CRM 180 Systems: Reference Manual
Getting Started
Registration
In order to add or update information to the 180 Systems CRM Portal, users must first register with the system.
Login
After registering an account, users will be able to login to the system using their registered e-mail account and password.
General
Vendors
Users registered as a vendor will be able to add multiple systems.
VARs
Users registered as a VAR will be able to list multiple supported systems.
Listing Type
Both systems and VARs will be able to list their information as one of the following categories:
  • Basic: Name, tier, and classification will be shown and sortable
    No charge
  • Reciprocal Link: Basic information and a link to a separate page with detailed information
    No charge but requires reciprocal link pointing back to www.erp180systems.com
    When filling out the detailed information form, there will be an input for the exact location of the reciprocal link. A vendor or VAR with a reciprocal link will not be validated until that link has been verified.
  • Annual Fee: Basic information and a link to a separate page with detailed information
    Annual Fee of $150/System listed
    Annual Fee of $150/VAR regardless of how many systems supported
    We will send you an invoice if you choose this method.
    A system or VAR with an annual fee will not be validated until payment is received.
Basic Information
  • Name
    Name that will be displayed on portal
  • System Tier
    Systems can select which tier their system falls into
    VARs inherit the tier from their systems supported
    Tier One/Enterprise (Customer Revenues > $200M, Customer Employees > 500, License Fees > $300k and Implementation Fees:License Fees > 2:1)
    Tier Two/Mid Market (Customer Revenues $10M-$200M, Customer Employees 50-500, License Fees $50k-$300k and Implementation Fees:License Fees 1:1-2:1)
    Tier Three/Entry Level (Customer Revenues <$10M, Customer Employees <50, License Fees <$50k and Implementation Fees:License Fees <1:1)
  • Distribution Model
    Systems can select which distribution model their system falls into
    VARs inherit the distribution model from their systems supported
    On Premise | License Based
    On Demand | SaaS
  • System Classification
    Systems can select from the list below which classification applies to their system
    VARs inherit the classification from their systems supported
    Contact Management
    Sales Force Automation
    Marketing Automation
    Service Management
    Call Centre
Detailed Information
  • Contact Information
    Name
    Phone Number
    Email
  • System Website
  • Number of Employees
  • Office Locations
    Maximum of 10
  • Industries Supported
    NAICS
  • Description
    Maximum of 1000 characters
Validation
When a new system or VAR is added, or old information is edited, the effected system or VAR will immediately require administrative validation. Until validated, the altered system or VAR will not be visible on the portal home page. 180 Systems will check for validation daily.
System Options
Add Another System
By clicking on the icon, users can add multiple systems.
Display Table
Once a system has been added, all systems added will be listed in a table. From this table, users will be able to view any information provided, edit, and remove any of their systems.
VAR Options
Add Another Supported System
VARs can support multiple systems. By clicking on the icon, users will be able to select from a drop down list of systems currently hosted on the portal to add to their supported list.
Edit VAR Details
By clicking on the icon, users will be able to alter any details of their VAR. This information will be altered for all of their supported systems.
Display Table
Once a supported system has been added, it will be listed in a table. From this table, users will be able to view any information provided as well as remove any of their supported systems.
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