Revegy Master System Administration and Manage Preferences

Transcription

1 Revegy Master System Administration and Manage Preferences Version: 3.4 Last Update: February 2014 Revegy, Inc. 200 Galleria Parkway Suite 1155 Atlanta, Georgia

2 Table of Contents REVEGY OVERVIEW 3 REVEGY ADMINISTRATION MODULE 4 PERSONAL SETTINGS 5 Configuring My Information 5 Changing Password in the UI 6 Configuring Integration Settings 6 Configuring System Settings 7 ADMIN ACCESS LEVEL 10 Server Admin 10 Master Company Admin 11 Company Admin 11 Information Admin 13 A Day in the Life of a Revegy Sales Operation Administrator 14 MASTER COMPANY ADMIN MENU 18 Company Profile 18 License Information 23 PlugIn Administration 24 PlugIn Administration CRM and Server to Server Integration Options 25 PlugIn Administration CRM s 28 PlugIn Administration Server to Server Integration s 30 Maintain Admin Groups 33 MANAGE PREFERENCES 35 System Preferences 35 Help Links 42 Account Preferences 43 Partner Preferences 45 Opportunity Preferences 48 Contacts Preferences 53 Tasks Preferences 55 Strategy Preferences 56 Team Members Preferences 56 Reports Preferences 57 Maps Preferences 58 Revegy, Inc. Page 2 of 58

3 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 3 of 58

4 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 4 of 58

5 Personal Settings Configuring My Information My Information includes required information such as username, first and last name, and short name. Optional Information includes title, address, and phone numbers. My Information is accessed from the Set Up menu. 1. Click My Information in the left hand menu under Personal Settings. 2. Enter your username, first and last name, and short name in the Required Information section. Note: The short name is the name that appears on Map cards in Revegy. 3. (optional) Enter your title, address, and phone numbers in the Optional Information section. 4. Click Save. Revegy, Inc. Page 5 of 58

6 Changing Password in the UI Change your Revegy password from the Set Up menu. Revegy password requirements are determined by the Master Company Admin. 1. Click Change Password in the left hand menu under Personal Settings. 2. Enter your current password. 3. Enter a new password. 4. Confirm the new password. 5. Click Save. Configuring Integration Settings Access Integration Settings from the Set Up menu. Integration Settings allow users to set up configuration for a CRM, select News Feed and Stock Quote Provider, and connect to social networks from Accounts and Contacts. Note: Integration settings for a CRM only need configuration when Revegy's full UI is connected to the CRM. When Revegy is embedded within a CRM, integration settings do not have to be configured per user. The user must exist, have the same user ID in Revegy and the CRM, and must be marked as having "Both" access in a user group. 1. Click Integration Settings in the left hand menu under Personal Settings. 2. Select a CRM from the Select CRM drop down menu. 3. Log in using your CRM login information. s vary depending on Revegy configuration and may include: username, password, URL link, or security token. 4. (optional) Select a News Feed Provider from the Select News Feed Provider drop down menu to display on the main Account, Opportunity, or Partner page. 5. (optional) Select a Stock Quote Provider from the Select Stock Quote Provider drop down menu to display on the main Account, Opportunity, or Partner page. Revegy, Inc. Page 6 of 58

7 6. (optional) Select any or none of the social media links to connect directly to social networks. Social networking links display on Contact Map cards and link directly to a contact's profile/account. Edit individual social networking links from the contact card details. 7. Click Test CRM to test the connection between Revegy and the selected CRM. 8. Click Save. Configuring System Settings System Settings are accessed from the Set Up menu. Revegy allows users to configure System Settings such as Default Currency, Date and Time Format, Report File Format, and Report Unit of Measure. 1. Click System Settings in the left hand menu under Personal Settings. 2. Use the drop down menus to select default system settings for Spell Check, Default Currency, Date Format, and Time Format under the Display tab. Revegy, Inc. Page 7 of 58

8 3. Click the Report tab. 4. Use the drop down menus to select default system settings Report File Format, Password Protection, and Report Unit of Measure. Password Protection is available if PDF is selected for the Report File Format. No Password: Anyone is allowed to modify the document. Auto Generate Password: Protect the document from being modified by recipients. Define Password: Protect the document while allowing only certain individuals to modify it. 5. Select the standard Paper Size, Margins, and Minimum Map Print Size by typing a numerical value in the text box or by using the arrows on the right side of each text box. Minimum Map Print Size indicates the minimum point size reduction used when printing Map reports. When you print a Map report, the system reduces the size of the Map so that it prints on one page. However, to ensure the Map is not reduced to a size that is too small to read, the system only reduces the size of the Map by the percentage you set in this field. 6. Click the Tasks tab. Revegy, Inc. Page 8 of 58

