Helios Leads Training Guide September 2016

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Helios Leads Training Guide

Learning and Development

Helios Training Guide

Table of Contents
Lesson 1 – Helios Overview........................................................................................................................... 2
Helios Workflow Overview ....................................................................................................................... 3
Lesson 2 – Login Process ............................................................................................................................... 3
Clear Cache ............................................................................................................................................... 4
Logging in .................................................................................................................................................. 4
Installing Cisco AnyConnect (for ACs and AMs only) ................................................................................ 5
Logging Out ............................................................................................................................................... 5
Lesson 3 – Leads - Staples.com ..................................................................................................................... 5
Customer Information .............................................................................................................................. 6
Filter, Search Features & Sort ................................................................................................................... 7
Lesson 4 - Customer Dashboard ................................................................................................................... 8
Accessing the Dashboard .......................................................................................................................... 8
Dashboard Components ........................................................................................................................... 8
Dashboard Navigation............................................................................................................................... 9
Lesson 5 - Dashboard Sections.................................................................................................................... 10
Customer Profile ..................................................................................................................................... 11
Representative Details ............................................................................................................................ 11
Savings .................................................................................................................................................... 11
Yearly Spend Per Category ...................................................................................................................... 13
Category Penetration .............................................................................................................................. 14
Yearly Spend Per Month ......................................................................................................................... 14
Monthly Spend Analysis .......................................................................................................................... 15
Lesson 6 - Orders Section............................................................................................................................ 18
Order Details Information ....................................................................................................................... 18
Orders Details – Filter Options................................................................................................................ 19
Lesson 7 - Recommendations Section ........................................................................................................ 20
Accessing the Recommendations Section .............................................................................................. 20
Lesson 8 – Stores Near By Section .............................................................................................................. 21

Helios Training Guide

Lesson 1 – Helios Overview
The Helios tool provides insight into customer purchasing habits and trends. Having more insight into
customers’ purchasing habits allows associates to tailor their conversations towards the customers’
specific business needs and ultimately drive more sales!
The Helios Lead module provides the associate with key background information to support customer
conversion to Staples Business Advantage.

Helios Training Guide

Helios Workflow Overview
The diagram below outlines the standard Helios SBA leads workflow process, indicating the order in
which the associate would commonly navigate the site. Included below are brief descriptions of each of
these sections, which will be explored in greater detail through this guide.
Login Page – The Login Page is the first page which displays when the Helios site is opened.
Leads – Staples.com – This page displays the associate’s list of the Customers / Companies currently
managed by Staples.com that are viable for SBA. Information includes the customer’s associated
Rewards customer number, tier, contact information, as well as other details.
Dashboard – The Dashboard is the main activity area providing a 360 degree view of the customer with
access to additional sections and Helios features.
Orders –The Orders section contains the customer’s last year’s order history. This is where the associate
has the ability to filter and view orders and order details.
Recommendations – The Recommendations Section provides a list of up to the top 15 products
purchased with the Select and Premium pricing information.
Stores Near By – The Stores Near By Section displays up to 10 Staples store locations within a 10 mile
radius of the customer’s Parent account number.

Recommendations

Stores Near By

Lesson 2 – Login Process
When using Helios for the first time or when a new Helios release is deployed it is imperative that all
cookies and browsing history on the computer, workstation or iPad, be cleared in order to ensure
successful login and use.

Helios Training Guide

Clear Cache
Clearing cache essentially clears browsing history/cookies and will only need to be done once prior to
initially accessing the sign on screen. Complete the steps below to clear cache from your Windows
Desktop or iPad system.


Windows desktop:
o Press control+shift+delete
o Under the "Obliterate the following items from” dropdown, select “The beginning of
time”
o Select Clear Browsing Data



iPad:
o
o
o
o
o

In the Chrome app, tap on the Menu button (which looks like three horizontal lines)
Select Settings
Tap on Privacy
The option to “Clear Cookies, Clear Cache, Clear Browsing History, or Clear All” will
display
Select Clear All

Logging in


Open Google Chrome and log in to http://helios.staples.com/ to access Helios.
Note: Chrome is the preferred browser; using another browser may not be successful.



Enter your associate ID in the Employee Number field and the your LAN password in the
Password field; click the Log In button
If the password is forgotten and you are unable to log into Helios, click on I forgot my password.
You will receive prompts to have your password reset.



Helios can only be accessed through the Staples network; therefore users must be on the Staples
network or VPN to log in.

