ARchitect
Customized Training
|
|
ARInsights
offers customized introductory and advanced training designed to meet the
specific business needs of your AR group.
Contact Tricia at
|
|
Best Practice Training
Robust Reporting Using
ARchitect
The
next training sessions will be March 12 and 13.
|
|
Watch for your sign-up email the first
week in March.
|
|
|
| |
Welcome
to the January ARInsights newsletter. This communication is offered to our
valued clients to provide an in-depth look into ARchitect and its many
features and user benefits.
This newsletter contains an
ARchitect Best Practice, a proven method on how to utilize ARchitect to
maximize efficiency. The Best Practice will help to increase your familiarity
and usability with the software. Also included is the Most Active
Analysts, a list of analysts by industry, receiving the most attention in the
ARchitect User Community.
If you have questions regarding this month's featured content please contact
Tricia Cooper at 720.231.2950.
|
ARchitect
Best Practice
Groups and Coverages - How they differ
You already know how analyst groups can be used to access analyst profiles,
send emails and create reports. But are you equally versed in ARchitect's
custom coverage functionality? For the full training document on groups and
coverages click here.
Groups
Analyst Groups serve two primary functions: to
navigate quickly to an analyst, and to filter analysts for selection. You
can only filter by one analyst group at a time.
Using Groups - Analyst groups are a specific identification
of a subset of the total analyst population. Groups of key analysts are
created to target relationship building, to track specific tasks such as events
or projects, to do bulk emails, or to organize analysts by a product or
technology
Example:
Create a group of your top dozen analysts that you will be frequently
contacting. Place this group on the left navigation bar for quick
access. Use this group as the primary filter for reports.
Coverages
Coverages do not provide quick navigation
functionality, but serve to group and categorize analysts such that you can
have multi-coverage filtering
Using Coverages - A coverage is a defined characteristic
which may be applied to an analyst, but also to an interaction; a project or
event; or a document, article or quote. Like groups, an analyst may be
associated with one or more coverages. Coverages may be further organized
by types such as product or campaign.
Example:
Create a coverage called "Executive Buddy" of type campaign" and associate key
analysts with that coverage. You may then filter those analysts in your
key analyst group who are also members of the "Executive Buddy" program you
have created.
For the full training document and webinar click here.
|
|
ARchitect Training Archives
Rich
User Resources
Monthly
we highlight an ARchitect best practice in our newsletter and feature a common
AR business need in our webinar series. To access the archives of these
powerful resources clink on the links below.
|
|
Contact Information
David
Stanley
Vice President, Sales
email:sales@arinsights.com
phone:
720-231-2950
Website:www.arinsights.com
|
|
|
|
