Revegy Sales Operations User Guide

Transcription

1 Version: 3.4 Last Update: February 2014 Revegy, Inc. 200 Galleria Parkway Suite 1155 Atlanta, Georgia

2 Table of Contents REVEGY OVERVIEW 4 REVEGY ADMINISTRATION MODULE 5 ADMIN ACCESS LEVEL 6 Server Admin 6 Master Company Admin 7 Company Admin 7 Information Admin 9 A Day in the Life of a Revegy Sales Operation Administrator 10 COMPANY ADMIN MENU 14 Manage Users 14 Adding a User 14 User Profile 15 Updating a User Profile 18 Sales and Quota Information 18 Deleting a User 20 Resetting User Access 20 Manage User Groups 21 Adding a User Group 22 Managing User Group Details 23 Managing Members in a User Group 23 Managing Maps for a User Group 25 Managing Plans for a User Group 27 Managing Grids/Scorecards for a User Group 28 Managing Playbooks for a User Group 29 Deleting a User Group 29 Define Access Security 30 Access Security Details 31 Activating and Inactivating Account, Partner, and Opportunity Records 31 Reassigning Account, Partner, and Opportunity Records 32 Deleting Account, Partner, and Opportunity Records 33 INFORMATION ADMIN MENU 34 Team Members 34 Adding Team Members 35 Team Member Details Page 35 Updating Team Members 36 Deleting and Re-Activating Team Members 37 Competitors 37 Adding a Competitor 38 Competitor Details Page 39 Revegy, Inc. Page 2 of 73

3 Managing Competitor Solutions 39 Competitor Solution Details Page 40 Updating a Competitor 40 Deleting and Re-Activating a Competitor 41 Company Solutions 42 Adding a Company Solution 42 Company Solution Details Page 43 Updating a Company Solution 43 Deleting and Re-Activating a Company Solution 44 Map Templates 44 Deleting a Map Template 45 Contacts 46 Adding a Contact 47 Contact Details Page 48 Updating a Contact 50 Deleting a Contact 50 Reports 50 Adding, Updating, or Deleting a Report 51 Running and Exporting Reports 53 Example Server Reports 54 Adoption Summary Report by Group 55 Adoption Summary Report by Individual 57 Adoption/Governance Scorecard Report 58 Contact Report 59 Grid/Scorecard Configuration Details Report 59 Groups by User Report 60 User Activity Summary Report 61 Users by Group Report 62 Utilization Detail Report by Individual 62 Importing.CSV Files 63 Preparing a.csv File for Import 63 Importing a.csv File 67 MY INFORMATION MENU 70 Manage Login Information 70 Changing Password in the Administration Module 70 IMPORT CONTACTS FROM OUTLOOK 72 Installing the Revegy Outlook Contact Import Application 72 Running the Revegy Outlook Contact Import Application 72 Revegy, Inc. Page 3 of 73

4 Revegy Overview Revegy is a personal productivity tool designed to improve your revenue generation by providing you and your team with a configurable toolset to allow you to be more effective and efficient in account/customer management, partner management, and opportunity execution. Revegy is designed to either use as a standalone solution or to compliment a customer relationship management (CRM) or partner relationship management (PRM) solution. Revegy provides you with: Automated deal coaching and analysis Efficient account management tools Efficient opportunity execution tools Efficient partner management tools Improved accuracy and collaboration Use Revegy to: Help identify deal risks and potential issues so you can strengthen your opportunities Improve collaboration with your team and keep everyone up-to-date on important information without the need for extensive meetings and calls Automate your call/meeting preparation and planning Quickly and easily build accurate maps (blueprints) of an account, partner, or opportunity, and document everything from roles and influencers to strategies and tactical issues Gain credibility with your customers or partners by collaborating with them, showing them that you understand their business goals and issues Improve global consistency and collaboration in account or partner teams and in deal transformation from sales to services Quickly display the deal status used to coach your team and improve forecast accuracy Easily generate executive briefing and forecasting reviews Optimize and reinforce the consistent use of training and methodologies Revegy, Inc. Page 4 of 73

5 Revegy Administration Module Revegy is an innovative set of productivity tools specifically designed to improve the effectiveness of individuals and teams responsible for revenue generation through direct sales, client management, or partner management. An integral part of Revegy is the Revegy server. The Revegy server is a multi-user solution designed to compliment capabilities for the individual, team, and manager. Access to administer the Revegy server and manage the information contained on the server is done through the Revegy Administration Module using the web interface. The Revegy server includes the following features: Central Data Repository Use a leading RDBMS (Relational Database Management System) solution to store all your revenue data in a secure environment. The Revegy server includes version control options that allow for managing versions of Account and Opportunity information. Security and Access Control Tailor the access of key data to definable groups and users within your organization. Assign or re-assign ownership of Accounts. Enhanced Collaboration Access Account and Opportunity data at any time to review and revise information. Collaborate with partners and clients based on the security and access controls selected. Manage Common Information Information such as system preferences, competitors, company solutions, and team contacts are managed centrally, ensuring a consistent use of terminology and process. Revegy, Inc. Page 5 of 73

6 Admin Access Level Revegy has four different administrative access levels: Server Administrator, Master Company Administrator, Company Administrator, and Information Administrator. Admin access levels are determined when a user is setup. It is recommended to keep restricted numbers of each access level to ensure tight security. Admin Access Level Server Administrator Master Company Administrator Company Administrator Information Administrator Access Privileges Only one is created Establishes company access Assigns administrator privileges Only one is created Manages company profile Manages license information for users and user groups Manages system messages Access to Company and Information Administrator menu options Manages users and user groups Manages Account access Manages Map, Plan, Quota, Grid, and Playbook Configurators Manages company preferences Access to Information Administrator menu options Access to team members, competitors, company solutions, Map templates, contacts, and reports Manages personal login information Server Admin Only one Server Admin is created at the time of provisioning Revegy. Server Admins set up and have access to all configuration options and settings within Revegy. The Server Admin has responsibilities during and after implementation of Revegy. Other responsibilities include ongoing maintenance and communicating information to the user community. Typically, for hosted solutions, the Revegy team acts as the Server Admin. Company Admin access is given to those on-site, and those admins are given many of the same responsibilities as a Server Admin. Revegy, Inc. Page 6 of 73

7 Master Company Admin Only one Master Company Admin is created at the time of provisioning Revegy. Master Company Admins set up and access the company profile, license information, PlugIns, handle system messages, and all other administration menu options. The Master Company Admin Home page includes summaries for company login information, solution statistics, and license statistics. Company Admin Company Admin access is given to users who need to manage users, groups, access security, and configure Maps, Plans, Quotas, Grids, Playbooks, and manage company preferences. Company Admins have responsibilities during and after implementation of Revegy. Other responsibilities include ongoing maintenance and communicating information to the user community. During Implementation Documenting users, user groups, and account ownership hierarchy Coordinating and facilitating User Management Providing System Access Administration Soliciting feedback from the user community regarding Revegy configuration needs Revegy, Inc. Page 7 of 73