9 7. Use the sliders to determine when you receive notifications and reminders. The System Settings override the Task Settings found in the Manage Preferences. Note: Notifications and reminders are both ed to you. Notifications reference changes, such as new and updated tasks. Reminders reference time, such as upcoming and past due tasks. Off: Turns off all alerts for tasks. Responsible: Task alerts are only active when you are the person assigned to a task. Owner: Task alerts are active when you are assigned as the owner of an Account or Opportunity or the person assigned to a task. Team Member: Alerts are active when you are an Account or Opportunity team member, Account or Opportunity owner, or the person assigned to a task. Note: The System Settings only reduce or match the alert setup of the Task Settings. For example, if the Task Settings are turned off, then the System Settings do not apply. If the Task Settings are set to "Person Responsible," then only the "Off" and "Responsible" System Settings apply. 8. Select the checkboxes for the days notifications and reminders are sent. 9. Click Save at the bottom of the page. Revegy, Inc. Page 9 of 58

10 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 10 of 58

11 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 11 of 58

12 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 12 of 58

13 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 13 of 58

14 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 14 of 58

15 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 15 of 58

16 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 16 of 58

17 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 17 of 58

18 Master Company Admin Menu Company Profile The Company Profile page is used to manage the company profile and company-wide settings to determine how users can use Revegy. The Company Profile page is accessed from the Master Company Admin menu. General Company Profile Options The general company profile options include: Company Name Reference ID Primary Contact Phone Address Comments Value The company name The company's reference ID The main person to contact on behalf of the company The primary contact's phone number, including the area code The primary contact's address Section for additional useful information System Settings The system setting options include: Revegy, Inc. Page 18 of 58

19 Number of months to save inactive accounts Allow individual users to add new Accounts? Allow duplicate Account names? Allow individual users to add new Opportunities? Allow duplicate Opportunity names? Value Represents the number of months that inactive Accounts are saved on the Revegy server. After the specified amount of months, the Accounts are removed from the Revegy system. Enables individuals to add new Accounts to Revegy. This option is typically used in conjunction with CRM integration when Accounts are added from the CRM instead of added directly. Select one option from the drop down list: Not Allowed, Allow with Warning, or Allow. Enables individuals to add new Opportunities to Revegy. This option is typically used in conjunction with CRM integration when Opportunities are added from the CRM instead of added directly. Select one option from the drop down list: Not Allowed, Allow with Warning, or Allow. Revegy, Inc. Page 19 of 58

20 Allow individual users to add new Partners? Allow duplicate Partner names? Allow individual users to add new Competitors? Allow individual users to add new Company Solutions? Allow individual users to add new Team Members? Allow offline editing? Inactive time limit for online editing (minutes) Company Currency Enable Multi-Currency Support Value Enables individuals to add new Partners to Revegy. This option is typically used in conjunction with CRM integration when Partners are added from the CRM instead of added directly. Select one option from the drop down list: Not Allowed, Allow with Warning, or Allow. Enables individuals to add or update competitor information maintained on the Revegy server. If this option is not checked, then only System Administrators are able to add and update competitor information. Enables individuals to add or update company solution information maintained on the Revegy server. If this option is not checked, then only System Administrators are able to add and update company solution information. Enables individuals to add or update team member information maintained on the Revegy server. If this option is not checked, then only System Administrators are able to add and update team member information. Enables individuals to take Accounts, Partners, or Opportunities offline for editing. When taken offline, the Account, Partner, or Opportunity record is locked and others are not able to edit them until they are "checked in." If a record is inactive for the number of minutes specified, it is released for editing by another user. "Inactive" is defined as the Revegy system not being used. The single company currency used throughout Revegy When checked, the following features are available: All users can specify a local currency. System Administrators can maintain a currency conversion table. All summary views or group owner views have an option to specify a reporting currency. All information within the view is converted to the Revegy, Inc. Page 20 of 58

21 Fiscal Year End Embedded CRM PlugIn Key Server to Server Integration PlugIn Key Value reporting currency when displayed. Select the month your business fiscal year ends (January-December). This value becomes available to all users within a company when running reports. Provided by Revegy. Used for PlugIns when Revegy is embedded in a CRM. Provided by Revegy. Used for PlugIns when Revegy is integrated with a CRM. Passwords The password options include: Expiration Days (0 for never) Minimum Password Length Maximum Password Length Can Not Match Previous x Passwords Requires Uppercase (A-Z) Requires Lowercase (a-z) Value Total number of days before users are required to change their password Minimum number of characters needed when a new password is entered Maximum number of characters allowed when a new password is entered Number of previously used passwords a new password cannot match Requires new passwords to contain at least one uppercase character Requires new passwords to contain at least one lowercase character Revegy, Inc. Page 21 of 58

22 Requires Number (0-9) Requires Symbol \:";'<>?,./ Value Requires new passwords to contain at least one number Requires new passwords to contain at least one special character listed Branding The Master Company Admin can change Revegy to suit the business branding colors. This section uses hexadecimal color values. See "Color Picker" for additional information on how to select colors. The branding options include: Select Company Logo Value Accepted file types are: JPEG, PNG, and GIF. There is no minimum or maximum height or width requirement. The logo displays on Revegy Admin pages and each person's copy of Revegy. In the Administration Module, the image displays as uploaded. In the user interface, the image is constrained to the top Revegy, Inc. Page 22 of 58

