Documentation - Leonardo Multimedia
Contents
1. 3 2 1 Insert Prospect PROSPECT Operator vi Company Name Leonardo Multimedia Name Mario ig Surname Rossi Telephone 12345678 Mobile phone 33312345678 Fax 12345678 Address via giardini 1 City modena Region Emilia Romagna BR Province Modena E Country Italy i Contactable E To client Client type Prospect v Category Radio w Note Inserisci Back Figure 6 Insert prospect client This view permits to insert a prospect Only name is mandatory Supervisor users can associate an operator to a prospect in this case specified operator can manage prospect and contact him in relation to a campaign Verify if e mail address already exists in DotNetNuke User link permits to verify if a DotNetNuke user with specified e mail address already exists If so supervisor or operator users can fill campaign fields with DotNetNuke user profile fields Contactable check it if prospect can be contacted To Client check it if prospect is already a client At last can specify client type and associate to him a category also named sector Leonardo Multimedia S r l via Trebbo 88 41053 Maranello MO Tel 0536 944949 Leonardo Multimedia S r l LMCRMOutbound Goa 3 2 2 Search prospect client LMCRM OUTBOUND Campaigns Prospects Contacts Add Prospect To Campaign Insert Prospect Search Prospect General List of Prospects2. Operator Marco Marco x Address ata L Company Name City modena Name Region S E Surname Province E Client Type Prospect v Country Italy sl Category Radio v Client O Campaign v Contactable O Created Calendar NomeAzienda Surname Name Operator Client Patrizia No 2X Radio Stella Ferrari Diego No 2 X Radio Bruno Marini Marco No 2 X Figura 7 Search Prospect This view permits to search between prospects Each search fields are described below Operator associated to prospect General information about prospect company name name surname address etc etc Client type example potential client new client etc etc Category sector associated to prospect Campaign selecting a campaign from the list search field will be filled with campaign info so search results are not users associated to campaign but prospects satisfying campaigns criteria In other words this field is useful to have a rough idea about which prospects will be associated to a campaign Created search prospects created after specified date Contactable check it to select only prospect that can be contacted for a campaign Client check it to search prospects that are already client Buttons on the last columns of the table permit to modify delete selected prospect Leonardo Multimedia S r l via Trebbo 88 41053 Maranello
3. Calendar Associate selected prospect client to campaign DEASSOCIATE DEASSOCIATE Mobilife 1 Radio TV estate 2012 Prospect associated to selected campaign soddisfing search parameter Name Surname Operator NomeAzienda Client Patrizia TV qui No Detail Giovanni Botti No Detail Diego Ferrari Marco Marco Radio Stella No Detail Marco Marini Radio Bruno No Detail Mostra Newsletter Back Figure 45 Associa Prospect clienti a campagne This view permits to 1 Show prospect client already associated to specified campaign Select a campaign from campaigns list at the top of the page In the list you find NO CAMPAIGN show all prospects and NOT ASSOCIATED TO CAMPAIGNS last case refers to prospect clients not associated yet to a campaign or disassociated to all campaigns ee Leonardo Multimedia S r l via Trebbo 88 41053 Maranello MO Tel 0536 944949 Leonardo Multimedia S r l Wi LMCRMOutbound Ga 2 Associate one or more prospects to a specified campaign Select a campaign to view prospect clients associated to it eventually filter them Then select flag checkbox prospect client you want to associate At last select a campaign from the list under search button and click Associate selected prospect client to campaign use DEASSOCIATE to disassociate selected prospect clients to the specified campaign as described in figure 15 After creating as
4. User Roles paragraph 3 1 Campaigns To access customer page and to all sub pages click Campaign link LMCRM OUTBOUND emm Campaigns Prospects Contacts Add Prospect To Campaign Insert Campaign Search Campaign General List of Campaigns Figure 1 Campaigns Use left side link to access to one of three sub pages Insert Campaign Search Campaign and General List of Campaign Leonardo Multimedia S r l via Trebbo 88 41053 Maranello MO Tel 0536 944949 LMCRMOutbound x erch Leonardo Multimedia S r l 3 1 1 Insert Campaign CAMPAIGN Name Radio TV estate 2012 Description Categories S v Add Contact type Diretto telefono email k To client O Client type Cliente storico k Associated to Operator Marco Marco si Start Date 8 23 2012 IT Calendar End Date 9 23 2012 E Calendar Note Insert attachment S Inserisci allegato X Programma_dettagliato tt Open Download Modify Back Delete Disable Figure 2 Insert a campaign In insert field above can specify campaign rules General information about campaign Name Description Categories more than one Contact type Modality to contact a customer example an operator can contact a customer by e mail direct contact telephone etc etc To Client if checked campaign is addressed to clients otherwise to potential clients prospects Client type example potential client new client