Helios Training Guide

If you are having difficulty logging in and have already done the outlined troubleshooting; please contact
the Helios Help Desk, helios_sa_appsupt@Staples.com
NOTE: Once logged in, if the screen is blank and you are unable to view any data on the To Do list, refresh
the page and content will be displayed.

Installing Cisco AnyConnect (for ACs and AMs only)
Helios requires users to be on the Staples network; however as long as ACs install the Cisco AnyConnect
app on their iPads, they’ll be able to access it anytime and anywhere as long as WIFI is available and the
user is connected to VPN.
For steps on how to install the Cisco AnyConnect app, click on this guide Cisco AnyConnect Guide

Logging Out
Since Helios is a read-only system for 360 degree customer insight, information cannot be edited or
updated and there is not a logout button. To log out of the system, simply close Chrome.

Lesson 3 – Leads - Staples.com
Leads – Staples.com displays a list of the Staples.com customers that have been selected and qualify for
Staples Business Advantage.

Helios Training Guide

Customer Information
The To Do List provides important high level information about the account in call order priority.

3
4

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Category
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Customer
Parent
c
c
Rewards
Number
a
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t
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Parent
Rewardsg
o
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Tier
r
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Company Name
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Contact Info
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D
D
e
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f
f
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i
Description
n
n
e
e
This is the Rewards member number assigned to the Parent. The customer may
have others Rewards member numbers, schild member numbers, which roll up to the
c
Parent. c
a
a
Note: Click
to sort each column int either ascending or descending order.
t on
e
e
The Rewards
program
in
which
the
customer
is currently enrolled.
g
g
Select theoinformation button
to view
o and/or print the different SAM Rewards
benefit details.
r
r
y
The business name for this customer. y
t
t
h
h
The person’s name, email address and phone
number of the contact representing
e
e
this account. Click on the email address to open a pre-addressed Outlook email.

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Helios Training Guide

Filter, Search Features & Sort
Various filter and search features are available on the Leads – Staples.com which provide the ability to
narrow down the displayed accounts.

3
2
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fi
D
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f
Description
s
i
c shows 10 leads per page with the option
 ThenShow Entries drop-down, by default,
a
to browse
additional pages
e
 Thes numbers of entries may be adjusted
t to 10, 25, 50, 100 or All entries per page
by using the Show Entries drop-down e
g
c
Click the
on any of the columnsoto organize the rows in either ascending or
a sort icon
descending
order. Once selected the icon changes,
or , to show the order being
r
t
displayed.
y
e
t
g
 Accounts can be quickly located by leveraging the Filter within the Leads –
h
o
Staples.com
list. This can be especially useful with large customer lists because you
e
canreasily retrieve the one customer you need.
c
 Theyassociate may search by company name
or customer number
u that provides search results based on
 This Search box is a smart search feature
s
even
t partial entries
Forhexample: If the associate does not remember
the full name of a company, Main
t
Street
Vet,
the
information
remembered,
Vet,
can
be entered and the system will
o
e
provide search results based on the closest
m matches
 If the associate enters wrong information or information for another associate’s
e
c
customer,
a warning message will display and the associate will be unable to access
r
theucustomer account
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Category
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Show Entries
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Sort
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

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

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Helios Training Guide

Lesson 4 - Customer Dashboard
Accessing the Dashboard
Once you’ve reviewed the Leads – Staples.com list and determined which customer account to view,
access the Customer Dashboard by clicking on the applicable Customer Parent Rewards Number on the
left side of the Leads – Staples.com list, as shown below:
Click on the customer number
to access the Dashboard

Dashboard Components
The Customer Dashboard provides an overview of the SBA lead and their spending history.
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Category

Dashboard Sections

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Description
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The Dashboard contains the following sections on the main area which
c
provide a 360 degree view of the account and purchasing history for the
u
last 3 years:
s
 Customer Profile
 Representative Details t
 Savings
o
 Yearly Spend Per Categorym
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Helios Training Guide





Category Penetration
Yearly Spend Per Month
Monthly Spend Analysis



The Dashboard has Dashboard Tab Sections that open up additional
sections of the Dashboard screen.
These Dashboard Tab Sections highlight additional customer
purchasing information categories and will be covered in more depth
later in the following lessons of this training guide:
 “Orders Section”
 “Recommendations Section”
 “Stores Near By Section”


2

Dashboard Tab
Sections

Collapse/
Expand Arrows

Each section provides an arrow to collapse or close the section

Dashboard Navigation
The Dashboard offers several ways for navigation, either by searching or returning to the Leads –
Staples.com list.

