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Hyundai Motor Brazil CRM System Implementation Project

Hyundai Motor Brazil CRM System Implementation Project. Configuration Solution Design – Marketing. Project Code : P-12-0605 July, 2012 Version: 1.0. I. Marketing Management. View Description. Siebel module area for marketing management – independent log-on

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Hyundai Motor Brazil CRM System Implementation Project

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  1. Hyundai Motor Brazil CRM System Implementation Project Configuration Solution Design – Marketing Project Code : P-12-0605July, 2012 Version: 1.0

  2. I. Marketing Management View Description • Siebel module area for marketing management – independent log-on • Manage marketing and lead functionalities as well as analytics area View Requirement

  3. 1.1. Home View 1. Home View Description • 1st page after log-on • Shows activities and schedules • Categories in the page are able to be changed by user (limited category) View Requirement Read Only • [Field ] • Date Format: dd/mm/yyyy

  4. 1.2. User Profile View 1. Home View Description • Application user can change profiles such as - home/work/mobile phone number, email, fax, contact method, etc View Requirement

  5. Marketing Calendar

  6. 2.1. Program View 2. Marketing Calendar View Description • Calendar for programs • By clicking view link, user can choose program • By clicking view option, user can choose My or All program View Requirement Read Only

  7. 2.2. CampaignView 2. Marketing Calendar View Description • Calendar for campaigns • By clicking view link, user can choose campaign • By clicking view option, user can choose My or All campaign View Requirement Read Only

  8. Marketing Plans

  9. 3.1. Marketing Plans List View 3. Marketing Plans View Description • Marketing Plan list (By clicking view option, user can choose My or All) • User can create or update a marketing plan • User can search a marketing plan by clicking query and item selection View Requirement

  10. [Appendix] Marketing Hierarchy The hierarchy for marketing management is consist of marketing plan, program and campaign. The program and campaign have dependant elements on upper level as below. Marketing Hierarchy Description Dependant Elements (List of Values) Marketing plan Plan a marketing with category and objective information- Actual / Forecasted expense information is automatically aggregated from programs- A marketing plan can have various programs • N/A - The highest level of marketing ex) E-newsletter for 2010 Program Design a program with goal information - Actual / Forecasted expense information is automatically aggregated from campaigns- A program can have various campaigns • Marketing Plan - When register a new program a pre-defined marketing plan is need to be selected • Category- Program category is dependant on marketing plan category ex) E-newsletter for 2010 1st Quarter Campaign Design a campaign with goal and expense information (as well as actual information) - Actual / Forecasted expense information is need be be input in campaign area • Program - When register a new campaign a pre- defined program is need to be selected • Category- Campaign category is dependant on program category ex) E-newsletter for January

  11. 3.2. Programs View 3. Marketing Plans View Description • Program list view for a marketing plan (programs in a plan) • User can move to program screen by clicking a program name (drill-down) • User can not create a program (read-only view) View Requirement Read Only [Field] • Remove - Approval status : HMB

  12. 3.3. Timeline View 3. Marketing Plans View Description • Calendar view for programs in a plan • User can move to program screen by clicking a program name (drill-down) • Read-only view View Requirement Read Only

  13. 3.4. Documents View 3. Marketing Plans View Description • Reference information (file / URL) list view for a marketing plan • User can attach a document file or register a URL for marketing plan View Requirement

  14. Programs

  15. 4.1. Program List View 4. Programs View Description • Marketing Program list (By clicking view option, user can choose My or All) • User can create or update a program • User can search a program by clicking query and item selection View Requirement [Functionality] • Remove approval functionality – HMB

  16. 4.2.1. Plan View – Goal Tab 4. Programs View Description • Goal definition view for program planning • User can define goal based on selection of matrix such as ROI, # lead • User can define forecasted expense and target View Requirement

  17. 4.2.2. Plan View – Expense Tab 4. Programs View Description • Actual expense view for executed program • Actual expense of campaign will be gathered automatically • User can not input expense information for a a program (read-only view) View Requirement Read Only

  18. 4.2.3. Plan View – Documents Tab 4. Programs View Description • Reference information (file / URL) list view for a marketing program • User can attach a document file or register a URL for marketing program View Requirement

  19. 4.3.1. Design View – Program Flow Tab 4. Programs View Description • Program design view based on flow chart • User can create a program by using icons • If a campaign is created, will be automatically changed to campaign view View Requirement

  20. 4.4.1. Schedule View – Calendar Tab 4. Programs View Description • Activity Schedule for a program input view (i.e. agency communication) • User can input detail activity information by date • The activity information will be shown in home view View Requirement

  21. 4.4.2. Schedule View – Details Tab 4. Programs View Description • Detail program stage list view (Read-Only) • User can see the stage information for a program • User can see campaign and wave information for a program View Requirement Read Only

  22. 4.5. Approval View 4. Programs View Description • Approval history list view • User can track approval history information by user and date information • Read only view View Requirement Read Only

  23. 4.6. Execute View 4. Programs View Description • Program execution status view • User can track the status of each program(Status is mostly needed for email sending – when the amount is high) View Requirement Read Only

  24. Campaigns

  25. 5.1. Campaign List View 5. Campaigns View Description • Campaign list (By clicking view option, user can choose My or All) • User can create or update a campaign • User can search a campaign by clicking query and item selection View Requirement [Field] • Remove : Channel, Lead source, Cultural, City, State, Model • Add : ‘Lead’ check box, Lead type [Functionality] • If the campaign needs to make lead, checkbox needs to be clicked. Only when the check box is clicked, dealer category is activated

