Overview

eWizard is integrated with the two platforms applicable for the remote calls and RTE features: Viseven CRM and Salesforce.com.

This section covers your CRM user guide in the domain of the Remote call and RTE only. For more information about other CRM functions, please refer to the related documentation.

In spite of system differences, there are steps you perform in both of them:

1. Plan the remote call.

2. Link your presentation to the remote call.

3. Invite your attendee to the remote call. You can also send them the reminder before the call.

4. Perform the remote call.

5. Carry out KPI analysis.

6. Send the attendee a follow-up email.

Please find in-depth information on the operations within your CRM under the Viseven CRM and SFDC sections of this manual.

Analytics

Once the conference is over, you can analyze the KPI metrics collected during the demonstration.

Analysis is conducted within your CRM system. There are some common steps to access the analytics:

1. Go to your CRM system.

2. Find the required call.

3. Mark the call as closed.

4. Access analytics in Viseven CRM / Salesforce.com.

The following diagram displays the analytics stage placement within the remote call activity:

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