1. E-Agent Overview
1.1 What is E-Agent
E-Agent is established to help companies better manage the company's sales channels and distributors' needs. It is an extension of the sales, marketing, customer service and other business functions of the CRM system to partners, aiming to promote more cooperation. channel partnerships, enabling partners to grow their performance.
1.2 Realizable Business Scenes
(1) Business Connection
a. Standard Business Connection
Extend sales process automation to channel agents, and cooperate with agents in the Leads To Cash chain to realize core business scenarios such as partner access and hierarchical and classified management, lead acquisition, customer reporting, joint follow-up of business opportunities, and approval of special offers , to boost business contacts between manufacturers and agents.
b. Personalized Business Connection
With the help of the FunShare PaaS platform, the partner portal and business can be customized according to business needs and partner characteristics, and channel management and partner work efficiency can be improved.
(2) Communication & Collaboration
Provide Internet enterprise credit, to-do, message reminders, notification announcements and other capabilities. The upstream and downstream communicate in real time based on the business process. The upstream checks the to-do in CRM, processes downstream business applications, and the downstream checks the to-do in the proxy pass to obtain upstream dynamics , easily realize cross-enterprise business interoperability.
(3) Agent Empowerment
Improve the business capabilities of partners with the help of partner schools, Internet disks, and partner service windows. With the help of out-of-the-box data charts such as sales briefings and sales funnels, it fully empowers the digital management of agent business.
1.3 Features of ShareCRM E-Agent
(1) 1+NLanding connection, truly empowering agents
Different from traditional agent management software, agents can have their own CRM, manage their business by themselves, and be interconnected and independent with the manufacturer's system. A sub-agent can connect to multiple upstream manufacturers at the same time, and the business is carried out in an orderly manner.
(2) Based onPaaSplatform, highly customized
Different from some second-tier small manufacturers, based on sharing the unique business customization capabilities and connection capabilities of the PaaS platform, there is no need for large-scale customer development, and customized and differentiated services.
(3) Promote business contacts of agents and enhance their business capabilities
From clues, customers and contacts to business opportunities, it helps partners realize sales automation and intelligence for all aspects of the sales process. At the same time, manufacturers can use partner learning to empower agents with product training anytime and anywhere to improve partner sales. achievement.
2. Benefits of E-Agent
3. Upstream Channel Manager Configuration
3.1 Enable E-Agent
All the settings for enabling the agent connection are set in the CRM of the upstream enterprise, and the users of the agent connection are the downstream agents.
3.1.1 Turn on Partner Switch
1) Opening the E-Agent can be roughly divided into two parts, opening the "Partner" object and the enterprise interconnection application settings, before officially using the Agent Link, you need to turn on the partner switch in the CRM.
Operation entry: [Management] - [Business Rule Management] - [Partner Management]
a. After the partner is enabled, the system automatically adds a "partner" object. b. The role of channel manager is added, and by default, it has all the permissions of the partner object, and it is a person who specializes in managing partners. c. After the partner is enabled, add a new contact business type - "Partner Contact", and add the layout of this business type.
2) Add an employee as a channel manager. The channel manager has the operation authority of all partner objects by default. The channel manager should be the person in charge of the upstream management partner.
Operation entry: [Management] - [Role Permission Management] - [Business Function Permission] - [Employee Role Assignment]
3.1.2 Add Docking Enterprise & Docking Person
Upstream manufacturers and downstream agents have two ways to establish a connection: 1) the docking company has not opened a FanShare account; 2) the docking company has opened a FanShare account.
1) Connect with companies that have not opened a FunShare account: the upstream directly adds the partner as a connected company, and the specific operations are as follows:
- [Management] - [Internet Management] - [Enterprise Interconnection] - [Internet Account] settings to add a docking enterprise.
- Select the type of docking company as [Partner], you can choose an existing partner in the system as a docking company, or you can create a new partner. The enterprise system that has already established a partnership is automatically grayed out and cannot be selected.
- When creating a new partner, a partner contact must be established at the same time to successfully establish a connection. You can also create partners and partner contacts in the CRM front desk in advance. (Mobile phone 1 will be used as the contact person to activate the mobile phone number, please ensure that it is filled in correctly). PS: After creating a partner, click View to enter the partner details page, and create a new partner contact under the contact object.
- PS: After creating a partner, click View to enter the partner details page, and create a new partner contact under the contact object.