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Category

Search Box

Print or
Save as PDF

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Description
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fi
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n which
 Accounts can be quickly located by leveraging the Search box,
fi is e
fi
especially useful with large customer lists
e
n
 The associate may search for existing customers via the Search
Box
s
e using n
either a customer number or full customer name.
e
c
s
Note: When using this Search Box (only the Dashboard Search):
s
a
c
o Customer Number – must consist of numbers only, no letters
t
a withinc
Customer Name – must be the exact name; the Search
Box
a
t
the Dashboard does not provide automatic search esuggestions
t
g another
e
 If the associate enters wrong information or information for
associate’s customer, a warning message will display and the
wille
o associate
g
g
be unable to access the customer account
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o
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r on theo
The Print button allows the associate to print the information displayed
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account Dashboard
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Helios Training Guide

To save the Dashboard view as a PDF file, select Print and then click the Change

button on the print preview page.
Save as PDF is listed under the Location Destinations.

FAQ

Home

Sliding Door

This icon gives you access to Help, FAQ and Training information for the Helios
Platform.
This icon allows you to return to the Leads list from the Dashboard; click the
Back to To Do List/Home button located at the top right of the Dashboard
screen.
The small red icon located at the top right corner of the dashboard, Sliding Door,
displays a snapshot of the Leads list in call priority order; this is another way to
switch to a different account.

Lesson 5 - Dashboard Sections
When accessing the Dashboard, the associate is presented with seven sections on the main dashboard
area that provide a 360 degree view of the account and purchasing history. These initial seven sections
display a snapshot of the last year’s purchasing data inclusive of key customer, order, and spend
information. The seven sections are:








Customer Profile
Representative Details
Savings
Yearly Spend Per Category
Category Penetration
Yearly Spend Per Month
Monthly Spend Analysis

Helios Training Guide

Customer Profile
The Customer Profile section provides pertinent details about the customer including company name,
the parent Rewards customer number and tier, main address, contact name, the email and phone.
1
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1. Clicking the hyperlink on
c the Companyfi Name opens the Salesforce.com login page and thec
Account page.
a
a
n
2. If there is an email address,
clicking the
hyperlink
on
the
contact’s
email
address
will
open
t
ta
e
blank, pre-addressed, eOutlook email message
to this Contact.
e
s
3. Clicking the Customer gSegment tier will
display
the
Rewards
Description
for
the
customer’s
g
c
Rewards tier.
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o
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r
r
t
y
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Representative Detailst
t
g
The Representative Details section
displays the name of the sales associate, their email and contact
h
h
o
phone number.
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Savings
o
r
n annual summary
The Savings section provides an
of
the
customer’s
current
spend
and
the
potential
n
b
g
savings if they had been a Premium
customer.e
g
s
s
l
Note: The dollars listed here include
only products purchased by the customer that are available on
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StaplesAdvantage.com.
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 W

Helios Training Guide

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1. Click the download icon e to generate an Excel report with the details used to calculate the
r
customer’s savings. Detailsfiinclude:
y
n
a. Parent Customer Number
– main Staples Rewards member number
t
e the customer purchased
b. SKU Number – product
h
c. Product Descriptions
e
c customer purchased the product; D= Staples.com, R = retail store
d. Channel – where the
c
a much the customer actually paid for the product
e. Amount Spent – how
u
t the customer would have paid if an SBA customer
f. Program Price – what
s
g. Projected Rebate – edisplays the appropriate amount if the product qualifies for a rebate
t
g
h. Program Savings – value
the customer would have saved if an SBA customer
o
o
m
r
2. Select Show benefits comparison
to display a breakdown of the shopping benefits between
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y
Staples and Staples Business Advantage:
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Helios Training Guide

Yearly Spend Per Category
The Yearly Spend Per Category section provides spend analysis for the selected year for 9 product
groupings:
o Ink & Toner
o Paper
o Technology
o Mail and Ship
o Furniture
o Facilities
o Office Supplies
o All Other Products
o Promo
Clicking on a specific “piece of the pie” highlights the specific category with the retail/Staples.com
breakdown. The display shows the category percentage for the year and the retail and Staples.com
percentage within that category.
For example, this customer’s purchases are 47.99% in Ink & Toner with 59.32% of Ink & Toner purchases
via Retail and 40.68% via Staples.com.

Helios Training Guide

Category Penetration
The Category Penetration section outlines how the customer’s category buying pattern compares
against the average Mid-market customer.
Note: NA is shown when the customer has not made a purchase in the last 12 periods in this category
within the mid-market product assortment.

