IC Realtime System Design Free Process

Key Points: 

Internal-External Process

Design Engineer Process

Internal-External Process

• Sales Rep Requests System Design Support During Creation of the Deal 
  • Do NOT book directly through the design engineer's calendar, a Deal must be created
  • The Deal Name should NOT have "New Deal" in it, there should be a Unique Deal Name
  • See Example:
    
    
• Create the Deal
  • Once created, on the middle column, select the service projects tab
  • From here select, "Design Support Needed?" = Yes

• An Email Invite will Automatically be Sent to the Contact Associated with the Deal by a Workflow 
  • If the Contact did not get the Invite, Please Reach out to the CRM Specialist to verify the Contacts Status and Manually Re-Enroll
  • If your Contact deleted the Original Scheduling Email, Reach out to the CRM Specialist
  • CRM Specialist will Confirm the Email has been Sent and the Process will Continue

• Customer will Receive an Email to "Schedule your System Design Layout Meeting" 
  • Sales Rep and Admin will receive notice of email send
  • The Customer will Click the Email CTA which will take the Customer to the Design Engineers Meeting Link
  • The Customer will choose from the Available Time Slots
  • The Customer will then Complete the Design Inquiry Form on the Meeting Link
  • When Completed, the Customer will Receive an Invitation to the Meeting
    • Sent via Dialpad

• The Meeting will be added to the Design Engineers Calendar via Dialpad / Google Calendar
  • To avoid double notifications, turn off notification in Dialpad Meetings settings 
• An Email will be sent to the Contact Owner (Sales Rep) and the Design Engineer Confirming the Meeting Status and Details

Design Engineer Process

• Design Engineer will Conduct System Design Consultation Meeting
• When the Consultation has been Completed, the Design Engineer will make two Property Updates
  • The Meeting Outcome
    • Locate the Meeting Event on the Contact or Deal Record on the Activity Tab, be sure Meetings are Selected in the Filter Activity
    • Select Actions > Edit > Outcome 
      
      
    • When in the Editing Page, Update the Meeting Outcome and Save Selection
      • This is for Reporting Purposes 
      
  • Consultation Completed! Property
  • Estimated Completion Date Property

• • This is Located on the Service Projects Tab on the Deal Record in the System Design Information Section
    • • Update this Property to Yes and Save Selection
  
  
  • • • This will Trigger an email to the Rep letting them know the meeting is complete and will include the estimated completion date for the Design Files
        
• Design Engineer Works on Design and Adds Files to Google Drive
• Add Google Drive Link(s) to the Design File Properties in the Service Projects Tab on the Deal Record 
  • The Section is Labeled Completed Design Files
  • There are 3 Fields to Utilize if Necessary 
    • Always Start with #1 
    • If more fields are needed, Please Reach out to the CRM Specialist
    • Save Selections

• Update, "Design Completed!" Property to Yes
• Update "Design Completion Date" property
• When Design Completed Property is Yes, a Workflow will Trigger to Send the Information in the Design File Properties to the Sales Rep
  
  • Then a few minutes later, to the Customer
    
    • If there is only one Design File the other bullet points will be left blank
• Design Engineer will add the Bill of Materials to the Deal based off the Design
• If the Design Engineer has at least 1 of the below cases then they would communicate those in the "Special System Configuration Request" Property
  
  • Wireless Point-to-Multipoint Systems (not the Wireless 1-1 Kits) 
  • RAID HDD Configurations for Recorders
  • Customized NEMA Orders (not the standard NEMA Setup)
    • Be sure to Save the information you add to that property
    • This is located on the Left Hand Column of the Deal Record as shown below

• See more on Special System Configuration Request