CRM ABOUT THE CUSTOMER INTERACTIVE DASHBOARD Integrates to most - PowerPoint PPT Presentation

Sales BI BUSINESS INTELLIGENCE CRM – ABOUT THE CUSTOMER INTERACTIVE DASHBOARD Integrates to most all Management Systems

Salesperson’s Home Page View Alerts 8452 Commonwealth Ave Buena Park, CA AND 800.722.1113 Fax 888.248.1003 Notifications HOME (user defined parameters) • Alerts and Notifications parameters defined by management • Quick Search to access Customer’s detailed information, ie., Business Intelligence, Notes, CRM: About the Customer, etc. • Secure Login with easy access to each salesperson’s customer’s information

Salesperson’s Scheduler • Organize Daily, Weekly and Recurring Calls, Appointments 8452 Commonwealth Ave and Visits Buena Park, CA 800.722.1113 Fax 888.248.1003 All Schedule SCHEDULER entries hyperlink to Customer Navigation page Non time/date sensitive “TO DO’s” NON SCHEDULED TASKS

Appointments for Today  Plan your Route with the Map linked to the Scheduler  Map and Satellite Views 8452 Commonwealth Ave Buena Park, CA 800.722.1113 Fax 888.248.1003 MAP 8452 Commonwealth Ave Buena Park, CA 800.722.1113 Fax 888.248.1003 MAP ALEX’S GARAGE 8452 Commonwealth Ave Buena Park, USA CA 90621 X ALEX’S GARAGE 8452 Commonwealth Ave Buena Park, USA CA 90621 X

Sales Campaigns: Opportunities Online access to:  Company 8452 Commonwealth Ave Buena Park, CA Information 800.722.1113 Fax 888.248.1003  Instructional OPPORTUNITIES Documents 10% OFF Monroe for 60 days  Vendor Information Standard Motor Products Clinic Standard Motor Products Clinic  Websites  Company Target Marketing Announcements Monthly Specials Special Events Promotions, etc.

Salesperson’s Customer List 8452 Commonwealth Ave Buena Park, CA 800.722.1113 Fax 888.248.1003 Search for a Customer CUSTOMERS in the List Search here Search 251 ALEX’S GARAGE Click on Customer to go to Customer Navigation Page

Customer Navigation Page Individual Customer Navigation Page provides 8452 Commonwealth Ave Buena Park, CA direct access. 800.722.1113 Fax 888.248.1003 CUSTOMER NAVIGATION Direct link to: Alex’s Garage PartConnection WEB AND MOBILE Place stock orders, vendor manage About Customers inventory directly to Management System. Direct link to: Office ePartConnection View invoices, credits, statements and pay your bill on line. ePartConnection - Mobile Direct link to: Analysis BUSINESS INTELLIGENCE View month to date, year-to-date and eOffice product line performance. Business Intelligence Direct link to: Notes Use voice recognition to record notes for each visit. Notes

CRM: About the Customer Business and Personal Information 7:18 AM AUTOPARTS W elcome J oe W aters L ogout AutoP arts • Build and strengthen your 2952 Commonwealth Avenue B uena P ark, C A 90621 888-962-0358 customer relationship/loyalty H O ME P A G E C U STO ME R DE TA ILS by capturing their business 2952 Commonwealth Ave HOME NA VIG A TION DE T AIL S Buena Park, CA and personal information BUSINESS 800.722.1113 Fax 888.248.1003 CUSTOMER DETAILS PERSONAL • A 360 degree view of your Alex ’s Garage BUSINESS customer’s personal favorites: Address Main Office Address Street Street Sports, Hobbies, Cars, plus S chedule 8452 Commonwealth 8454 Commonwealth State State Family Birthday reminders CA CA C us tomer Lis t Zip Zip 90621 90621 Opportunities • Key business info: Business Contact Details Contact Details Phone No. 2 Phone No. 1 Map 800.962.0358 Hours, Type of Business, 714.522.3551 Business Business Authorized Buyers, and Type of Business Type of Business Sales General Mechanic Brand Preference Business Hours 7AM-6PM Authorized Signer 2 Authorized Signer 1 Mary Smith Alex Smith Exclusively at

REAL TIME Direct Connection to your Management System Vendor Managed Inventory (VMI) • Stock Orders • Check Stock • Catalog Parts Lookup • Non -Cataloged Parts Orders go directly to the Printer!