5. etc etc Associated to Operator that eventually manages campaign info Start Date End Date campaign insertion and expired date Note Insert Attachment files can be inserted only after campaign insertion Allowed extensions are defined in module Settings Leonardo Multimedia S r l via Trebbo 88 41053 Maranello MO Tel 0536 944949 a LMCRMOutbound Goa Leonardo Multimedia S r l LEONA 3 1 2 Search campaigns LMCRM OUTBOUND Campaigns Prospects Contacts Add Prospect To Campaign Insert Campaign Search Campaign General List of Campaigns Name Start Date Calendar Client Type Prospect 3 End Date Calendar Category Vv K Current Current E Contact Type Diretto telefono email v Client O Contact Type Name Client Client Type Sector Start Date End Date Prospect Radio TV estate 2012 No TV Radio Diretto telefono email 17 07 2012 30 09 2012 2 X Figure 3 Search Campaign This view permits to filter campaigns Each search fields are described below Campaign Name Client type example potential client new client etc etc Category select all campaigns for which at least one category sector is equal to specified category Client if checked search campaigns that are addressed to clients otherwise to potential clients prospects Start Date End Date show campaigns valid at least one day between st
6. Maranello MO Tel 0536 944949 LMCRMOutbound Ga Leonardo Multimedia S r l LEONARDO Category sector associated to prospect Contact type Modality to contact a prospect example an operator can contact a prospect by e mail direct contact telephone etc etc Current Current Expiring Expiring means that contact closing date is approaching actual date in other word difference between contact closing and actual date is minor than number of days specified in Expiring Contact Alert days field in Module Settings Expired Start Date End Date when contact has been created when contact expired example call client before date Client Name Company Name Info about prospect to contact Client checked to search prospects that are already client In the rightmost column you see three links Modify enter to modify contact Example in following figure Contact for prospect Diego Ferrari Inserted by operator Marco Marco KA Campaign Radio TV estate 2012 Expiring date 8 25 2012 calendar Insertion Date 18 23 2012 _ Calendar Hour 01 gt oo ze Contact type Newsletter WI Outcome Offerta accettata r Outcome Types Modifica Offerta v Duration Hour 00 x Minute 10 4 Second 00 Note o D CA D w Q gt Figure 11 Modify Contact A brief description of insertion fields Inserted by Operator operator user that has inserted contact or asso
7. Leonardo Multimedia S r l LMCRMOutbound User Manual LEONARDO MULTIMEDIA Via Trebbo 88 41053 Maranello MO Part IVA 02707260366 Tel 0536 944949 Fax 0536 933156 E mail info leonardomultimedia com Web hitp www leonardomultimedia com LMCRMOutbound Leonardo Multimedia S r l Document Type User Manual Ge EONARDO L MU LTIMEDIA Document Title LMCRMOutbound Progressivo Anno 8 2012 Author Version Date Comment support leonardomultimedia com 5 0 24 08 2012 Leonardo Multimedia S r l via Trebbo 88 41053 Maranello MO Tel 0536 944949 LMCRMOutbound x erch Leonardo Multimedia S r l Indice 1 INTRODUCTION 3 1 CAMPAIGNS 3 1 1 Insert Campaign Ee EE 32 1 EE eene 3 2 2 Search DEEN ee EENS 3 2 3 General List of prospect client 33 ciali 3 3 1 Insert new contact Contacts Archive ii 3 3 2 Search Contact 3 4 ADD PROSPECT TO CAMPAING 4 USER ROLLER useeieseRkSeE ENK EREKE KREE ni iaia iena nia iaia iraniana GC A 81 Te Leonardo Multimedia S r l via Trebbo 88 41053 Maranello MO Tel 0536 944949 312 EE 3 1 3 General List Of Campagne e LMCRMOutbound x erch Leonardo Multimedia S r l 1 Introduction LMCRMOutbound is a DotNetNuke module used by a company to interact with client or potential client to promote its activities It traces all contact by telephone by e mail etc e
8. MO Tel 0536 944949 Leonardo Multimedia S r l LMCRMOutbound Ga 3 2 3 General List of prospect client LMCRM OUTBOUND Campaigns Prospects Contacts Add Prospect To Campaign Insert Prospect Search Prospect General List of Prospects NomeAzienda Surname Name Operator Client Patrizia No 2x TV qui Patrizia No 2 xX Botti Giovanni No 2X Radio Stella Ferrari Diego No 2 X ff ff fif No 2 X Radio Bruno Marini Marco No 2 X Figure 8 General List of Prospects Supervisor users see all prospects operator users see only prospects associated to him Buttons on the last columns of the table permit to modify delete selected prospect 3 3 Contacts Following views permit to manage contacts with client or potential client insert new contact modifying existing contact search contacts show all contacts made for a specific campaign To access contact view with all sub views click Contact link in top menu As you see links on left side permit to access two sub view Insert new contact Contacts Archive Search Contact Campaigns Prospects Contacts Add Prospect To Campaign Insert new contact Contacts Archive Search Contact Campaign E Figure 9 Contacts Leonardo Multimedia S r l via Trebbo 88 41053 Maranello MO Tel 0536 944949 LMCRMOutbound Ga Leonardo Multimedia S r l LEONARDO MULTIMEDIA 3 3 1 Insert new contact Conta
