8manage


	Scope Management
	Time Management
	Cost Management
	Communication Management
	Resource Management
	Issue & Risk Management
	Commitment Management
	Reality Check


	What is Missing?
	Core Values
	Methodology
	Managing Complexity
	New Economies, New CRM
	8thManage EPM whitepaper


	Personal Effectiveness
	Enterprise Information
	Individual Project I
	Individual Project II
	Resource Management
	Allocation Management
	Utilization Management
	Key Resource Management
	Project Resource Tracking
	Enterprise Resource Tracking
	Risk management

Chapter-1: 8thManage Tour

	Topic-1 How to login/logout 8thManage?		Topic-7 Rapidly find information
	Topic-2 User-level set-up		Topic-8 How to read audit trails
	Topic-3 Your personal "To-do List"?		Topic-9 Introduction of the "My Workbench" module
	Topic-4 Your calendar		Topic-10 Introduction of the "Enterprise" module
	Topic-5 Get reports from 8thManage		Topic-11 Introduction of the "Business" module
	Topic-6 Rapidly create new works		Topic-12 Introduction of the "Admin" module

Chapter-2: Sales Professionals

	Topic-1 Handling sales leads and converting them to opportunities
	Topic-2 Creating new opportunity and converting it to an order quotation or a contract quotation
	Topic-3 Creating new order quotation and converting it to order
	Topic-4 Creating new contract quotation and converting it to a contract
	Topic-5 Filing interaction reports and assigning interaction actions
	Topic-6 Using 8thManage calendar and Outlook calendar
	Topic-7 How to search for client, contact, opportunity, quotation, order and contract?
	Topic-8 Viewing actual and forecast versus quota; adjusting forecast and sales funnel
	Topic-9 Applying for expense advance and filing expense reports
	Topic-10 Using Cellphone/PDA support features

Chapter-3: Sales Manager

	Topic-1 Sales lead assignment
	Topic-2 Setting sales quota for sales reps and for different teams and across different revenue classifications
	Topic-3 Reviewing and responding to requests for approval (opportunity, order/contract quotation)
	Topic-4 Reviewing recognized revenue and forecasts against quota; drilling down on individual forcasted items for detail
	Topic-5 Review the funnel report and drill down the forecast list
	Topic-6 Setting and tracking sales group expense budget
	Topic-7 Sales staff member performance management, individual assessment, cross group assessment
	Topic-8 Keeping an executive support calendar to help sales rep sell to major clients
	Topic-9 Business analysis and trends: ROI in marketing programs, customer satifaction, product sales performance

Chapter-4: Executives

	Topic-1 Useful real-time KPI metrics Sales Perspective
	Topic-2 Useful real-time KPI metrics Finance Perspective
	Topic-3 Useful real-time KPI metrics Marketing Perspective
	Topic-4 Online real-time tracking of resources deployment
	Topic-5 Online real-time tracking of timesheet and expense
	Topic-6 Online real-time tracking of invoice and payment

Chapter-5: Marketing Professionals

	Topic-1 Use eSurvey to capture client contact behavioral information and build a behavioral database
	Topic-2 ontent management in email campaign
	Topic-3 Setting up the routing control and then executing the multi-content personalization of email campaign
	Topic-4 Embedded BI driven email campaign
	Topic-5 Reviewing the performance of campaign and the ROI
	Topic-6 Reviewing the expense budget and filing of expense against budget

Chapter-6: Service Professionals

	Topic-1 UWriting a new service ticket
	Topic-2 Determining actions necessary to resolve a raised issue
	Topic-3 Keeping clients aware of the progress of the resolution and follow-up
	Topic-4 Generating a client contract from a service ticket
	Topic-5 Recording interactions with the client regarding the client contract
	Topic-6 Establishing SLA regarding the client contract
	Topic-7 Referring to a library for standard responses to known issues

Chapter-7: Outlook Support

	Topic-1 Create new clients and contacts from Outlook and sync back to 8thManage
	Topic-2 Create new interactions in client/opportunity/contract/order from Outlook and Sync Back to 8thManage
	Topic-3 Change the Appointment Date/Time in Outlook and Sync Back to 8thManage
	Topic-4 Update Status Field in Outlook Task and Sync Back to 8thManage
	Topic-5 Update Status and Probability Fields in Outlook Task and Sync Back to 8thManage
	Topic-6 Sync 8thManage Actions as Outlook Tasks
	Topic-7 Sync 8thManage opportunities as Outlook Tasks
	Topic-8 Sync 8thManage interactions as Outlook Appointment
	Topic-9 Sync 8thManage Contact into Outlook

Chapter-8: Cell-phone Support

	Topic-1 Use Cell-phone/PDA to Search for Client Information
	Topic-2 Use Cell-phone/PDA to Update Client Opportunity
	Topic-3 Use Cell-phone/PDA to Receive Client’s Service Ticket