RPH - Revision history

Editor at 14:03, 15 April 2021

2021-04-15T14:03:53Z

Editor: /* How is it generated, and when? */

2021-04-15T13:57:28Z

How is it generated, and when?

Editor at 22:02, 13 April 2021

2021-04-13T22:02:25Z

Editor at 18:45, 12 April 2021

2021-04-12T18:45:37Z

Show changes

Editor at 18:04, 12 April 2021

2021-04-12T18:04:13Z

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Editor at 17:27, 12 April 2021

2021-04-12T17:27:37Z

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Bbaigorri: /* Quick access */

2021-01-14T11:52:20Z

Quick access

Bbaigorri: /* What options are available? */

2021-01-14T11:49:06Z

What options are available?

Bbaigorri: /* What options are available? */

2021-01-12T11:07:09Z

What options are available?

Bbaigorri: /* RPH Process Diagram */

2021-01-11T14:19:56Z

RPH Process Diagram

@@ Line 7: / Line 7: @@
 As a result, we decided to differentiate and create a sales process that fit our needs- to track every opportunity over time and connect seamlessly with our customers.
-An RPH is a "'reported pothole that exists right now at a site'  "and forms the initial step in our process. We know where the pothole is, but we don't know whether it will turn into a Lead or not. Every reported pothole is recorded in our system, whether it is a Lead or an Account.
+An RPH is a '''reported pothole that exists right now at a site''' and forms the initial step in our process. We know where the pothole is, but we don't know whether it will turn into a Lead or not. Every reported pothole is recorded in our system, whether it is a Lead or an Account.
 =What is the difference between a Lead and an Account?=
@@ Line 46: / Line 46: @@
 If the site already exists in the database, then the system will inform the user about it and automatically link to that existing [[Lead]] or [[Accounts|Account]]. As the user finalizes RPH creation, the [[Data Analysis team]] will also need to validate it.
-If the site does not exist, then the RPH is created without a linked site, which may be added afterward based on the analysis results performed by the Data Analysis Team. One can quickly identify this event on the screen with the icon "[[File:01.1.jpg|frameless]]".
+If the site does not exist, then the RPH is created without a linked site, which may be added afterward based on the analysis results performed by the Data Analysis Team. One can quickly identify this event on the screen with the icon [[File:01.1.jpg|frameless]].
 == Manual RPH creation (through CRM)==
@@ Line 99: / Line 99: @@
 After creation, an RPH can have several outcomes:
-* RPH becomes a sale, and we "close it as won."
+* RPH becomes a sale, and we ''close it as won.''
 * The RPH does not become a sale but is closed if (a) the decision-maker cannot be reached, (b) lack of interest, or (c) the Account Manager makes a judgment call.
 Thus, the system provides the possibility of applying different kinds of statuses to every RPH and Lead and illustrates the level of progress for the sale process.
-Every time an RPH is created, the system categorizes it under the "raw" status by default. At this point, what we call the "detective work" begins. The detective work is the process that will take RPH records through the different statuses.
+Every time an RPH is created, the system categorizes it under the ''raw'' status by default. At this point, what we call the ''detective work'' begins. The detective work is the process that will take RPH records through the different statuses.
 ===So what does detective work mean?===
@@ Line 136: / Line 136: @@
 Then the system takes over and triggers a fully automated email campaign. The system sends out a series of emails, and according to the Lead's response, the campaign will take them through different pathways until the Lead turns cold or a quote is requested. Once the quote is requested, a sales representative enters to nurture the Lead and make a sale.
-The "'program nurtures our T2 potential clients'" by providing them with quality information, individual attention without an excessive investment of time and money.
+The '''program nurtures our T2 potential clients''' by providing them with quality information, individual attention without an excessive investment of time and money.
-"'Note:'  "When the detective work team makes an error assigning nurture status to an RPH, the system sends an "invalid email" notification (see below). Errors happen when the provided email bounces due to a bad email address, name, spelling mistake, etc., and are resolved by providing accurate, complete data and resetting the RPH to a nurture status."
+'''Note: '''When the detective work team makes an error assigning nurture status to an RPH, the system sends an "invalid email" notification (see below). Errors happen when the provided email bounces due to a bad email address, name, spelling mistake, etc., and are resolved by providing accurate, complete data and resetting the RPH to a nurture status.'''
 [[File:Invalid email screencapture-crm-potholerepair-dashboard-2020-09-25-11 08 51.png|1500px|frameless|center]]