- Select the available Internet applications for the docking company (because the partner is selected when adding the docking company), and the agent is opened by default. You can choose whether to open the partner school, notification announcement and other applications for the docking company. It is recommended to check it.
- Batch import of docking companies is supported. After importing, a company will be registered on Funshare.com for each docking company. Members with the same [company name] in the table will be added to the same company; among multiple members of an enterprise, there must be one Is the [system administrator], and the [system administrator] can be a docking person at the same time; you can select multiple pieces of data on the partner selection list page, and open application permissions for multiple docking companies in batches, and the system will verify whether the selected partner is Both contain valid contacts (contacts require mobile phone numbers), and only partners with valid contacts will be imported. Imported members are defaulted as docking persons; our person in charge, personnel label, type, and level can be edited again;
- On the selected partner list page, you can select multiple pieces of data, and enable application permissions for multiple connected companies in batches. The system will check whether the selected partners contain valid contacts (contacts require mobile phone numbers), and only imports that contain valid contacts. Contact's partner.
- Imported members are defaulted as docking persons;
- Our person in charge, personnel label, type, and level can be edited again;
- Add a docking person for the docking enterprise, and the docking person has the application authority opened for the enterprise by the upstream.
2) Connect with companies that have opened a FanShare account: share the invitation code upstream with the connected companies, and the specific operations are as follows:
[Management] - [Internet Management] - [Enterprise Interconnection] - [Internet Account] settings to add a connected enterprise by sending an invitation code.
- Upstream click [Add Docking Company] in the enterprise interconnection docking company, click [Send our invitation code], copy the invitation code and send it to the partner company that needs to be docked;
- Downstream companies [Add Upstream Companies] in the Enterprise Internet, enter the invitation code to submit, and enter the partner company details page to add our docking person;
- After the upstream company passes the review and enters [Internet Application] to assign roles to the personnel of the downstream company, the upstream and downstream interconnection relationship is successfully established;
3.2 Permission Settings & Role Assignment
3.2.1 External Use Range Settings
It supports all downstream companies, designated downstream companies, and some of the employees of designated downstream companies to limit three scopes, and the upstream can be flexibly set according to business management needs.
Operation entry: [Management] - [Internet Management] - [Enterprise Interconnection] - [Internet Application] - [Basic Application Information] - [External Use Scope]
3.2.2 Assign Roles & Edit Permissions
The system has the role of "Agent Personnel" by default, that is, the personnel of the downstream agents who use the agent.
*Note: You must assign roles to downstream personnel to see and use Proxy.com normally.
If the role of agent communication personnel cannot meet the task requirements, other external roles can be created.
The upstream can also set object operation permissions and field permissions for this role.
3.2.3 Record Type & Layout of Assigned Objects
The upstream can assign the business type and layout of the object to the downstream existing roles.
3.2.4 Set Data Range for Visible Objects
The permissions of business objects include five types: personal only, read-only for members of the same company, read-write for members of the same company, public read-only, and public read-write. Specific read-write can be set for a single object used by different downstream enterprises according to actual business needs permission.
3.2.5 Data Sharing Settings
Different downstream roles can obtain data read and write permissions through data sharing.
3.3 E-Agent Portal Management
Combining APP customization and CRM homepage customization capabilities, component management, free drag and drop, customizing personalized homepages for downstream partners, and realizing multi-terminal access applications. Downstream agents can use PC or mobile devices to log in to Agentcom at the same time, without device restrictions, and realize online communication and collaboration anytime, anywhere.
3.3.1 Web Home Configuration
Configuration entry: Internet Management >> Internet Application >> Agent Communication Application >> Application Home Page (web)
3.3.2 Mobile Home Template Configuration
Configuration entry: Internet Management >> Internet Application >> Agent Communication Application >> Application Homepage (APP)
3.4 E-Agent Business Configuration
3.4.1 Leads & Leads Pool Management
Upstream manufacturers obtain leads/customers from a variety of channels, and after cleaning, put them in the exclusive agent pool, and set the allocation, collection and recycling rules of the pool, so that each downstream agent salesperson can directly obtain leads/customers from upstream manufacturers , easily follow up and convert leads, and optimize the matching of personnel capabilities and lead/customer resources by using the inventory.
The person in charge of the manufacturer channel can configure the lead pool management rules in CRM.
