CRM App @ Straumann
STRAUMANN 08 July 2013 2
Sales Force Devices and Connectivity
CRM
Email, Calender, CoDiagnostix, Starget , Cubeware BI, Product
Catalogue, Marketing Material
Straumann applications and Straumann network (VPN) Standard Laptop / Printer…
w w w
at home
on the road on the road
Email, Calender, Contacts &
CRM
The Calendar in the CRM App is synchronized to the CRM back-end and from there linked to Lotus Notes Calendar
Differences to CRM Web UI calendar:
Only Sales Force activities are available!
Not only the own Sales Force Activities are visible in the calendar. All Activities by sales team authorized to assigned customer/contact are visible
Calendar
Existing Activities:
Are marked in the calendar with a little black dot
Can be displayed and changed by clicking on the relevant day and then on the relevant activity
New Activities can be created by clicking on the relevant day, a new Sales Force Activity sheet gets opened to be filled out
Only Sales Force Activities can be maintained and displayed in general in the CRM App at the moment
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Organizations
Basically the same set of Organizations is available on the device as when logged on to CRM, the only
differences are:
Only Organization level searches will return results of released Sold-to-Parties and Prospects
A limited set of data per Organization with focus on Address and Contact details are available as they exists in CRM/ERP
Issues with Customer Data is managed in our main P11 system – CRM only displays it’s information. If you find incorrect information you must notify Customer Service or email datafix@straumann.com
Organizations
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Available Data Set for Organizations in the App is limited to:
Address Details
Relationships = Contact Persons
Sales Force Activities
Organizations
Only available in the Organization Details screen is the “Request Dossier” button.
A PDF of the Customer Dossier is sent to the e-mail address of the app user requesting it, within approx. 10 Minutes after clicking the “Send” button.
See images below
Please make NO changes to the e-mail form ONLY press the “send” button!
The Address of the Organization can be clicked and brings the User to a Google Navigation/Map App
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Available Data Set for Contacts in the App is limited to:
Address Details
Relationships “Is Contact Person for”
Marketing Attributes (SIANCOF)
Sales Force Activities
Sales Orders
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Contacts
Address Details
Note: In the Notes section only texts appears that are
Contacts
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Contacts
Marketing Attributes: Limited to the SIANCOF attributes
Contacts
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Activities
Sales Force Activities can be created, changed and displayed in the
CRM App
The Sales Force Activity functionality is same as in regular CRM (on your laptop):
Timeframe for activities transferred to the devices: 11 months ahead and 8 weeks backwards
IMPORTANT :
• No changes can be done in the App Activity fields of the “Sales
Process” and “Categories/Sub” once the activity has been
saved. Updates in these fields have to be done in normal CRM (on your laptop)
• All other fields as Partners, Status, Description, Notes etc. can be maintained, updated in the App
• Transfer from CRM server to the App: Sometimes it can take a while until all data to an object (Activity, Partner) are available as Standard fields and special Straumann customized fields are treated separately.
• BLUE DOTS – if these remain on the entry and you do not see an activity number, stop and call the IT team – create no further entries until you have resolved the issue.
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Only standard functionality is used for this object
Order Types that get displayed in the App on Organization Level:
Standard Order
E-shop Order (also on Contact Person Level)
Sales force Order
Return Order
Credit Note
Consignment Order
Timeframe of displayed Sales Orders: today + last week
Sales Orders
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Recent
The recent objects are listed here
The direct navigation to the objects is possible
In the Menu entry “Settings” it can be defined how many entries should be displayed (5, 10, 15, 20 or 25)
Search
The general search gets executed overall objects: Organizations, Contacts, Activities and Sales Orders
The Result List is structured by Object Type
Return to CRM App Main Menu
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To return to the Main Menu, click on this icon
CRM App Online and Offline Mode
Display, Changes, Creation of Activities can be done offline
(no data connection as G3, WIFI).
The Data set available offline is the set that was updated the last time the device was online and the App active (opened).
Objects that are queued to be synchronized from the device to CRM back-end get marked with a blue dot. As soon as the
Device is online and the changes were synchronized successfully to the back-end CRM the dot disappears