8 Facilitating sales tool reviews to ensure that Revegy configuration supports business needs Configuring sales tools within Revegy to support the user community, changes in process, or business needs (also available as a service offering from Revegy) During Post-Implementation Ongoing maintenance of user and user group access Facilitating periodic reviews of sales tools and adjusting the sales tools with Revegy when required Other Activities Assisting with Timeline documentation for the Implementation plan Providing a list of users, user groups, and account ownership hierarchy Gathering tool samples and feedback from the user community prior to the Operations Design Session Attending the Operations Design Session Reviewing output of Operations Design Session and soliciting feedback from the user community Working with the Revegy team to finalize configuration of the process and tools Attending Revegy administrator and configuration training web sessions (basic and advanced) Communicating access information to the user community Ongoing maintenance of user and user group access Training on the Revegy process and usage of tools for new hires Facilitating periodic reviews of sales tools within the organization Adjusting sales tools with the Revegy Configurator when required The Company Admin Home page includes summaries for company login information, solution statistics, and license statistics. Revegy, Inc. Page 8 of 73

9 Information Admin Information Admin is given to users who are restricted to editing team members, competitors, company solutions, Map templates, contacts, and reports. The Information Admin Home page includes company login information. Revegy, Inc. Page 9 of 73

10 A Day in the Life of a Revegy Sales Operation Administrator Revegy has recommended best practices and a governance model for maintaining the Revegy Instance. It is important that the Revegy tools are maintained and kept current with your business as it evolves over time. Governance Considerations Governance considerations before getting started are listed below. Consider naming conventions for: Accounts, Opportunities, and Partners Users Example: Use addresses as usernames Groups Example: Use countries, line of businesses, or industry sectors Create an Operations group for users who need to test configuration but are not part of the sales teams. Team Members Example: Use full names ("Jack Frost") or short names ("JFrost"). Company Solutions Example: Use full names such as "Racal." Competitors Example: Use full names such as "Computer Associates" instead of "C.A." Make it easy for everyone to understand without added explanation. Consider using full names instead of abbreviations, and consider case. Use conventions already familiar to your business. Communicate to the user community the expectations of governance. Adhoc Considerations Adhoc (when the need arises) considerations are listed below. Considerations for Those Leaving Reallocate Accounts, Opportunities, and Partners to a new sales owner, or, if this is unknown, then allocate to an unassigned status. See "Define Access Security" for additional information. Delete usernames to enable the reuse of the licenses. Ensure you inactivate the team member name. Considerations for Those New to Revegy Reassign Accounts, Opportunities, and Partners to the new starter if this is unassigned. See "Define Access Security" for additional information. Revegy, Inc. Page 10 of 73

11 Create a new user, and add them to the correct user group(s). Communicate: Send out how to access Revegy along with login credentials and Revegy Quick Tips. Share any documentation that helps new users get started. Relate your process or information relating to your Revegy program to new users. Encourage new users to ask to be added to the team on the Accounts and Opportunities that they will be working on. Follow up with new users in two months to gain feedback. Considerations for New Revegy Releases Review and consider some of the new functionality that you may want to include in your existing tools. You may need to consider timelines for implementing these. Communicate to your user community any details from the Revegy Release that affects them. Monthly Considerations Monthly considerations are listed below. Monitor Revegy usage by running Revegy Admin Reports. Example Reports: Adoption Summary Report by Individual and Utilization Detail Report by Individual Review users who have an inactive status. Consider deleting them because they are still using a Revegy license. Reallocate unassigned Accounts. Review team members. Correct short names to use the first letter of first name and surnames. Max. 8 characters. Example: JFrost Clean up any naming conventions. For example, only use the first name of team members, and do not include last names. Example: Jack Delete any duplicates. Delete any team member that has a Server Login Id as a number string ( deleted. ). This implies their username has been Delete duplicate competitor names and clean up any naming conventions. Example: Racal/RACAL/racal Delete duplicate company solutions and clean up any naming conventions. Example: SS/Self Service/Self-Service Communicate with your Revegy user community. Remind users of the governance that is in place. Validate to users what is available for them to use for competitor and company solutions. Provide hints and tips for working effectively within Revegy. Revegy, Inc. Page 11 of 73

12 Encourage and collect feedback. Share information on adoption and utilization to the business. Meet with sales executives/coaches to review how they are using the tools to coach their teams, and gain feedback on how to improve tools in the future. Build a list of requirements, which can be reviewed during your annual review. Annual Considerations Annual considerations are listed below. Run Users by Group Report Check if the members (users) in each group are correct. At the end of year, there are usually some changes to teams. Communicate with your Revegy user community. Share and remind users of any changes that are in place. Share with users any new features or changes that will help them use the tool more. Encourage users as part of their Account Planning exercise. Evaluate the contacts they have in the Accounts and remove anyone who has moved on. Evaluate team members and their permission. First and Last Quarter Considerations Considerations for your first and last quarter are listed below. Evaluate your existing tools, and determine if they need to be updated to suit the business requirements. Review with your sales executives. Consider any strategy business changes to include. Consider any feedback from the field to improve the tools. Review Revegy s updates to see if there are any new tools that you want to include to help drive improvements to your Revegy tools. Configure your tools to match business requirements. Consider Revegy success criteria and measurements that you want to track in the coming year. Communicate usage to the business. Configuration Considerations Configuration considerations are listed below. Planning and designing tools is important before you start to configure Revegy. Think about the naming convention of your tools for you to easily identify the tools you have created versus standard tools within Revegy. Revegy, Inc. Page 12 of 73

13 Example: Always use the description fields to help identify tools. Always clone tools first before updating because you may want to keep existing tools, such as Account Plan 2013 versus Account Plan Think about Plan Objects that need to be reused. Revegy, Inc. Page 13 of 73

14 Company Admin Menu Manage Users Manage Users is accessed from the Company Admin menu and opens to the User Management page. The User Management page displays a list of existing users and allows access to individual user IDs to add, change, delete, or reset them. Users are individuals who have access to Revegy. Users must: Be defined as team members to access appropriate Account, Partner, Opportunity, and Portfolio/Territory records. Belong to at least one user group to access tools such as Maps, Plans, Grids/Scorecards, and Playbooks. Note: To sort the list by a particular column, use the arrow indicator near the column heading. Field Search Display All Admin Access Level Import Description Searches for existing users by name Displays all existing users Filters existing users by level of access Imports users from a.csv file. See "Importing a.csv File" for additional information. Adding a User New users are added to Revegy from the User Management page. A user profile is created for each new user. 1. Click Manage Users in the left hand menu under Company Admin. 2. Click Add. Revegy, Inc. Page 14 of 73

15 3. Select "Create New" from the Associated Team Member drop down menu if the individual is not in the list. The drop down list is populated with individuals who are listed as team members. 4. Enter the new user's information in the Required Information section. See "User Profile" for descriptions of each field. 5. (optional) Enter information in the Optional Information section. 6. Click Add to save or Add & New to save and add additional users. Note: For a person to sync to the Revegy server, a user profile must be set up using this method and must be connected to a team member record. User Profile A user profile allows you to maintain the detailed information about a user under the User Information tab. The user profile is available when adding a new user or updating an existing user. The user profile contains three tabs: User Information, User Settings, and Sales and Quota Information. Revegy, Inc. Page 15 of 73

