Welcome to Hydra Demo
We suggest you to start exploring Hydra products with watching a series of educational video. We are showcasing the algorithm of operations with Billing System, CRM, OMS, and FSM modules on the example of the New Customer Connection business process.
Step 1: Receiving a Connection Request and Processing It
- [Role: A lead] Fill out the connection request form on behalf of a prospect to launch a process in the Hydra system.
- [Role: A sales manager] A lead appears in the CRM system; go to the lead card. The prospect receives a notification that the request has been received.
- Confirm the connection request and qualify the lead into a customer by clicking the "Convert to opportunity" button.
- An account and a new opportynity are created in the CRM and follows the pipeline steps either automatically or by dragging.
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Receiving a Connection Request and Processing It
Step 2: New Customer Connection Business Process
- Go to a customer card by clicking the customer’s name. Open the "Business Processes" tab and click the "CRM customer connection" button.
- Start the client connection process in Hydra OMS.
- Fill in the customer’s address and primary information about the services and tariffs the customer has chosen. Click Next.
- An automatic check of the Connection availability is performed.
- Collect information about the services and tariffs of the client and select the necessary from the list of available ones.
- Indicate additional services and equipment, if required.
- Complete the selection of tariffs and services.
- The system creates all the necessary entities: subscriber, subscriptions, equipment, etc.
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New Customer Connection Business Process
Step 3: Scheduling and Performing Field Works
- Select a time and date to connect the customer; the information is automatically sent to the Planado Field Service Management app.
- Next, go to the Planado web app by clicking the Open Planado Job link to manage the order.
- [Role: A field service manager] An order is automatically created and assigned to the technician.
- The technician receives the order details on his Planado mobile app and moves to the customer’s location.
- When the technician arrives at the premises and is ready to start the work, he presses the "Get Started" button in the app. The status and colour of the request changes in the web interface.
- The technician performs all the necessary work according to the checklist.
- After the work is done, the technician fills out a report and completes the order by selecting the right resolution.
- All the details are passed over from the mobile to the application.
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Scheduling and Performing Field Works
Step 4: Subscriber Management
- After completing a connection order, the business process automatically activates the subscriber in the billing system.
- The CRM user can view all the information about the subscriber: services, tariffs, prices, etc.
- The user can access the billing system via the customer page (by clicking on the customer ID) or from the main workbench interface. Also, you can see the information from the billing system using a built-in widget.
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Subscriber Management
- Jennifer ÁlvarezCustomer Success ManagerThe Hydra product stack is an end-to-end platform for management of telecom and subscription services. We are happy to share our expertise on Hydra’s features and suggest the most relevant solution to your technical and business challenges.