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SIMPLer Features Update: CRM, Billing, End User Portal, Network Plans

This update includes enhancements to CRM features such as customer grouping, marketing code definitions, and enhanced customer side-bar information. It also includes improvements to billing features like package upgrades, transaction logs, and invoice generation. The end user portal now has a usage pie chart, data purchase email notifications, and customizable account information display. Lastly, there are updates to network plans and maintenance management.

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SIMPLer Features Update: CRM, Billing, End User Portal, Network Plans

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  1. Azotel SIMPLerFeaturesEmma Sadleirwww.azotel.comThursday September 4th 2014 Allowing Operators to Focus on Business – not on Technology

  2. Agenda CRM Billing End User Portal Network Plans

  3. PART I: CRM - Agenda Customer Side Bar Enhancements to Grouping Marketing Code Definitions SAND Status on Customer Record Automated Daily Reports Master/Sub Accounts Manage Maintenance Mapping Maintenance Customer Survey Tool

  4. CRM: Customer Side-Bar Key information about your customer is now accessible from any section of the subscriber record. Click to expand the details at any point. http://wiki.azotel.com/2014-3q-simpler-sidebar-on-customer-details-page

  5. CRM: Grouping Enhancements Customers can be grouped together with a set of custom settings. Useful for setting up SAND for different sets of customers. http://wiki.azotel.com/2014-3q-v001-enhancements-to-customer-grouping

  6. CRM: Marketing Definitions Marketing codes can now be defined by operators under the Settings tab. http://wiki.azotel.com/simpler-features/features-index-1/2014-2q-v001-simpler-marketing-code-definitions

  7. CRM: SAND Status The SAND status is now available on the subscriber record, helping CSRs have a deeper understanding of the customer status when they phone for support. (example: “2nd notification received”) Note: This status is also searchable on the SEPA EFT Debits page. http://wiki.azotel.com/2014-1q-v001-sand-display-sand-status-on-subscriber-record

  8. CRM: Automated Reports Set up an FTP server to receive automated reports at certain times from SIMPLer. http://wiki.azotel.com/simpler-features/features-index-1/2014-1q-v001-simpler-automated-daily-reports

  9. CRM: Master/Sub Accounts Enhanced ability to link accounts together, and capability of billing a number of accounts through a primary account. The master account can also switch off the subs, and access the EUP for each of its accounts.

  10. CRM: Manage Maintenance The maintenance section of SIMPLer has been enhanced to simplify day to day management of maintenance tasks. Improvements to display on maintenance home page, enhanced search options and history logging.

  11. CRM: Mapping Maintenance Maintenance tickets can now be plotted on the SIMPLer map:

  12. Perform a PTP analysis with customer GPS details and site details directly from the subscriber record. CRM: Customer Survey

  13. PART II: Billing - Agenda mySIMPLer Package Upgrade Enhancements Payment Transaction Log Generate Invoice Button Subscription Priority Product Archive

  14. Billing: mySIMPLer A feature allowing for generation of vouchers in SIMPLer. Vouchers can be distributed to customers and can be used online for payment. http://wiki.azotel.com/simpler-features/features-index-1/2014-2q-v001-simpler-vouchers-payments

  15. Billing: Package Upgrade A feature allowing for changing of package mid-month. Will allow a change in invoice date, pro-ration of current month, along with refund of last month http://wiki.azotel.com/simpler-features/features-index-1/2013-4q-v001-billing-upgrade-customer-subscription

  16. Billing: Transaction Log A log showing all transactions processed via relevant payment gateway (e.gRealex) Log can also be viewed per subscriber.

  17. Billing: Generate Invoices A button has been added to the subscriber record for your convenience. It will direct you to the invoice generation page for this customer.

  18. Billing: Subscription Priority Subscriptions will appear on an invoice sorted by description. If you wish to order them use the “sort priority” buttons. 1 is highest. 10 is lowest.

  19. Billing: Product Archive Products can now be archived. They will no longer appear on the main products page. They will also be archived from the drop-down menu when adding new subscriptions.

  20. PART III: End User Portal - Agenda Usage Pie Chart Data Purchase Email Account Information Display EUP Receipts Payment Transaction Log

  21. EUP: Usage Pie Chart The ability to show a usage chart showing how much of a customers data is remaining versus how much is used. Used data shows in RED. Remaining data shows in BLUE.

  22. EUP: Data Purchase Email The ability to send an automated email to the operator and end user after additional data has been purchased via the End User Portal. http://wiki.azotel.com/simpler-features/features-index-1/2014-3q-v001-eup-data-purchase-email

  23. EUP: Account Info Display The ability to further customize the information shown on the EUP in the “personal details” section. Additional “show/hide” options have been added to help operators customize their End User Portal. http://wiki.azotel.com/2014-3q-eup-end-user-portal-updates

  24. EUP: Customer Receipt End Users can now download receipts from the End User Portal http://wiki.azotel.com/simpler-features/features-index-1/2014-1q-v001-eup-paymentcredit-receipt

  25. EUP: Payment Transaction Log End Users can now check their detailed payment transaction log to review any issues with failed payments. A reason will be given, e.g “insufficient funds”, “expired card”. The End User can update their card and try again.

  26. PART IV: Network - Agenda Network Status Search Site Access GPS Coordinates Mass SMS Tower Coverage Product/Bucket Mapping Product Based Usage Exemption

  27. Network: Network Status From the customers tab you can now search by current, disconnected, and throttled customers http://wiki.azotel.com/2014-3q-v001-simpler-view-customers-by-network-status

  28. Network: Site Access GPS Site Access GPS coordinates have been added to distinguish between the tower and the point of entry: http://wiki.azotel.com/2014-3q-network-site-access-gps-coordinates

  29. Network: Mass SMS SIMPLer has integrated with Clickatell, to make it possible to send mass SMS to specific groups of customers. http://wiki.azotel.com/simpler-features/features-index-1/2014-1q-v001-crm-send-sms

  30. Network: Tower Coverage SIMPLer has integrated with Towercoverage, to make it possible to add customers to SIMPLer through http://www.towercoverage.com accounts. Basic customers details and detailed coverage details automatically enter into SIMPLer fields. http://wiki.azotel.com/2014-1q-v001-support-for-towercoverage

  31. Network: Product to Bucket Buckets can now be linked with products. In a RADIUS environment groups are linked to buckets. Once a subscription is added to a customer account, a bucket would automatically be assigned.

  32. http://wiki.azotel.com/simpler-features/features-index-1/2012-3q-billing-network-auto-traffic-shaping-buckets-from-subscription-productshttp://wiki.azotel.com/simpler-features/features-index-1/2012-3q-billing-network-auto-traffic-shaping-buckets-from-subscription-products

  33. Network: Usage Exemption It is now possible to set a “blackout” period on a certain product. Once a customer is assigned to the product they will have unlimited usage from X time to Y time. http://wiki.azotel.com/simpler-features/features-index-1/2013-4q-v001-sand-product-based---time-of-day-usage-exemption

  34. Part V: Plans SIMPLer Help Links Monthly Training Webinars

  35. SIMPLer Help Links Before: Empty help links will show in BLUE. Text box is empty

  36. SIMPLer Help Links After: Help links shows in GREEN. Text box has a description of the highlighted function. Operators can understand functions in SIMPLer without consulting documentation.

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