16 Required Field Associated Team Member First Name Last Name Short Name Address User Name Description Available only when creating a new user. Creates a new team member record or links an existing team member record with the new user record. Selecting "No team member access" does not create a team member record for the new user. User's first name Example: Tony User's surname Example: Bartholomew Restricted to 8 characters. Used on Contact Map cards that are configured to show who is responsible for a particular relationship. Example: TBarthol User's address Restricted to 23 characters Revegy, Inc. Page 16 of 73

17 Required Field Password Confirm Password Active Admin Access Level Usage Data Access Override Quota Plan Description Password length is determined by the Master Company Admin. The new user is prompted to change the password at first login. Retype the same password to confirm. When unchecked, the user is no longer able to access Revegy. Inactivating a user does not free up the license to be used for another user. Determines the level of access for a user. See "Admin Access Level" for additional information. Determines if the user is able to access Accounts, Opportunities, Partners, Portfolios/Territories, or any combination of the four. The available options depend on purchased Revegy licenses. When used, this feature overrides all user group access permissions. It is the highest level of access rights. This feature is useful when individual users need special permissions across Revegy. For example, if VPs need to view all data, but do not need access to edit, they may be assigned as Read Only - View All. None: Permission to view and edit data is provided through team assignment and group ownership. Allow user to view all data: User is able to view all data. Permission to edit data is provided through team assignment and group ownership. Allow user to edit all data: User is able to view and edit all data. Read Only: Permission to view data is provided through team assignment and group ownership. User is not allowed to edit any data. Read Only - View All: User is able to view all data. User is not allowed to edit any data. Lists the Quota Plans configured in the Quota Configurator. If a Quota Plan is selected, it appears under the Sales and Quota Information tab in the User Profile. Optional Information includes fields for title, address, and phone numbers. Revegy, Inc. Page 17 of 73

18 Updating a User Profile Update any information in a user profile, including short name, address, username, password, and access rights, any time after a user is created. 1. Click Manage Users in the left hand menu under Company Admin. 2. Search for the user profile to update. 3. Click anywhere on the row for the user or click Update in the Action column. 4. Update desired information. See "User Profile" for field descriptions. 5. Click Update. Sales and Quota Information Sales and Quota Information is found under a user profile. Define sales targets and quotas for each user if this functionality is used. Enable this option from the User Information tab in the "User Profile". Revegy, Inc. Page 18 of 73

19 Enter information on this tab manually, or import specified information into Revegy from a.csv file. See "Importing a.csv File" for additional information on importing.csv files. The currency displayed on this page is the currency specified in the Quota Plan. The number of columns displayed is also specified in the Quota Plan. Field Annual Quota Revenue YTD Description Represents the total quota. The total is automatically calculated when data is entered if there is more than one sales category. Enter information manually or import quota information from a.csv file. Represents the total Revenue YTD (Year-to-Date). The total is automatically calculated when data is entered if there is more than one sales category. Current Pipeline Enter information manually or import quota information from a.csv file. Represents the pipeline for the current year Enter information manually, import quota information from a.csv file, or allow Revegy to automatically calculate this field. To allow Revegy to calculate this field, go to Manage Preferences > System. Avg Sales Cycle (Months) Represents how many months it takes to close deals. Defaulted Revegy, Inc. Page 19 of 73

20 Field Close Rate Avg Opportunity Size Description from the Quota Plan or manually updated per user Represents the win rate. Defaulted from the Quota Plan or manually updated per user Represents the average deal size. Defaulted from the Quota Plan or manually updated per user Deleting a User When a user is deleted, the team member record is not. You must go to the "Team Members" page and deactivate the team member. 1. Click Manage Users in the left hand menu under Company Admin. 2. Search for the user to delete. 3. Click Delete in the Action column. 4. Click OK to confirm the deletion. Resetting User Access Reset a user's access to Revegy by checking in the license record or by updating information in the user profile. Users need to be reset if they change laptops or have maintenance performed on their current laptop, such as have a new hard drive or motherboard installed. 1. Click Manage Users in the left hand menu under Company Admin. 2. Search for the user. 3. Click Reset in the Action column. 4. Click OK to confirm the reset. Revegy, Inc. Page 20 of 73

21 See "Updating a User Profile" to reset other access rights, including password, admin access level, usage, and data access override. Manage User Groups Manage User Groups is accessed from the Company Admin menu and opens to the User Group Management page. The User Group Management page displays a list of current groups and allows access to add, update, or delete user groups. User groups define the tools group members can access, for example: Maps, Plans, Grids, and Playbooks. Groups can be setup to follow business hierarchies and to create added security. Up to 16 levels of Parent groups can be setup. Group information is available on the Reports menu in the Revegy user interface. Users: Must belong to a group. Can be in multiple groups. Users have access to all Maps, Plans, and Analysis Grids used by each group. Are given member, owner, or both access rights. Revegy, Inc. Page 21 of 73

22 User Group Management is divided into six tabs, including: Details, Members, Maps, Plans, Grids/Scorecards, and Playbooks. Tab Details Members Maps Plans Grids/Scorecards Playbooks Description Edit group name, parent groups, and view child groups. Add or remove group members, assign access privileges, and assign a primary owner. Select which Contact and Business Maps are available for group members. Select which Plan templates are available for group members. Select which Grid and Scorecard templates are available for group members. Select which Playbook templates are available for group members. Adding a User Group Add a new user group from the User Group Management page. 1. Click Manage User Groups in the left hand menu under Company Admin. 2. Click Add. 3. Enter the Group Name of the new user group. 4. Click Add. Revegy, Inc. Page 22 of 73

23 Managing User Group Details The User Group Details page allows you to maintain and view the detailed information about a user group, including the Group Name, Parent Group, and Child Groups. User Group Details is accessed when adding a new user group or updating an existing user group. 1. Click Details in the Action column from the User Group Management page. 2. Edit the Group Name. 3. (optional) Assign a Parent Group using the Parent Group drop down menu. 4. Click Update. Managing Members in a User Group The User Group Members tab allows you to add or remove members, assign group member access, and assign a primary owner. The User Group Members tab is accessed when adding a new user group or updating an existing user group. Members are able to access tools (templates) assigned to the user group. Revegy, Inc. Page 23 of 73

24 Adding Members to a User Group 1. Click Members in the Action column from the User Group Management page. 2. Select users in the Available Users field. Hold the Ctrl or Shift keys to select multiple users. 3. Click the Right Arrow button to add users to the group. 4. Click Update. Assigning Group Member Access 1. Click Members in the Action column from the User Group Management page. 2. Select Member, Owner, or Both in the Group Members field for each group member to assign the corresponding access to the group member. This section determines data visibility, or whose data is visible and editable to whom. Access Type Member (default) Owner Description Data is included in all group-level reports Has access to tools (templates) that are enabled for this group. There is no hierarchy for access to tools. Members must be assigned to each group to have access to the related tools. Being assigned to a parent group does not give access to child group tools. Does not have access to view other group member's data unless assigned as a team member for specific Accounts and Opportunities Data is not included in all group-level reports Has access to edit all data in the group and can add new tools to any member's Accounts or Opportunities. This does not include assigning new tools (templates) to a user group. This is done by administrators in the Revegy Administration Module. This access type is typically used for one of the following scenarios: Revegy, Inc. Page 24 of 73

