Companion Applications

Introduction to CRM Recommendation Engine

Recommendations are notifications that that you can view and follow up on.

For example, you may receive a notification that a Rank Call is due, or a contract expiry or contact birthday.

The CRM Recommendation Engine must be installed and configured on the server, and be set up to run nightly via the Windows Task Scheduler.

A full list of recommendations can be accessed from the Dashboard (Home page), or customer specific recommendations can be accessed from the Customer Home page.

Requirements

• Internet Information Services (IIS) must be configured.
• BPOConnect, BPOCRM and BPOCRM_WebServices must be installed.
• RSI_ServiceManager must be installed and have a valid environment configured.
• The BPOCRM_RecommendationEngine must be installed on the same server as the BPO database and main BPOCRM application.
• BPOCRM_RecommendationEngine must be configured in Windows Scheduler to run nightly.
• You need configure which recommendation types to use from within BPO.
• Each customer must be linked to a valid Customer Rank.

Ribbon Access: BPOCRM_RecommendationEngine

Environment Configuration

• Environment: Type in the environment name, as defined for this database, in the Service Manager.
• Select Yes to process the selected environment.

Configured Scheduled Task

• Once you have done the service configuration, you need to set up a Scheduled Task in Windows.
• Ensure that the service runs whether user is logged in or not and runs with Administrator rights.
• Test the Scheduled Task to ensure it is configured and running correctly.