CRM Sales Web Portal Installation & Setup Guide

Transcription

1 CRM Sales Web Portal Installation & Setup Guide

2 Miracle Service CRM Sales Web Portal Installation & Setup Guide Last revised: September 21, 2017 January 25, 2010 Nexent Innovations Inc. All rights reserved. Miracle Service and Nexent Innovations and its related marks, images and symbols are the exclusive properties and trademarks of Nexent Innovations Inc. All other brands, product names, company names, trademarks and service marks are the properties of their respective owners. This document is provided as is and Nexent Innovations Inc. ( Nexent ) assumes no responsibility for any typographical, technical, or other inaccuracies in this document. Nexent reserves the right to periodically change information that is contained in this document; however, Nexent makes no commitment to provide any such changes, updates, enhancements, or other additions to this document to you in a timely manner or at all. NEXENT MAKES NO REPRESENTATIONS, WARRANTIES, CONDITIONS, OR COVENANTS, EITHER EXPRESS OR IMPLIED (INCLUDING, WITHOUT LIMITATION, ANY EXPRESS OR IMPLIED WARRANTIES OR CONDITIONS OF FITNESS FOR A PARTICULAR PURPOSE, NON- INFRINGEMENT, MERCHANTABILITY, DURABILITY, TITLE, OR RELATED TO THE PERFORMANCE OR NON-PERFORMANCE OF ANY SOFTWARE REFERENCED HEREIN, OR PERFORMANCE OF ANY SERVICES REFERENCED HEREIN). IN CONNECTION WITH YOUR USE OF THIS DOCUMENTATION, NEITHER NEXENT NOR ITS AFFILIATED COMPANIES AND THEIR RESPECTIVE DIRECTORS, OFFICERS, EMPLOYEES, OR CONSULTANTS SHALL BE LIABLE TO YOU FOR ANY DAMAGES WHATSOEVER BE THEY DIRECT, ECONOMIC, COMMERCIAL, SPECIAL, CONSEQUENTIAL, INCIDENTAL, EXEMPLARY, OR INDIRECT DAMAGES, EVEN IF NEXENT HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES, INCLUDING, WITHOUT LIMITATION, LOSS OF BUSINESS REVENUE OR EARNINGS, LOST DATA, DAMAGES CAUSED BY DELAYS, LOST PROFITS, OR A FAILURE TO REALIZE EXPECTED SAVINGS. Nexent Innovations Inc. Sheridan Science & Technology Park 2333 North Sheridan Way, Suite 201 Mississauga, Ontario, Canada L5K 1A7 Miracle Service CRM Sales Web Portal Installation and Setup Guide 2

3 Table of Contents Part 1 Installation CRM SALES WEB PORTAL INSTALLATION & SETUP GUIDE... 4 PREREQUISITE... 4 WEB SERVER FILES INSTALLATION AND SETUP... 4 SHARE YOUR MIRACLE SERVICE DATABASE DIRECTORY... 6 CONFIGURE MICROSOFT INTERNET INFORMATION SERVICE (IIS) ESTABLISHING THE INTERNET CONNECTION LAUNCHING THE CRM ADMIN FROM THE SERVER Part 2 Set-Up LOGGING INTO CRM ADMIN SET THE DATABASE LOCATION ADDING USERS USER SCREENS QUOTE CONFIGURATION LOGGING IN TO THE CRM SALES WEB PORTAL FOR THE FIRST TIME TRAINING & HELP Miracle Service CRM Sales Web Portal Installation and Setup Guide 3

