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... 7 Cloud Storage... 8 CRM... 9 Suggest Content During Engagements AI Suggestions During Ongoing Customer Engagements 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 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 Cloud Storage Click on settings icon and choose the option Cloud Accounts Select Cloud Account 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 AI Suggestions.

9 CRM Click on Settings and select the 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 Suggest 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. 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 Sending AI Suggested Document 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

12 Selected document is inserted in the body as shown

13 AI Suggestions During Ongoing Customer Engagements Based on collateral the user has shared with the customer, additional related collateral from sales assets repositories is automatically recommended in the add-in as AI Suggestion. 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. 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

14 Engagement Analytics 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.

15 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 View CRM details Type in address of the contact If the contact is associated with an opportunity in CRM, the details would automatically show up in the add-in in CRM Details section

16 Log s to CRM Logging outgoing to CRM After composing Click on Log to CRM and click on Yes to confirm. content will be logged to CRM after is sent trail will be logged under Activities for Salesforce and under Notes for Microsoft Dynamics 365

17 Logging Incoming to CRM Select Inbound Click on Log 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