Please go through the document quickly to familiarise with your trial account. It shows what you can do immediately to get to grips with UnifiedVU Platform. Please send any issues to support@unifiedvu.zendesk.com. Thank you.
About UnifiedVU
Unifying all your software. Starting with Customer 360º View by unifying customer records from sales, marketing, accounts and support into one intuitive user interface to increase customer lifetime value.
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14-DAY TRIAL
What you should know first
GETTING STARTED
1. Demo
2. Trial account with demo data
3. Trial account synced with your live
data
4. Subscribe to a pricing plan
Trial Account
➤ URL: http://app.livestax.com/
unifiedvu/welcome/welcome
➤ Email: your email address
➤ Password: unifiedvu123
TERMINOLOGY
➤ Space: This is your working
space, which is made up of a
number of Pages.
➤ Page: Each Space can have a
multiple number of Pages.
Shown as tabs.
➤ App Store: Apps are listed in
the App Store under categories.
➤ App: You add Apps from the
App Store to Pages. Each App
surfaces data and functionality
from a software system or data
source.
➤ App Menu: Options include
how to revoke credentials, link
to support and general settings.
1. DEMO
➤ Before: Tell us about the software you
use and problems you face.
➤During: Further understanding of the
issues. We demonstrate UnifiedVU,
customising the demo to address the
issues discussed, where possible.
➤After: Login details handed over for a 14-
day trial account.
1. Your trial account comes with a
number of Spaces already
populated with Apps
2. Most of these Apps will be
connected to demo software
accounts, e.g. CRMs, Xero,
Zendesk, MailChimp and Trello.
2. TRIAL ACCOUNT WITH DEMO DATA
SPACE: DEMO - PIPEDRIVE, PAGE: CASHFLOW & REVENUE BLOCKER ANALYSIS
➤ Use Case: Identify the potential reasons
behind why a customer is not paying on time.
➤ Xero A/R App: Click on overdue invoices
to expand and then select the overdue
invoice.
➤ Zendesk App: Displays any tickets
associated with the customer.
➤ Bonus:
➤ Pipedrive Sales App: See the deals in the
pipeline under threat.
3. TRIAL ACCOUNT SYNCED WITH YOUR DATA
➤Go to My Account Space.
➤ Select an App for which you have an existing
account.
➤ Click on App Menu and find the “Remove
credentials” option.
➤Once clicked, an authentication or login window
will be displayed.
➤ Enter your login or authentication details to
connect with your data.
➤Now you have live data to trial with.
3. SUBSCRIBE TO A PRICING PLAN
➤ We recommend you start with the Essential Plan.
➤ Visit My Account or Welcome Spaces to find the Subscriptions App.
➤ We will help you with on-boarding your team and setting up.
➤ Spaces: This is your
working space,
which is made up of
a number of Pages.
➤ Page: Each Space
can have a multiple
number of Pages.
Contact
➤ Manoj Ranaweera
➤ manoj.ranaweera@unified.vu
➤ +44 7769734491
➤ http://unified.vu
➤ Customer support: support@unifiedvu.zendesk.com