Elliott Attributes Edward M. Kwang President

Notes vs. Attributes Notes –Free Form Text –Conversation With Customers –Reminder for Follow Up Attribute –Data with Structure –Expand Elliott Database Without Modification

Attributes Attributes are an extension to Elliott database w/o modification Attributes can be used in CRM for various different tracking purpose Attributes used in eContact on the Web is like Profiling Selection based on attributes can be easily handled in Mass and Export Processor V7.1 Attributes Have GUI User Interface V7.2 Attributes Support Check Box

Creation of Attribute Codes Create attribute code is the first step to use attributes. There should be only one person in an organization that can create Attribute codes: –Don’t create different attribute codes to track the same or duplicate info. Think twice when you create an attribute code – you are doing database design.

Demo Netcellent’s Attributes At Customer Level –Tracking Product Purchased & Version –Tracking Support Contract At Contact Level –Tracking Webinar Registration

Access Attributes in Elliott Master Table (Maintenance & Inquiry) –Customer –Vendor –Employee –Item –Order Entry –Sales Desk –Many other areas … Basically, Attributes are available wherever Notes are available.

Report or Analyze Attribute Data Report Writer (i.e. Crystal Reports) –It’s a generic & powerful tool –Require technical knowledge from Users Mass / Export Processor –Easy to use –Use Mass for Attributes in eContacts –Use Export Processor for Attributes in Master table

Demo Send to contacts who registered for Elliott webinar. Follow up customers that maintenance expired.

Select Attribute in Mass Attribute Field in Customer –For Selecting Customer With An Attribute Select if the particular attribute exist for the customer Customer Attribute Folder –For Selecting by Field of an Customer Attribute Select if the particular attribute exist and the field value match selection criteria Same Principle Apply to Other Tables

Attribute in Export Processor Determine which Master table to export Select Master records by using attribute Export Attribute to Excel Spreadsheet Using Template

Telemarketing & Attributes Demo – Use Mass to follow up customers that maintenance has expired –Make sure to also select contacts that does not have address. –Sort by Company Name (or Zip Code/State) –Drill down to the contact –Update Attribute –Refresh –Save Template for Reuse in the future

Attribute & Order Entry Restriction You can use Attribute to determine who can buy what –Local Government (i.e. State) Regulation Certain items not allow in this state Purchasers need to have state issued license –Territory Limitation –Other Reasons (Netcellent use it for Support Control) Apply to Order Entry and Sales Desk

Steps for Setup OE Restriction Create an attribute code for control purpose. Decide how to control –Not allow –Restriction when present –Restriction when not present Add the restriction control Attach attribute to customers –Inherit customer type attribute Attach attribute to item –Inherit product category & user defined code attribute

Scenario – Territory Limitation Can’t sell an item in State of CA Add an attribute code Attach to item, product category or user defined code Add restriction for CA for not allow this attribute

Scenario – License Regulation State of CA does not allow selling of an item unless reseller is properly licensed by the state and license is not expired. Add an attribute code with license# & exp. date Add restriction for CA, restricted when not present for this attribute code Attach attribute to customer file and record proper license# and exp. Date Attach attribute to item

Conclusion Attributes expand Elliott database without modification –Use it for reference/analyzing purpose –Use it for controlling purpose None real time control –Use Mass or Export Processor to retrieve Attribute data Real time control –In some situations, you can use attribute for order entry restriction control Setup operation procedures and train users to check attributes at proper point.

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