TRADEPAQ: TRM Software for Physical Commodities

1. TRADEPAQ:TRM Software for Physical Commodities CRM SYSTEM Tradepaq CRM

2. Agenda • Introduction • Requirements • Logging into • Inside CRM • Modules (Help Desk)

3. INTRODUCTION TRADEPAQ CRM • Tradepaq Support Desk operations. • Web Application. • Manage, Synchronize and coordinate customer requirements. • Useful for submitting questions, errors and requests • From: • Customer • Tradepaq on-site support team. • Tradepaq Support Desk – on behalf of the customer.

4. Requirements • Hardware requirements: • Minimum requirements 400MHz Pentium 2 class with 128 memory • Software requirements: • Explorer 4.0 or higher • System Link: . http://timesheet.tradepaq.com/Tradesync/Customer

5. Logging into TRADEPAQ CRM • Customer ID • Provide by TRM Team. • User ID : • Business email address. • Password : • Provide by TRM • Submit

6. Inside CRM - Modules • Help Desk • Marketing • Documents • Knowledge Base • Log Off

7. Help Desk Module • AR’s • Find out all the information available about the AR AR’s

8. Marketing Module Press Releases Find out information about our releases.

9. Documents Module Documents Find out information related with TRM System documentation.

10. Knowledge Base Module TRM Knowledgebase Find out the information related with the TRM Knowledge Base.

11. Help Desk Module • AR#(Activity Request Number) • Customer Id • Customer Ref No • Type • Priority • Prj. Phase • Reported At • Reported By • Summary • ECD(External Completion Date) • Status • Closed At • Internal Assign • From DTReported Browse through all Customer A/R’s:

12. Help Desk Module Navigation Bar Search button Flexible way to navigate. Fill in the appropriate criteria fields. (To see all activity requests, leave the fields empty).

13. Help Desk Module Operator Selection - Criteria

14. Help Desk Module First, Previous, Next, Last page. Export the display of the grid Print results on the grid. Copy grid to clipboard. Allows nested sort t-levels to be defined Sort Column Heading. Help …

15. Help Desk Module • Action Links • View Public AR’s • Submit Activity Request • AR Edit • AR Files • AR Notes • Add AR Comments

16. Help Desk Module Submit Activity Request Describe the issue by filling in the screen below

17. Help Desk Module Submit Activity Request Supporting Documents Attach file to support the AR’s. Use Zip files to more than one.

18. Help Desk Module AR Edit This screen allow update the details entered by the user.

19. Help Desk Module ARFiles This screen display all the AR’s related with attached files uploaded by the user.

20. Help Desk Module AR Files - Upload This screen allow upload files to support the AR’s.

21. Help Desk Module AR Notes Make your notes in reference with the AR’s.

22. Help Desk Module AR Comments Comments are useful in meetings or call conference between TRM Team and clients. These comments are showed in Status Report.

23. Help Desk Module Administration This option is useful for reassign the AR’s reported.

24. Help Desk - Module • Tradepaq CRM • Generate an automatic acknowledgement and send it. • To TRADEPAQ Support Desk. • Person submitting the A/R. • Person assigned. • To persons email addresses included in the email field. XXXXX

25. Questions THANKS!!!!