23 Default Back Color Default Text Color Account Back Color Account Text Color Opportunity Back Color Opportunity Text Color Partner Back Color Partner Text Color Value left corner. Represents the default background color Represents the default text color Represents the default background color for Account pages Default color is green Represents the default text color for Account pages Represents the default background color for Opportunity pages Default color is gold Represents the default text color for Opportunity pages Represents the default background color for Partner pages Default color is maroon Represents the default text color for Partner pages License Information The License Information page is used to view details about Revegy licenses that have been used and by whom. It shows the expiration date, how many licenses are purchased, and the total number of licenses distributed. The License Information is accessed from the Master Company Admin menu. Revegy, Inc. Page 23 of 58

24 Note: To sort the list by a particular column, use the arrow indicator near the column heading. PlugIn Administration PlugIn Administration allows for the installation of additional objects and functionality that extends the capabilities of the Revegy Enterprise solution. PlugIns are developed by Revegy and supplied via services engagements. The Server Administrator and Master Company Administrator have access to PlugIn Administration from the Master Company Admin menu. PlugIn Administration options differ between PlugIn Types: "PlugIn Administration CRM and Server to Server Integration Options" "PlugIn Administration CRM s" "PlugIn Administration Server to Server Integration s" Revegy, Inc. Page 24 of 58

25 PlugIn Administration CRM and Server to Server Integration Options The PlugIn Administration options for CRM and Server to Server Integration include setting up required fields for integrating Revegy and the CRM, selecting how information is exchanged between Revegy and the CRM, and options for sending reports. Connecting and Integrating Revegy and the CRM The checkboxes and text fields in the CRM Options section determine the required configuration settings in the Revegy user interface in Set Up > Integration Settings when you link Revegy and your CRM. Username Required and Password Required: Requires users to enter a username and password for the CRM they are integrating with. URL Required: Requires users to enter the URL path to the CRM they are integrating with. To have a default URL automatically populate the field when users select the correct CRM, enter the URL in the Default URL field. Misc x Name and Misc x Default: Each Name field correlates with a Default field. Use the Misc x Name field to enter the name/description of a new required field users must complete to successfully integrate Revegy and the CRM. To have a default value automatically populate the field when users select the correct CRM, enter the correct value in the correlating Misc x Default field. Leave the Default field blank if no default value is necessary. Revegy, Inc. Page 25 of 58

26 Example: Some CRMs, such as Salesforce.com, require users to enter Security Tokens to log in. The Security Token is typically entered directly after the user's password in the same field. To give the Security Token its own text field rather than share a field with the password, use a Misc x Name field to accomplish this. Exchanging Information Between Revegy and the CRM The first table in the CRM/Server to Server Integration Options section contains options for creating, searching, and updating objects for Accounts and Opportunities and exchanging that information between Revegy and the CRM. Send from Revegy: If this option is selected, objects created or updated in Revegy are automatically created or updated in the CRM. Receive from CRM: If this option is selected, objects created or updated in the CRM are automatically created or updated in Revegy. If both options are selected, objects are sent and received by Revegy and the CRM regardless of which application the objects are created, searched for, or updated in. If neither option is selected, objects are not sent or received by Revegy or the CRM regardless of which application the objects are created, searched for, or updated in. Revegy and the CRM become independent of one another. Account/Opportunity Options Option New (On Demand Only) Creating an object in Revegy or the CRM automatically creates the object in the other application. Revegy, Inc. Page 26 of 58

27 Option New (Auto Create) Search for Existing Updated Check for Merged New Contacts Updating Contacts Team/Owner Creating an object in Revegy automatically creates the object in the CRM. This option is primarily used when Revegy is embedded in SFDC. This option is primarily used when Revegy is first used as a standalone application and is later integrated with the CRM. The first time an object is loaded in the CRM, a prompt to create a tool set and a dialogue box appears that allows a user to search for existing Accounts or Opportunities in Revegy. Updating objects in Revegy or the CRM automatically updates the objects in the other application. This option is only available in SFDC. When an Account is loaded, SFDC runs a process to search for existing merged Accounts. If any existing merged Accounts are found, SFDC attempts to merge them. The source Account fills in missing pieces. Creating a contact in Revegy or the CRM automatically creates the contact in the other application. Updating contacts in Revegy or the CRM automatically update contacts in the other application. When a team/owner is added in the CRM, a process runs to search for an existing user in Revegy. If an existing user is found, the data syncs between Revegy and the CRM. If no existing user is found, no data syncs. Note: It is recommended to use the default options. New (Auto Create), Check for Merged, and Team/Owner should be unchecked. Auto Receive Timing Every time accessed: Synchronization for the selected options begins whenever an Account or Opportunity is opened. When accessed after x hour(s): Synchronization does not occur immediately. Once an Account or Opportunity is opened, the hours entered in the field elapse before synchronization begins. Disabled: Synchronization for Accounts and Opportunities only occurs when manually requested. Revegy, Inc. Page 27 of 58