9. Nuke view Roles are automatically created during module installation Roles automatically gain Modify role to the module during module installation Supervisor and operator users access to same view only difference is that supervisor user can develop more tasks as described below insert Campaign view all roles can insert a campaign only difference is that supervisor user can associate an operator to a campaign while campaign inserted by an operator is automatically associated to operator itself Search Campaign and General Campaign List view supervisor users view all campaigns while operator users view and search only their campaigns At the same ways supervisor can manage all contacts while operator can manage only contacts inserted by associated to himself Insert Prospect view each user belonging to Supervisore Outbound and Operatore Outbound roles can insert a prospect only difference is that supervisor user can associate an operator to a prospect while prospect inserted by an operator is automatically associated to operator itself Search Prospect and Prospect General List supervisor users can view all prospect while operator users view and search only their prospect Insert new contact Contact Archive Search Contact Associate Prospect To Campaign functionality are the same only difference is that supervisor user can view all co
10. art date and end date Current show expired or current campaign Buttons on the right side of the table permit to modify delete selected campaign Leonardo Multimedia S r l via Trebbo 88 41053 Maranello MO Tel 0536 944949 Leonardo Multimedia S r l LMCRMOutbound Ga 3 1 3 General List of Campaigns LMCRM OUTBOUND Campaigns Prospects Contacts Add Prospect To Campaign Insert Campaign Search Campaign General List of Campaigns Name Client Client Type Sector Contact Type Start Date End Date Mobilife 1 30 07 2012 30 09 2012 jax Radio TV estate 2012 No Prospect TV Radio Diretto telefono email 17 07 2012 30 09 2012 2X Figure 4 General List of Campaigns Supervisor users see all campaigns operator users see only campaigns associated to him Buttons on the right side of each row permits to modify delete a specific campaigns 3 2 Prospect To access to prospect view with all sub views click Prospect link in top menu LMCORM OUTBOUND emm Campaigns Prospects Contacts Add Prospect To Campaign Insert Prospect Search Prospect General List of Prospects Figure 5 Prospect As you see links on left side permit to access to three sub view Insert Prospect Search Prospect and General List of Prospects Leonardo Multimedia S r l via Trebbo 88 41053 Maranello MO Tel 0536 944949 Leonardo Multimedia S r l LMCRMOutbound Go
11. ciated to the contact by a supervisor user Campaign campaign for which contact has been inserted not editable Insertion Date Expiring Date when contact has been created when contact expired example call client before date Hour time at which contact has been done Contact type mandatory modality to contact a prospect example an operator can contact a prospect by e mail direct contact telephone etc etc Outcome mandatory outcome contact example accepted not accepted etc etc Outcome Types mandatory more detailed info about Outcome Duration hour minute second contact duration example phone call duration Note 10 Leonardo Multimedia S r l via Trebbo 88 41053 Maranello MO Tel 0536 944949 LMCRMOutbound Leonardo Multimedia S r l Ge All fields can be modified except for campaign Operator can t modify who has made is associated to contact Delete delete contact Insert new contact this view permits to insert a new contact for specified prospect It is substantially the same of modify contact in figure I ve filled field with some example values Inserted by operator Campaign Expiring date Insertion Date Hour Contact type Outcome Outcome Types Duration Note Contact for prospect Diego Ferrari Marco Marco KA Radio TV estate 2012 el 8 25 2012 calendar 01 i 00 sa Newsletter E k Offerta accet
