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Sales BIBUSINESS INTELLIGENCECRM – ABOUT THE CUSTOMERINTERACTIVE DASHBOARDIntegrates to most allManagement Systems
Salesperson’s Home Page8452 Commonwealth AveBuena Park, CA800.722.1113Fax 888.248.1003HOMEView AlertsANDNotifications(user defined parameters) Alerts and Notificationsparameters defined by management Quick Search to accessCustomer’s detailed information,ie., Business Intelligence, Notes,CRM: About the Customer, etc. Secure Login with easy access toeach salesperson’s customer’sinformation
Salesperson’s Scheduler8452 Commonwealth AveBuena Park, CA800.722.1113Fax 888.248.1003SCHEDULER Organize Daily, Weekly andRecurring Calls, Appointmentsand VisitsAll Scheduleentries hyperlinkto CustomerNavigation pageNon time/datesensitive“TO DO’s”NON SCHEDULED TASKS
Appointments for Today8452 Commonwealth AveBuena Park, CA800.722.1113Fax 888.248.1003 Plan your Route with theMap linked to the Scheduler Map and Satellite ViewsMAP8452 Commonwealth AveBuena Park, CA800.722.1113Fax 888.248.1003MAPALEX’S GARAGE 8452 Commonwealth Ave Buena Park, USA CA 90621XALEX’S GARAGE 8452 Commonwealth Ave Buena Park, USA CA 90621X
Sales Campaigns: OpportunitiesOnline access to:8452 Commonwealth AveBuena Park, CA800.722.1113Fax 888.248.1003OPPORTUNITIES CompanyInformation InstructionalDocuments10% OFF Monroe for 60 days Vendor InformationStandardStandard MotorMotor ProductsProducts ClinicClinic WebsitesTarget MarketingMonthly SpecialsSpecial EventsPromotions, etc. CompanyAnnouncements
Salesperson’s Customer List8452 Commonwealth AveBuena Park, CA800.722.1113Fax 888.248.1003Search for a Customerin the ListCUSTOMERSSearch here251 ALEX’S GARAGESearchClick on Customerto go to CustomerNavigation Page
Customer Navigation Page8452 Commonwealth AveBuena Park, CA800.722.1113Fax 888.248.1003CUSTOMER NAVIGATIONAlex’s GarageIndividual CustomerNavigation Page providesdirect access.Direct link to:PartConnectionWEB AND MOBILEAbout CustomersePartConnectionPlace stock orders, vendor manageinventory directly to ManagementSystem.Direct link to:OfficeView invoices, credits, statements and payyour bill on line.ePartConnection - MobileDirect link to:eOfficeBusiness IntelligenceNotesAnalysisBUSINESS INTELLIGENCEView month to date, year-to-date andproduct line performance.Direct link to:NotesUse voice recognition to record notes foreach visit.
CRM: About the Customer7:18 AMAUTOPARTSAutoParts2952 Commonwealth AvenueBuena Park, CA 90621888-962-0358Welcome Joe WatersLogoutHOME PAGECUSTOMER DETAILSHOME NAVIGATION2952 Commonwealth AveBuena Park, CA800.722.1113Fax 888.248.1003DETAILSBUSINESSCUSTOMER DETAILSPERSONALBUSINESSAlex’s GarageAddressStreet8452 CommonwealthMain Office AddressStreet8454 CommonwealthStateCAStateCAZip90621Zip90621Contact DetailsPhone No. 1714.522.3551Contact DetailsPhone No. 2800.962.0358BusinessType of BusinessGeneral MechanicBusinessType of BusinessSalesScheduleCustomer ListOpportunitiesMapBusiness Hours7AM-6PMAuthorized Signer 1Mary SmithAuthorized Signer 2Alex SmithBusiness and Personal Information Build and strengthen yourcustomer relationship/loyaltyby capturing their businessand personal information A 360 degree view of yourcustomer’s personal favorites:Sports, Hobbies, Cars, plusFamily Birthday reminders Key business info: BusinessHours, Type of Business,Authorized Buyers, andBrand Preference
Direct ConnectionREAL TIME to yourManagement SystemVendor ManagedInventory (VMI) Stock Orders Check Stock Catalog Parts Lookup Non-Cataloged PartsOrders go directlyto the Printer!