28 Reports The second table contains options for sending reports for Accounts and Opportunities from Revegy to the CRM. Reports upload to the Documents section in SFDC. Auto Send Report Type Off: Reports for Accounts and Opportunities only run when manually requested. Every X Days: Reports for Accounts and Opportunities run every set number of days entered in the Auto Send Report Value field. Day of Week: Reports for Accounts and Opportunities run once a week determined on the value entered in the Auto Send Report Value field. Example: If the Auto Send Report Value field is set for 1, the reports requested will only pull Monday s reports regardless of the day of the week. PlugIn Administration CRM s The CRM s section is used for customizing the base fields for base integration and lookups. Standard SFDC/Revegy fields are mapped, and Revegy assists in the mapping process. Custom base fields entered in this section override standard base fields in SFDC and Revegy. Each mapped Revegy field corresponds with a field in your CRM. The PlugIn Administration allows these corresponding fields to be linked together. Linking the fields ensures that the correct information is pushed and pulled from one linked field to the other. For example, Revegy has a standard mapped Account field named "address." In the CRM, your company has a field that holds the same value. The field may be named the same or may be Revegy, Inc. Page 28 of 58

29 named differently, for example, "BillingStreet." If these two fields are linked together in the PlugIn Administration, options can be enabled to have information pushed from Revegy to the CRM, pulled from the CRM into Revegy, or both. If both options are enabled, when "address" is updated in Revegy, the new information is automatically pushed to the "BillingStreet" field in the CRM. Updating "BillingStreet" in the CRM would automatically push the new information to the "address" field in Revegy. Mismatched or repeated information between Revegy and the CRM is less likely to occur if the corresponding fields are linked in the PlugIn Administration. The CRM s section is optional. Revegy Table Revegy Length Search Label CRM Name Represents whether the fields are linked at the Account level, Account Team level, Opportunity level, Opportunity Team level, etc. Represents the name of a field within an object in Revegy Represents the length of characters allowed in a field Represents the displayed name of a field and the order it is displayed. If the Search for Existing option is turned on in the CRM Options section, a dialogue box appears. Use this section to determine what is seen in the dialogue box. Represents the name of a field within an object in the CRM Use the blank line at the end of the table to create a new base field. Update s: Updates the CRM s section. Revegy, Inc. Page 29 of 58

30 Export s: Export the CRM s section to a.csv file. Import s: Import a.csv file to the CRM s section. Choose File: Browse previously created.csv files to import to the CRM s section. PlugIn Administration Server to Server Integration s The Server to Server Integration s section is used for customizing the base fields for base integration and lookups. Standard Oracle Fusion/Revegy fields are mapped, and Revegy assists in the mapping process. Custom base fields entered in this section override standard base fields in Oracle Fusion and Revegy. Each mapped Revegy field corresponds with a field in your CRM. The PlugIn Administration allows these corresponding fields to be linked together. Linking the fields ensures that the correct information is pushed and pulled from one linked field to the other. For example, Revegy has a standard mapped Account field named "address." In the CRM, your company has a field that holds the same value. The field may be named the same or may be named differently, for example, "BillingStreet." If these two fields are linked together in the PlugIn Administration, options can be enabled to have information pushed from Revegy to the CRM, pulled from the CRM into Revegy, or both. If both options are enabled, when "address" is updated in Revegy, the new information is automatically pushed to the "BillingStreet" field in the CRM. Updating "BillingStreet" in the CRM would automatically push the new information to the "address" field in Revegy. Mismatched or repeated information between Revegy and the CRM is less likely to occur if the corresponding fields are linked in the PlugIn Administration. The Server to Server Integration s section is optional. Revegy Table Revegy Represents whether the fields are linked at the Account level, Account Team level, Opportunity level, Opportunity Team level, etc. Represents the name of a field within an object in Revegy Revegy, Inc. Page 30 of 58

31 Length Search Label CRM Name Represents the length of characters allowed in a field Represents the displayed name of a field and the order it is displayed. If the Search for Existing option is turned on in the Server to Server Integration s section, a dialogue box appears. Use this section to determine what is seen in the dialogue box. Represents the name of a field within an object in the CRM Use the blank line at the end of the table to create a new base field. Update s: Updates the Server to Server Integration s section. Export s: Export the Server to Server Integration s section to a.csv file. Import s: Import a.csv file to the Server to Server Integration s section. Choose File: Browse previously created.csv files to import to the Server to Server Integration s section. Lookup Type The Server to Server Integration s section contains the Lookup Type field. A lookup represents an external code and its meaning, or its display value. The external code for a lookup is pulled from the CRM. The display value is what is displayed in the user interface when the external code is retrieved. Option None Number Text Associates no lookup types with the customized base field References a numerical value when sending or receiving data to or from Revegy and the CRM References a string, or text, value when sending or receiving data to or from Revegy, Inc. Page 31 of 58

32 Option Edit Revegy and the CRM The pencil icon beside the drop down lists allows for editing of the external codes and display names of any lookup type PlugIn Lookup The pencil icon beside the drop down list in the Lookup Type field is used to edit external codes and display names for lookup types. Clicking the icon allows Master Company Admins and Server Admins to view and edit the PlugIn Lookup page. Revegy, Inc. Page 32 of 58

