access additional reports by clicking
the Reports Business Object and
selecting “Reports by Object”
– Four more marketing reports
available
– Click arrow to access the chosen
report
– Additional Marketing Extract report
available from your “My Profile”
Reports - continued
– Opening reports will sometimes
present a parameter screen
– Manipulate drop down fields to
configure report
– Report will run and display in the
window
– Data is restricted based on
security access
– Can be printed or saved and
emailed
Marketing Reports
– Marketing Campaign Overview (available from Campaign form)
– This report shows Marketing Campaigns with their assigned Marketing Projects and
Items with a break out of budget by sponsor. This enables you to ensure fundings
match marketing objectives.
– Marketing Project Overview (available from Project form)
– This report shows Marketing Projects data with a break out budget by Marketing
Item sponsor. The report has the option to display Project Items, Activities, Leads,
Opportunities and Mass Mailings. This enables you to ensure appropriate resources
for your marketing projects
– Marketing Extract (available from “My Profile”)
– This extract will provide key data from all your Projects and Items in an Excel data
file
Marketing Reports (Cont’d)
– Marketing Campaign Activity Plan
– This report shows Marketing Activity within the specified date range. This enables
you to plan ahead
– Marketing Project Activity Report
– This report shows Expected and Actual results for Marketing Projects and Items
within the specified date range. This enables you to measure your effectiveness.
– Marketing Project Analysis
– This report shows Marketing Projects and Items based on user defined search
options. This enables you to search and analyze Marketing Project and Items by
categories.
– My Marketing Project Activity
– This report shows my / my teams marketing activity over a defined date range. This
enables you to manage the priorities and deadlines for you / your teams
Administration
Administration
– Marketing Collateral
– Used to create a list of collateral
produced/link to a specific project or
project item
– Populates the collateral drop down field
on the Project Tab
– Use the Interactions Grid to designate
who received the collateral (contact,
lead or employee)
– Can update directly from the project or
project item if the media does not
appear in the drop down menu (field
name is hyperlinked)
– Marketing Media
– Maintains a list of media given to
contacts
– Populates drop down field on the Project
Tab
– Can update directly from the project or
project item if the media does not
appear in the drop down menu (field
name is hyperlinked)
Workshop
Groups
Communications (Global User)
– Mariam, Nita, Mykal, Sara
logistics\<userid>
CrmTest024 – Global Marketing
CrmTest023 – Global Marketing
Regional (Regional User)
– Toby, James, Marina, Brian
CrmTest015 – Global Marketing
CrmTest022 – Region Marketing (Middle East)
CrmTest021 – Region Marketing (Europe)
Specialties (Regional User)
– Jennifer, Mark, Karen
Areas (Marketing User)
– Gregor = Middle East
– Annika = Europe
– Vanessa = Asia
CrmTest014 – Region Marketing (Asia)
CrmTest013 – Region Marketing (Americas)
CrmTest018 – Normal Marketing (Europe)
CrmTest017 – Normal Marketing (Middle East)
CrmTest09 – Normal Marketing (Americas)
CrmTest08 – Normal Marketing (Asia)
Password = password
Workshop Exercise / Testing
Navigate to the provided TEST site URL and log in using assigned Userid’s
–
Search and open Agility Campaigns created in system by Holger
–
Create 2-3 Projects against each campaign
– Fill in data in all screens where applicable
– Make sure that at least two of these Projects get approved
–
Create 2-3 Project Items against 1-2 projects and make sure that you can enter data
ok
– Make sure that you approve some of these so they:
– Appear on the roll ups for the Project and campaign
– Appear on reports etc
–
Add activities to Projects
–
Check your home page and make sure that the smartportals show the created projects
etc
–
Try running a couple of the Marketing reports
Hooray! You are now OneView Trained!
Questions, Comments, Feedback