4 CRM Sales Web Portal Installation & Setup Guide The installation and setup procedure outlined in this document is based on a standard installation of the Miracle Service software and a typical Microsoft computer system environment. It is intended as a general guide on how to setup and configure your computer to run the CRM Sales Web Portal application. This guide assumes that you will set up your IIS server and that you have a good understanding of the IIS server. It also assumes you have established an Internet connection and are capable of managing any issues with Internet connectivity. The following is an overview of the prerequisites for running the CRM Sales Web Portal. Prerequisite 1) Microsoft Windows Server 2003 or Windows Server ) Miracle Service Version or newer. 3) IIS 6.0 or newer must already be installed and running. 4) Microsoft.NET Framework 3.5 SP1 or newer. 5) Verify IIS has no existing application conflicts and is able to run.aspx files. Web Server Files Installation and Setup The CRM Web Portal software files will be installed on your system during the installation process. The files will be installed in a folder matching the Virtual Directory name specified during the installation process. Click Next Miracle Service CRM Sales Web Portal Installation and Setup Guide 4

5 Site: defines the Web Site installation location. This defines the Web Site name on the IIS server. We recommend leaving the default setting of Default Web Site. Virtual Directory: The Virtual Directory becomes part of the URL path users need to define to access the CRM Sales Web Portal. We recommend leaving the default setting of MSWeb. Application Pool: Defines the Application Pool the web site will operate in on the web server. This setting must be DefaultAppPool. Click Next Click Next again to confirm the Installation. The application will start its installation process. Leave this run until it completes. Miracle Service CRM Sales Web Portal Installation and Setup Guide 5

6 Once the installation is complete you can click Close. The main files are successfully installed. Share your Miracle Service Database Directory The directory that stores your Miracle Service database (typically c:\miracledb) must be shared with IIS in order to access your data. In order to configure sharing settings the computer must NOT be set to use simple file sharing. To check this setting go to Tools->Folder Options and select the View tab. Scroll down the list of advanced settings. Use Simple File Sharing must be unchecked in order to proceed with the installation. The setting can be reset once you have successfully installed the Customer Web Portal. To configure the Miracle Service database folder properties, navigate to the database folder using Windows Explorer. Right click on the folder and select Sharing and Security. Once the Properties window is open, select the Sharing tab and select the Share this folder option. The Share name will automatically set itself. Miracle Service CRM Sales Web Portal Installation and Setup Guide 6

7 Next click the Permissions button. This will open the window used to define the level of permissions to be granted. Select Everyone and then check Full Control under the Allow column. The action should automatically allow Change and Read permissions as well. If this does not happen automatically, manually check Change and Read to allow the permissions. Next select the Security tab. This is where you will setup sharing the folder with the Internet user for your Web Site. Select Add to add a Group or user name. We will be adding the Internet user to this list. From the Select Users, Computers, or Groups screen, select the Advanced button. Miracle Service CRM Sales Web Portal Installation and Setup Guide 7

8 Locate the IUSR_Computer where Computer is the name of the specific computer for the Web server user. If the web site is on a computer called WebServer, then you must locate the IUSR_WebServer user. Scroll down the list until you have located the correct IUSR user and then select the specified user. Once you have selected the IUSR user select the OK button. Click OK again from the Select Users or Groups screen to close the screen. Check to ensure you have added the Internet Guest Account for the correct computer. Select this user to configure its permission level. Once you have selected the user, check Read and Write to allow the permissions. Click OK to complete the permissions setup. Miracle Service CRM Sales Web Portal Installation and Setup Guide 8

9 Next, select the Web Sharing tab. Select Share on: Default Web Site. Select the Share this Folder option and add MiracleDB. Click Apply and then OK to close the screen. Miracle Service CRM Sales Web Portal Installation and Setup Guide 9

10 Configure Microsoft Internet Information Service (IIS) To ensure your IIS starts automatically when the server is restarted you need to confirm the settings are correct. You should check the properties of both the IIS Admin and World Wide Web Publishing Services in your Services Tool. It is recommended that you configure the Startup Type as Automatic for both of these Services. Setting the IIS Admin and World Wide Web Publishing Services to run automatically at start up ensure your CRM Sales Web Portal will be available whenever a server is restarted. Miracle Service CRM Sales Web Portal Installation and Setup Guide 10