25 Access Type Both (Member and Owner) Description A manager who does not necessarily need to create Accounts or Opportunities but needs access to review group data A Revegy administrator who should have access to all data in a group, but does not want to include any of their test (dummy) data in the group reports Data is included in all group-level reports Has access to edit all data in the group and can add new tools to any member's Accounts or Opportunities. This does not include assigning new tools (templates) to a user group. This is done by administrators in the Revegy Administration Module. This access type is typically the default for managers 3. Click Update to save changes or Refresh to populate the Primary Owner drop down list. Assigning a Primary Owner to a User Group 1. Click Members in the Action column from the User Group Management page. 2. Select a primary owner (manager) from the Primary Owner drop down list. Note: Only group members assigned "Owner" or "Both" access rights are populated in the list. This option is used in the User Group Management list for admins to identify the primary owner of a group. 3. Click Update. Removing Members From a User Group 1. Click Members in the Action column from the User Group Management page. 2. Click Remove in the Group Members field to remove users from the user group. 3. Click Update. Managing Maps for a User Group The User Group Maps tab allows you to select the Map templates available to group members in a user group. Maps are associated to user groups at an Account, Opportunity, Partner, and Portfolio level. The User Group Maps tab is accessed when adding a new user group or updating an existing user group. Revegy, Inc. Page 25 of 73

26 1. Click Maps in the Action column from the User Group Management page. 2. Select checkboxes in the Selected column under Account, Partner, Opportunity, and Portfolio to determine which Contact and Business Map templates are available to group members. Maps are listed by type. Different Maps are available depending on business requirements. 3. Select one Contact Map in the Required column under Account, Partner, Opportunity, and Portfolio to determine which Contact Map is automatically created when an Account, Partner, Opportunity, or Portfolio is created. Note: One Contact Map must be selected to link to the Strategy Map Who Cares field. Users cannot delete required Maps. 4. Select any number of Business Maps in the Required column under Account, Partner, Opportunity, and Portfolio to determine which Business Maps are automatically created when an Account, Partner, Opportunity, or Portfolio is created. 5. Click Update. Note: Maps have a + in front of the name if Map Templates have been created. Click the + to view and select the Map Templates. Revegy, Inc. Page 26 of 73

27 Managing Plans for a User Group The User Group Plans tab allows you to select the Plan and Call Plan templates available to group members in a user group. The User Group Plans tab is accessed when adding a new user group or updating an existing user group. 1. Click Plans in the Action column from the User Group Management page. 2. Select checkboxes in the Select column to determine which Plan and Call Plan templates are available to group members. Plans are listed by type. Different Plans are available depending on business requirements. 3. Select checkboxes in the Required, BR, and CRM columns to determine reporting and integration requirements. Column Description Available for Account, Opportunity, Partner, and Portfolio/Territory Plans Required BR (Briefing Report) CRM Select the checkbox to require Plan templates to automatically load to the Account, Opportunity, Partner, or Portfolio/Territory when it is created. Users cannot delete required Plans. Available for Account, Opportunity, Partner, and Portfolio/Territory Plans Select the checkbox to automatically include the selected Plan in the Briefing Report summary for owner reports. Available for Account, Opportunity, Partner, and Revegy, Inc. Page 27 of 73

28 Column Description Portfolio/Territory Plans Select the checkbox to have the selected Plan template available to upload to the CRM solution when an Account, Opportunity, Partner, or Portfolio/Territory is synced with the CRM. Be sure to turn on the attached document function in the CRM system. 4. Click Update. Managing Grids/Scorecards for a User Group The User Group Grids/Scorecards tab allows you to select the Grid and Scorecard templates available to group members in a user group. The User Group Grids/Scorecards tab is accessed when adding a new user group or updating an existing user group. 1. Click Grids/Scorecards in the Action column from the User Group Management page. 2. Select checkboxes in the Select column to determine which Grid and Scorecard templates are available to group members. Grids and Scorecards are listed by type. Different Account, Opportunity, and Partner Grids and Scorecards are available depending on business requirements. 3. Click Update. Revegy, Inc. Page 28 of 73

29 Managing Playbooks for a User Group The User Group Playbooks tab allows you to select the Playbook templates available to group members in a user group. The User Group Playbooks tab is accessed when adding a new user group or updating an existing user group. 1. Click Playbooks in the Action column from the User Group Management page. 2. Select checkboxes in the Select column to determine which Playbook templates are available to group members. Playbooks are listed by type. Different Account and Opportunity Playbooks are available depending on business requirements. 3. Click Update. Deleting a User Group Deleting a user group requires Company Admin access. A user group is permanently removed from the Revegy system once it is deleted. 1. Click Manage User Groups in the left hand menu under Company Admin. 2. Click Delete in the Action column for the user group. 3. Click OK to confirm deletion. Revegy, Inc. Page 29 of 73

30 Define Access Security Define Access Security is accessed from the Company Admin menu and is used to manage owners of Account, Partner, and Opportunity information in Revegy. Master Company Admin and Company Admins can adjust ownership of Accounts, Partners, and Opportunities and update the status of each to active or inactive. Admins can also reassign and delete Accounts, Partners, and Opportunities from Revegy. Define Access Security opens to the Define Access Security page. Field Owner Type Name Description Select All, Unassigned, or a specific username to filter Accounts, Opportunities, and Partners by owner. Select the Accounts or Partners radio button to filter Accounts and Partners. Accounts: Displays related Account and Opportunity records Partners: Displays related Partner records Enter the Account or Partner name to search. Search: Searches and displays all Accounts or Partners related Revegy, Inc. Page 30 of 73

31 Field Reassign selected accounts, opportunities, and partners Delete selected accounts, opportunities, and partners Status Description to the name entered in the Name field Show All: Displays all Accounts or Partners based on the radio button selected for Type Reassigns Accounts, Opportunities, and Partners to the selected user Deletes selected Accounts, Opportunities, and Partners. Deleting an Account deletes all related Opportunities. Filters Accounts, Opportunities, and Partners by active or inactive status Access Security Details The Access Security Details page allows you to maintain and view the detailed information about an Account, Opportunity, or Partner record, including the owner and status of the record. The Access Security Details page is accessed from the Define Access Security page. Activating and Inactivating Account, Partner, and Opportunity Records Account, Partner, and Opportunity records are marked as active or inactive. Activating and inactivating Account, Partner, and Opportunity records is completed from the Access Security Details page. Revegy, Inc. Page 31 of 73

