Mobile URL & Login 2 · 2019-02-21 · SALES SUPPORT GUIDE – CRM MOBILE 3 February 23, 2018 – v1.1 Mobile URL & Login ... • Takes you to your CRM Home screen on your mobile

CRM Mobile Release February 23, 2018

SALES SUPPORT GUIDE – CRM MOBILE 1 February 23, 2018 – v1.1

CRM Mobile – Release Overview

Mobile URL & Login ............................................................................................................. 2

Mobile URL & Login....................................................................................................................................................3

New Features & Enhancements ..................................................................................................................................3 CRM Home – My Day ............................................................................................................................................................ 3 New CRM My Day Tiles for Leads, Tasks, Activities & Opportunities .................................................................................... 4 New Mobile Colors and Themes ........................................................................................................................................... 4 New Mobile Department List View ....................................................................................................................................... 5 New CRM Quick Note ........................................................................................................................................................... 5 Mobile Maps & Routes ......................................................................................................................................................... 6 New Maps Integration with Nearby View ............................................................................................................................. 6 Personalize Your Map Distance Settings ............................................................................................................................... 6 Custom Fields & Tabs Available to Mobile Users .................................................................................................................. 7 New Menu Layout and Icons ................................................................................................................................................ 7

New Mobile Icons & Quick Reference Guide ...............................................................................................................8 Mobile CRM New UI Icons & Navigation............................................................................................................................... 8 New Maps UI Icons & Navigation ......................................................................................................................................... 9

How Do I…? ............................................................................................................................................................. 10 How do I quickly view New, My or Nearby Leads? ............................................................................................................. 10 How can I quickly add a New Lead, Opportunity, Task or Activity? .................................................................................... 10 How can I add a Quick note on my mobile device? To CRM? ............................................................................................. 10 Where do I find my Quick notes? In CRM? ......................................................................................................................... 11 How can I quickly add a new Appointment? ....................................................................................................................... 11 What are Today’s Events? Can see more details? .............................................................................................................. 11 How can I change the Theme on my phone? ...................................................................................................................... 12 How do I get to the Map? ................................................................................................................................................... 12 What else can I do with the Maps?..................................................................................................................................... 12

New CRM Tiles Definitions Guide ............................................................................................................................. 13 What are the New, My and Nearby Leads? ........................................................................................................................ 13



What do the 30, 60, 90 mean for Opportunities? ............................................................................................................... 13 How are the Tasks defined for Today, Week and OverDue? .............................................................................................. 13 How are the Activities defined for Today, Week and OverDue? ......................................................................................... 13

Frequently Asked Questions ..................................................................................................................................... 14

Key Contacts and Resources ..................................................................................................................................... 15 Support ............................................................................................................................................................................... 15 Training ............................................................................................................................................................................... 15 Help and Documentation .................................................................................................................................................... 15



Mobile URL & Login URL: http://mobile.acsellerate.net type into your Mobile browser LOGIN DETAILS: Your mobile login details are the same ones that you use for the desktop version of Acsellerate. They include:

User Name*: Required Password*: Required & this is Case Sensitive Dealer ID*: Required Remember Me: Optional Check Mark

New Features & Enhancements We are pleased to introduce a new CRM Mobile version specifically designed to help you and your sales team be more efficient and more effectively manage the sales process.

CRM Home – My Day You asked and we delivered! CRM now features a new and improved My Day or home screen. There is now a quick and easy way for you to be able to do the following:

• Add a Quick Note to anything in CRM

• Quickly navigate to Leads, Opps, Tasks, Activities & Appointments by clicking on the + sign

• View your leads including New, My and Nearby

• Check your Opportunity Pipeline for the next 30, 60 and 90 days

• Quickly and easily see your tasks for Today, this Week and what may be OverDue

• Check your performance from Acsellerate Analytics*

• See your Appointments for Today in the Up Next Appointment area

• View Today’s events (Tasks & Activities)

• Plus, much, much more

*My Performance is privilege based and may NOT be available to all Customers.

http://mobile.acsellerate.net/



New CRM My Day Tiles for Leads, Tasks, Activities & Opportunities Designed specifically to make it easier for you to see and plan your day, the new Tiles on your CRM Dashboard provide you with a quick way to gauge what you need to do today. Each tile functions in the same manner. Below is an overview of Leads and how they improve usability on your Mobile device.

*Leads, Tasks, Activities & Opportunities all work in the same way!

New Mobile Colors and Themes Personalize your CRM Mobile screens and colors, quickly and easily by selecting from 3 new themes: ECI, Cool, Earth. By default, we have pre-set your CRM mobile theme to ECI, but you can change it in less than 10 seconds to fit your mood or color preference.

