Business Connect Sales Order Form Job Aid flows Support Contact Us Introduction Effective Nov 21st 2016, all Business Connect sales teams can use the online version of the Sales Order

Business Connect Sales Order Form

Job Aid

November 2017

Table of contents

Introduction

Account management

Registration

Email Validation

Confirmation

Lost or forgotten password

Updating account details

Order management

Access the order form

Create an order

Volume Based Pricing/Term Amendment

Save and continue later

Edit a pending order

Submit an order

White Glove

Sample flows

Support

Contact Us

Introduction

Effective Nov 21st 2016, all Business Connect sales teams can use the online version of the Sales

Order Form to capture Business Connect orders. The Business Connect Sales Order Form is

available at this URL:

https://www.securewebexchange.com/orderbusinessconnect.com/login.php

or at OneSource:

http://onesource.tsl.telus.com/pages/invoke.cfm?objectid=47A26288-D601-980B-

633481C9497D5E22

Key benefits and features:

1. The new Sales Order Form can be accessed online, outside TELUS LAN

2. Offers ability to save and continue with orders at a later time

3. Eliminates the need for Sales to create Sales Force Case and email to SOV; Sales Force

case creation and submission is now fully automated in the background

4. Compatible with Tablets and smartphones (Android and iOS)

5. Offers customisation for users – User info like Sales rep ID are auto-populated once

indicated as part of registration process

6. Available in both English and French

7. Offers enhanced security and self-registration for users.

8. Offers an easy to use and self-intuitive Graphical User Interface

High Level Process

1. TELUS Sales to complete the Business Connect Sales Order Form and click submit. In the

back end, this will automatically generate a SFDC case and assign to SOV.

2. TELUS Sales will receive an acknowledgement of their TELUS Business Connect Sales

Order as an email with a SFDC reference number.

3. Order status can be checked by Sales in Sales Force using the reference number provided

via email.

4. For orders that require a Volume Based Pricing or term amendment:

a. TELUS Sales to indicate “Yes” to the question “Volume Based Pricing or TERM

Amendment Required”? (when filling out the Business Connect Sales Order Form)

b. TELUS Sales to complete the Business Connect Sales Order Form and click submit.

In the back end, this will automatically generate a SFDC case and assign to SOV.

c. TELUS Sales will receive an acknowledgement of their TELUS Business Connect

Sales Order as an email with a SFDC reference number.

d. TELUS Sales must forward the confirmation email just received to

[email protected] and attach the amendment to this email.

NOTE: Sales will no longer need to manually create a SFDC Case and attach the Sales order

Form going forward.

Account Management

Registration

Enter your first and last names

Enter your email address

Note: If possible, this should be your TELUS.com email address.

Non-TELUS.com email addresses require manager approval.

Please contact your manager, cc’ing Faisal Khurshid at

[email protected]

Select a password

Note: Please provide a password that corresponds to TELUS

standards (i.e. 8 characters or longer, mix of number and

letters, not repetitive or sequential).

Enter your Outlet/CPMS ID

Enter your Sales Rep ID

Select your province

Note: These fields will be used to personalize your experience

for the order form.

Select a security question

Enter your answer to the security question

Note: These will be used in the event that you need to reset

your password.

Account Management

Email Validation

Once the Registration screen is successfully

submitted, a message will be sent to the

email address you provided.

This message will contain a unique

validation code, which will remain valid for

48 hours*.

Note: If the email address is not validated within 48

hours, a new validation code will need to be sent. If

required, go back to the login screen and enter your

email address. A message will appear, with a link to

resend the validation email.

When you receive your validation email, copy and paste the code on the validation screen.

Confirmation

Now that your email has been validated and

your account successfully created, you are

ready to start entering orders.

Account Management

Lost or forgotten password

If you have forgotten your password, enter

your email address and last name on the

Forgotten Password screen.

A message will be sent to your email

address, with the steps to reset your

password.

Note: The email address must be the one you used to

register.

Choosing a new password

Once you have clicked on the link in the

password reset email, you will be asked to

choose a new password, which needs to

adhere to the same standards.