  26. 5.2. Campaign Details View 5. Campaigns View Description • Detail or additional information input view (for campaign) • User can input additional information for a campaign View Requirement • Campaign Objective field needs to be a mandatory LOV-typed field which contains as below. - Campaign Objective: Marketing, Sales, Aftersales

  27. 5.3.1. Plan View – Expense Tab 5. Campaigns View Description • Actual expense view for executed campaign • User can input actual expense information for a campaign • Entered expense information will be also shown in program expense tab View Requirement [Field] • Remove – Budget request

  28. 5.3.2. Plan View – Goal Tab 5. Campaigns View Description • Goal definition view for Campaign planning • User can define goal based on selection of matrix such as ROI, # lead • User can define forecasted expense and target View Requirement

  29. 5.3.3. Plan View – Documents Tab 5. Campaigns View Description • Reference information (file / URL) list view for a campaign • User can attach a document file or register a URL for a campaign View Requirement

  30. 5.4.1. Design View – Offer Tab 5. Campaigns View Description • Registered email offer selection for a campaign view • User can register an offer for a campaign by selection (pop-up) • User can register or delete a treatment for offer View Requirement [Functionality] • Sending test mail (button) : to check link, size, and web browser compatibility - user can input test email address

  31. 5.4.2. Design View – Segments / Lists Tab 5. Campaigns View Description • Registered Segment or target list selection for a campaign view • User can select a segment or list for a campaign by selection (pop-up) View Requirement

  32. 5.4.3. Design View – Segment Trees Tab 5. Campaigns View Description • Registered Segment tree selection for a campaign view • User can register a segment tree information • User can select a segment tree for a campaign by selection (pop-up) View Requirement

  33. 5.4.4. Design View – Allocation Tab 5. Campaigns View Description • Segment – Offer treatment allocation view • User can allocate an offer treatment to a segment or a segment tree • User can define control group by defining portion (%) View Requirement [Functionality] • Need to manage permanent control group(this is a pre-defined list of contacts that need to be flagged as part of the control group)

  34. 5.4.5. Design View – Wave Setting Tab 5. Campaigns View Description • Execution wave setting view for email sending • One wave will be automatically generated with 100% (max : 100%) • User can divide waves by adding a list and input portions for division View Requirement

  35. 5.4.6. Design View – De-dup & Suppression Tab 5. Campaigns View Description • Segment – Offer treatment allocation view • User can allocate an offer treatment to a segment or a segment tree • User can define control group by defining portion (%) View Requirement [Functionality] • After loading, De-dup count and suppression count need to be displayed • Priority setting functionality for target (segment / list) is needed • button for de-dup & Suppression execution • Activate Pop-up message “Please wait until the loading is completed” when user click the [De-dup & Suppression] button before the loading is completed

  36. 5.5. Schedule View 5. Campaigns View Description • Activity Schedule for a campaign input view (i.e. agency communication) • User can input detail activity information by date • The activity information will be shown in home view View Requirement

  37. 5.6. Approvals View 5. Campaigns View Description • Approval history list view • User can track approval history information by user and date information • Read only view View Requirement Read Only

  38. 5.7.1. Execute View – Execution Status Tab 5. Campaigns View Description • Wave execution management view • User can launch or suspend the campaign by waves • User can purge (delete) a target contact for a campaign View Requirement

  39. 5.7.2. Execute View – Contact / Prospect Tab 5. Campaigns View Description • Campaign execution status check view • User can see the campaign execution status by contact • User can add or delete the contact or prospect View Requirement

  40. 5.7.3. Execute View – List Distribution Tab 5. Campaigns View Description • Campaign list export view (for extra channel or agency such as DM agency) • User can export a list when a wave is launched • User can define export file format (field information) – preset is defined first View Requirement Read Only

  41. 5.7.4. Execute View – System Tasks Tab 5. Campaigns View Description • Campaign execution status view • User can track the status of each campaign(Status is mostly needed for email sending – when the amount is high) View Requirement Read Only

  42. 5.8. Track Results View 5. Campaigns View Description • Track result view by contact after campaign execution • User can see the response information for a campaign • Read-only view View Requirement Read Only

  43. Segments

  44. 6.1. Segment Designer View 6. Segments View Description • Segment design view • Detail information will be delivered later – in development View Requirement

  45. Offers

  46. 7.1. All Offer List View 7. Offers View Description • Campaign offer list view • User can create or delete an offer information • User can create or delete a treatment information View Requirement [Functionality] • Pre-Registered treatment is need to be selected when register a new offer • When registering a new treatment, type of de-dup needs to be selected for after loading (segment by segment) - DM - None, Address, Contact Id, Household Id- EM - None, Email Address, Contact Id • When registering a new treatment, type of suppression needs to be selected for suppression after loading (view)

  47. 7.2. Treatment View 7. Offers View Description • Offer treatment list view • User can create or delete a treatment information for an offer • User can define primary treatment for an offer View Requirement

  48. 7.3. Approval View 7. Offers View Description • Offer approval status information view • User can see approval information and status for an offer View Requirement Read Only

  49. 7.4. All Treatment List View 7. Offers View Description • All offer treatment list view (all kinds of channel) • User can search a offer treatment • If user click a treatment name, the view changes to each treatment view View Requirement Read Only [Functionality] • When registering a new treatment, type of de-dup needs to be selected for after loading (segment by segment) - DM - None, Address, Contact Id, Household id- EM - None, Email Address, Contact Id • When registering a new treatment, type of suppression needs to be selected for suppression after loading

  50. 7.5. Direct Mail Treatment List View 7. Offers View Description • Direct mail treatment list view • User can register or delete a direct mail treatment • If user click a treatment name, the view changes to literature view View Requirement

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