Classroom User Training June 29, 2005

Classroom User TrainingJune 29, 2005

Presented by:

User Training Agenda

• Connecting to Aplicor• User Interface• Sales Force Automation

- Account Management- Contact Management- Activity Management- Opportunity Management

• Calendar & Task Management• Reports & Analytics• Data Import / Export• Document Library

Connecting to Aplicor

Browser Configuration

• Launch Microsoft Internet Explorer• In menu bar choose, Tools, Internet

Options.• Click the “Security” Tab.• Click the Trusted Sites security

zone. • Click the “Sites” button.• In the text box, enter “enter the

system URL and click the add button

• Click the OK button on the Trust Sites pop-up window

• Click the OK button on the Internet Options pop-up window

• Close all open sessions of Microsoft Internet Explorer.

• Login to the system once again.

System Login

• Launch Microsoft Internet Explorer 5.0 or higher from a Windows based computer.

• Type the system URL into the IE address bar.

• Choose the “click here” option on the welcome screen to launch the application full screen.

• A second browser window will appear. Enter your company, user id, and password to log into the system.

• Leave both browser windows open when accessing the system.

Interface Overview

Interface Overview – One Click Navigator

• One-Click to change view of detailed record information• ‘Navigators’ can be customized to include specific data• Navigators can be secured by roles and/or individual user• Navigators can be associated with specific queries

Upper Navigation Window

Lower Details Window

Interface Overview– User Defined Lists & Trees

• Simple yet powerful query builder allows user definable queries to be created.

• Query terms can be combined using parenthesis “()” and logical operators (AND , OR) to create sophisticated queries.

• Each query can be linked to a specific navigator view.

• Queries can be secured by role and/or individual.

Interface Overview– Query Builder

• Simple yet powerful query builder allows user definable queries to be created.

• Query terms can be combined using parenthesis “()” and logical operators (AND , OR) to create sophisticated queries.

• Each query can be linked to a specific navigator view.

• Queries can be secured by role and/or individual.

Interface Overview– Search Capabilities

• Choose or create a query and the results are display in the Navigator.

• Click letters in the alphabet accelerator to browse results.

• Click on Navigator column names to sort the results and search by column value.

• Search results can span multiple pages.

• Multiple columns can be sorted and/or search by holding the “CTRL” key when clicking on a navigator column

Interface Overview – Navigator Designer

• Add/Remove selected navigator fields choosing from all fields within the Aplicor database

• Change the view type to be presented with different available fields

Sales Force Automation

Account Management

Account Management - Create New Account

- Business Accounts versus Consumer Accounts- Required fields are visually indicated in the form. Minimal data entry is necessary to create a new account.

Account Management – Establishing Relationships

• The ability to create relationships between accounts• Accounts can be linked together based on specific relationships• Reciprocal relationships are automatically created (e.g., parent/child child/parent)

Sales Force Automation

Contact Management

Contact Management - Create New Contact

- Required fields are visually indicated in the form. Minimal data entry is necessary to create a new account.- You can store multiple email addresses.- Addresses can be associated from an account is they have been shared.

Sales Force Automation

Activity Management

Activity Management – Email Communications

Pick from standard templates or create emails from scratch

Create standard templates in the online content management system

Use the templates in communications with contacts

Activity Management – Call Scripting

Create unlimited user defined question and answer style guides for counseling sessions

Reporting & Analytics

Reporting

• The standard reports library comes with approximately 50 ‘canned’ reports.• Export report to multiple formats (excel, pdf, html, etc.).• Set Parameters and click the “View Report” to view the reports.• You may drill-down and drill-through hyperlink values

Analytics

• Analytics is an extension to reporting• Aplicor provides a full data warehouse and a series of Online

Analytical Processing (OLAP) data cubes– Interrogate data using interactive analysis– Extract data to MS Excel for offline analysis or as a pivot table– Save reports for future use

Data Import / Export

Import Wizard (Steps 1 & 2)

• Three Step Import Wizard• Step 1 allows users to specify the import file and choose the business rules to follow during the

import process• Step 2 allows user to map data found in the import file to fields in the Aplicor database.

Step 1, Select import file

Step 2, Map source data to Aplicor

Import Wizard (Step 3)

The Aplicor system checks for potential duplicate organization and contact records and presents them to the user for resolution..

Resolve duplicates using automated matching or through manual review

Document Management

Document Library

• Documents stored in the document library can be added, updated and browsed and viewed

• Documents and folders can be secured on a user and/or group basis

• Check-In/Check-Out is provided to ensure proper document control

What’s Next?

Offline Access Suite

Pocket PC Edition

Personal PC Edition

Offline Edition: Personal PC Version• A fully functional windows based CRM solution• Provides offline access to CRM solution• Direct synchronization to web-CRM

Offline Edition: Pocket PC Version

• Pocket PC based CRM solution – providing convenient mobile access– providing offline access

• Direct synchronization to web CRM• Also includes calendaring and task

management synchronization

End of User Training

Classroom Administrator TrainingJune 29, 2005

Presented by:

Portal Administration

Portal Administration – Create New User

• Enter and create NCTCOG office and staff profiles

Resource Profile:

Company Profile:

Portal Administration – Menu Editor

• Allows authorized users to customize menus.

• Menus items can be secured by role and/or individual user.

• Allows different menus to be customized to meet the user’s exact needs.

• Can be used to link menu items to other web sites or applications

Activity Types Configuration

Allow user to enter the following types of client interactions associated with an organization/contact record that is already in the system. Each type of interaction will have its own standard template:

• Authorized users have the ability to create user defined activity types• Different activity types can be associated with different templates

Content Management System

• Fully functional HTML content designer and editor.

• Includes publishing process management.

• Allows documents to be created for use as templates as emails or faxes.

• Allows custom pages to be created and linked to specific pages within the CRM application, e.g., best practices information, organizational standards, etc.