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    Da front to back Da front to back Presentation Transcript

    • VMR DA New Contract
      ‘VMR Assignment’ Through ‘Welcome Call Recap’
      DA Contracts
      VMR closes when call is done
      BZ CT
      (w/in 24-48 hours)
      VMR creates Task for scheduled Welcome Call
      VMR closes Task by changing Status to Completed
      VMR receives a case alert via Salesforce (email)
      Contract received via email
      Contract may not be rollcalled
      NO CDF
      VMR sets up Salesforce:
      • Account/Contract
      • Contact
      VMR sends out Welcome Call email
      (CC SALES)
      VMR sends recap email
      (Client, cc Ford & Sales as applicable)
      24/48
      Contract saved to ct_bz shared drive (DA Contracts folder)
      VMR performs Discovery
      VMR closes case
      INITIAL PROJECT
      (Set Up)
      VMR contacts client to schedule welcome Call
      Salesforce case created for VMR assignment
      WELCOME CALL
      24/48
      Initial Project Creation
      Successful?
      Yes
      Successful?
      VMR DA New Contract
      Comments to be appended and dated (not replaced)
      No
      No
      VMR logs each call attempt
      (Contract)
      VMR changes Status to Deferred (w/ Comments)
      Due Date: New Call Date or one week (when dt not rescheduled)
    • ‘Initial Project Creation’ (A)
      Thomas receives automated email for project assignment
      Initial Project Creation
      Analyst: {Select Analyst}
      Analyst Stage: Setups Requested
      Update Contract for CDF
      VMR creates new project from Contract screen
      Analyst receives an automated email for project assignment
      Set Up Project Steps
      Project Name: DA SetUp
      Project Type: Digital Advertising (soon to be Digital Advertising – SetUp)*
      Project Due Date: Two weeks from the Create Date*
      Project Stage: Assign & Monitor
      Analyst: Thomas Morelli
      Analyst Stage: Identify Analyst
      Setups Due: Dependent upon Element
      Total Actual Spend: $0 (this is for setups only)
      Total Budget (as per contract minus maintenance fee)
      Complete each inclusive element section (including “Required” check box for each applicable element
      Add Microsite and Website*
      Add box for “Analyst Acknowledgment”*
      Analyst reviews case w/in 48 hrs
      (Check “Analyst Acknowledgement” check box)*
      Should creative be attached to project?
      • DISPLAY PROOFS
      • SEM ADWORDS
      • MICROSITE DESIGN
      B1
      Analyst updates completed element status to“Sent to VMR”*
      Initial Project Creation
      B
    • ‘Initial Project Creation’ (B)
      Initial Project Creation
      B
      Analyst updates element stage(s) to Live or Flighted*
      VMR sends creative, etc to client
      VMR updates element stage to Dealer Approved*
      VMR updates applicable element stages to “Awaiting Approval”
      VMR attaches dealer approval for each element to project
      Project auto-updates to Complete
      Approved?
      Yes
      Analyst receives automated email alerting them of Approval*
      VMR and Analyst receive auto-update of Completed status
      No
      VMR updates Project for changes (Comments)
      Analyst flights campaign
      VMR creates first recurring campaign??
      (Can SF auto-generate?)*
      VMR updates element stage to Processing Request Changes
      Recurring Project
      B1
    • ‘Recurring Campaign’
      For Recurring Revenue reporting only
      Recurring Campaign