33 External Code Display Value Represents the external code value received from the CRM. When the external code is referenced in the user interface, the display value is shown. Represents the value that appears in the user interface when the corresponding external code is referenced Use the blank line at the end of the table to create a new lookup field. Update s: Updates the Lookups section. Maintain Admin Groups Admin groups are enabled to manage users and track licenses. They are named to fit business needs, for example, by business units or country. Maintain Admin Groups is accessed from the Master Company Admin menu and opens to the Admin Group Management page. Admin groups are added, updated, and deleted from this page. Note: To sort the list by a particular column, use the arrow indicator near the column heading. Adding an Admin Group 1. Click Add New Group from the Admin Group Management page. 2. Enter a Group Name and the number of licenses to allocate. 3. Click Add. The page expands to display a list of available and selected users. 4. Highlight users in the Available Users list. Hold the Shift key or the Ctrl key to add multiple users. 5. Click the Right Arrow button to add users to the Selected Users list. Click the Left Arrow button to remove users from the Selected Users list. 6. Click Update. Revegy, Inc. Page 33 of 58

34 Note: You can also add users to admin groups from user profiles. Updating an Admin Group 1. Click Update in the Action column next to the admin group to update. 2. Update the desired information on the Admin Group Details page. 3. Click Update. Deleting an Admin Group 1. Click Delete in the Action column next to the admin group to delete. 2. Click OK to confirm the deletion. Revegy, Inc. Page 34 of 58

35 Manage Preferences Manage Preferences is accessed from the Company Admin menu and is used to configure the preferences that all Revegy users share, for example, defaults, drop down list values, help text, and integration options. Each time a user synchronizes to the Revegy server, the preferences on their copy of Revegy are updated to ensure consistent use of Revegy throughout the organization. Only the Master Company Admin and Company Admins are able to update preferences. Manage Preferences includes the following tabs: System Account Partner Opportunity Contacts Tasks Strategy Team Members Reports Maps System Preferences System Preferences is accessed from the Manage Preferences option in the Company Admin menu. The following options are available to configure: Data Group Names, Quota and Pipeline Gap Analysis, Currency Types, Relationship Gap Analysis, Relationship Score, Plan Help, Map Help, Playbook Help, and Other Settings. Data Group Names Companies can rename the Revegy standard information so that it fits with business requirements. Revegy, Inc. Page 35 of 58

36 Module Singular Display Name Plural Display Name Displays the standard Revegy name for Portfolio/Territory, Account, and Partner records Represents the singular form display name for the standard Revegy name Represents the plural form display name for the standard Revegy name Use the Update button to save any changes made in this section. Quota and Pipeline Gap Analysis Quota and Pipeline Gap Analysis allows admins to choose whether to calculate pipeline amounts within Revegy or to import pipeline amounts. Active Calculate Pipeline within Revegy Select to enable the Quota and Pipeline Gap Analysis Report. Select to calculate the pipeline amount using information Revegy, Inc. Page 36 of 58

37 at opportunity stage Import Pipeline Amounts within Revegy. Option is only available if "Calculate Pipeline within Revegy" is selected. Use the Shift or Ctrl keys to select Opportunity stages required to include in the pipeline analysis. Select to import or manually enter the pipeline amount. Use the Update button to save any changes made in this section. Currency Types Currency Types displays the exchange rate for the currencies with an Active status. The Company Default Currency, entered on the Company Profile page by the Master Company Admin, is grayed out and set to 1. All other currency values are entered as they compare to the Company Default Currency. Code Name Exchange Rate Enter the currency code that appears in currency drop down lists in the user interface. Example: USD stands for United States Dollar. Enter a name that describes the currency. Example: United States Dollar Enter the exchange rate value as it compares to the Company Default Currency. Be sure to calculate the exchange rate as if you are exchanging the Company Default Currency for the other currency. Revegy, Inc. Page 37 of 58

38 Active Example: 1 USD is exchanged for 0.6 GBP. Select to enable currencies if multiple currencies are used. Deselect the currencies that are not used. The Company Default Currency cannot be disabled. Use the Update button to save any changes made in this section. Check the Show Inactive option in the right hand corner of the Currency Types section to display all inactive currencies and add new currencies. Relationship Gap Analysis The Relationship Gap Analysis section is used in Influence Maps to identify gaps. The Relationship Gap Analysis is a spreadsheet showing the relationship between team members and contacts. Accounts Active Partners Active Select to include the Relationship Gap Analysis feature for Accounts and Opportunities. Select to include the Relationship Gap Analysis feature for Partners. Use the Update button to save any changes made in this section. Relationship Score The Relationship Score section maintains and defines the score values if the Relationship Gap Analysis is active. The information in this section is provided in a Legend on Influence Maps. Revegy, Inc. Page 38 of 58

39 Score Action Enter the values available to select when scoring a relationship. Enter a description to describe the type of relationship the score represents. Delete scores and descriptions. Use the Update button to save any changes made in this section. Use the blank line at the end of the table to enter a new relationship score. Plan, Map, and Playbook Help The Plan, Map, and Playbook Help sections are used to specify how many help buttons are available for Plans, Maps, and Playbooks. Specific URLs for each icon are configured in the Plan Configurator, Map Configurator, and the Playbook Configurator. Revegy, Inc. Page 39 of 58