32 Activating Records 1. Click Define Access Security in the left hand menu under Company Admin. 2. Search for the Account, Partner, or Opportunity to activate. 3. Click anywhere on the row for the record or click Update in the Action column. 4. Select the checkbox in the Active field. 5. Click Update. Inactivating Records Note: When an Account is marked as inactive, the Account and individuals using Revegy can no longer access any related Opportunities. 1. Click Define Access Security in the left hand menu under Company Admin. 2. Search for the Account, Partner, or Opportunity to inactivate. 3. Click anywhere on the row for the record or click Update in the Action column. 4. Deselect the checkbox in the Active field. 5. Click Update. Reassigning Account, Partner, and Opportunity Records Reassigning Accounts, Partner, and Opportunity records is completed from the Define Access Security page or from the Access Security Details page. Reassigning Records from the Define Access Security Page 1. Click Define Access Security in the left hand menu under Company Admin. 2. Search for the Account, Partner, or Opportunity to reassign. 3. Use the checkboxes next to the names to select all Accounts, Partners, and Opportunities to reassign. 4. Select the user to reassign the selected records to using the Reassign selected Accounts, Opportunities, and Partners drop down list. 5. Click Reassign in the Reassign selected accounts, opportunities, and partners field. Reassigning Records from the Access Security Details Page 1. Click Define Access Security in the left hand menu under Company Admin. 2. Search for the Account, Partner, or Opportunity to reassign. 3. Click anywhere on the row for the record or click Update in the Action column. 4. Select the user to reassign the selected records to using the Owner drop down list. 5. Click Update. Revegy, Inc. Page 32 of 73

33 Deleting Account, Partner, and Opportunity Records Deleting Account, Partner, and Opportunity records is completed from the Define Access Security Page. Deleting an Account deletes all related Opportunities. 1. Click Define Access Security in the left hand menu under Company Admin. 2. Search for the Account, Partner, or Opportunity to delete. 3. Use the checkboxes next to the names to select all Accounts, Partners, and Opportunities to delete. 4. Click Delete in the Delete selected accounts, opportunities, and partners field. 5. Click OK to confirm deletion. Revegy, Inc. Page 33 of 73

34 Information Admin Menu Team Members Team Members is accessed from the Information Admin menu and is used to identify individuals who participate in Account, Partner, or Opportunity teams. All admin levels can import, add, update, or delete team members. Team Members opens to the Team Members page. Note: To sort the list by a particular column, use the arrow indicator near the column heading. Field Search Display All Import Description Searches for existing team members by name Displays all existing team members Imports team members from a.csv file. See "Importing a.csv File" for additional information. A team member's Server LogIn Id displays as an alphanumerical number if the team member's linked user record is deleted, but the team member is still associated with an Account or Opportunity. (Example: ) Team members are used in Maps and Plans to show who is responsible for helping with an Account, Partner, or Opportunity and what they are responsible for. All users should be defined as team members to gain access to appropriate Account, Partner, or Opportunity records. Not all team members must have access to Revegy. Revegy, Inc. Page 34 of 73

35 Adding Team Members New team members are added when new users are added or directly from the Team Members page. 1. Click Team Members in the left hand menu under Information Admin. 2. Click Add. 3. Select a user from the Server Login Id drop down list. Note: For a team member to access information from the Revegy server, the team member must be associated with a Server Login Id. 4. Enter the new team member's required information in the Name and Short Name fields. See "Team Member Details Page" for field descriptions. 5. (optional) Enter the new team member's information in the Title, Address, Company, and Phone fields. 6. Select a Type from the Type drop down list. Note: A Type is an admin-defined role used to organize team members. Type is managed from the Manage Preferences > Team Members page. 7. Click Add to save or Add & New to save and add additional team members. Team Member Details Page The Team Member Details page allows you to maintain and view the detailed information about a team member, including the Server Login Id, name, address, and type. The Team Revegy, Inc. Page 35 of 73

36 Member Details page is available when adding a new team member or updating an existing team member. Field Server Login Id Name Short Name Title Address Phone Company Type Description Links a user record to the team member record Team member's full name Restricted to 8 characters. Used in Maps and Plans to show who is responsible for a particular relationship or object Team member's job title Team member's address Team member's phone number Name of team member's company An admin-defined role used to organize team members. Type is managed from the Manage Preferences > Team Members page. Updating Team Members Team Members are updated from the Team Members page. 1. Click Team Members in the left hand menu under Information Admin. 2. Search for the user profile to update. 3. Click anywhere on the row for the user or click Update in the Action column. Revegy, Inc. Page 36 of 73

37 4. Update desired information. See "Team Member Details Page" for field descriptions. 5. Click Update. Deleting and Re-Activating Team Members Team members are deactivated instead of deleted from the Revegy server. Deactivated team members are not removed from Accounts or Opportunities and can still be added to teams. These team members are not able to access the Accounts or Opportunities they are linked to. Deactivating and re-activating a team member is completed from the Team Members page. Deleting Team Members 1. Click Team Members in the left hand menu under Information Admin. 2. Search for the team member to deactivate. 3. Click Delete in the Action column. 4. Click OK to confirm deactivation. Re-Activating Team Members 1. Click Team Members in the left hand menu under Information Admin. 2. Search for the team member to re-activate. 3. Click Re-Activate in the Action column. 4. Click OK to confirm the re-activation. Competitors Competitors is accessed from the Information Admin menu and is used to identify competitors and competitor solutions. All admin levels can import, add, update, or delete competitors. Competitor information can be configured and pulled from the CRM if Revegy is integrated with the CRM. Revegy, Inc. Page 37 of 73

38 Competitors opens to the Competitors page. Note: To sort the list by a particular column, use the arrow indicator near the column heading. Field Search Description Searches for existing competitors by name Display All Displays all existing competitors Import Imports competitors from a.csv file. See "Importing a.csv File" for additional information. If competitors are linked on Business Maps associated to Business Issues solution cards, then another set up to consider is Competitor Strategy. Adding a Competitor New competitors are added to Revegy from the Competitors page. 1. Click Competitors in the left hand menu under Information Admin. 2. Click Add. 3. Enter new competitor's name in the Competitor Name field. See "Competitor Details Page" for additional information. 4. Click Add. Revegy, Inc. Page 38 of 73

39 Competitor Details Page The Competitor Details page allows you to maintain and view the detailed information about a competitor, including the Competitor Name and Competitor Solutions. Competitor Details is available when adding a new competitor or updating an existing competitor. See "Competitor Solution Details Page" for additional information about Competitor Solutions. Managing Competitor Solutions Competitor Solutions are accessed from the Competitor Details page. Users can add, update, delete, and re-activate competitor solutions. See "Competitor Solution Details Page" for additional information on Competitor Solutions. Adding Competitor Solutions 1. Click Add in the Competitor Solutions section on the Competitor Details page. 2. Enter a solution name in the Competitor Solution Name field. 3. Click Add to save or Add & New to save and add additional competitor solutions. Updating Competitor Solutions 1. Click Update in the Action column in the Competitor Solutions section on the Competitor Details page. 2. Update the Competitor Solution Name. 3. Click Update. Deleting Competitor Solutions Competitor Solutions are deactivated instead of deleted from the Revegy server. Revegy, Inc. Page 39 of 73