12. cts Archive This view permits to manage contacts made to prospect client Each contact can be associated to an operator Supervisor user can view all contacts contacts made by whatever operator and contacts not associated to an operator while an operator can manage only his contact created by himself or associated to him by a supervisor First select campaigns for which you want to show contacts Later you can show the list of contact made to prospect already contacted or the list of prospect never contacted These two modality are described below 1 list of contact made to prospect already contacted LMCRM OUTBOUND Campaigns Prospects Contacts Add Prospect To Campaign Insert new contact Contacts Archive Search Contact Campaign Radio TV estate 2012 KE Select Prospects already contacted contacts list Operator E Start Date Calendar Client Type Prospect i End Date Calendar Category w DI Client Name Contact Type telefono EX EE 5 S Company Name Client O Conactipe outcome Je Jegen eos Figure 10 list of contact made to prospect already contacted Figure above shows all contacts made to specified campaign Using following search fields to filter contacts Operator associated to prospect Client type example potential client new client etc etc Leonardo Multimedia S r l via Trebbo 88 41053
13. g Expiring means that closing date is approaching actual date in other word difference between closing and actual date is minor than number of days specified in Expiring Contact Alert days field in Module Settings Expired Campaign for which contact has been inserted Start Date End Date show contacts for which lapse of time between insertion date and expired date intersects start date to end date period if both are specified Client Name Company Name To Client if checked campaign is addressed to clients otherwise it is addressed to potential clients prospects Contacts in grey color are no more associated to campaign or they are expired In this last case can view only details 13 Leonardo Multimedia S r l via Trebbo 88 41053 Maranello MO Tel 0536 944949 LMCRMOutbound Ga Leonardo Multimedia S r l FONARDO 3 4 Add Prospect To Campaing TA Manage T BOUND Campaigns Prospects Contacts Add Prospect To Campaign Select a campaign to show prospects clients associated Radio TV estate 2012 v NO CAMPAIGN show all prospects NOT ASSOCIATED TO CAMPAIGNS Mobilife 1 Operator fl Radio TV estate 2012 Company Name City Name Region v Surname Province v P v Client Type z v Genee Italy EES v Client O Campaian i x Contactable O Created
14. he specified prospect The entry form is identical to the Insert new contact view figure 11 Once you enter contact the prospect will disappear from this view 12 Leonardo Multimedia S r l via Trebbo 88 41053 Maranello MO Tel 0536 944949 LMCRMOutbound Ga Leonardo Multimedia S r l LEONARDO 3 3 2 Search Contact LMCRM OUTBOUND Campaigns Prospects Contacts Add Prospect To Campaign Insert new contact Contacts Archive Search Contact Operator Marco Marco Start Date Calendar Client Type v EE were Category v sm Client Name Contact Type v Current v Company Name Campaign All v Client O rospectcnetone __ Cose eegne Modify Insert new contact Figure 34 Search contact This view permits to search between contacts Each search fields are described below Supervisor users can view all contacts while operator users can view only contact inserted by associated to him Operator show contacts inserted by associate to specified operator or contact not associated to an operator Client type show contacts for a specific client type example potential client new client etc etc Category show contacts for prospects that belong to the specified category also named sector Contact type modality to contact prospects example e mail direct contact phone etc etc Current Current Expirin
15. ntacts while contacts inserted by an operator is automatically associated to operator itself So an operator user can view only contacts related to his prospects At last an operator can associate to a specified campaign only his prospects 16 Leonardo Multimedia S r l via Trebbo 88 41053 Maranello MO Tel 0536 944949 LMCRMOutbound Leonardo Multimedia S r l 5 Settings Access to this view by pressing Settings link figure refers to DotNetNuke 6 Supervisor user must belong to administrator site role Edit Insert data Admin Help D Delete Move Ga To SocialMediaPane Ga To RightPane Ga To Footer_LeftPane To Footer_BottomPane G Settings Q Refresh a To LeftPane To BottomPane Ga To Footer_RightPane Figure 67 Add Prospect To Campaign Access to module Settings 17 Leonardo Multimedia S r l via Trebbo 88 41053 Maranello MO Tel 0536 944949 LMCRMOutbound Goa Leonardo Multimedia S r l LEONARDO MULTIMEDIA LMCRM Outbound gt Intranet gt Module E Module Settings Permissions Page Settings Custom Module Settings Enter license key validate Client Types cliente nuovo wx Name L Description Add Contact Modality Call Center zx 2 Name E Description 8 Add Outcome List Non richiamare pi ER Name Description _ a Add Outc
