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Symbine.com |
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Outsourced
Marketing Technology Preview
–How
To Guide
Demo web addresses and passwords
Our
Site
User Name & Passwords
User Role User Login User Password
Campaign Manager: joedemo joedemo
Sales
Manager: jafdemo jafdemo
Web based email for demo
Our Site
Email: http://mail.symbine.com
User Name & Passwords
User Login User Password
joe@symbine.com joe
Step
by step directions for demo
o
TURN ON YOUR PHONE*
o
Open Symbine.com in
browser
o
Go through OMP
Presentation
o
Show or hand out the
OMP Features
o
On the Symbine.com
home page click the OMP Portal link
Campaign Manager Ok’es Appt.
o
Log in as joedemo
joedemo {the campaign manager}
Explain that this system constantly checks our Saleslogix CRM for appointments
made by T/M’s. Your role as campaign manager is one of Q/A who approves the
appointment to be sent to the sales manager ate the Insurance Co.
o
Click the campaign
manager tab
o
Click a letter (a, b,
c…) or ‘search now’ to display all appointments
Note that the checks indicate that the appt was approved
o
Open one that was not
approved {unchecked} with the pencil link
o
Click the approved
check and hit the update link at the bottom of the screen
Explain that in addition to approving the appt that it is now available to the
sales manager and that emails and wireless alerts have also been sent.
o
The phone should have
beeped –Show them the message
o
Log out of the system
– link on top left
Show generated email merges
o
Open mail.symbine.com
in a browser
user: joe@symbine.com pwd:joe
o
Check and show emails
o
Note the 2 parts of
the email the notification and confirmation; which can be copied into word for
printing and mailing.
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Close email window
Sales Manager Assigns
Appointment to Producer
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Log in as jafdemo
jafdemo {the insurance company’s sales manager}
Explain that the sales manager will see only ok’ed appointments
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Click the sales
manager tab
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Click a letter (a, b,
c…) or ‘search now’ to display all appointments
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Open an appointment
with the pencil link
o
Scroll to the
assigned producer {if already assigned, hit back button and pick another one}
o
Select a producer
from the list
o
Click the update
button
o
In about 5+ seconds
he phone should have beeped –Show them the message
Explain that now the producer will automatically receive an alert and can now log
into the portal and view/update information.
o
*Click the sales
manager “list view button”
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*Click the edit sales
button
Explain that here is where they can quickly enter sales closed information
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Log out of the system
– link on top left