DCMS: Training Manual

1. July, 2010 DCMS: Training Manual Campaign Management

2. DCMS Web Application Campaign Management Training Manual

3. Introduction DCMS is a system, demanded by HPCL management to remain leader in LPG business in India. This manual will provide guidelines to get the HPCL Employees acquainted with the Campaign Management, CDRM and training procedures.

4. Purpose This manual deals with the promotional offers implementation for effective campaigning, creation of opportunities and training programs. Intended Audience HPCL Employees

5. Organization of the Manual

6. Campaign Management The campaign management system will help to promote marketing and track results on the website. Campaigning of products can be done to consumers via email or SMS also. This will help the HPCL to focus on its customer and track the performances based on the promotional offers. This section is used to create and search promotional offers. It includes two screens: • New Promotional Offer • Search Promotional Offer

7. New Promotional Offer You can create a new promotional offer through this screen. • For creating new promotional offers you need to open the DCMS application and navigate to Campaign Management in the menu. • Click on New Promotional Offer. The following screen will appear:

8. New Promotional Offer screen

9. Creating a new offer Provide a Promotion Title and click on Check Availability. If the Promotional Title is not found to match with any of the ones in the past, the Save button becomes active. Provide the From Date and To Date indicating the period during which the Offer will stay active. The Available For filed indicates the number of times an eligible consumer can take advantage of the Offer. In the Eligible Consumer section, provide the State, City and the category of people who are eligible (i.e. Distributors, DomesticConsumers or Non-Domestic Exempted). 9

10. Creating a new offer (Contd) In the promotional Offer Discount section, specify if the discount value is in percentage (Promotion%) or in amount (Promotion Value) and mention the figure in the Enter Amount field. In the Promotion Condition section, include the various conditions by selecting from the drop down boxes. In the Message Details section, provide the Email and SMS messages that will be sent to the eligible consumers. Click on Save to save the operation. Click on Back to go back to the last screen. 10

11. Search Promotional Offer This screen is used to search Promotional Offers that have already been created. Steps for searching are: Open the Search Promotional Offer screen. Provide one or more of the following search criteria: Promotion Code From Date and To Date Promotion Title Promotion Status Click on the Search button. The results are displayed. Click on Clear to clear the fields for another search. 11

12. Search Promotional Offer screen 12

13. CDRM This option includes creating and searching opportunities and training programs. It also helps in performance assessment of the staff. The opportunities are meant for the following groups: Displays the sales opportunities for a customer, for a customer group, region or geography. Displays the sales opportunities for an item or for an item group. Displays the sales opportunities for a sales employee. Opportunity Management has been dealt with in the system using two screens: Opportunity Training 13

14. CDRM – Opportunity This option deals with creating and searching opportunities. It includes two screens: Create Opportunity. Search Opportunity. Creating Opportunity: Open the Create Opportunity screen. If the consumer is an existing consumer, then you need to enter the Consumer Name and Consumer No. after checking off the Existing Consumer. If the consumer is not an existing consumer, then the Consumer Name is a free text to enter and will be a New Prospect. 14

15. Create Opportunity screen 15

16. CDRM – Opportunity (Contd) Provide the contact details of the consumer in the Prospect Contact Details section. Provide details of the prospective opportunity in the Opportunity Details section. In the Opportunity Ownership section, Opportunity Owner and Opportunity Owner Id fields are automatically filled with the Name and User Id of the current User of DCMS Web. Provide Opportunity Closure Remarks, if any. Click Save. The opportunity will be created successfully. 16

17. CDRM – Opportunity (Contd) Searching an Opportunity: Open the Search Opportunity screen. Provide inputs for Opportunity Id or Opportunity Status or both. Click on Search to see the results. You can also search by not providing any criteria. Click on Clear to refresh the fields for another search. 17

18. Search Opportunity screen 18

19. CDRM - Training This option is used to create and search training programs as well as search for staff skill levels under different distributors. This section has been dealt with three screens: Create New Training Program Search Training Program Search Staff Skill 19

20. CDRM – Training (Contd) Creating New Training Program: Open the Create New Training Program screen. Provide the details in the Program Info and Program Schedule sections. Provide details of the training in the Skills Included in the Training section. You can add new skills by Add New hyperlink and can also remove the row by selecting the checkbox under Remove Selected option followed by a click on that option. Click on Save to save the operation. 20

21. CDRM – Training (Contd) • Searching the training programs: • Open the Search Training Program screen. • Provide a valid input for Training Id or Training Title. • Click on the Search button. The result will get displayed in a table given in the following screen: 21

22. Search Training Program screen 22

23. CDRM – Training (Contd) Click on Create Batch button which appears in the Batch Created column of the table if the batch is not already created. You can also modify the Training programs by Modify hyperlink. Clicking on Create Batch opens the Create Training Batch screen that allows to Select Distributor and Add DistributorsStaff to the training batch operations as shown below: 23

24. Create Training Batch Screen 24

25. CDRM – Training (Contd) Searching Staff Skills: Open the Search Staff Skills screen. Select a Distributor through hierarchical search using the Zone, Region, SalesArea and Distributor fields. Click on the Search button. The results get displayed in a paged table below. 25

26. Search Staff Skills Screen 26

27. CDRM – Training (Contd) The entries of the column StaffCode remains hyperlinked. Clicking on an entry opens the details of the staff in a View Staff Skill screen as shown below: 27

28. Thank You 28