40 Help Name Default Image Upload Image Enter the information that displays as hover text that users see when they mouse-over the icon. Example: Select to use the Revegy default Help icon. Example: Select an image to upload to Revegy. No library of icons is currently available. The maximum icon image size is 16x16 kb. Be sure Default Image is unchecked if this option is used. The name of the uploaded file only displays before saving the Help section. Once the section is saved, "no file selected" is displayed. The icon is still uploaded and displayed with the Plan, Map, or Playbook in the user interface. When Revegy is provisioned and the Help Name field is populated, new Help icons have likely already been loaded. Use the Update button to save any changes made in these sections. See "Help Links" for additional information and requirements for Help Links. Playbook Images The Playbook Images section is used to define the images used in Playbooks to identify tools and attached documents. Image Name Tools: If any tool (Map, Plan Object, Plan, or Call Plan) is attached to a Playbook item, it is represented with an icon in the bottom right corner (spanner/wrench). Revegy, Inc. Page 40 of 58

41 Attach Documents (no attachments): If the "Allow Attach Documents" is selected for a Playbook item, it is represented with an icon in the bottom left corner (paperclip). This icon indicates nothing is currently attached to the item, but the option is available. Attach Documents (with attachments): If the "Allow Attach Documents" is selected for a Playbook item, it is represented with an icon in the bottom left corner (paperclip). This icon indicates something is currently attached to the item. It is usually a more defined version of the Attach Documents (no attachments) icon. Default Image Example: Select to use the Revegy default icons. Example: Select an image to upload to Revegy. No library of icons is currently available. The maximum icon image size is 16x16 kb. Be sure Default Image is unchecked if this option is used. Upload Image The name of the uploaded file only displays before saving the section. Once the section is saved, "no file selected" is displayed. The icon is still uploaded and displayed with the Playbook in the user interface. When Revegy is provisioned and the Default Image field is not selected, new icons have likely already been loaded. Use the Update button to save changes made to this section. Other Settings Other Settings includes options for collaboration and primary owner. Revegy, Inc. Page 41 of 58

42 Collaboration Active Display Primary Owner Select to allow importing of collaboration files into Revegy from other individuals using Revegy. Select to display the primary owner of Accounts, Opportunities, and Partners. Use the Update button to save any changes made in these sections. Help Links Help links are represented as icons in the user interface and provide users with additional information when clicked. Help links, if configured, are located in Plans, Maps, and Playbooks. The links reference specific URLs defined in the Plan Configurator, Map Configurator, and Playbook Configurator. The links available and images associated with the links depend on how you set up Plan, Map, and Playbook Help in Manage Preferences. See "System Preferences" for additional information on how to configure these sections. Help link requirements include: Content is loaded on the instance or available from a public location Link begins with or URL references a specific document (Example: or links to a web page (Example: Client is able to access the server where the document or page is stored Server is generally available (public) Server is on the client network and accessible via a VPN connection Revegy, Inc. Page 42 of 58

43 The display behavior of a document is determined by the client's browser settings, for example, opening a document directly or downloading the document. Account Preferences Account Preferences is accessed from the Manage Preferences option in the Company Admin menu. The following options are available to configure: View/Report Settings and Custom s. View/Report Settings The View/Report Settings determines how users view Account report settings. Include Risks/Issues Include Summary page with Briefing Report Include Shared Indicator Coaching Report Active Include Completeness Include Account Number in Reporting Select to include information about risks and potential issues determined within the fitness/coaching feature. Select to include a summary page on the briefing report. This includes information about related Opportunities. Select to include information about the shared Map indicator used within the fitness/coaching feature. Select to print fitness reports within management briefing reports and allow access to them throughout the application. Select to include completeness level information used within the fitness/coaching feature. Select to include the Account number in reports. Use the Update button to save any changes made in this section. Custom s The Custom s section adds custom entries to Account records and enables those records Revegy, Inc. Page 43 of 58

44 for use in Account-level reports and Analysis Grids. Custom fields can appear on Account profiles and in Plans. Use the Add New button to add a new custom field. Update fields using the Update link in the Action column or by clicking on the row. Remove fields using the Delete link in the Action column. All related data should be removed if a custom field is removed. Clicking Update or Add New opens a new page to edit custom fields. Label Status Settings Type Enter a name for the custom field. Enter a brief description for the field. Select Active or Inactive. Only active custom fields display in Revegy. Select Include on Profile Page to have this custom field display on the Account profile. Select one custom field type: Revegy, Inc. Page 44 of 58