11 Establishing the Internet Connection As mentioned in the CRM Sales Web Portal Installation Overview, this manual is not intended to cover the setup and configuration to establishing the web server s presence on the Internet. This is a relatively complex issue as corporate networks and router/firewall configurations are considerably different. However, in order for your customers to be able to access your portal using Internet Explorer, this is a critical step. The following covers the very basic issues that need to be addressed in a very simple network environment. Public IP Address e.g Server Router Internet The Web Server is located on a server within your internal network. It is essential to connect the server to an external IP address to ensure your users can access the web server inside of your network. We recommend that you use knowledgeable network designers to setup the Internet connection, as there are important network security issues to consider. These issues are different for every corporate network environment. To successfully connect the server to an external IP address you will probably need to configure your Firewall/Router. This typically requires you to establish IP Mapping. This maps your Internet network IP address assigned to your server with a specific external Internet IP address. When establishing this connection your Firewall may also require you to setup a policy to ensure only specific Internet data traffic is allowed to pass to your server. You will also need to configure the IIS server to recognize the connection by configuring the port assignment. This is part of the standard IIS configuration. For more details on establishing a Web Server on the Internet we recommend you consult with a data network specialist. Miracle Service CRM Sales Web Portal Installation and Setup Guide 11

12 Launching the CRM Admin from the Server Launching the CRM Sales Web Portal can be easily accomplished through IIS. Lauch IIS and navigate to the Virtual Directory defined during the installation. When you are viewing the file listing for the Virtual Directory you can right click the Default.aspx file and select Browse. This will launch the initial welcome page. Logging into CRM Admin If Nexent did the installation for you, you will be provided with the web link for your site. On the Welcome Page enter the user name and password to access the CRM Sales Web Portal main configuration page. This is the default user name and password. The password can be changed in Miracle Service Administration. The default administrator user name and password are: User Name: Admin Password: secret Click the Login button to access the site. Miracle Service CRM Sales Web Portal Installation and Setup Guide 12

13 Set the Database Location The database location is the path to your existing Miracle Service database. This is typically C:\MiracleDB\msbe.mdb. In this example we are selecting the Miracle Service Sample database (sample.mdb). Along with the database location it is also important to enter a valid User Name and Password that has permission to access the Miracle Service database. We are using the siteadmin user name in this example. Miracle Service CRM Sales Web Portal Installation and Setup Guide 13

14 To ensure the features work correctly in the CRM Sales Web Portal you will need to configure the UNC_DatabasePath and the DocumentPath. Both of these require a Universal Naming Convention (UNC) path. Select Edit and then enter in the UNC Path and then click Update. Miracle Service CRM Sales Web Portal Installation and Setup Guide 14

15 Adding Users To set-up the CRM Users for your company, go to Miracle Service Administration > 13. Administration> Security. You can set up different CRM Roles, for example: Sales_CRM and Sales Supervisor_CRM. Within the Role, you can define the permissions for that Role. For example, you can set up the Sales role to see only their own records, and the Sales Supervisor to have Manager Level access to see all records. Miracle Service CRM Sales Web Portal Installation and Setup Guide 15

16 User Screens Custom Fields: Custom Fields are important! They will help you to track/sort/filter relevant information for your prospect/customer database. Please give some thought as to what kinds of information that is important to your business and what you would like to include. To rename these fields, click on the link "Create/Edit Custom Fields Here". Type the name of your first Custom Field in the 1 st box, then repeat for the other Fields. Click Save. You should see the message The information has been updated to confirm it has been saved. Miracle Service CRM Sales Web Portal Installation and Setup Guide 16

17 Suggestion: When you first start to use Miracle Service CRM we would suggest that you define no more than half of these fields to start. As you become more familiar with the program and add complexity to your contact management, this will give you more flexibility to add required fields at that point. Suggestion: We would recommend that you set-up one of your Custom Fields as Next Action. This will allow you to view a list of your prospects and group them by Next Action to better keep track of where each prospect is in your sales cycle and what is the next step that needs to be taken. As an example, possible drop-down list items for Next Action could be: Make Initial Contact, Schedule Meeting, Meeting Follow-up, Presentation, Send Quote, Follow-up Call, Courtesy Call etc. Other possible Custom Fields to set-up could be: Lead Source, Current Supplier, Industry Association, or any other key identifier that you want to track about your prospects. Industry/Vertical Market: You don t need to set-up a field for Industry/Vertical Market as this is already an existing field with the customer record. To set-up with Drop-Down List for each Custom Field click on the + button next to the Custom Field. Click the Add New button. Type in the box the name of the first option you want listed on your pull-down list. Click Update. Repeat for all the other pull-down options. When ou are finished click Close. Miracle Service CRM Sales Web Portal Installation and Setup Guide 17