Interactive Business Intelligence BI Dashboard MTD and YTD Sales Comparisons by Line and Product Group ABC Auto Parts Inc. Customer 251 – ALEX’S GARAGE Brakes Cooling Ignition Engine

Customer Notes Monitor Salesperson Productivity 8452 Commonwealth Ave Buena Park, CA 800.722.1113 • Time and date stamped Fax 888.248.1003 NOTES • Take and store customer Alex’s Garage notes to enhance credibility 10% OFF Monroe for 60 days Standard Motor Products Clinic Standard Motor Products Clinic • Save all notes to reference action items to ensure customer satisfaction. “Get the job done!”

Owner Module: Main Screen • Global Access to all Salesperson Sales Activity – Calls & Visits • View progress of salesperson’s appointments: Daily, Weekly and Monthly • Search by Single Field Entry: Sports, Birthdays, Business type, etc. • View all Sales/Goals by Salesperson, including Notes by date • GPS Tracking shows time and duration of salesperson’s visit to each customer. Integrates to all major Management Systems

Salesperson Activity View ALL 8452 Commonwealth Ave Scheduled Buena Park, CA 800.722.1113 Fax 888.248.1003 Calls and SALESPERSON ACTIVITY Visits by Salesperson. t ID t Salesperson t Phon t ID t Salesperson t Phone Calls t Visits t Total 58 Steve 25 13 36 58 John 45 18 63 58 Tim 15 16 31 58 Jim 25 13 38 58 Pat 18 16 34 Total 128 76 204

Calls Drilldown by Salesperson View ALL 8452 Commonwealth Ave Calls for a Buena Park, CA 800.722.1113 Salesperson by Fax 888.248.1003 PHONE CALLS Customer CUSTOMER REPORTS John Doe t ID t Customer t Phone Calls 58 Skeeters 2 5 58 Chucks 8 58 Alex Preferred 12 58 Total 27

Calls with Notes • View Calls by Salesperson PHONE CALLS and by Customer with all Notes for VISIT DETAILS that date for that Customer Matt Smith Magic Muffler 9/30/2014 9:00:00 AM 9/30/2014 9:30:00 AM Send over the contracts. Call manager to confirm meet Ready to changeover within 60 days Created on: 9/11/2014 7:36:13 AM Modified On: 9/11/2014 7:36:15 AM Created by: Matt Smith Modified By: 9/15/2014 9:18:00 AM 9/15/2014 9:45:00 AM

Salesperson Schedules View ALL 8452 Commonwealth Ave Appointments Buena Park, CA 800.722.1113 Fax 888.248.1003 on Schedule for SALESPERSON SCHEDULE Any and All Salespeople. Search Track ALL December Salespeople for a Day, Subject: Week or Alex’s Garage Meeting 3 PM Month Subject: Alex’s Garage Meeting 2 PM

Search Customer Info • Search Customer Information by Individual Field Entry (i.e., Favorite 8452 Commonwealth Ave Buena Park, CA Sports, Hobbies, 800.722.1113 Fax 888.248.1003 Birthdays-Spouse, CUSTOMER REPORTS or Children, Anniversaries, Business Type, Steve Gill Sports Lakers Hours, etc.) Code Name Sports Lakers Lakers Lakers Lakers Lakers Lakers Lakers

Let’s Set Up Define Users s Define Users and Roles Getting Started Do not use single or double quotes in the names. Blank the Name to remove from the table. • Define Users Please “Submit” to save changes. • Customer List by Master ID for ALERT SET UP & NOTIFICATIONS Users: Salesman Alex’s Garage 10% OFF Monroe for 60 days Standard Motor Products Clinic Standard Motor Products Clinic Please “Submit” to save changes. Created on: 9/12/2014 3:36:17 AM Modified On: 9/30/2014 9:05:15 AM Talked to Alex about his returns Created On: 9:15:53 AM 10:40:53 AM Modified On: 9:20:30 AM 9:05:05 AM

Alert Setup & Notifications (Setup Continued) Alert Setup 8452 Commonwealth Ave Buena Park, CA 800.722.1113 • User Defined Fax 888.248.1003 • By Salesperson or group ALERT SET UP & NOTIFICATIONS Alex’s Garage Notifications 10% OFF Monroe for 60 days • Free Form text Standard Motor Products Clinic Standard Motor Products Clinic field from Management

• Increase sales using “fact - based” selling tools Business Intelligence • Build profits by targeting profitable activities Tools are Key • Increase customer loyalty and retain customers for life • Increase the accuracy and timeliness of sales forecasts To Increase Profits • Achieve budgeted sales . • Increase the proportion of high-value customers in your customer mix • Deploy higher-yield promotions and advertising • Predict future behavior of customers BUSINESS INTELLIGENCE | CRM TOOLS Write Less. Touch More.