40 1. Click Delete in the Action column in the Competitor Solutions section on the Competitor Details page. 2. Click OK to confirm deactivation. Re-Activating Competitor Solutions 1. Click Re-Activate in the Action column in the Competitor Solutions section on the Competitor Details page. 2. Click OK to confirm re-activation. Competitor Solution Details Page The Competitor Solution Details page allows you to maintain and view the detailed information about a competitor's solutions, including the Competitor Solution Name. Competitor Solution Details is available through the Competitor Details page when adding a new competitor solution or updating an existing competitor solution. Updating a Competitor Competitors are updated from the Competitors page. 1. Click Competitors in the left hand menu under Information Admin. 2. Search for the competitor to update. 3. Click anywhere on the row for the competitor or click Update in the Action column. 4. Update desired information, including Competitor Name and Competitor Solutions. 5. Click Update. Revegy, Inc. Page 40 of 73

41 Deleting and Re-Activating a Competitor Competitors are deactivated instead of deleted from the Revegy server. Deactivating and reactivating a competitor is completed from the Competitors page. Deleting a Competitor 1. Click Team Members in the left hand menu under Information Admin. 2. Search for the team member to deactivate. 3. Click Delete in the Action column. 4. Click OK to confirm deactivation. Re-Activating a Competitor 1. Click Competitors in the left hand menu under Information Admin. 2. Search for the competitor to re-activate. 3. Click Re-Activate in the Action column. 4. Click OK to confirm the re-activation. Revegy, Inc. Page 41 of 73

42 Company Solutions Company Solutions is accessed from the Information Admin menu and is used to create a list of company solutions that is used to identify what products, services, or programs are available to solve customer issues or address customer business requirements. All admin levels can import, add, update, or delete company solutions. Company Solutions opens to the Company Solutions page. The name of this page reflects the Data Group Name settings in the System Settings. The name is also reflected in the left-hand menu under Information Admin. You must log out and back into the system to view this change. Note: To sort the list by a particular column, use the arrow indicator near the column heading. Field Search Description Searches for existing company solutions by name Display All Displays all existing company solutions Import Imports company solutions from a.csv file. See "Importing a.csv File" for additional information. In the user interface, Company Solutions is found on the Opportunity Business Issue Map > Drop Down Field on the Solution Card. Adding a Company Solution New company solutions are added to Revegy from the Company Solutions page. The name of this page reflects the Data Group Name settings in the System Settings. 1. Click Company Solutions in the left hand menu under Information Admin. 2. Click Add. 3. Enter the new company solution's name in the Company Solution Name field. 4. Click Add to save or Add & New to save and add additional company solutions. Revegy, Inc. Page 42 of 73

43 Company Solution Details Page The Company Solution Details page allows you to maintain and view the detailed information about a company solution, including the Company Solution Name. Company Solution Details is available from the Company Solutions page when adding a new company solution or updating an existing company solution. The name of this page reflects the Data Group Name settings in the System Preferences. Updating a Company Solution Company Solutions are updated from the Company Solutions page. The name of this page reflects the Data Group Name settings in the System Settings. 1. Click Company Solutions in the left hand menu under Information Admin. 2. Search for the company solution to update. 3. Click anywhere on the row for the company solution or click Update in the Action column. 4. Update desired information, including Company Solution Name. 5. Click Update. Revegy, Inc. Page 43 of 73

44 Deleting and Re-Activating a Company Solution Company Solutions are deactivated instead of deleted from the Revegy server. Deactivating and re-activating a company solution is completed from the Company Solutions page. The name of the page reflects the Data Group Name settings in the System Settings. Deleting a Company Solution 1. Click Company Solutions in the left hand menu under Information Admin. 2. Search for the company solution to deactivate. 3. Click Delete in the Action column. 4. Click OK to confirm deactivation. Re-Activating a Company Solution 1. Click Company Solutions in the left hand menu under Information Admin. 2. Search for the company solution to re-activate. 3. Click Re-Activate in the Action column. 4. Click OK to confirm the re-activation. Map Templates Map Templates is accessed from the Information Admin menu and opens to the Map Template List page. The Map Template List shows all of the Map templates created and allows you to delete a specific template. All admin levels can view and delete Maps from the list if they are no longer in use or valid. Note: Map Templates are added and updated from the Revegy user interface in the Set Up menu. Revegy, Inc. Page 44 of 73

45 Note: To sort the list by a particular column, use the arrow indicator near the column heading. Deleting a Map Template Map templates are deleted from the Map Template List. Delete Map templates that are no longer in use or valid. 1. Click Map Templates in the left hand menu under Information Admin. 2. Click Delete in the Action column. 3. Click OK to confirm deletion. Revegy, Inc. Page 45 of 73

46 Contacts Contacts is accessed from the Information Admin menu and is used to create a list of individuals that are used to build Contact (Influence/Relationship) Maps for Partners, Accounts, or Opportunities. All admin levels can add, update, and delete contacts. Users are also able to manage contacts via the user interface once they have accessed Account, Partner, Opportunity > People > Contacts. Contacts opens to the Contacts page. Revegy, Inc. Page 46 of 73

47 Note: To sort the list by a particular column, use the arrow indicator near the column heading. Field Account Partner Search Import Description Filters existing contacts by Account Filters existing contacts by Partner Searches for existing contacts by name Imports contacts from a.csv file. See "Importing a.csv File" for additional information. Adding a Contact Contacts are added to the Revegy server from the Contacts page. All admin levels have access to add contacts. 1. Click Contacts in the left hand menu under Information Admin. 2. Click Add. 3. Enter Contact Details for the new contact. See "Contact Details Page" for field definitions. 4. Click Add to save changes or Add & New to save changes and add another contact. Revegy, Inc. Page 47 of 73

48 Contact Details Page The Contact Details page allows you to maintain detailed information about each contact. Revegy, Inc. Page 48 of 73

49 Field Name Title Active Account Partner External External Company Phone Mobile Address Description Contact's full name Contact's job title Indicates the status of the contact Indicates which Account the contact is associated with Indicates which Partner the contact is associated with Indicates if the contact is known outside of the primary Account or Partner the contact is linked with Contact's company name if he or she does not work for the primary company listed in the Account or Partner Contact's phone number Contact's mobile phone number Contact's address Revegy, Inc. Page 49 of 73

50 Field General Comments Political Comments Description Notes or reminders about the contact Notes or reminders about the contact in relation to the work field Updating a Contact Contacts are updated from the Contacts page. 1. Click Contacts in the left hand menu under Information Admin. 2. Search for the contact to update. 3. Click anywhere on the row for the contact or click Update in the Action column. 4. Update desired information. See "Contact Details Page" for field definitions. 5. Click Update. Deleting a Contact Contacts are deleted from the Revegy server from the Contacts page. All admin levels have access to delete contacts. 1. Click Contacts in the left hand menu under Information Admin. 2. Search for the contact to delete. 3. Click Delete in the Action column for the contact. 4. Click OK to confirm deletion. Reports Reports is accessed from the Information Admin menu in the Revegy Administration Module and is used to access the reports that are available as part of your implementation. All admin levels can view the Report List to add, run, export, update, or delete reports. Reports can also be accessed from the user interface. Reports opens to the Report List page. Revegy, Inc. Page 50 of 73