18 You will be returned to the Custom Field Administration screen. Once again, click Save. Because this is a web application, you need to click Save at every step when you are setting up your Custom Fields. Once you move to a new screen unless you save the data you entered it will not be saved! You should see the message The information has been updated to confirm it has been saved. Miracle Service CRM Sales Web Portal Installation and Setup Guide 18

19 Data Fields: There is an almost unlimited number of Data Fields that you can set-up to record data for each Company. These are similar to Custom Fields in that they can be named to meet your requirements, however they are for storing and viewing information only, are not "searchable" and do not appear in the Field Chooser selection. These fields can be set-up to be viewed under the Company's User Screen tab, and can be further grouped by creating your own user defined User Screens. Suggestion: At the early stage of your CRM set-up we would recommend leaving these additional Data Fields for a later date to be set-up at a future time if needed. To set-up now, follow these steps: Step 1: 1. Select "Add New" to set-up a new Data Field. 2. In the input box under "Field prompt" enter the name of the Data Field. 3. Using the drop down menu in the input box under "Input Type" select the type of field for your Data Field. 4. Select "Update" 5. Select the "Preview" button to view your Data Fields to ensure they appear as you want. Repeat these steps to set-up more Data Fields. Suggestion: if your Data Field is a date field, you may want to put the date format that you want directly in the name of the Data Field to ensure that all users use the same format. Example: "First Contact (mm/dd/yy)" as the name of the field. Step 2: 1. Select "Add New" to set-up a new User Screen Name. Select Update. 2. Select the "Assign Fields" button to assign fields to each User Screen. 3. Select the "Preview" button to view your User Screens to ensure they appear as you want. Repeat these steps to set-up more User Screens. Select Finish. Miracle Service CRM Sales Web Portal Installation and Setup Guide 19

20 Quote Configuration Quote Stage: Setting up Quote Stages will allow you to generate a Quotes By Salesperson report which will use a weighted total to show each salesperson s sales pipeline. Some example of Quote Stages could be: Initial Call, Presentation, Negotiation, Verbal Approval, Won, Lost. Administrators can Add / Edit or Delete Quote stages. You cannot change the Won or Lost stages. Click "Add New" to add a new Quote Stage. The Percent Complete is used in the Quotes by Sales Person reports to calculate the weighted total of the quote based on the its current stage. Reason for Loosing: Administrators can create a standard list of reason for losing a quote. This is useful in Won/Lost analysis reporting to identify common reasons for losing business so it can be corrected. Lost To: Administrators can create a standard list of Lost To companies. This is useful in Won/Lost analysis reporting to identify common companies you are losing business to so it can be corrected. Miracle Service CRM Sales Web Portal Installation and Setup Guide 20

21 Logging in to the CRM Sales Web Portal for the First Time If the previous steps have been completed successfully users will now be able to access the CRM Sales Web Portal. Logout of the administration screen and log in using a User Name and Password that was created. Click Log In. This will display the company accounts associated with that user. Depending on the permissions you set-up for the user they will be able to only see their records, or see all. Miracle Service CRM Sales Web Portal Installation and Setup Guide 21

22 Training & Help Once you have completed this set-up you are ready to start using the CRM program. Help Menu: Detailed instructions can be found under the Help button in the top-right area of the CRM screen. Video Training Center: We would suggest your team watch the video of a previously recorded CRM Training Session which can be found in the Training Webinars (Previously Recorded) section of our Video Training Center here: Miracle Service CRM Sales Web Portal Installation and Setup Guide 22