Cool Theme Earth Theme ECI Theme



New Mobile Department List View You asked and we delivered! You can now quickly and easily view Departments on your mobile device. Add a quick note, view your departments on a map, or search for a specific department. You can select a variety of different department views, including:

• My Departments

• All Departments

• No Touch in Last 30 Days

• No Touch in the Last 60 Days

• No Touch in the Last 180 Days

New CRM Quick Note Just finished an appointment with a customer and want to add a Quick note? We added a new Quick note option available at the top of the CRM Home screen and on the Lead, Account, Department and Contact pages, specifically designed to make it quick and easy to click the icon, enter your note and add your Relates to in a flash.

TIP: Just click on the microphone on your mobile device and you can dictate your note and have it automatically translated into text. What a time saver

CRM Mobile Release January 30, 2018

SALES SUPPORT GUIDE – CRM MOBILE 6 January 10, 2018 – v1.0

Mobile Maps & Routes Many sales managers and sales reps spend quite a bit of time on the road meeting with customers and prospects driving sales growth. We felt it was important to introduce mapping functionality within CRM to help the sales team plan their day, see what might be nearby and find the best way to get from point A to point B.

New Maps Integration with Nearby View When you are on the road, you may want to be able to see what is nearby so you can visit other Accounts, Contacts, Department or Leads. We integrated new maps functionality to allow you to quickly and easily view what’s nearby including Restaurants, Gas Stations and Hospitals. The new tool tips allow you to:

• View Appointments

• Email Your Contacts

• Touch a button to make a Phone Call

• Visualize Your Route

• And much more…

Personalize Your Map Distance Settings Miles or Kilometers? You can set the maps to calculate the distances based upon your personal preference in the Mobile settings.



Custom Fields & Tabs Available to Mobile Users If you have added custom fields to CRM, to help your sales team be more productive, they will now be part of your team’s Mobile experience. Just flag them in CRM customization to be displayed as a Mobile field and your team can capture the data that is important to help your business succeed!

New Menu Layout and Icons Designed to help improve usability and performance, we refined the CRM Mobile icons. We hope this will help streamline your mobile experience. We even incorporated the Theme colors as part of your mobile CRM menu. Let us know if you have any suggestions or improvements.



New Mobile Icons & Quick Reference Guide We added quite a few new Icons in CRM that are designed to help you work smarter. Below is a quick reference guide to help you visualize the icon and quickly understand how it helps you be more efficient.

Mobile CRM New UI Icons & Navigation Mobile Icons Where Do I Find, or See This? What Does It Do?

The Menu on your Mobile device. • Takes you to your CRM Home screen on your mobile device

The Menu on your Mobile device. • Takes you to your Accounts list and your preference for display.

For example: No Touch in Last 30 days.

The Menu on your Mobile device. • Takes you to your Contact list based upon your privileges and

settings (All or My).

The Menu on your Mobile device. • Takes you to your Department List screen based upon your privileges and settings.

The Menu on your Mobile device. • Takes you to your Leads based upon your preferences and settings.

The Menu on your Mobile device. • Takes you to your Appointments.

The Menu on your Mobile device. • Takes you to your Tasks based upon your preferences and settings.

The Menu on your Mobile device. • Takes you to your Activities based upon your preference and

settings.

The Menu on your Mobile device. • Takes you to a list of available Sales Managers and enables you to go directly to the Sales Managers details.

The Menu on your Mobile device. • Takes you to a list of available Sales Reps and enables you to directly view the Sales Reps details.

The Menu on your Mobile device. • Update and change your personal default settings including: o Time Period for Summary Statistics o Default Show By Options for Accounts, Tasks, Activities,

Departments, Leads & Opportunities o Home screen events, like overdue events o Set your Theme o Personalize your Map Settings

The Menu on your Mobile device. • Takes you to your list of opportunities based upon your preferences.

The Menu on your Mobile device. • Takes you to the Maps or Location view of your territory based upon your preferences.

The Menu on your Mobile device. • Quick and easy way to access help on your Mobile device.

The Menu on your Mobile device. • Sign out of your Acsellerate Mobile CRM.

On the Accounts, Departments, Contacts, Leads & Tasks pages

• Quick and easy way to add a note for Accounts, Departments, Contacts, Leads & Tasks.

On the Accounts, Departments, Contacts & Leads pages.

• Quick and easy way to find the location of your Accounts, Departments, Contacts and Leads on a map.



New Maps UI Icons & Navigation

Mobile Icons Where Do I Find, or See This? What Does It Do?

