Capturing Product Competitors in StoryPulse
Transcript of Capturing Product Competitors in StoryPulse
FocalCXMRemarkableExperiences
TransferofInformation:CompetitiveAssessmentAdmin&RepUI
Survey.Educate.Engage.
CompetitiveAssessmentAdminUI
StoryPulse Agenda
CREATECompetitiveAssessments
PUBLISHCompetitiveAssessments
EnterAdminConsole UserIDandPassword
StoryPulse Agenda
CREATECompetitiveAssessments
ClickontheAssessmentstabtoCreateanew
COMPETITIVEASSESSMENT
CreateNewAssessment
AddAssessmentNameandoptAssessment Typeas
‘Competitive’
StoryPulse Agenda
PUBLISHCompetitiveAssessments
SelectPUBLISHtoseetheenteredassessmentintheiPad .
AddingProductCategories&CompetitorsinMiddleTier
• ThisisaJSONfilethatisPODspecificandisusedtostoreProductFamilyData
• Asof3.1.x,thisisstoredinthemiddle tier
• TheStoryPulse serverpushesthisdatatotheiPads
• ThisisafiletostorethecompetitorsforeachproductinCRMOD.
• FileisPODspecificandisusedtostorethecompetitorinformation inmiddle tier
• Asof3.1.x,thisisstoredinthemiddle tier
• TheStoryPulse serverpushesthisdatatotheiPads
CompetitiveAssessmentRepUI
CompetitiveAssessmentcreatedintheAdminUI
ProductsallocatedbytheAdmin foraspecific userintheCRMAllocationobjectreflecthere.(NotethattheProductAllocations Flaghastobe
checkedintheAdminUI)
Competitors fortheproductpopupbyclickingonthe
ProductName.
EnterPotentialandYield.TaponSave
Yieldoftheprevious twomonths shownhere.
ClickSubmit topush thedatatoanyCustomObjectin
theCRM