talisma crm © interactions 1proprietary and confidential
TRANSCRIPT
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Talisma CRM©
Interactions
1Proprietary and Confidential
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What is a Talisma Interaction
• Record of communication between Users and Contacts
• Collection of Messages• E-Mail• Text Messages• Phone Calls• Chat• Printed Letters
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Key Features
• Logical grouping of messages • Organized• Threaded
• Collaboration with colleagues• Transfer/Assign• Forward• Submit for Review• Consult a Specialist
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• E-mail address that an organization uses to send and receive e-mail
• Two Types− Incoming: Receives e-mail for a Team− Outgoing: Sends e-mail to Contacts
About Talisma Aliases
Incoming Alias 1
Outgoing Alias
Team 1
Incoming Alias 2
Incoming Alias 3
Team 2
Team 3
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Interaction Windows
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The Interaction Window
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• Historical record of all messages associated with the Interaction
• Record of other specific events such as − Assignment to a User− Transfer to a Team− Changes in Status/Priority− Opening by a User− Sub Interactions
The Conversation Pane
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The Conversation Pane
Individual Messages can be expanded or collapsed by clicking on the or next to the Message header
+ -
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• Used to compose and send e-mail replies
The Reply Pane
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• Reply Pane is replaced by Forward when Forward is selected from the Interaction Menu
The Forward Pane
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• Reply Pane is replaced Consult when Consult a Specialist is selected from the Interaction Menu
The Consult Pane
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• Items from the Properties Tab can be placed in the Preferred Properties pane for easy access
The Preferred Properties Pane
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• The Tabs Pane includes the Tab Bar and the Tabs associated with the Interaction
The Tabs Pane
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The “New” Interaction Window
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Interaction Table View
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The New Message Window
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• Creating an Interaction – New Interaction Window
• Viewing an Interactions – Interaction Window
Demo
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• Create a new interaction from a Lead. Select the media as Phone.
• Put in some text in the contact message box and the user message box.
• Assign the interaction to yourself while logging.• Locate & open the relevant interaction using one
of the search methods.• Notice how the contact message and user
message are captured on the interaction.
Training Exercise
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Interaction States
Interaction State Icon
Open
Pending
Resolved
Closed
Expired
• Pending, Closed and Expired states cannot be set manually.
• Expired cases cannot be re-opened.
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• An Interaction can have a Priority of Normal or High
• Priority is automatically computed by the system based on the priority of the associated Contact and the time-based priority definition defined by the Talisma Business Administrator
• Priority can be set by the User (with permissions)− Two Options
• Force High Priority• AutoCompute
− Recorded as event in the Conversation Pane
Prioritize Interactions
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Actions on Interactions
• Add Message• Add Comments• Set Interaction State• Set Interaction Priority• Edit Interaction Subject
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Assign/Transfer Interactions
• Transfer - Transfer to different team• Assignment - Assignment to specific user
• User can assign and transfer together if user is part of both the teams only
Team 1
Team 2User 1
User 2
(Assignment)
(Transfer)
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• Add a message to the interaction created earlier.• Observe the state of the interaction• Add follow up contact message• Add comments• Make interaction as high priority• Assign the interaction to the trainer
Training Exercise
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• Forward− Used to send Interaction details via e-mail− Used to send to someone who is not a Talisma user,
or to a another Talisma User when no reply is expected
• Forward Options− Forward (as email message)− Forward as an attachment
Forward Interactions
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• Consult a Specialist− Interaction is sent to Specialist (not a Talisma User) as an
e-mail− Interaction Property data is sent if configured in Business
Administrator− Interaction owner is notified when the Specialist responds
• Submit for Review− Typically used to monitor responses by new employees− Can only be sent to another user in the same Team− Remains assigned to original User− Can include comments to for the reviewer− Can be recalled if reviewer has not taken any action on the
review
Requesting Assistance
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• Forward• Consult a Specialist• Submit for Review
Demo
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• Adding Comments− Comments can be added to Interactions using the
Interaction->Add Comments menu action− Interaction comments appear in the Conversation
History Pane
• Attaching files− Files can be included in the Interaction Comments
by using the Insert File option in the Comment window
Adding Supporting Information
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• Send and set state with single click• Auto load next message
Replying to Interactions
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Message Object
• Interaction is composed of messages• Are internal to the system and can be viewed only
after logging as an interaction• Each message has a direction
(incoming/outgoing)• Have a unique identifier, Message ID• Interaction ID is independent of Message ID• How to view Message object?
