This deck illustrates how to capture competitor information in StoryPulse

1. FocalCXM
Remarkable Experiences
Transfer of Information:
Competitive Assessment Admin & Rep UI
Survey. Educate. Engage.

2. Competitive Assessment Admin UI

3. StoryPulse Agenda
CREATE
Competitive Assessments
PUBLISH
Competitive Assessments

4. Enter Admin Console User ID
and Password

5. StoryPulse Agenda
CREATE
Competitive Assessments

6. Click on the Assessments tab
to Create a new
COMPETITIVE ASSESSMENT

7. Create
New Assessment

8. Add Assessment Name and
opt Assessment Type as
‘Competitive’

9. StoryPulse Agenda
PUBLISH
Competitive Assessments

10. Select PUBLISH to see
the entered assessment
in the iPad .

11. Adding Product Categories & Competitors in Middle Tier

12. • This is a JSON file that is POD
specific and is used to store
Product Family Data
• As of 3.1.x, this is stored in the
middle tier
• The StoryPulse server pushes
this data to the iPads

13. • This is a file to store the
competitors for each product
in CRMOD.
• File is POD specific and is used
to store the competitor
information in middle tier
• As of 3.1.x, this is stored in the
middle tier
• The StoryPulse server pushes
this data to the iPads

14. Competitive Assessment Rep UI

15. Competitive Assessment
created in the Admin UI

16. Products allocated by the Admin for a
specific user in the CRM Allocation
object reflect here. (Note that the
Product Allocations Flag has to be
checked in the Admin UI )

17. Competitors for the product
pop up by clicking on the
Product Name.

18. Enter Potential and Yield.
Tap on Save

19. Yield of the previous two
months shown here.
Click Submit to push the
data to any Custom Object in
the CRM