3.4.2 Account & Highseas Management
Upstream manufacturers obtain customers from multiple channels, and after cleaning, put them in the agent's exclusive public sea pool, and set the distribution, collection and recycling rules of the public sea, so that each downstream agent salesperson can directly obtain customers from upstream manufacturers, easily Follow up and convert leads, and use customer retention to optimize the matching of personnel capabilities and customer resources.
3.4.3 Opportunity & Opportunity Process Promotion Management
In the downstream, create new customers/business opportunities in the agent link, fill in the project registration information, and industrial and commercial inquiries can fill in the customer information with one click to ensure the integrity and validity of the data. , Item number checking, to avoid conflicting orders between agents, harming the interests of manufacturers and other agents, combined with a strong approval flow, automatically trigger the reporting process, and the registration is successful after the upstream manufacturer passes the review.
The manufacturer solidifies the best sales case in the CRM system, and configures an exclusive sales process for partners around the customer's purchase behavior and concerns. The downstream sales personnel complete the necessary stage tasks to promote the business opportunity process, and standardize and automate the entire business opportunity follow-up process. , Standardization, transparency, and increase the rate of winning orders for business opportunities.
In the CRM, manufacturers can intuitively check the distribution of business opportunities of all partners, key information such as the amount of business opportunities, the win rate by stage, etc., combined with the sales funnel of business opportunities, realize business opportunity forecasting.
3.4.4 Product & Allowance Management
Like the upstream configuration, you can maintain product categories and products, and do basic product file maintenance.
When you need to allow limited sales, you need to open the price list first and set the price list for the applicable partner, otherwise the partner cannot place an order.
After opening the partner, the "applicable partner" configuration will be added to the price list details page: Downstream partners need to configure the price list first when placing an order, and support different downstream users to use different price lists, and the price list products can be customized freely, (initial scope of application is "none")
3.4.5 Interconnection Process Management
1) Internet approval flow: When an upstream manufacturer creates a new approval flow, you can enable Internet approval, select Internet application >> agent pass, the following figure is an example, when creating a new business opportunity in agent pass, the approval flow is triggered, when the approval requires upstream When both personnel and downstream personnel need to participate in the approval, it is necessary to open the interconnection node. After opening, external personnel can be selected.
In the Internet approval flow, there are two ways to select external personnel (* external personnel and Internet users, downstream personnel)
a. Role variable, you can choose an external role
b. Personnel object variable, you can choose external person in charge, external personnel
When the node is passed and rejected, the supported post-actions add "external notification" and "execute APL function"
2) Interconnection business flow: When an upstream manufacturer creates a new business flow, it can enable interconnection approval, select the interconnection application >> proxy pass, and the following figure is an example. Open the interconnection node, after opening, you can select external personnel.
In the Internet business flow, there are two ways to select external personnel (* external personnel and Internet users, downstream personnel)
a. Person, department, role or user group: external roles can be selected
b. Personnel field of related objects: you can choose external person in charge, external person
3) Interconnect stage propeller: When upstream manufacturers create a new stage to promote the process, they can enable the interconnection approval, select the interconnection application >> agent pass, the following figure is an example, when the process is promoted in the stage of operation in the agent pass, external personnel are required to promote the node , you need to open the interconnection node. After opening, you can select external personnel.
4) Interconnected workflow: Post-workflow actions support sending external notifications and executing custom functions.
3.4.6 Report Management
Upstream manufacturers can configure charts on the homepage of AgentPass, and support preset reports such as "Sales Briefing, Lead Conversion, Business Opportunity Sales Funnel". downstream.
3.5 Advanced Configuration
3.5.1 Set E-Agent to Level-1 Navigation in Batches
When the downstream also supports the unified configuration of the upstream manufacturers, configure the proxy link to the first-level navigation.
3.5.2 Channel Fieldwork Management (E-Access)
* Note: Visit Sales is an interconnected application that can be opened to agents. The upstream channel manager can formulate field rules for partner members, check the field execution data of partner members,
Upstream manufacturer personnel can set field rules, field types, and field actions for external personnel in Wangshaotong. Agents can directly check in fieldwork in Agenttong, and upstream channel managers can gain insight into the visits of partners.
3.5.3 Channel Target Management
Support manufacturers to set goals for partners and check their completion, including:
a. Added assessment dimension to target rules - partners;
b. The partner theme supports target analysis, and with the partner viewing authority, you can view the target value and completion value set for the partner.
* More agent communication capabilities are being updated continuously, so stay tuned~