To confirm your identity, you will also be

required to provide the answer to your

security question.

Account Management

Updating account details

To update your personal information, for

example to change your preferred province

or specify your Sales Rep ID, click on your

name in the top right corner of the page.

Confirm your first and last names

Note: For security reasons, please follow the

Forgotten Password process to reset your password.

Confirm your Outlet/CPMS ID

Confirm your Sales Rep ID

Confirm your province

Note: These fields will be used to personalize your

experience for the order form.

Order Management

Access the order form

To access the Business Connect Sales

Order Form, click on the ‘Sales Order

Form’ button after log in.

Order Management

Create an order

In order to create a Business Connect order,

you first need to select the following

options:

Activation Language (ex. English)

Installation Type (ex. New Business

Connect)

Channel (ex. SBS)

Province (ex. Alberta)

Once these options are selected, additional

fields will appear based on the scenario.

Here are a few examples:

Business Connect Edition

Offer

Starter seat

Office seats

Account Type

Volume Based Pricing/Term Amendment

If Volume Based Pricing or Term

Amendment options are required, select

Yes on the Business Connect Sales Order

screen.

Order Management

Save and continue later

If you can’t complete an order because you’re lacking some critical piece of information, or you

just don’t have the time, you can always click the “Save and continue later” button. This will save

your order details in the system so you resume next time you’re ready.

Edit a pending order

On the initial screen, there will be a “Pending Orders” section, with the list of orders initiated at

some point in time, but never submitted.

How long can an order remain in pending status?

Pending orders will remain available until they are ready to be submitted or deleted, whatever

the case may be.

Order Management

Submit an order

Once the order is completed, please take

time to review the order details on the

Summary screen. Each section can be

expanded by clicking the + sign. When

you’re ready, click the Submit button.

What should I expect?

The order details will be sent to SOV and

a case will automatically be created in

Salesforce.

You will receive a copy of the order

details, for future reference.

Once the case is created in Salesforce,

you will also receive a confirmation

email with the case number.

What if I need to modify an order that’s already been submitted?

Order details are deleted from the system once the order is submitted. If you need to modify an

order that’s already been submitted, you will need to delete it from Salesforce and create a new

order.

White Glove

Please note White Glove service

is not available for Mobile

Edition, nor is it available for SBS

and BCX.

The questions related to White

Glove will be available for all

other scenarios.

Sample flows

Channel: BSE/BSW | Province: Alberta | Access: HSIA | White Glove: Yes

1. Business Connect Sales Order

Under Channel, select BSE/BSW

Under Province, select Alberta

Under Offer, select Standard Offer includes TELUS HSIA

Under HSIA/Internet Type, select New HSIA or Migrate existing HSIA

Fill in other required fields, as appropriate

2. Business Connect Order Info*

3. HSIA (New HSIA or Migrate existing HSIA)*

4. Starter Seat

Under White Glove service being provided?, select Yes

Answer other questions pertaining to White Glove service

Fill in other required fields, as appropriate

5. Implementation Details*

6. Office Seats (if required)*

7. White Glove Service*

8. Conclusion*

9. Summary*

*Note: Fill all required fields, as appropriate

Sample flows

Channel: BSE/BSW | Province: Ontario | Access: BYOA | White Glove: No

1. Business Connect Sales Order

Under Channel, select BSE/BSW

Under Province, select Ontario

Under Offer, select Bring Your Own Access (BYOA) Offer

Under HSIA/Internet Type, select Bring Your Own Access (BYOA)

Fill in other required fields, as appropriate

2. Business Connect Order Info*

3. BYOA - Internet*

4. Starter Seat

Under White Glove service being provided?, select No

Fill in other required fields, as appropriate

5. Implementation Details*

6. Office Seats (if required)*

7. Conclusion*

8. Summary*

*Note: Fill all required fields, as appropriate

Support

Contact Us

For any questions or concerns regarding the Business Connect Sales Order Form, please reach

out to Faisal Khurshid at [email protected].