Money Market Directories
Supporting MMD Clients-- https://spgi.app.box.com/file/492037135856
Non-subscriber wanting to get a
demo/trial/information/pricing on MMD
Client or RM/AM looking to add new user
to existing MMD account
“Hi, can you please add my new
colleague”
Client requests MMD training/overview
Client wants to change their password
Client wants to remove/delete user *
Client has a question on MMD data or
source
AM/RM or members of commercial team
requesting
- MMD demo/trial for prospect
-User List for current MMD Customer
-Usage Report for current MMD
Client has feed support or any technical
questions
Client has questions on
emails/mailing/newsletters
Create Lead in Salesforce
Make sure to change the campaign & case owner
(Detailed Instructions-- Supporting MMD pg. 12-14):
1) Confirm the Primary RM/AM in Salesforce
2) Email the Primary RM/AM and COPY
MMDSales@spglobal.com with the email below:
Hi Account Manager,
Please forward this request to the fulfillment
team clientsupportinternal@spcapitaliq.com for processing.
Please make sure that prior to reaching out to the fulfillment
team that each new user’s contact details (full name and email)
are entered into SFDC, if they don’t already exist, under the
correct firm/Opp to ensure that the welcome email(s) can
be archived in SF.
Forward email to MMDSales@spglobal.com
1) Send example email ( pg. 2)
2) Change password --verify all criteria is met
3) Send example follow-up email (on pg 2) resending both their
login & password— reiterating both are case sensitive
(Detailed Instructions on Supporting MMD - pg. 4-5)
Delete individual in CMP (never companies or last user)
*See pg. 3-- “Criteria for deleting individual users in MMD CMP”
1) Ask MMD team (Linda/Joe/Shabir/Elyssa/Iya)
2) Escalate the case in Salesforce
(Refer to pg. 15 of Supporting MMD for Salesforce Case Coding)
Send Demo Maker email (on pg 2) with attached Document:
https://spgi.app.box.com/file/451580230046
*Must attach the word document*
Email Joe Sherrill
Email Joe Sherrill and Marketing
1
 EXAMPLE OF UPDATE PASSWORD EMAIL:
Hi CLIENT,
I hope you’re having a great morning, and thanks for writing in. All account maintenance for
WebAccess is handled internally. I can change your password for you as long as the new
password meets the following criteria:

 Must be between 6-12 non-repeating characters

 Must include at least 2 upper case letters
 Must include at least 2 lower case letters
 Must include at least 2 non-repeating numbers
 Cannot include your first/last name and/or Company Name

If you have a password in mind that meets the aforementioned criteria please email it to me and
I will make the change to your account.
EXAMPLE OF UPDATE PASSWORD FOLLOW UP:
Hi CLIENT,
Thanks again for writing in! Your password has been updated in our system and you should
now be able to login. Please note that both are case sensitive. Please let me know if there’s
anything else I can do to help.
Login: clientemail
Password: clientpassword
EXAMPLE DEMO MAKER EMAIL
(MUST ATTACH DOC --https://spgi.app.box.com/file/451580230046):
Good Morning ACCOUNT MANAGER,
We have created an account called Demomaker for the Commercial team. This account, as the
name suggests, will allow you to create demos for MMD prospects. You can also create user
lists and usage reports for existing MMD clients like Allianz.
This account also allows you to ascertain what level of access active clients have. I have
attached the user doc for the demomaker account which provides the URL and the login
credentials (also below for quick reference).
If you are ever out of the office or away from your PC you can ask our MMD product specialists:
MMDSales@spglobal.com to create this information for you.
http://products.mmdwebaccess.com/MMDMgr/
Login credentials----Credentials are not case sensitive
ID: demomaker3 Password :webaccess

2
CRITERIA FOR DELETING INDIVIDUAL USER IN MMD CMP:
You may delete a client’s account if the client has left the firm (or no longer requires access)
and the account is not the only existing account for the firm. Prior to deleting any account please
search the CMP for the accounts listed under the “company name”.
If there are multiple accounts then you can delete the account as per the request. If the account
to be deleted is the only account then you MUST NOT DELETE. Instead change the ID to
include the following: NOTUSED.
EXAMPLE:
joe.sherrill@spglobal.com would be changed to: joe.sherrillNOTUSED@spglobal.com. This
provides the fulfillment team with a “template” when they are asked to set up any new users for
this firm.