FocalCXMRemarkableExperiences

TransferofInformation:CompetitiveAssessmentAdmin&RepUI

Survey.Educate.Engage.

CompetitiveAssessmentAdminUI

StoryPulse Agenda

CREATECompetitiveAssessments

PUBLISHCompetitiveAssessments

EnterAdminConsole UserIDandPassword

StoryPulse Agenda

CREATECompetitiveAssessments

ClickontheAssessmentstabtoCreateanew

COMPETITIVEASSESSMENT

CreateNewAssessment

AddAssessmentNameandoptAssessment Typeas

‘Competitive’

StoryPulse Agenda

PUBLISHCompetitiveAssessments

SelectPUBLISHtoseetheenteredassessmentintheiPad .

AddingProductCategories&CompetitorsinMiddleTier

• ThisisaJSONfilethatisPODspecificandisusedtostoreProductFamilyData

• Asof3.1.x,thisisstoredinthemiddle tier

• TheStoryPulse serverpushesthisdatatotheiPads

• ThisisafiletostorethecompetitorsforeachproductinCRMOD.

• FileisPODspecificandisusedtostorethecompetitorinformation inmiddle tier

• Asof3.1.x,thisisstoredinthemiddle tier

• TheStoryPulse serverpushesthisdatatotheiPads

CompetitiveAssessmentRepUI

CompetitiveAssessmentcreatedintheAdminUI

ProductsallocatedbytheAdmin foraspecific userintheCRMAllocationobjectreflecthere.(NotethattheProductAllocations Flaghastobe

checkedintheAdminUI)

Competitors fortheproductpopupbyclickingonthe

ProductName.

EnterPotentialandYield.TaponSave

Yieldoftheprevious twomonths shownhere.

ClickSubmit topush thedatatoanyCustomObjectin

theCRM