Contact and Account Management Participant Guide

vILT Module
Lesson 1 - Contact and Account Management

WBLs
The Essentials of Contact Management
The Essentials of Contact Management will help you prepare for the key
changes associated with Contact Management as a result of Mercury. It will
also help you learn about the benefits of the new process.

Videos
How to Update Client using M-Path
The following scenario shows How to Update Client using M-Path.

Sites
Moving to Mercury
The Global Mercury information resource designed for non-deployed
audiences. Once local Mercury sites are established, those sites become the
primary information hub for deploying and deployed audiences. Moving to
Mercury also contains globally-applicable technical messaging, when
appropriate, for Mercury-related topics, such as cutover and coexistence.

M-Path Guidance
The reference resource is for using the guided M-Path tool. Includes
valuable overview material, demonstrations, references, local guidance links
and more.
Simulations
How to Create Client using M-Path
This course contains three interactive scenarios: Import to Mercury from
MDM, Create Prospect from D&B and Create Prospect with Private Household.

How to Create a Business Contact using M-Path

This course will use an interactive scenario to show you how to create a
marketing contact in Mercury using M-Path.

Procedural Guides
Procedural Guide_Account Management
This Procedural Guide covers the following topics:

 Overview of MDM
 Entities in Mercury
 Prospects in Mercury
 Clients in Mercury
 Accounts in Mercury
 Blocking of Entities

Procedural Guide_Contacts, Activities, Relationships

This Procedural Guide covers the following topics:
 Managing Contact information
 Add and Edit Activities for a Contact
 Add and Edit Relationships and score
 Run Reports in Mercury
Overview of Contact Management
Contact Management relates to the process of building relationships with contacts to
win more work and grow the business.
 Contact must be in the system before you can proceed through the lifecycle
 Managing contacts will make it easier for you to navigate throughout the
lifecycle over time
 Builds and sustains external relationships
 Helps win in the market
Create
00 opportunity
1
Create/Maintain
contacts
2 Perform
acceptance
Create
pricing 3
plan

4
“SOW” signoff Update
and contract 5 pricing plan

6 Create
Update engagement
opportunity 7
details

8
9 Create
engagement
Send budget
resource request

10 Charge T&E
Schedule
resources
11

Schedule/
Perform billing 12
14 Perform
engagement
13 economics
Dunning and
collections Close
engagement

15