Backflipt Outlook Add-in User Guide

Transcription

1 Backflipt Outlook Add-in User Guide

2 QUICK NAVIGATION Install & Register... 3 Installation... 3 Registration... 4 CRM setup (Optional)... 6 Setup... 8 Connect to content repository... 8 CRM... 9 Search Content During Engagements Trending around me Trending Documents for a customer Proactive Engagements Engagement Analytics View CRM details Log s to CRM... 16

3 Install & Register Installation Open Outlook Click on Store icon in the ribbon s Type Backflipt in the search bar

4 Click on Add Registration Enter your Phone Number and click on Text me code

5 Enter 4-digit code and click on Verify Type your Full Name and click on Start my 30 day trial

6 Select appropriate service and follow the steps to connect CRM setup (Optional) Connect to appropriate CRM by selecting Salesforce or Microsoft Dynamics or click on Skip to set it up later.

7 Microsoft Dynamics 365 Setup For Microsoft Dynamics 365, user needs to enter the Access URL, which is the link used to access your organization s Dynamics 365 online. A typical link will be Example Access URL is shown in the screenshot below:

8 Setup Connect to content repository Click on settings icon and choose the option Connect Repositories Select Content Repository of interest and follow the steps to set it up Click on Configure option and select a folder(s) containing relevant sales assets. Files from the selected folders will be used for trending documents and search results.

9 CRM Click on Settings and select the Connect CRM option

10 Select the CRM of interest and follow the steps to connect Microsoft Dynamics 365 Setup For Microsoft Dynamics 365, user needs to enter the Access URL, which is the link used to access your organization s Dynamics 365 online. A typical link will be Example Access URL is shown in the screenshot below:

11 Search Content During Engagements Users can engage with customers with meaningful collateral right from within the tool. Based on the topics discussed in customer conversations such as competitive analysis, deployment configurations, requested case studies etc. relevant files are instantly suggested in the add-in. Click on the Search menu option in the add-in menu bar. Select text from body in any interaction with the customer. Search bar in backflipt add-in is auto filled with the selected text Click on suggest to get relevant sales assets from the configured folders

12 Sending Documents to customer Click in the body at the place where the link to the document should be inserted Select the document and click on Transfer to as shown below Selected document link is inserted in the body as shown

13 Trending around me This is a personalized list of documents relevant for the you based on the enterprise behavior, your customer interactions and content effectiveness. Compose new . Personalized list of trending documents is shown in the add-in. Trending Documents for a customer Based on collateral the user has shared with the customer, additional related collateral from connected repositories is automatically recommended in the add-in as Trending Documents for that customer. This allows users to follow up customer conversations in a more meaningful way. Users can share collateral as attachments or as links. Open the customer with shared collateral. In the add-in, related recommended collateral is shown in the AI Suggestion.

14 Proactive Engagements When new sales assets are added (case studies, white papers, etc.) or existing sales assets are updated (updated datasheets, deployment guides etc.), Backflipt generates a list of customers that the user can engage with proactively using the new or updated collateral. The customer recommendations come in the form of notifications. Red dot on the notification icon indicates new notifications. Notification details shows the list of customers with following details o CRM opportunity name (if available) o Customer Address o Subject Engagement Analytics

15 Backflipt generate engagement analytics such as documents sent, and documents viewed by customer right inside the add-in. This allows users to plan the next step in their engagement. When a document is viewed by the recipient, backflipt generates a notification for the user. The notification icon will be highlighted with a red dot to indicate that. Click on notification icon to see notification details o Recipient ID o Latest Document Viewed o Document Sent on date o Document Viewed on date

16 View CRM details Type in address of the contact. A green arrow on the CRM icon indicates a record exists in CRM for that contact. Click on the CRM icon. CRM details would be shown in a pop-up. Log s to CRM Logging outgoing to CRM After composing Click on CRM option in the add-in. Then click on Post to CRM in the pop-up and click on Yes to confirm.

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18 content will be logged to CRM after is sent trail will be logged under Activities for Salesforce and under Notes for Microsoft Dynamics 365

19 Logging Incoming to CRM Select Inbound Click on CRM option and then click on Post to CRM and click on Yes to confirm content is logged to CRM trail will be logged under Activities for Salesforce and under Notes for Microsoft Dynamics 365