51 Note: To sort the list by a particular column, use the arrow indicator near the column heading. Adding, Updating, or Deleting a Report The Master Company Admin can add new or update existing reports from the Report List page. Both adding and updating reports requires completing information from the Report Detail page. Deleting a report is completed from the Report List page. Once a report is deleted, it is completely removed from the Revegy system. Report Detail Page The Report Detail page includes information about a report, such as the class name, name, description, status, and permissions. Revegy, Inc. Page 51 of 73

52 Field Class Name Report Name Description Enabled Permissions Description Enter the class name for the report. Please contact Revegy support at for assistance in determining the correct class name. Enter the report name. (optional) Enter a brief description of the report describing what information it runs. Select to enable the report for users to run and export. Company Admins: Select to allow all Company Admins to access, run, and export the report. Information Admins: Select to allow all Information Admins to access, run, and export the report. Revegy, Inc. Page 52 of 73

53 Group Owners: Select to allow all Group Owners to access, run, and export the report. Users: Select to grant individual users permission to access, run, and export the report. Use the Ctrl and Shift keys to select multiple users. Adding a Report 1. Click Reports in the left hand menu under Information Admin. 2. Click Add. 3. Select and enter the information on the Report Detail page. 4. Click Add. Updating a Report 1. Click Reports in the left hand menu under Information Admin. 2. Click Update in the Actions column. 3. Update the desired information on the Report Detail page. 4. Click Update. Deleting a Report Deleting a report removes it entirely from the Revegy system. 1. Click Reports in the left hand menu under Information Admin. 2. Click Delete in the Actions column. 3. Click OK to confirm the deletion. Running and Exporting Reports Run and export reports from the Administration Module from the Report List. All admin levels have access to run and export reports. Running a Report 1. Click Reports in the left hand menu under Information Admin. 2. Click anywhere on the row for the report or click Select. 3. Select and enter the desired information needed in the report using the various radio buttons, drop down lists, checkboxes, and text fields. 4. Click Run Report. Note: Reports display at the bottom of the window below the report options. Exporting a Report Revegy, Inc. Page 53 of 73

54 1. Click Reports in the left hand menu under Information Admin. 2. Click anywhere on the row for the report or click Select. 3. Select and enter the desired information needed in the report using the various radio buttons, drop down lists, check boxes, and text fields. 4. Click Export. Note: Files export to the default location for downloads on your machine. Files are exported in Excel (.xls) format. Example Server Reports Types of reports available depend on customization during implementation. Reports may look similar to the example list, but have a different name. Report "Adoption Summary Report by Group" "Adoption Summary Report by Individual" "Adoption/Governance Scorecard Report" "Contact Report" "Grid/Scorecard Configuration Details Report" "Groups by User Report" "User Activity Summary Report" "Users by Group Report" Description Tracks activities of a team Tracks activities of individuals Tracks group, sub-group, or individual percentage of usage of Maps and Plans Targets specific contact details about one or multiple contacts across all Accounts/Partners for marketing campaigns Discovers values that are populated when configuring Grids and Scorecards Identifies which group users are assigned to and their access level Tracks activities of users Identifies which group users are assigned to and their access Revegy, Inc. Page 54 of 73

55 Report "Utilization Detail Report by Individual" Description level Identifies which users are assigned to which Accounts/Partners and Opportunities and if they have edited a selected Map and/or Plan Adoption Summary Report by Group Administrators use the Adoption Summary Report by Group to obtain summary information to track which groups are active over a selected period of time. The report summary includes the number of Customer/Partner Accounts and Opportunities that are created and any updates that are made to Plans and Maps. This report is helpful when tracking activities of a team. Revegy, Inc. Page 55 of 73

56 Field Group Activity Days Description Select a group from the drop down list. Select how many days (Last 7, 30, 60, or 90) to pull information for the report from the drop down list. Revegy, Inc. Page 56 of 73

57 Adoption Summary Report by Individual Administrators use the Adoption Summary Report by Individual to obtain summary information to track which individuals are active over a selected period of time. The report summary includes the user, , an active/inactive indicator, number of logins, number of updates to Maps and Plan Objects, and number of created Accounts, Opportunities, and Partners. This report is helpful when tracking activities of individuals. Field Group Activity Days Define Active Indicator Description Select a group from the drop down list. Select how many days (Last 7, 30, 60, or 90) to pull information for the report from the drop down list. Select the minimum number of updates/creations (At least 1, 2, 5, or 10 Update/Create) a user must have made within the selected period of time to be considered an active user. Green indicates active users. Red indicates inactive users. Select Off to remove the green/red active/inactive indicator from the report summary. Revegy, Inc. Page 57 of 73

58 Adoption/Governance Scorecard Report Administrators use the Adoption/Governance Scorecard report to track group, sub-group, or individual percentage of usage of Maps and Plans. The Adoption/Governance Scorecard is customized for required business needs by applying filed filters. Field Group/User Maps Plans Minimum Opportunity Size Report Type Number of Cards per Map Show Individual User Detail Description Select the Group or User radio button, then select a group or user from the drop down list. Select Maps to include in the report summary. Hold the Ctrl or Shift keys to select multiple Maps. Select Plans to include in the report summary. Hold the Ctrl or Shift keys to select multiple Plans. Enter a numerical value. Select Account, Opportunity, or Partner from the drop down list. If Opportunity is selected, the total value of Opportunities is included in the report summary. Enter a numerical value of the number of cards that need to have been created for each Map. Select to display an individual's details within a selected Group. Revegy, Inc. Page 58 of 73

59 Contact Report Administrators use the Contact Report to find contact details in a particular Account or Partner. The report summary includes name, title, Account/Partner, external company, , phone, and mobile. This report is useful in targeting specific contact details about one or multiple contacts across all Accounts/Partners for marketing campaigns. Field Accounts Partner Contact Name Description Select All Accounts or an individual Account from the drop down list. Select All Partners or an individual Partner from the drop down list. Enter a name to narrow the search for individuals listed for an Account or Partner. If a specific Account and/or Partner is selected from the drop down lists, you do not have to enter search criteria. All contacts for the selected Account/Partner are displayed. Grid/Scorecard Configuration Details Report Administrators use the Grid/Scorecard Configuration Details report to discover values that are populated when configuring Grids and Scorecards. The report summary includes question, description, answer, and score. Revegy, Inc. Page 59 of 73

60 Field Grids Description Select a Grid or Scorecard from the drop down list. Groups by User Report Administrators use the Groups by User report to identify which group(s) users are assigned to and their access level. The report summary includes name, title group, and access. Revegy, Inc. Page 60 of 73

61 Field User Description Select All Users or a specific user from the drop down list. User Activity Summary Report Administrators use the User Activity Summary report to obtain summary information to track which individuals are active over a selected period of time. The report summary includes the user, , an active/inactive indicator, number of logins, number of updates to Maps and Plan Objects, and number of created Accounts, Opportunities, and Partners. This report is helpful when tracking activities of users. Field Group Description Select a group from the drop down list. Revegy, Inc. Page 61 of 73