Yearly Spend Per Month
The Yearly Spend Per Month section provides month-over-month spending trend analysis based on
each fiscal period (FP) for the previous 12 periods.

Note: Month names are used rather than fiscal period to make it more user-friendly if the chart is shared
with the customer.

Helios Training Guide



Hovering the cursor over each cylinder will display the details, Total, Retail, Staples.com, for that
fiscal period:

Monthly Spend Analysis
The Monthly Spend Analysis provides product category level spending analysis for each fiscal period.
Note: Month names are used rather than the fiscal period to make it more user-friendly if the chart is
shared with the customer.

Helios Training Guide



Sales are summarized into nine product categories:
o Ink & Toner
o Paper
o Technology
o Mail & Shipping
o Furniture
o Facilities
o Office Supplies
o All Other Products
o Print & Promo



Similar to the Yearly Spend Per Month section, the Monthly Spend Analysis section displays
each fiscal period for the last 12 month, along with the purchasing spend per category, as well
as total spend for that fiscal period

Helios Training Guide

1. Select See Retail and Staples.com Sales to display a breakdown of the customer’s spend for each
channel, category and fiscal period
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Helios Training Guide

Lesson 6 - Orders Section

Clicking the Orders tab on the left side of the
Dashboard displays the Orders Section directly on the
main Dashboard page.

Order Details Information
The Orders Section provides information regarding the customers’ orders, including the order number,
the sales channel, date of purchase, quantity of items, and amount.

Category

Description



Order No.



The Order Number column provides the associated order number for orders
placed on the account
Clicking on the Order No. hyperlink will access an Order Details pop up
window that displays information pertaining to that order inclusive of:
o Item Numbers
o Item Descriptions
o Quantities
o Prices
o Total Spend
The Order Details pop up window also features a Search option that allows
the associate to look up specific product types within orders to determine
whether or not the customer has purchased those specific items or not.

Helios Training Guide

Retail/Staples.
com

The Retail/Staples.com column displays “Retail” if the purchase was made in a
store and “Staples.com” if the purchase was made online or phone

Order Date

The Order Date column displays the date that the respective transaction was
completed

No. of Items

The No. of Items column displays the number of products purchased on the
specific transaction

Order Total

The Order Total column displays the total spend amount of the corresponding
transaction

Orders Details – Filter Options
The Orders Details section has additional features for filtering and navigation.

2
1

Category

Description

Show Entries

The Show Entries drop-down menu allows associates to set the Order
Details page to display 5, 10, 30, 40 or all order entries per page

Filter

The Filter field allows associates to refine the displayed order list by the
order number or the SKU number or the product description.
For example: If the associate wanted to uncover if (or when) the customer
purchased paper products, they could enter ‘paper’ into the Search field
and the order list will display all purchases that included paper.

Navigation

The Navigation bar located at the bottom right of the Order Details screen
allows associates to go to next, last, or selected page from the order list.

Helios Training Guide

Lesson 7 - Recommendations Section
The Recommendations tab on the left side of the
Dashboard allows access to the Recommendations
section directly on the main Dashboard page.
This section displays at least the top 15 products
the customer has purchased over the past year.
These are items that are within the mid-market
product assortment excluding non-discountable.

Accessing the Recommendations Section


The Recommendations refreshes the Dashboard to display the products. Click Dashboard to
return to the full Dashboard display.



Selecting
at the top of the page provides a printout of the Customer Profile information
followed by the top 15 recommendations.

1
2
3
4

Category

Description

Item’s SKU Number

Clicking on the item number will open the product page on
StaplesAdvantage.com

Staples.com Price

Staples.com Price is the amount the customer will pay if they purchase
via Staples.com

Select Price

Select Price is amount the customer will pay if enrolled in the Select
program

Helios Training Guide

Premium Price

Premium Price is the amount the customer will pay if enrolled in the
Premium Program

Lesson 8 – Stores Near By Section

The Stores Near By tab on the left side of the Dashboard
displays the Stores Near By section on the main
Dashboard page.

2
1

The Stores Near By grid displays up to 10 Staples Stores located within 10 miles of the Parent account’s
zip code.
Note: If there are no stores located within radius or if Helios has no Parent account zip code, Helios will
display message “No stores within 10 miles of master account's zip code”
1. To narrow the search results, enter Street, City or Zip into the “Filter” box.
2. To search for Staples Stores in other locations, click “+Advance Search” to expand; continue to
search by entering Address, State and/or Zip.

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Helios Leads Training Guide September 2016

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