16. ome Types Modifica Offerta Siss Name Description Add Attachment Types dec sel A 2 Name L Description ie bute _ Add Sector Type ASL o ls Name Description Add Expiring Contact Alert days 2 Select a campaign to view contacts related to it Update Delete Cancel Created By SuperUser Account On 8 9 2012 3 32 46 PM Last Updated By SuperUser Account On 8 9 2012 3 36 22 PM LUEUI ICI UU MUIUHICUIA Dil el VIA IIe OO T TLUJ TMIGIOIIZIO TIV T ICI VJJY ITTITI LMCRMOutbound x erch Leonardo Multimedia S r l Figure 78 Settings License Key you must insert a license key to use this module Client type list of all possible prospect client types example potential client new client etc etc Contact Type List of modalities to contact a prospect client example an operator can contact a prospect client by e mail by direct contact by phone etc etc Outcome list of all possible outcomes of a contact example accepted not accepted recall etc etc Outcome Types list of more detailed info about outcomes example prospect asks for another call prospect asks for an appointment etc etc Sector type Prospects and Campaigns are eventually associated to a specified sector type like merchandising type etc etc Attachment type Attachment type of files eventually associated to campaigns Expiring Contact Alert days Alert operator if contact expiring date i
17. s approaching actual date difference is minor than specified number of days 19 Leonardo Multimedia S r l via Trebbo 88 41053 Maranello MO Tel 0536 944949
18. sociation prospect campaign you can start to insert new contacts 3 Send an e mail to prospects associated to a specific campaign Show Newsletter button shows following mask to send e mail Select a campaign to show prospects clients associated NO CAMPAIGN show all prospects v Associate selected prospect client to campaign DEASSOCIATE k bk Name Surname Operator NomeAzienda Client kd Patrizia No Detail E Patrizia TV qui No Detail EI Giovanni Botti No Detail EI Diego Ferrari Marco Marco Radio Stella No Detail MI fff fff ff No Detail EI Marco Marini Radio Bruno No Detail Hide Newsletter From patrizia test com segreteria tv it diego radio it marco radio it Update To Field Subject Proposal Body ico iw 2 Eco Figure 56 Show Newsletter 15 Leonardo Multimedia S r l via Trebbo 88 41053 Maranello MO Tel 0536 944949 LMCRMOutbound x erch Leonardo Multimedia S r l Update To Field link takes e mail address if exists from selected prospect clients You can add more e mail addresses to list or delete them You can add a sender address Send E Mail button will send an e mail to all addresses in the list 4 User Roles Roles are two Supervisore Outbound and Operatore Outbound Each role is a DotNetNuke role so you can associate user to roles by using usual DotNet
19. tata sch Modifica Offerta v Hour 00 Minute 10 Second 00 Figure 12 Insert new contact g CA D Ge Supervisor users can associate an operator to a contact see nserted by operator field in this case specified operator is able to contact a prospect to promote a campaign 11 Leonardo Multimedia S r l via Trebbo 88 41053 Maranello MO Tel 0536 944949 LMCRMOutbound Goa Leonardo Multimedia S r l 2 prospect never contacted Show prospect client associated to specified campaign but not yet contacted LMCORM OUTBOUND rl Campaigns Prospects Contacts Add Prospect To Campaign Insert new contact Contacts Archive Search Contact Campaign Radio TV estate 2012 j Select Prospects never contacted v Operator Client Name Client Type Company Name Client O Name Surname Operator KKK Category Insert first contact NomeAzienda Client Giovanni Botti No Figure 23 Prospects never contacted Among the prospects list can filter with following parameters Operator to whom the prospect is associated Client type example potential client new client etc etc Category sector to which the prospect belongs Client Name Company Name info about prospect Client if checked prospect is already a client Insert first contact link in the rightmost column allows to insert the first contact for t
20. tc between company and clients Module needs a license key to work This key has to insert in setting page 2 Description LMCRMOutbound has two main functionality Creation of a list of names prospect from a list of potential company person commercial activities that are interested to services made available by company owner of the module Creation of campaigns advertising to be addressed to client or prospects according to specific rules decided by a supervisor user Two tasks are composed by a few steps About creation of prospect 1 a ee Prospect info insertion by an operator user or by prospect itself through a specific view Association between prospect and a specific marketing operator of company owner of the module Marketing operators inform prospect about campaign or commercial offer Eventually a prospect can turn into client Possible reiteration of step 3 to call prospects who have not previously responded or who have given consent to be contacted About campaign publication 1 2 Entering of campaign info by supervisor user Operator users call prospects clients satisfying campaign requests Leonardo Multimedia S r l via Trebbo 88 41053 Maranello MO Tel 0536 944949 LMCRMOutbound Goa Leonardo Multimedia S r l 3 View Screenshots below refers to pages as seen by a user supervisor Supervisor and Operator users see similar views Differences are described in
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