45 Text: Displays an input box that accepts alphanumeric characters Numeric: Displays an input box that accepts numbers only Percent: Displays an input box that accepts numbers only and represents a percentage, or displays a fixed calculated percentage Date: Displays a calendar to select a date, future or past Drop List: Displays a drop down list Multi Select List: Displays a list in which users may select multiple options Checkbox: Displays a single selection box to check or uncheck Use the List Items section if the Drop List type is selected. List Items Enter the values that appear as options in the drop down list. Enter one drop down list entry per line. Press the "Enter" key after each response. Use the Update button to save any changes made in this section. Note: To add custom fields to Plans, you must configure the custom field in a Plan Object in the Plan Configurator. Partner Preferences Partner Preferences is accessed from the Manage Preferences option in the Company Admin menu. The following options are available to configure: View/Report Settings and Custom s. View/Report Settings The View/Report Settings determines how users view Partner report settings. Include Risks/Issues Select to include information about risks and potential issues Revegy, Inc. Page 45 of 58

46 Include Summary page with Briefing Report Include Shared Indicator Coaching Report Active Include Completeness Include Partner Number in Reporting determined within the fitness/coaching feature. Select to include a summary page on the briefing report. This includes information about related Opportunities. Select to include information about the shared Map indicator used within the fitness/coaching feature. Select to print fitness reports within management briefing reports and allow access to them throughout the application. Select to include completeness level information used within the fitness/coaching feature. Select to include the Partner number in reports. Use the Update button to save any changes made in this section. Custom s The Custom s section adds custom entries to Partner records and enables those records for use in Partner-level reports and Analysis Grids. Custom fields can appear on Partner profiles and in Plans. Use the Add New button to add a new custom field. Update fields using the Update link in the Action column or by clicking on the row. Remove fields using the Delete link in the Action column. All related data should be removed if a custom field is removed. Clicking Update or Add New opens a new page to edit custom fields. Revegy, Inc. Page 46 of 58

47 Label Status Settings Type List Items Enter a name for the custom field. Enter a brief description for the field. Select Active or Inactive. Only active custom fields display in Revegy. Select Include on Profile Page to have this custom field display on the Partner profile. Select one custom field type: Text: Displays an input box that accepts alphanumeric characters Numeric: Displays an input box that accepts numbers only Percent: Displays an input box that accepts numbers only and represents a percentage, or displays a fixed calculated percentage Date: Displays a calendar to select a date, future or past Drop List: Displays a drop down list Multi Select List: Displays a list in which users may select multiple options Checkbox: Displays a single selection box to check or uncheck Use the List Items section if the Drop List type is selected. Enter the values that appear as options in the drop down list. Enter one drop down list entry per line. Press the "Enter" key after each response. Use the Update button to save any changes made in this section. Revegy, Inc. Page 47 of 58

48 Note: To add custom fields to Plans, you must configure the custom field in a Plan Object in the Plan Configurator. Opportunity Preferences Opportunity Preferences is accessed from the Manage Preferences option in the Company Admin menu. The following options are available to configure: Optional Opportunity s, Opportunity Settings, View/Report Settings, Opportunity Stages, and Custom s. Optional Opportunity s Optional Opportunity s are displayed on the Opportunity profile page, Account and Opportunity dashboards, in Plan Objects as Auto Fill features, and in the Account and Opportunity briefing reports. Name Enabled Editable Required The default name of the field in Revegy Select to enable the optional Opportunity fields for Opportunity profiles and Plan Object Auto Fill fields. Select to allow users to edit the optional Opportunity field in the Opportunity profile. Select to mark options as required fields for Opportunity profiles and Plan Objects using the Auto Fill with Edit Response Type. When a user edits the Plan Object in the user interface, the Plan Object cannot be saved without adding values to the required fields. Users can select to cancel editing the Plan Object without adding the required information. The required field indicators do not appear on the print version of the Plan Object. Revegy, Inc. Page 48 of 58

49 Set by Stage Display Name Select to set the optional Opportunity field by Stage. Enter a display name for the field. It is recommended to maintain the general definition of each field because it is used in several areas in Revegy. Use the Update button to save any changes made in this section. Opportunity Settings Allow Multiple Contact Maps Auto-generate Opportunity ID Select to allow the usage of multiple Contact Maps. Select to allow Revegy to auto-generate Opportunity IDs. Use the Update button to save any changes made in this section. View/Report Settings The View/Report Settings determines how users view the Opportunity report settings. Include Contact Map Status Indicators Include Risks/Issues Include Summary page with Briefing Report Include Business Map Status Indicators Include Contact Map status indicator information in the Opportunity views and reports Include information about risks and potential issues determined within the fitness/coaching feature Include a summary page on the briefing report. This includes information about related Opportunities Include Business Map status indicator information in the Opportunity views and reports Revegy, Inc. Page 49 of 58

50 Include Shared Indicator Coaching Report Active Include Completeness Include Opportunity ID in Reporting Show Summary on Home Page Include information about the shared Map indicator used within the fitness/coaching feature Print fitness reports within management briefing reports and allow access to them throughout the application Include completeness level information used within the fitness/coaching feature Include the Opportunity ID in reports Show a summary of selected options on the home page Use the Update button to save any changes made in this section. Opportunity Stages Opportunity Stages can be entered directly into Revegy via this section or added to Revegy via the CRM integration. Once the CRM integration is actively running the system, it adds any Opportunity Stage that is imported into Revegy via the integration to this list. Use the arrow indicators on the left hand side of the table to move Opportunity Stages up and down. Update fields using the Update button in the Action column or by clicking on the row. Delete fields by using the Delete button in the Action column. Use the Add New button to add a new Opportunity Stage. The Opportunity Stage Details page is accessed when updating an Opportunity Stage. These details work with the fields selected in the Optional Opportunity Settings. Revegy, Inc. Page 50 of 58

