Sales Associate Training NADA 2013

Transcription

1 Sales Associate Training NADA 2013

2 Best in Class Industry Leader Dealer s Choice Successful Company Driven by Successful People

3 Five New Exciting Products 2013 Plus vbdc Visibility in CRM evip

4 New Products ACE Automated Customer Engagement Ecco Task Fulfillment Program evip Virtual Presenter Elease Service CRM Dealer managed AutoPilot Managed Chat Outsource web chat elead1 Mobile App

5 Basic Resources Websites and Login User: Password: Dealership: Randel Honda Secondary Dealer: 1st Coast Mercedes

6 Basic Resources Dealer website Randel Honda Website Managed Chat elead Text Websites

7 Basic Resources Live data demos MB of Tampa Perfect Prospect Service CRM AutoPilot

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9 ACE Automated Customer Engagement Description: Automated communication to internet lead prospects with Intelligent data capture and answers questions using profiling technology. Competition: Ava, Response Logic, Differences: Integrated directly to CRM, can be tied into campaigns Pricing: $1295/mo

10 ACE Automated Customer Engagement Go to Submit a lead using the dealer s that will go to their phone Wait 70 seconds, look at phone Go to the CRM system and pull up the customer record with that address See the responses as they come in Refresh to see more Explain that sales associates will be alerted when a customer sends back a reply Unlimited number of response templates with different timing can be configured. Auto-updates the Oppty details pages i.e. new phone numbers, vehicles, s etc.. *Note the timing is set to send several s in very short amount of time so that The dealer can see several types of communication during the demo. In real practice the timing of the s sent are paced over a much larger time period and is dynamic based on the replies received from the prospect.

11 ACE Automated Customer Engagement

12 ACE Automated Customer Engagement

13 ACE Automated Customer Engagement

14 ACE Automated Customer Engagement

15 ACE Automated Customer Engagement

16 Task Fulfillment Description: Full workflow integration CRM-based event-driven scripting Offload processes to call center at set intervals if the tasks are not completed by the dealership. Display customer tough points completed and incomplete and allow managers to push additional incomplete tasks to fulfillment or autofulfill based on settings 100% follow-up or front line backup on all tasks. Calls, s, letters and chat. Competition: None Differences: N/A Pricing: $3.50 per record submitted

17 ECCO: a fully integrated solution that provides fulfillment for any type of activity or task that may be generated as part of a workflow or via a campaign. 100% coverage 100% of the time Inbound Calls Sales Service Inbound Internet Sales Service Outbound Calls Unsold Showroom Uncompleted workflow Calls Sales and Service Marketing Calls Marketing Sales and Service Promotion (Live Calls, , Mail) Sales and Service Retention (Live Calls, , Mail) Chat

18 ECCO: a fully integrated solution that provides fulfillment for any type of activity or task that may be generated as part of a workflow or via a campaign. Bring up the organizer for the store (Randel Honda / Suzuki Stewart) Show the month view, explain the problems with having sales associates complete tasks Show the overdue task list and re-enforce the problem with task completion Explain that elead has over 700 operators standing by to complete phone tasks, tasks, chat, text and letter tasks for sales associates Show the VBDC Performance report showing tasks completed and escalated

19 ECCO: a fully integrated solution that provides fulfillment for any type of activity or task that may be generated as part of a workflow or via a campaign.

20 Managed Chat Description: elead1 agents will engage in chat with dealership customers from 7am 9pm M-F, 10am-6pm Saturday & Sunday. Conversion rate = 60% Chats:Leads Name + or phone Competition: ecarlist, autofusion, Contact@Once, ClientConnexion, ActiveEngage, DealerImpact, CarChat24 Differences: Only managed chat with full CRM integration Pricing: $ , $ , $ , $ sold

21 Managed Chat

22 Mobile App Description: elead1 Dealer Mobile App Competition: Dealer Socket, Car Research Differences: None Pricing: Included with elead1 package / $100/m

23 Mobile App

24 Mobile App

25 Service CRM Description: View service customers, campaigns, leads & hot opportunities in the same dashboard. Tasks assigned to dealer staff. Escalation of non-completed tasks can be sent to vbdc Competition: all CRM, most data mining companies Differences: Can be integrated with Nations #1 vbdc Pricing: $495/month + added integration cost (included w/autopilot)

26 Service CRM Log into elead Click on Service Click on Service CRM Dashboard Show the customer campaigns, leads & hot opportunities You may also go to any Opty Details screen and click on service in the upper right to see service opportunities This is basically AutoPilot with the dealer making the calls This requires an upgrade to the PIP or RCI

27 Service CRM

28 Service CRM

29 Service CRM/AutoPilot Trigger Mail

30 evip Description: Virtual delivery of a sales consultant capable of delivering customized customer presentations. Can be used in all departments and is fully customizable per location. The demonstration at this show will be 2 live installs MB Tampa and Paragon Honda Competition: None Differences: N/A Pricing: TBA

31 evip There will be 3 evip virtual assistants: 1 for new elead products 2 for Perfect Prospect - Exchange process (MB Tampa/Paragon) Walk over to Elease and push the GO button to demo Perfect Prospect Complete the information and move to the system associated with this evip virtual assistant Go to the elead1 Virtual Presenter Dashboard in either Randel Honda or 1st Coast MB depending on the VP you entered. Find customer, add as lead, check desk log. Alert will be sent everyone.

32 evip There will be 3 evip virtual assistants: 1 for new elead products 2 for Perfect Prospect - Exchange process (MB Tampa/Paragon) Walk over to Elease and push the GO button to demo Perfect Prospect Complete the information and move to the system associated with this evip virtual assistant Go to the elead1 Virtual Presenter Dashboard in either Randel Honda or 1st Coast MB depending on the VP you entered. Find customer, add as lead, check desk log. Alert will be sent everyone.

33 evip Elease Intro

34 evip Elease vbdc

35 evip Elise Vehicle Exchange

36 evip Elease Mobile App

37 Virtual Presenter Elease AutoPilot