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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: ,[object Object]
ContactVMR 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? ,[object Object]
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Da front to back

  • 1.
  • 2. ContactVMR 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)
  • 3.
  • 5. MICROSITE DESIGNB1 Analyst updates completed element status to“Sent to VMR”* Initial Project Creation B
  • 6. ‘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
  • 7. ‘Recurring Campaign’ For Recurring Revenue reporting only Recurring Campaign