Global Catalogue - Global Catalogue Item List

(A) Sales Lead Generation via Automatic Web Communication.

This functionality is part of eCBK active CRM framework through which the subscribed suppliers can actively build their sales pipelines. There are three types of communication components.

1. Notifications.This is based on eCBK Automatic System Notifications platform. Its workflow steps are:
   • Action Trigger: once the business viewer press the "i" icon (to the right of the inventory item's and/or supplier business profile). Based on this trigger the eCBK messaging platform generates a two-dimensional response.
   • Two-Dimensional Response:
     1. Web Messaging Center. Web Messages - which will appear in your inbox of eCBK messaging center which is part of the CRM application
     2. The CRM Follow up Task - which will appear in the CRM issue list that you can process to assigne a sales person to do the follow up.
2. Message Text: sending a message specific on the selected intentory items to the supplier with your own message.
3. Business Connection Requests: there are two steps to handle the connection request.
   1. First: the anonymous business client's viewer can send a request to connect (as a client or a supplier) directly with items' supplier. This request will go supplier messaging center to process.
   2. Second: once you accept the business connection, the profile of the anonymous business client will be copied to your client/supplier list. In this manner the new client can generate the purchase by accessing your full inventory item list.
4. Message Header Information: all eCBK messaging components' elemnets inlude the following information:
   1. the viewing company (viewer name, compnay name, country).
   2. the viewing user (viewer name, company name, position).
   3. the inventory item or items that been viewed.

(B) Search Results

The search result list is part of the CRM application. The search results (without clicking the "i" icon) provide a summary that includes:

1. What was the client is looking for? i.e. your items that had appeared in the search.
2. What was the context of the search? were your items targeted in the search filter or not.
3. Who did execut the search? the attributes of who include: company name, seracher name, postion, email and tel number.

Global Catalogue - Global Catalogue Item List

(C)Searchable Inventory Item List:

1. Search filter. The search filter include the following attributes: Supplier company Name, Major and Minor category, price range, SKU and model number.
2. List of inventory items with checked Publish Option. It is located within the Inventory Management Application. This list provides deatiled information about:
   • Inventory items' profile. The anonymous business clients can
     1. press "i" icon to view printable full detail of the underlaying item including multi-tier pricing and BoM if any.
     2. select the items to send an inquiry or order to the supplier.
   • Business profile of the publishing company. You can press the "i" icon to view printable full detail of the supplier company including business addresses and main contacts.

(D)Inquiry/Order Authoring.

The viewing clients can generate draft query or purchase order for the selected items.

The CRM module in eCBK has several components. These components are:

• Client List.
• Supplier List.
• Company Editor (to add / edit client, supplier or branch).
• Issue Management. There are issue list and issue editor. The issues cover two main types:
  1. Sales Pipeline Management (one type).
  2. Help Desk (Support Issue) Management (ten types).
• Sales & Marketing Campaign Management
• Web Messaging Center.
• Workflow which coverns the issue life cycle.
• Issue Attributes.

Both the Sales Pipeline and Help Desk in eCBK are treated as issues. Hence; when the issue type is: Sales Pipeline then the issue management will be as Sales Pipeline Management, otherwise it is Help Desk (Support Issue) Management.

Client List
Client / Customer List with shortcut commands. As part of "In Place Actions" these commands are executed on the same page to add/edit/view customer related attributes.
Client List pages contains:

• Search filter.
• Export to Excel.
• Order Consolidation.
• Generate Invoices.
• Mass Update.
• Search result list.

Client search result list has several supporting sub-lists (listed below) and short cut commands.

1. Access to Company Editor to manage customer business profile.
2. Notes
3. login profiles
4. Address list
5. Contact list
6. Sales order list

Supplier List
Supplier List pages contains:

• Search filter.
• Export to Excel.
• Mass Update.
• Search result list.

Search result list has shortcut commands. As part of "In Place Actions" these commands are executed on the same page to add/edit/view supplier profile related attributes. Also, this list has supporting sub-lists to eliminate the need to navigate to other pages to write a note, view order lists, support issues and login profile. The following is what the user can do on this page:

1. Access to Company Editor to manage supplier business profile.
2. Notes
3. login profiles
4. Address list
5. Contact list
6. Purchase order list

Issue Attributes. All attributes are system defined, so there will be no need to manage them. These attributes are:

• Type.There are eleven issue types for Help Desk/Support issues and only one for the "Sales Pipeline" type.
• Status.
• Severity
• Priority
• Financial Impact
• Work Imapct

Sales & Marketing Campaign Attributes. Some of the attributes are system defined, user defined per campaign and campaign component lists. These attributes are:

• System defined attributes are:
  1. Type.There are eleven issue types for Help Desk/Support issues and only one for the "Sales Pipeline" type.
  2. Status.
  3. Sales and Service Region.
• User defined attributes are:
  1. Campaign Lead
  2. Budget/li>
  3. Financial Impact
  4. Work Imapct
  5. Description
• Campain Component Lists are:
  1. Notes
  2. Messages/li>
  3. Team Members
  4. Traget Companies

CRM - Sales Pipeline

• Sales Pipline List. This list has shortcut commands. As part of "In Place Actions" these commands are executed on the same page to add/edit/view the issue related attributes
  1. Notes
  2. Assignment List and associated Assignee List (as sub list).
• Issue Editorto manage the issue in details
• Workflow-Based Issue/CRM Management.
• Issue/CRM Performance Reports.

• Sales Pipline List. This list has shortcut commands. As part of "In Place Actions" these commands are executed on the same page to add/edit/view the issue related attributes
  1. Notes
  2. Assignment List and associated Assignee List (as sub list).
• Issue Editorto manage the issue in details
• Workflow-Based Issue/CRM Management.
• Issue/CRM Performance Reports.

Help Desk - Support Issue List

CRM - Sales Pipeline

• Campaign List. This list has shortcut commands. As part of "In Place Actions" these commands are executed on the same page to add/edit/view the issue related attributes
  1. Notes
  2. Campaign member List(as sub list).
• Campain Editor to manage the campaign in details through the following components:
  1. Campaign Header Attributes:
     • Name.
     • Type. There are four types defined in the system.
     • Start and End Dates.
     • Campaign Lead.
     • Region. You can set to "All" if the campaign is for all regions.
     • Budget.
     • Financail Impact.
     • Work Impact.
     • Description.
  2. Campaign Component Lists. Each component has its editor (Add and update) and list.:
     1. Notes
     2. Messages. The message has a status cycle (Deraft, Reviewed, Approved, Active) through which the message can not be published or sent unless it is in an active mode.
     3. Members. Only one member can have a lead role. You can assign each member to a region.
     4. Target Campanies. You can upload a list of the target companies and assign a region to each. If not, them the target company is set to All. You can execute the following actions on selected targets:
        1. You can filter the list based on region and name.
        2. You can edit the target company details.
        3. Send an email or emails.
        4. Generate a specific sales pipeline case/issue and assign a sales person.
        5. Each target company has a note. This note you can enter your notes also the campain editor writes automaticall all actions executed on the target.
• Workflow-Based on status. Also, there are roles:
  1. The campaign can not send emails to targets unless the message in an active mode.
  2. The campaign can not send emails if there are no company list uploaded.
• Uploading the target company list.
• Target company attributes can be updated using target company editor.