On the Maps screen in Mobile CRM. • Shows Your current location on the map when selected.

On the Map screen in Mobile CRM. • Expands the Search Markers and displays your selected locations.

On the Map screen in Mobile CRM • Number of Markers or stops on your Route

On the Map screen in Mobile CRM. • Where you and hopefully your mobile device is currently

located.

On the Map screen in Mobile CRM. • Shows the location of Accounts on the map. (Green)

On the Map screen in Mobile CRM. • Shows the location of Departments on the map (Gray)

On the Map screen in Mobile CRM. • Shows the location of Contacts on the map (Red)

On the Map screen in Mobile CRM. • Shows the location of Leads on the map (Blue)

On the Map screen in Mobile CRM. • Location of Hospitals

On the Map screen in Mobile CRM. • Location of Restaurants

On the Map screen in Mobile CRM. • Location of Gas Stations

For the selected Marker on the Map. • Name of the selected Marker (Accounts, Contacts,

Departments, Leads)

For the selected Marker on the Map. • Address and Phone # of the selected Marker

For the selected Marker on the Map. • If any Future Appointments are scheduled for the selected

Marker

For the selected Marker on the Map. • Place a Phone Call

For the selected Marker on the Map. • Send an Email

For the selected Marker on the Map. • Routes and displays the shortest route from the current location to the Marker.

For the selected Marker on the Map. • Schedules a route from one Marker/Entity to another.



How Do I…? Below we have detailed several of the key features and quickly and easily accomplish your goals on your mobile device and in CRM. For a more comprehensive overview, please check our online training catalog and classes specifically on our new release!

How do I quickly view New, My or Nearby Leads?

1. From CRM Home, tap the New, My or Nearby Leads

2. The count of your leads will update automatically.

3. To go directly to the leads in each category, just tap the # on your mobile device.

How can I quickly add a New Lead, Opportunity, Task or Activity?

1. The new CRM Home screen has 4 tiles for Leads, Opps, Tasks and Activities.

2. Just click on the white + sign to the right of the CRM document you would like to add.

How can I add a Quick note on my mobile device? To CRM?

1. Just touch on the new Quick note icon at the top of the screen.

2. Type in the details for your quick note. 3. Search and select your Relates To for the note. 4. Touch Save and your Quick Note will be added in

CRM.



TIP: Just click on the microphone on your mobile device and you can dictate your note and have it automatically translated into text. What a time saver!

Where do I find my Quick notes? In CRM?

1. Quick notes are activities that are completed. You

can find them by touching the Hamburger Menu

2. Touch Activities . 3. You will see the results of your Quick notes in

Today’s Activity list.

How can I quickly add a new Appointment?

1. On your CRM Home screen, locate the section in the middle of the screen: Up Next Appointments.

2. Touch the + sign to add a new appointment

3. Fill in the New Appointment details on the screen.

4. Click or Touch Save.

What are Today’s Events? Can see more details?

1. Today’s events are your different Activities and Tasks that have a Due Date of Today and the status is not Completed.

2. Yes, you can drill down to see the Event (Activity, Task) details, just touch or click on the Event listed. The associated Event detail screen will be presented on your mobile device.



How can I change the Theme on my phone?

1. Your settings may be changed by touching or clicking on

the Menu button in the upper right hand corner of your mobile device.

2. Touch the Settings selection on your device.

3. Touch the Select Theme, under Theme Settings.

4. Scroll and select the Theme you want displayed on your mobile device.

5. Touch Done.

6. Touch Save.

How do I get to the Map?

1. Click on the Menu button in the upper right hand corner of your mobile device.

2. Touch the Map selection on your device.

What else can I do with the Maps? There are quite a few new features for how to use the maps with CRM. Check out our Maps Support guide for additional information on how to:

• View the closest hospitals, restaurants, gas stations;

• Update your criteria to see the nearby Accounts, Departments, Contacts and Leads;

• Map a Route for today;

• Quickly and easily make a phone call to key contacts directly from the Maps;

• And much more…



New CRM Tiles Definitions Guide We have added guide to help you easily understand how things are defined on the CRM Home or My Day screen on your mobile device.

What are the New, My and Nearby Leads? New Leads are any leads that are in the New Status. They may be assigned to you, if you are a sales rep or they may be part of your territory, if you are a sales manager. For a business owner, they would be all leads that are in a New status. My Leads are leads that are assigned to directly to you, if you are a sales person. Sales Managers would see those leads that are assigned to them or their team. Business owners would see all the leads within CRM. Nearby Leads are those leads that are nearby your current location on your mobile device. They may be assigned to you personally, or if you have the privilege set in CRM to View ALL, this could be all leads that are nearby. If you have questions about what you are seeing on your mobile device, contact your Acsellerate Administrator, or email [email protected] .