@@ Line 17: / Line 17: @@
 There are several different ways in which RPHs are created.
-* Through "'external marketing companies'": With the help of their database and marketing campaigns, we can reach more people interested in hiring our services.
+* Through '''external marketing companies''': With the help of their database and marketing campaigns, we can reach more people interested in hiring our services.
 The external marketing company will use an [[External_Portals|external portal]] to create an RPH or Lead every time they get an answer from a potential customer. This action will generate the correspondent record in our system with their footprint and stamps to know the RPH/ Lead proceeds from their database(*).
-* Through "'manual entry'": This happens, for instance, when a customer calls us, sends an email, visits our website, etc. Typically, these situations require the user to generate the RPH manually.
+* Through '''manual entry''': This happens, for instance, when a customer calls us, sends an email, visits our website, etc. Typically, these situations require the user to generate the RPH manually.
-* Through "'mobile applications'": By far, our mobile applications create the largest number of records in the system. We hire independent contractors, assign them a territory, and give them a license. They are paid to go out, visit every parking lot they can find, and report the potholes in the mobile application. You can find these records in the system with the "pothole hunter" label.
+* Through '''mobile applications''': By far, our mobile applications create the largest number of records in the system. We hire independent contractors, assign them a territory, and give them a license. They are paid to go out, visit every parking lot they can find, and report the potholes in the mobile application. You can find these records in the system with the ''pothole hunter'' label.
 (*) We need to know when we get a contact from an independent contractor so they can get paid and credited for it. In some cases, they might also respond to a past customer, follow the same process, and earn the same pay and credit.
@@ Line 31: / Line 31: @@
 There are two different [[mobile applications]] to create an RPH:
-*Lead Generator used by "Hunters": Hunters are temporary independent contractors that generate RPHs. As explained earlier, they "hunt" potholes.
+*Lead Generator used by ''Hunter'': Hunters are temporary independent contractors that generate RPHs. As explained earlier, they ''hunt'' potholes.
-*Proposal Maker used by "Surveyors": Surveyors are full-time employees who visit and inspect sites that have requested a quote.
+*Proposal Maker used by ''Surveyors'': Surveyors are full-time employees who visit and inspect sites that have requested a quote.
 Both mobile applications allow the user to quickly send the RPH information to the system by following a simple process. The [[Data Analysis Team]] processes the information and analyzes the likelihood of an RPH to become an [[opportunity]] successfully.
@@ Line 71: / Line 71: @@
 *Upload Damage Images
-'''''Contact Information''' (See [[contacts]])
+'''''Contact Information'''''
 (See [[contacts]])
 *First Name
 *Last Name
@@ Line 79: / Line 79: @@
 *Email
-'''''Address Information'''
+'''''Address Information'''''
-−
 *State (Mandatory)
 *City (Mandatory)
 *Street (Mandatory)
-'''''Damage Info'''
+'''''Damage Info'''''
-−
 *Damage Info (Mandatory)
@@ Line 94: / Line 94: @@
 *If the site does not exist, then the user will analyze it and verify its potential.
-This process is what we call " "Detective Work"  "and it is explained in the next section.
+This process is what we call ''''Detective Work'''' and is explained in the next section.
 = What happens once an RPH is created? =

@@ Line 208: / Line 208: @@
 <strong>Remove Site relationship</strong>[[File:Removerel.jpg|frameless]]
-Allows the user to correct the site assignment if the RPH was incorrectly assigned. Once completed, the system asks for confirmation to remove the relationship between the RPH and the Site
+Allows the user to correct the site assignment if the RPH was incorrectly assigned. Once completed, the system asks for confirmation to remove the relationship between the RPH and the site
 [[File:109.jpg|400px|frameless|center]]
@@ Line 215: / Line 215: @@
 With this function, one can quickly convert the RPH into a Lead. The system only validates that the RPH has an assignee/owner. For more information, please visit the [[Lead]] page.
-If the conversion is successful, the user will receive an in-screen notification
+If the conversion is successful, the user will receive an in-screen notification.
 [[File:110.jpg|frameless|center]]

@@ Line 353: / Line 353: @@
 =Quick access=
-===[[Lead]]===
+*[[Lead]]
-===[[Accounts]]===
+*[[Accounts]]
-===[[Contacts]]===
+*[[Contacts]]
-===[[Opportunity]]===
+*[[Opportunity]]
-===[[Dispatch]]===
+*[[Dispatch]]
-===[[Invoices and Payroll]]===
+*[[Invoices and Payroll]]
-===[[External Portals]]===
+*[[External Portals]]
-===[[Mobile_applications|Mobile applications]]===
+*[[Mobile_applications|Mobile applications]]
-===[[Back-end Processes]]===
+*[[Back-end Processes]]

← Older revision		Revision as of 11:49, 14 January 2021
Line 349:		Line 349:
	*Create Without Splitting: the user creating the opportunity will not have access to work with the Item since it will be protected by the owner.		*Create Without Splitting: the user creating the opportunity will not have access to work with the Item since it will be protected by the owner.
	*Split With Me:The owner will remain the same, but the opportunity will be managed by the user creating the opportunity.		*Split With Me:The owner will remain the same, but the opportunity will be managed by the user creating the opportunity.
		+
		+
		+	=Quick access=
		+
		+	===[[Lead]]===
		+	===[[Accounts]]===
		+	===[[Contacts]]===
		+	===[[Opportunity]]===
		+	===[[Dispatch]]===
		+	===[[Invoices and Payroll]]===
		+	===[[External Portals]]===
		+	===[[Mobile_applications\|Mobile applications]]===
		+	===[[Back-end Processes]]===

← Older revision		Revision as of 11:07, 12 January 2021
Line 244:		Line 244:

	The CRM provides all users with approved access a list of RPHs and the available actions to analyze and work with each of them. The column on the far right is where users will find available options. The options available will vary based on factors such as RPH status, if the RPH is associated with an existing account, among many others.		The CRM provides all users with approved access a list of RPHs and the available actions to analyze and work with each of them. The column on the far right is where users will find available options. The options available will vary based on factors such as RPH status, if the RPH is associated with an existing account, among many others.
		+

	[[File:112.jpg\|800px\|frameless\|center]]		[[File:112.jpg\|800px\|frameless\|center]]

← Older revision		Revision as of 14:19, 11 January 2021
Line 348:		Line 348:
	*Create Without Splitting: the user creating the opportunity will not have access to work with the Item since it will be protected by the owner.		*Create Without Splitting: the user creating the opportunity will not have access to work with the Item since it will be protected by the owner.
	*Split With Me:The owner will remain the same, but the opportunity will be managed by the user creating the opportunity.		*Split With Me:The owner will remain the same, but the opportunity will be managed by the user creating the opportunity.
−
−	~~= RPH Process Diagram =~~
−
−	~~IN PROGRESS~~