The creation of a new activity is validated against the selection criteria of its campaign to
ensure that the input (accounts,contacts, etc.) is accessibleto the creator -accountmanager
for example. Here is the technical definition of such relationship: creatorshave access to
campaigns; and campaigns specify input selection criteria.Figure 3 shows how to createa
campaign.As seen in the figure,a campaign uses an input factory to select thedata
(company presidents for example) for which campaign is to run.Campaign is started from
Setup->Services. Ohioedge CRM+BPMServer organization administrator is responsible
for setting up input factories.
Assignment Management:
Lost sales due to poor follow up on leads is amajor sales obstacle. The most effective and
profitable wayto deal with this issue from a sales perspective is to do the following:
Route leads to the right sales repautomatically, eliminating delays and
Track the progressof leads through the sales pipeline in real time.
In Ohioedge CRM+BPM Server assignment of leads (tasks) to sales reps is done
automatically. This, in addition to the campaign management functionality that enables
accounts to beowned by account managers,facilitates multiple sales repsworking under
an account managerto receive specific input (leads, etc.) assignments.
Ohioedge CRM+BPMServer comes with an out-of-the-box assignment logic of ‘simple
random assignment.’ Below is how the ‘simple random assignment’ logic works:
Let’s say thereare two sales reps – A and B, available at the ‘Cold Call’ activity type. The
‘simple random assignment’ logic would assign the first unassigned activity at Cold Callto
sales rep A, the second to sales repB, the third to sales rep A, so on and so forth.Figure 4
shows how activities are assigned to Sales RepJ. Todak automatically (seeGunton Corp
customer record in the figure.)