62 Field Activity Days Define Active Indicator Description Select how many days (Last 7, 30, 60, or 90) to pull information for the report from the drop down list. Select the minimum number of updates/creations (At least 1, 2, 5, or 10 Update/Create) a user must have made within the selected period of time to be considered an active user. Green indicates active users. Red indicates inactive users. Select Off to remove the green/red active/inactive indicator from the report summary. Users by Group Report Administrators use the Users by Group report to identify which users are assigned to a given group and their access level. The report summary includes group, name, title, and group access. Field Group Description Select a group from the drop down list. If you select the top level group, all sub-group information is also displayed. Utilization Detail Report by Individual Administrators use the Utilization Detail Report by Individual to identify which users are assigned to which Accounts/Partners and Opportunities and if they have edited a selected Map and/or Plan. The report summary includes owner, Account/Partner, Opportunity, Map, Plan, and Call Plan information. Revegy, Inc. Page 62 of 73

63 Field Group/User Minimum Opportunity Size Maps Plans Description Select the Group or User radio button, then select a group or user from the drop down list. If you select the top level group, all subgroup information is also displayed. Enter a numerical value. Select Maps to include in the report summary. Hold the Ctrl or Shift keys to select multiple Maps. Select Plans to include in the report summary. Hold the Ctrl or Shift keys to select multiple Plans. Importing.CSV Files Preparing a.csv File for Import The Revegy import and upload functionality requires.csv (comma separated value) files formatted to provide the fields required for each object. Objects available to import include team members, competitors, company solutions, Account contacts, quota information, revenue information, current pipeline, and users. Revegy, Inc. Page 63 of 73

64 Use the.csv file template titled "Revegy User Import File with Headers.csv" provided by Revegy. Please note: Only commas used as the csv separator should be used within the information entered. The.csv file must not contain a header. You must remove row 1 (the column headers) in the spreadsheet prior to loading the file. This row is only a guide to assist you in getting the information in the correct order. If you do not delete the row, this flags as an error when importing. You may skip the error. The.csv file must contain only one record per row. For objects that have optional fields (denoted with an *), a placeholder must be used. After creating a.csv file, see "Importing a.csv File" for additional information. File Format for Team Members Team Members are defined as resources who can be associated with an Account, Opportunity, or Partner but do not have a login access to Revegy. File Format Name Short Name Type Phone Company Example John Doe,jdoe,Associate,jdoe@anycompany.com,(404) ,Any Corp Competitors Competitors are defined as entities within Revegy that represent an individual or organization that competes with the user. A competitor can have one or many solutions associated with it. When adding multiple solutions, the appropriate competitor associated with that solution must be specified. File Format Competitor Solution Example Acme Software,Acme Call Mgmt Acme Software,Acme Call Tracking Revegy, Inc. Page 64 of 73

65 Company Solutions A company solution is defined as a solution that your organization provides. File Format CompanySolution Example Account Strategy and Planning Agency Business Workshop Change Management Account Contacts Account contacts are defined as individuals that can be associated with an organization as a point of contact. A contact must be associated with a valid Account within Revegy. The format for Account contacts is dependent on where you upload them. This file format is for uploading them using the Revegy Administration Module. File Format Name Title External-Company Account Phone* Mobile* * Example John Doe,Manager,Beta Soft,Any Corp,(404) ,,jdoe@betasoft.com Jane Doe,Partner,Beta Soft,Any Corp,,, Quota Information Quota information can be loaded into Revegy if the system setting for Quota and Pipeline Gap Analysis is set to Active. The user id field must reference the user to whom this quota is to be associated with. The year to data quota (YTD quota) and annual quota (B1 quota) must be specified for each bucket within the quota plan. File Format Userid YTD quota B1 quota: Repeat for each bucket; one line per user ID Example Revegy, Inc. Page 65 of 73

66 Revenue Information Revenue information is associated with individual users within Revegy. The user id field must reference the Account to whom this revenue is to be associated with. The year to date revenue (YTD revenue) and annual revenue (B1 revenue) must be specified for each bucket within the Account. File Format Userid YTD revenue B1 revenue: Repeat for each bucket; one line per user ID Example Acme Soft, ,Q1 Acme Soft, ,Q2 Acme Soft, ,Q3 Current Pipeline Current pipeline information can be loaded into Revegy if the system setting for Quota and Pipeline Gap Analysis is set to Active. The user id field must reference the user to whom this pipeline is to be associated with. The year to date pipeline (YTD pipeline) and annual pipeline (B1 pipeline) must be specified for each bucket within the defined stages. File Format Userid YTD pipeline B1 pipeline: Repeat for each bucket; one line per user ID Example Users Users are defined as individuals who are able to login to Revegy and have a valid account in the application. File Format First Name Last Name Revegy, Inc. Page 66 of 73

67 Short Name Address Username Password Admin Access Level* 2 = Company Manager 3 = Information Manager 4 = User (default) Account Enabled: Enter a "Y" to indicate they should have access to this Revegy module or leave blank. Opportunity Enabled: Enter a "Y" to indicate they should have access to this Revegy module or leave blank. Partner Enabled: Enter a "Y" to indicate they should have access to this Revegy module or leave blank. Portfolio Enabled: Enter a "Y" to indicate they should have access to this Revegy module or leave blank. Title* Department* Division* Employee Number* Phone* Mobile* Street* City* State/Province* Zip/Postal Code* Country* Example John,Doe,John,jdoe@anycorp.com,jdoe@anycorp.com,password,3,Sales Edition,,,,,,(404) ,,,, Example.CSV File Importing a.csv File Various sections in the Revegy Administration Module allow for importing of.csv (comma separated value) files. The import process is the same for team members, competitors, company Revegy, Inc. Page 67 of 73

68 solutions, Account contacts, quota information, revenue information, current pipeline, and users. Company and Information Admins can import.csv files into Revegy. See "Preparing a.csv File for Import" before importing.csv files. 1. Click Import in the top right-hand corner of the User Management, Quota Plan List, Team Members, Competitors, Company Solutions, or Contacts page. 2. Click Choose File. 3. Browse available files, and select to import a.csv file. 4. Select one Import Type. 5. Click Upload File. The file is uploaded to Revegy, and you are directed to a new page. 6. Edit data and correct errors. Update desired information. Select or deselect available options. If you hover your cursor on the red X icon, it tells you why there is an error for that row. You may correct errors from this page. Uncorrected errors result in the row being skipped and not uploaded to Revegy. You may skip rows with errors that you do not want to load to Revegy. Remember: Put users into groups. Importing users automatically creates them as team members. Run the User by Group report to ensure users are correctly uploaded and in the correct groups. Revegy, Inc. Page 68 of 73

69 7. Click Import Data. If there are more errors, you are prompted at the top of the page. If the import is successful, you receive an "Import Successful" message. Revegy, Inc. Page 69 of 73

70 My Information Menu Manage Login Information Manage Login Information is accessed from the My Information menu and opens your user profile. All admin levels have access to Manage Login Information. Changing Password in the Administration Module You can change your Revegy password in the Administration Module from the My Information menu. Revegy password requirements are set by the Master Company Admin. 1. Click Change Password in the left hand menu under My Information. 2. Enter your current password. 3. Enter a new password. 4. Confirm the new password. 5. Click Submit. Revegy, Inc. Page 70 of 73

71 Revegy, Inc. Page 71 of 73