channeladmin_faq
Differences
This shows you the differences between two versions of the page.
|
channeladmin_faq [2009/05/01 23:15] jay created |
channeladmin_faq [2009/05/19 16:01] (current) anthony |
||
|---|---|---|---|
| Line 1: | Line 1: | ||
| - | ====== the channelAdmin FAQ ====== | + | ====== The channelADMIN FAQ ====== |
| + | |||
| + | ~~TOC~~ | ||
| == What is this FAQ thing for?== | == What is this FAQ thing for?== | ||
| Line 15: | Line 17: | ||
| //Tags// are like keywords that may be attached to different "objects" in the system. Tags provide a lot of flexibility in organizing your channel using the attributes that are important to your unique situation. For example, if some of your partners provide repair services and others don't, you could define the "repairs" tag and assign it to the appropriate partners. You can then find all the partners who do repairs by filtering on the "repairs" tag. Tags provide a simpler and more flexible alternative to the "user defined fields" used in some CRM systems. | //Tags// are like keywords that may be attached to different "objects" in the system. Tags provide a lot of flexibility in organizing your channel using the attributes that are important to your unique situation. For example, if some of your partners provide repair services and others don't, you could define the "repairs" tag and assign it to the appropriate partners. You can then find all the partners who do repairs by filtering on the "repairs" tag. Tags provide a simpler and more flexible alternative to the "user defined fields" used in some CRM systems. | ||
| - | In our system, the lists of allowable tags are maintained through the Channel Management menu. We currently have 2 different tag lists (or "buckets") -- //Partner Tags// and //Specialty Tags//. | + | In our system, the lists of allowable tags are maintained through the Channel Management menu. We currently have 4 different tag lists (or "buckets") -- //Partner Tags//, //Location Tags//, //Contact Tags//, and //Admin Tags//. |
| == How can I use "partner tags"? == | == How can I use "partner tags"? == | ||
| Line 25: | Line 27: | ||
| If your partner program has multiple //tiers//, for example "Gold" and "Silver" tiers based on sales volume or other criteria, you could define "Gold" and "Silver" tags and assign them to your partners as appropriate. | If your partner program has multiple //tiers//, for example "Gold" and "Silver" tiers based on sales volume or other criteria, you could define "Gold" and "Silver" tags and assign them to your partners as appropriate. | ||
| - | == What are "specialties"? == | + | == What would I use "location tags" for? == |
| - | //Specialties// or //specialty tags// can be used to track attributes related to your products or services, such as //product lines//, //vertical industries//, or //capabilities//. These tags may be assigned to partner locations, and also to administrators on your internal staff. Examples of specialty tags might include "networking", "health care", or "installation". | + | //Location tags// can be used to track attrbutes specific to a partner office or location, such as //product lines//, //vertical industries//, //specialties//, or //capabilities//. Examples of location tags might include "networking", "health care", or "on-site repairs" |
| == What's a system account?== | == What's a system account?== | ||
| - | Some administrators and partner contacts might be users of channelSUITE or other computer systems. You can use the //System Account// section to manage information such as their username, password, and access permissions. | + | Some administrators and partner contacts may be users of channelSUITE or other computer systems. You can use the //System Account// section to manage information such as their username, password, and access permissions. |
| == What is the difference between "theaters", "regions", and "territories"? == | == What is the difference between "theaters", "regions", and "territories"? == | ||
| Line 39: | Line 41: | ||
| == What if I have a partner with locations in multiple theaters? == | == What if I have a partner with locations in multiple theaters? == | ||
| In our system, a partner can have locations in multiple regions, but all the partner's locations must be in the same theater. If you have a partner with locations in 2 theaters, you should define 2 separate partners (e.g. "ACME USA" and "ACME Europe"). | In our system, a partner can have locations in multiple regions, but all the partner's locations must be in the same theater. If you have a partner with locations in 2 theaters, you should define 2 separate partners (e.g. "ACME USA" and "ACME Europe"). | ||
| + | |||
| == How can I get partner or admin contacts into my Outlook address book? == | == How can I get partner or admin contacts into my Outlook address book? == | ||
