This is a one time process to help us determine what your key services are and will only need to be updated if something changes. We use a combination of Model Categories, Contract Types & Bill Codes to determine key service.
We suggest you get the VP of Sales and Owner involved in this process and give some thought to what qualifies. If a customer has got a zero cost single user license of eCopy Desktop, that they have never registered, are they a Document Management customer?
Click here for how to find the App and log in.
Launch the Key Services section of our App:
Add Key Service:
- Give a Key Service Code Name and a description
- Select whether to include only models sold and/or Contract and Bill Code to be inclusive or exclusive of each other.
Now determine what combination of Model Category, Item Categories, Contract Codes and/or Bill Codes apply to this Key Service. You can select just one or ALL.
- Decide what Class from Model Category apply (if any)
- Decide what Item Category apply (if any)
- Decide what Contract Code apply (if any) **note we tell you the number of active contracts
- Determine if any Bill Codes Apply
As an example if you have a Key Service of Telephony but you don't expect the customer to have a contract you would just pick that model class and not select any contract. We don't care how long ago the equipment was sold and assume that if it was no longer in place you would make the equipment inactive. A key service of Managed Print may mean they need to have certain type of contract in place and you may or may not select a Model Class as well.
Once complete your screen should look like this:
You can preview customer using this service:
You can also see percentage breakdown of your customers using key services:
Your definition of your Copier Customers might look like this
Your FM contracts might not have any Model Classes and look like this
Once your Mapping is Completed, you can use ID789 to push the Key Services (ZCJKeyServices) Custom Property into eAutomate. Your CRM integration can pull it from there. Please see THIS ID789 POST for details and a sample.