51 Code Type Days in Stage Forecast Percent Projected Win Percent External Id Enter the stage name. Brief description of the stage to display in the Stage List and help users identify each stage Select the type of deal the stage represents: Pre-Sales, Open, Won, or Lost. Represents the average number of days an Opportunity should stay in the stage Represents the likelihood of closing the Opportunity at this stage. is triggered by the stage Represents the percentage of deals won that make it to this stage Represents the external code value taken from the integrated CRM and is used to update the corresponding values from Revegy Use the Add, Add & New, or Update buttons to save any changes made in this section. Custom s The Custom s section determines which Opportunity Names are available. These fields are added to the Opportunity record and available for use in Opportunity-level reports and Analysis Grids. Custom fields can appear on Opportunity profiles and in Plans. Revegy, Inc. Page 51 of 58

52 Use the Add New button to add a new custom field. Update fields using the Update link in the Action column or by clicking on the row. Remove fields using the Delete link in the Action column. All related data should be removed if a custom field is removed. Clicking Update or Add New opens a new page to edit custom fields. Label Status Settings Enter a name for the custom field. Enter a brief description for the field. Select Active or Inactive. Only active custom fields display in Revegy. Select Include on Profile Page to have this custom field display on the Opportunity profile. Revegy, Inc. Page 52 of 58

53 Type List Items Select one custom field type: Text: Displays an input box that accepts alphanumeric characters Numeric: Displays an input box that accepts numbers only Percent: Displays an input box that accepts numbers only and represents a percentage, or displays a fixed calculated percentage Date: Displays a calendar to select a date, future or past Drop List: Displays a drop down list Multi Select List: Displays a list in which users may select multiple options Checkbox: Displays a single selection box to check or uncheck Use the List Items section if the Drop List type is selected. Enter the values that appear as options in the drop down list. Enter one drop down list entry per line. Press the "Enter" key after each response. Use the Update button to save any changes made in this section. Note: To add custom fields to Plans, you must configure the custom field in a Plan Object in the Plan Configurator. Contacts Preferences Contacts Preferences is accessed from the Manage Preferences option in the Company Admin menu. The Contacts Preferences display on Contact cards and Maps. These features are typically configured during the Operation Design phase of implementing Revegy. The following options are available to configure: Optional Contact s/contact Options and Custom s. Optional Contact s/contact Options Revegy, Inc. Page 53 of 58

54 Optional Contact s Contact Options Select Phone, Mobile, , General Comments, and/or Political Comments to display on Contact cards and Maps. Rename the General Comments and Political Comments fields using the Rename link. Select Always Display Contact Company/Group to have this information always shown on Contact cards and Maps. Use the Update button to save any changes made in this section. Custom s Only two custom fields can exist, for example, Contact Focus Area, Disc profile, Management Style, or Impact Statement. In the user interface, this information is displayed at the bottom of the Contact Details page for each contact. Update fields using the Update button in the Action column or by clicking on the row. Clicking Update opens a new page to edit custom fields. Label Enter a name for the custom field. Revegy, Inc. Page 54 of 58

55 Status Settings Type List Items Enter a brief description for the field. Select Active or Inactive. Only active custom fields display in Revegy. Select where the custom field is used. Select any combination between Display on Contact Map Cards and Hide with Sensitive Map Items. Select the custom field type: Text or Drop List. Use the List Items section if the Drop List type is selected. Enter the values that appear as options in the drop down list. Enter one drop down list entry per line. Press the "Enter" key after each response. Use the Update button to save any changes made in this section. Tasks Preferences Tasks Preferences is accessed from the Manage Preferences option in the Company Admin menu. Tasks Preferences allow renaming of field labels for Plan Objects. Module Singular Display Name Plural Display Name Displays the standard Revegy name for Task, Due Date, Status, Assigned To, and Comments Represents the singular form display name for the standard Revegy name. You can rename this field to match your internal business terminology. Represents the plural form display name for the standard Revegy name. You can rename this field to match your internal business Revegy, Inc. Page 55 of 58

56 terminology. Use the Update button to save any changes made. Strategy Preferences Strategy Preferences is accessed from the Manage Preferences option in the Company Admin menu. Different competitor strategies are created to determine how users compete. These are also available when building Plans and can be used in auto fill fields. Use the arrow indicators on the left hand side of the table to move Strategy Types up and down. Update fields using the Update button in the Action column or by clicking on the row. Add fields by using the Add button below the table. Clicking Update or Add opens the Strategy Type Details page. Strategy Types need a Code and a. Team Members Preferences Team Members Preferences is accessed from the Manage Preferences option in the Company Admin menu. Different Team Member Types are created to determine the different roles of Revegy, Inc. Page 56 of 58