What do the 30, 60, 90 mean for Opportunities? Just like the Show drop down in CRM, we have made your pipeline details available on our mobile device.

• The 30 displays the value of all your opportunities due to close in the next 30 days.



How are the Tasks defined for Today, Week and OverDue? The different time periods for tasks that are displayed on your CRM Home screen are defined below. Remember, Sales Managers and Business Owners may have a different count for tasks, since their view includes a roll up of Sales Managers and Sales Reps.

• Today displays the Tasks that are due today.

• Week displays the Tasks that are due this week. The week is typically Monday – Friday in CRM.

• OverDue displays the Tasks that are open and have not been completed by the due date in CRM.

How are the Activities defined for Today, Week and OverDue? The different time periods for Activities that are displayed on your CRM Home screen are defined below. Remember, Sales Managers and Business Owners may have a different count for activities, since their view includes a roll up of Sales Managers and Sales Reps.

• Today displays the Activities that are scheduled for today and the status is not completed.

• Week displays the Activities that are scheduled for this week and are not completed. The week is typically Monday – Friday in CRM.

• OverDue displays the Activities that scheduled and have not been completed by the due date in CRM.

mailto:[email protected]



Frequently Asked Questions For quick reference, we have added a list of FAQ’s below for this Application Release.

Can I change the subsections for the CRM tiles? The different subsections on the CRM Home tiles are fixed and represent key KPI’s used in the industry. At this time the values are fixed and may not be modified.

Where are my Quick notes? Quick notes are an activity and can be found on your activity list. They are added and completed automatically.

How many Up Next Appointments are displayed? We display up to 5 Up Next Appointments on the new CRM Home screen.

What are Up Next Appointments? They are appointments that are scheduled for Today.

Can I change the # of Up Next Appointment displayed? Not currently. 5 is the maximum # of results that will be displayed.

How many of Today’s Events are displayed? We display up to 5 Today’s Events on the new CRM Home screen.

Can I change the # Today’s Events that are displayed? Not currently.

What are Today’s Events? Today’s events are activities and tasks that are due today.

What is Nearby? CRM uses the location of your mobile device or tablet to define where you are. Based upon the Distance setting in your user preferences, nearby are those entities (Accounts, Departments, Contacts, Leads, etc.) that are within X miles or KM of where you are located.

Are there other Themes available? Currently we have 3 themes for you set in Mobile. Have a suggestion on other theme options? Just send an email to [email protected]

What is a Marker? Markers are like pins that show where you are on your mobile device and where your Accounts, Departments, Leads and Contacts are on the Map. Each marker is color coded for easy identification. Check the Map Help Guide and the Navigation and UI Icons table for additional details.

Something is wacky with the maps, it isn’t finding the location of my contact, accounts, departments, etc. Why? We run all the different CRM entities through a geo locating service. However, it is not uncommon that the address you have on file is a PO Box, or may not be available to be mapped. You may want to double check the address and update CRM to ensure more accurately generates map results for you.

What type of training is available? We offer several different types of training to our customers.

• Recorded Video Training: Click on Help in the upper right hand corner of the Dashboard

• Group Training: The current course catalog is available at this URL:

Office Products Dealers: https://attendee.gototraining.com/58sc1/catalog/109742752 e-automate Customers: https://attendee.gototraining.com/58sc1/catalog/6970299363982503936


https://attendee.gototraining.com/58sc1/catalog/109742752

https://attendee.gototraining.com/58sc1/catalog/6970299363982503936?tz=America/New_York



Key Contacts and Resources Our team is here to help you succeed. Below are the details on our support, training and where to learn more about the different features of Acsellerate.

Support Contact Address: [email protected] Targeted Response Time: 4 hours or less

Training Contact Address: [email protected] Group Training: You can also access our catalog of live training classes from the Acsellerate website, under “Training and Support” and then clicking “Online Training.”

Help and Documentation Acsellerate provide you with a comprehensive help section within the application. Just click on the Help link in the upper right hand corner of your dashboard and you will have immediate access to our vast library, which includes the following types of training: Enhancement Videos Recorded CRM Webinars Getting Started Guides Recorded Training Sessions Short “How To” Videos Release Notes



Documents

Mobile URL & Login 2 · 2019-02-21 · SALES SUPPORT GUIDE – CRM MOBILE 3 February 23, 2018 – v1.1 Mobile URL & Login ... • Takes you to your CRM Home screen on your mobile