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Talisma Message Workflow
1. Outgoing EMAIL (Sent
folder)
Talisma Client
1. Incoming Message ID 08
2. Incoming EMAIL (inbox)Interaction ID
15
2. Outgoing Message ID 09
3 separate emails
One Interaction(Interaction ID 15)
3. Outgoing EMAIL (Sent
folder)Interaction ID
15
3. Incoming Message ID 10
ALIAS
Contact A
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• Workspace where all outbound messages are held
• Options available to:− Delete Reply− Rush Reply− Pause Reply
The Outbox
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Additional Actions for Interactions
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• A single e-mail response can be sent for multiple Interactions at the same time− In the Interaction table view, multi-select the required
Interactions− From the Interaction Menu select Reply or Reply All− Type the response in the message area of the Multiple
Interactions Reply Window− Click on the appropriate send option
Responding to Multiple Interactions
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• Interactions may be saved as a file on the system− HTML− Text
• Save Options− Interaction – Interaction data including
Conversation Pane with Messages and Properties.− Message Window− Attachments
Saving Interactions to a File
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• Reminders can be set by a User for oneself or for another Talisma User to perform an activity related to an Interaction. To set a reminder− On the Interaction Menu Bar, select Interaction-
>Set Reminder…− By clicking on the Set Reminder icon on the
Interaction Toolbar
• Note:− Reminders can be set for multiple Interactions at the
same time by invoking the Set Reminder action from the Interaction Table view with multiple Interactions selected
Reminders
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Message Enhancements
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• Attachments− File attachments can be added to messages
• Signatures− Signatures are Team Based− The Signature for the Interaction’s Team will be
used
Message Enhancements
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• Properties− Properties from the Interaction and related Objects
(Contact, Lead, Message) can be directly inserted into an Interaction Response
• Lists− A list of properties, from an Object that has a
Many:One relationship with the Interaction or related Object, can be inserted into an Interaction Response
Message Enhancements
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• Pictures
• Hyperlinks
• Knowledge Base Solutions− For systems with integrated Talisma Knowledge
Base
Message Enhancements
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• Inserting Attachment• Inserting Signature• Inserting Properties & Property Lists• Inserting Pictures• Inserting Hyperlink
Demo
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• Maximize the reply pane to pan the entire Talisma window.
• Locate a file from your local computer and attach it to an existing interaction response.
• Insert the Date of Birth property of a contact in a response.
• Locate a picture on your local computer and insert in a response.
• Include the following text in your response “Click here to visit Talisma”. Make the text as a hyperlink to http://www.talisma.com
Training Exercise
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• Canned Responses− Pre-defined messages that can be inserted into
Interaction responses− Shared Object− Canned Responses can be personalized by
including properties from the Interaction and related Objects (Contact, Lead, Message)
− Conditional Merges− Most Recently Used (MRU)− Can be inserted with a shortcut
Message Enhancements
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• Rapid Responses− Up to three Canned
Responses can be identified as Rapid responses
− Rapid Responses can be included in a Message by a single click on a Tool Bar icon
Message Enhancements
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• Create the following CR and share it with the home team.
Hi <First Name>
Thank you for contacting Indiana University. You will get a response to your query within <<Today + 3 days>>.
((if Lead.City = Bloomington then include the text below))Indiana University is hosting its annual music festival on Mar 1, 2013. Click here to find out more information.
Regards,<Current User>
Training Exercise
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• Auto Correct− Automatically correct commonly miss-spelled words
• Spell Check
• Auto Text− Auto Text shortcuts may be used in Messages− Auto Text shortcuts will be automatically expanded
in the Message – e.g. ASAP is expanded to As soon as possible
Typing Tools
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• Questions?
• Clarifications?
Wrap Up
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Thank You