Elliott Attributes

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Elliott Attributes

• Edward M. Kwang
• President

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Notes vs. Attributes

• Notes
• Free Form Text
• Conversation With Customers
• Reminder for Follow Up
• Attribute
• Data with Structure
• Expand Elliott Database Without Modification

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Attributes

• Attributes are an extension to Elliott database
  w/o modification
• Attributes can be used in CRM for various
  different tracking purpose
• Attributes used in eContact on the Web is like
  Profiling
• Selection based on attributes can be easily
  handled in Mass Email and Export Processor
• V7.1 Attributes Have GUI User Interface
• V7.2 Attributes Support Check Box

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Creation of Attribute Codes

• Create attribute code is the first step to use
  attributes.
• There should be only one person in an
  organization that can create Attribute codes
• Dont create different attribute codes to track
  the same or duplicate info.
• Think twice when you create an attribute code
  you are doing database design.

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Demo Netcellents Attributes

• At Customer Level
• Tracking Product Purchased Version
• Tracking Support Contract
• At Contact Level
• Tracking Webinar Registration

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Access Attributes in Elliott

• Master Table (Maintenance Inquiry)
• Customer
• Vendor
• Employee
• Item
• Order Entry
• Sales Desk
• Many other areas
• Basically, Attributes are available wherever
  Notes are available.

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Report or Analyze Attribute Data

• Report Writer (i.e. Crystal Reports)
• Its a generic powerful tool
• Require technical knowledge from Users
• Mass Email / Export Processor
• Easy to use
• Use Mass Email for Attributes in eContacts
• Use Export Processor for Attributes in Master
  table

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Demo

• Send Email to contacts who registered for Elliott
  webinar.
• Follow up customers that maintenance expired.

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Select Attribute in Mass Email

• Attribute Field in Customer
• For Selecting Customer With An Attribute
• Select if the particular attribute exist for the
  customer
• Customer Attribute Folder
• For Selecting by Field of an Customer Attribute
• Select if the particular attribute exist and the
  field value match selection criteria
• Same Principle Apply to Other Tables

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Attribute in Export Processor

• Determine which Master table to export
• Select Master records by using attribute
• Export Attribute to Excel Spreadsheet
• Using Template

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Telemarketing Attributes

• Demo Use Mass Email to follow up customers
  that maintenance has expired
• Make sure to also select contacts that does not
  have email address.
• Sort by Company Name (or Zip Code/State)
• Drill down to the contact
• Update Attribute
• Refresh
• Save Template for Reuse in the future

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Attribute Order Entry Restriction

• You can use Attribute to determine who can buy
  what
• Local Government (i.e. State) Regulation
• Certain items not allow in this state
• Purchasers need to have state issued license
• Territory Limitation
• Other Reasons (Netcellent use it for Support
  Control)
• Apply to Order Entry and Sales Desk

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Steps for Setup OE Restriction

• Create an attribute code for control purpose.
• Decide how to control
• Not allow
• Restriction when present
• Restriction when not present
• Add the restriction control
• Attach attribute to customers
• Inherit customer type attribute
• Attach attribute to item
• Inherit product category user defined code
  attribute

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Scenario Territory Limitation

• Cant sell an item in State of CA
• Add an attribute code
• Attach to item, product category or user defined
  code
• Add restriction for CA for not allow this
  attribute

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Scenario License Regulation

• State of CA does not allow selling of an item
  unless reseller is properly licensed by the state
  and license is not expired.
• Add an attribute code with license exp. date
• Add restriction for CA, restricted when not
  present for this attribute code
• Attach attribute to customer file and record
  proper license and exp. Date
• Attach attribute to item

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Conclusion

• Attributes expand Elliott database without
  modification
• Use it for reference/analyzing purpose
• Use it for controlling purpose
• None real time control
• Use Mass Email or Export Processor to retrieve
  Attribute data
• Real time control
• In some situations, you can use attribute for
  order entry restriction control
• Setup operation procedures and train users to
  check attributes at proper point.

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Questions Answers