CRM 2011Activity Entry Process

Update Project Status including Pre-Qualified Leads

March, 2015

ActivitiesThe old way…

• All activities were entered in as Appointments.

– iPhone Calendar linked to Outlook Calendar

– Outlook Calendar linked to CRM

• In old CRM that was the only way to capture activities that harnessed a mobile device

– Appointment Type Dropdown (cold call, job walk, etc..

– CASP Activity Flag

ActivitiesThe NEW way…

• Brand new activity type: ARDEX Activity– Entry form is streamlined– Can still capture activity type (cold call, job walk,

demo, etc…)– Flags to track specific company mandated activities

– Complete activities 100% from a mobile device• Eliminates the need to go home at the end of the day, push

activities from Outlook to CRM and complete them.

New CRMNew Process

• Appointments still exist in the new CRM

– Can’t remove them from an Administration standpoint, already looked into it

– Users can technically still enter appointments and complete them

• When this happens, a system email will be sent to them indicating they should be using the ARDEX Activity

– NO ARDEX ACTIVITY REPORTING WILL USE APPOINTMENTS

New CRMNew Process - Mobile

• Users can harness the Aviator:

– https://aviator.ardexamericas.com

• Go to the CRM section

– Search for the desired Project / Account

– View it in the mobile CRM

New CRMNew Process - Mobile

Step 1 – Click/Tap Ardex Activities Step 2 – Click/Tap New

Step 3 – Enter info & click SAVE

New CRMNew Process - Mobile

• That’s it.

• No need to push things over and complete them when you get home.

New CRMNew Process - Mobile

• Users can easily view their ARDEX Activities from their mobile devices

– From Aviator CRM

• Right hand column

• My Activities

– Default view is My Open Ardex Activities

– This can be toggled to show more data:

New CRMNew Process - Desktop

• Users can navigate to:– https://crm.ardexamericas.com

• Will work on Windows computers in Firefox, Chrome, and Internet Explorer– If a user has something strange going on with one browser in

CRM, try a different one

OR

– Use the Outlook Plugin

• Regardless of method, users navigate to same areas outlined next

New CRMNew Process - Desktop

• Open any entity (Account, Project, etc…)

• Click on ADD tab Other Activities ArdexActivity

New CRMNew Process - Desktop

• Can also open any entity (Account, Project, etc..) and go to the Activities section

– Activities New Activity Ardex Activity

New CRMNew Process - Desktop

• Both methods pull up the same entry screen

• Enter data Mark complete

New CRMNew Process - Desktop

• Viewing all ARDEX Activities you entered

– Workplace My Work Activities

• Filter Activies to ARDEX Activities

• Select appropriate view

Project Qualification and Status Update

• Starting March 16, 2015 the only way to update the status of a project is via the ARDEX Activity

• Same exact process outlined in earlier slides.

• For the appointment type, pick the appropriate status:

Project Qualification and Status Update

• When you select one of the Project Status activity types and click SAVE:

– Data gets saved directly into CRM

– Kicks off a workflow behind the scenes that will go into the linked project (regarding) and UPDATE the status accordingly

• Will allow sales reps to work directly off of their mobile device and fully qualify leads generated from the Inside Sales Team

How to see all of your Pre-Qualified Projects

• We created a view to quickly see ALL projects you have that are in a Pre-Qualified status that need updated

• Also created a view to track the projects that you Qualified that came from Inside Sales

• Next slide outlines how to access these 2 views from a desktop or mobile device

My Pre-Qualified ProjectsMy Qualified Pre-Qualified Projects

• Go to Project Entity. Change View.

• Desktop

• Mobile

CRM 2011Activity Entry Process

Update Project Status including Pre-Qualified Leads

March, 2015