BI DashboardInteractive Business IntelligenceMTD and YTD Sales Comparisonsby Line and Product GroupABC Auto Parts Inc. Customer 251 – ALEX’S GARAGEBrakesCoolingIgnitionEngine
Customer NotesMonitor SalespersonProductivity8452 Commonwealth AveBuena Park, CA800.722.1113Fax 888.248.1003NOTES10% OFFAlex’sMonroeGaragefor 60 daysStandardStandard MotorMotor ProductsProducts ClinicClinic Time and date stamped Take and store customernotes to enhance credibility Save all notes to referenceaction items to ensurecustomer satisfaction.“Get the job done!”
Owner Module: Main Screen Global Access to allSalesperson Sales Activity –Calls & Visits View progress of salesperson’sappointments: Daily, Weeklyand Monthly Search by Single Field Entry:Sports, Birthdays, Businesstype, etc. View all Sales/Goals bySalesperson, including Notesby date GPS Tracking shows time andduration of salesperson’s visit toeach customer.Integrates to all majorManagement Systems
Salesperson ActivityView ALLScheduledCalls andVisits bySalesperson.8452 Commonwealth AveBuena Park, CA800.722.1113Fax 888.248.1003SALESPERSON ACTIVITYtPhone at18163412876204tIDTotal
Calls Drilldown by Salesperson8452 Commonwealth AveBuena Park, CA800.722.1113Fax 888.248.1003PHONE CALLSCUSTOMERREPORTSJohn PreferredTotal1227CallsView ALLCalls for aSalesperson byCustomer
Calls with Notes View Callsby SalespersonPHONE CALLSand by Customerwith all Notes forthatVISITdateDETAILSforthat CustomerMatt SmithMagic Muffler9/30/2014 9:00:00 AM9/30/2014 9:30:00 AMSend over the contracts. Call manager to confirm meetReady to changeover within 60 daysCreated on: 9/11/2014 7:36:13 AM Modified On: 9/11/2014 7:36:15 AMCreated by: Matt SmithModified By:9/15/2014 9:18:00 AM9/15/2014 9:45:00 AM
Salesperson Schedules8452 Commonwealth AveBuena Park, CA800.722.1113Fax 888.248.1003SALESPERSON SCHEDULESearchDecemberSubject:Alex’s GarageMeeting 3 PMSubject:Alex’s GarageMeeting 2 PMView ALLAppointmentson Schedule forAny and AllSalespeople.Track ALLSalespeoplefor a Day,Week orMonth
Search Customer Info 8452 Commonwealth AveBuena Park, CA800.722.1113Fax 888.248.1003CUSTOMER REPORTSSteve kersLakersLakersSearch CustomerInformation byIndividual FieldEntry (i.e., FavoriteSports, Hobbies,Birthdays-Spouse,or Children,Anniversaries,Business Type,Hours, etc.)
sLet’s Set UpDefine Users and RolesDo not use single or double quotes in the names.Blank the Name to remove from the table.Please “Submit” to save changes.Master ID forUsers:ALERT SET UP & NOTIFICATIONSDefine UsersGetting Started Define Users Customer List bySalesman10% OFFAlex’sMonroeGaragefor 60 daysStandardStandard MotorMotor ProductsProducts ClinicClinicPlease “Submit” to save changes.Created on: 9/12/2014 3:36:17 AMModified On: 9/30/2014 9:05:15 AMTalked to Alex about his returnsCreated On: 9:15:53 AM 10:40:53 AM Modified On: 9:20:30 AM 9:05:05 AM
Alert Setup & Notifications(Setup Continued)8452 Commonwealth AveBuena Park, CA800.722.1113Fax 888.248.1003ALERT SET UP & NOTIFICATIONS10% OFFAlex’sMonroeGaragefor 60 daysStandardStandard MotorMotor ProductsProducts ClinicClinicAlert Setup User Defined By Salesperson or groupNotifications Free Form textfield fromManagement
Increase sales using “fact-based” selling toolsBusiness Intelligence Build profits by targeting profitable activities Increase customer loyalty and retain customers for lifeTools are Key Increase the accuracy and timeliness of sales forecastsTo Increase Profits Achieve budgeted sales . Increase the proportion of high-value customers in yourcustomer mix Deploy higher-yield promotions and advertising Predict future behavior of customersBUSINESS INTELLIGENCE CRM TOOLSWrite Less. Touch More.
CA Zip 90621 Contact Details Phone No. 1 714.522.3551 Business Ty pe of Business General Mechanic Business Hours 7AM-6PM Authorized Signer 1 Mary Smith Main Office Address Street 8454 Commonwealth State CA Zip 90621 Contact Details Phone No. 2 800.962.0358 Business Ty pe of Business Sale s Au