| Use the "//vCard//" icon next the contact's name in the partner or administrator contact list. If outlook is your default email program, clicking the icon will automatically fire up Outlook and insert the contact record. Otherwise choose "open with" Outlook. | Use the "//vCard//" icon next the contact's name in the partner or administrator contact list. If outlook is your default email program, clicking the icon will automatically fire up Outlook and insert the contact record. Otherwise choose "open with" Outlook. | ||
| Line 50: | Line 53: | ||
| == I've been trying to use Salesforce.com to manage my channel data. Can I get my data from Salesforce into channelAdmin? == | == I've been trying to use Salesforce.com to manage my channel data. Can I get my data from Salesforce into channelAdmin? == | ||
| Yes, we have an import function specifically for this purpose. An easy set-by-step process enables you to export contact data for partner companies, locations, and people from salesforce.com and then import it into channelAdmin. | Yes, we have an import function specifically for this purpose. An easy set-by-step process enables you to export contact data for partner companies, locations, and people from salesforce.com and then import it into channelAdmin. | ||
| + | |||
| == What's the difference between "partner certifications" and "partner contact credentials"? == | == What's the difference between "partner certifications" and "partner contact credentials"? == | ||
| //Certifications// apply to companies (e.g. ISO-9001), while //credentials// apply to individuals (e.g. "Certified Network Engineer"). | //Certifications// apply to companies (e.g. ISO-9001), while //credentials// apply to individuals (e.g. "Certified Network Engineer"). | ||
| Line 65: | Line 69: | ||
| == What does the Quick Search do?== | == What does the Quick Search do?== | ||
| The //Quick Search// box found in the top right of every page searches over several object types and fields, including: partner name, location name, partner contact name and email address, administrator name and email address. Usually the quick search is the fastest way to get to a record if you already know something about it. | The //Quick Search// box found in the top right of every page searches over several object types and fields, including: partner name, location name, partner contact name and email address, administrator name and email address. Usually the quick search is the fastest way to get to a record if you already know something about it. | ||
| + | |||
| == How do I delete a partner (or location, or contact)?== | == How do I delete a partner (or location, or contact)?== | ||
| Are you SURE you want to do that? You should probably use the edit screen and change status to "inactive" instead. Using the inactive status allows you to answer questions like "what was the name of that guy who used to work in the Tulsa office?" in the future. We recommend that the only time you should actually delete anything is if you added it by mistake. Inactive records are usually not shown unless you specifically ask that they be shown via the filter settings on various screens. | Are you SURE you want to do that? You should probably use the edit screen and change status to "inactive" instead. Using the inactive status allows you to answer questions like "what was the name of that guy who used to work in the Tulsa office?" in the future. We recommend that the only time you should actually delete anything is if you added it by mistake. Inactive records are usually not shown unless you specifically ask that they be shown via the filter settings on various screens. | ||
| - | |||
| - | ==Can i embed graphics in my emails sent from the Communications Center? == | ||
| - | The system doesn\u2019t explicitly support embedded graphics, however, it can be used in concert with an existing email program for this need. Within ADMIN you would create a distribution list and use it with your email program to send an HTML email. | ||
| - | |||
| - | ==The Partner Summary has a lot of search options, but sometimes it seems like overkill. Is there an easier way to find a partner or contact?== | ||
| - | |||
| - | The Quick Search box is available on every page, so if you know any part of the name of a partner company, location or contact, or part of an email address, you can always find what you're looking for with one click. | ||
| ==How easy/difficult is it to reassign partners to different admins on my staff? == | ==How easy/difficult is it to reassign partners to different admins on my staff? == | ||
| It's relatively easy. The "scope assignment" tool allows you to filter on partner names and their internally assigned admins, check off the partners that need to be reassigned, and select the new assignment. | It's relatively easy. The "scope assignment" tool allows you to filter on partner names and their internally assigned admins, check off the partners that need to be reassigned, and select the new assignment. | ||
| + | |||
channeladmin_faq.1241219751.txt.gz · Last modified: 2009/05/01 23:15 by jay