Dodge PipeLine.

Slides:



Advertisements
Similar presentations
CRM project. Agenda Introduction About Project Modules.
Advertisements

KronoDesk® - Product Information
Easy to use Ability to attach policies/procedures to call types Ability to schedule calls in advance Officer safety alerts Robust search capabilities.
Mobile. Proteus MMX Mobile The Proteus MMX Mobile application is a valuable maintenance management tool that provides technicians with quick access to.
XProtect ® Professional Efficient solutions for mid-sized installations.
Cutting-edge technology for the development of business software applications Takes advantage of the most recent international trends, combining Microsoft.NET.
XProtect ® Express Integration made easy. With support for up to 48 cameras, XProtect Express is easy and affordable IP video surveillance software with.
OnContact CRM Customer Relationship Management. CRM 7 Benefits Rich "client" experience, completely web-based Access data anytime, anywhere. Ease of navigation.
Marketing automation is the technology that allows companies to streamline, automate, and measure marketing tasks and workflows so they can increase operational.
Power BI Sites and Mobile BI. What You Will Learn Sharing and Collaboration Introducing Power BI Exploring Power BI Features and Services Partner Opportunities.
Authentication Administration Storage Compliance Authentication Administration Storage Compliance Audio Conferencing and Calendaring .
Sagecrm.com/7.2 Introducing Sage CRM 7.2 Mark Green Business Consultant Pinnacle.
Why | CRM DALE RIVERS Sage (UK) Ltd
Engaging networks can help you to grow your online community Outreach top 10.
IBoomerang 103.  PowerDialer  Contact Management Tool.
NEW PRODUCT INTRODUCTION: SalesLink TOUCH April 2015.
2010 Practice Management Annual Conference PCLaw® Office Efficiency Tools – Calendaring, Phone Call & Document Management Presented by: Deborah Schaefer.
XProtect ® Essential Brilliant simplicity. With support for up to 26 cameras, XProtect Essential is cost-efficient and easy to use IP video surveillance.
Relgo Networks, Inc. Jubilee Hills, Hyderabad Realty Enterprise Resource Planning (ERP)
Sage ACT! 2011 What’s New?. Why Sage ACT! 2011? Make contact. Build relationships. Get results. Automate key activities with Smart Tasks Eliminate double-entry.
1 Xora Sales Presentation. >About Xora >Demo Examples >Appendix Agenda 2.
What’s New in Visio 2007 Office Visio 2007 is easy to use and comes with diagram- specific shapes and tools that enable you to quickly create professional-looking.
Classroom User Training June 29, 2005 Presented by:
Copyright COMPLETExRM, Inc. All rights reserved. Sales Presentation 1 For Real Estate.
Sabre Traveler Security June, service Sabre Red Value Suite Sabre Red Efficiency Suite Sabre Red Service Suite Air Car Hotel Rail Leisure Travel.
1 I n t u i t C o n f i d e n t i a l Construction Estimating Software Jeff Gerardi | President | Solution Introduction.
CRMWorks ASIA Digital Marketing Suite Marketing Automation through Net-Results CRMWA Digital Marketing Suite Rev 07.
Using Google Tools with your Online Program Gmail – mail.google.com Calendar – calendar.google.com Docs and Spreadsheets – docs.google.com Google Groups.
Audio Dial In: or CRM to RM Visual CRM to MS-CRM 2007 Visual User Group Nov 21 st 2007.
Store complete Contact information, including E- mail, Notes, History, and more. Contact and Customer Management Organize all of your contact data in.
A full life-cycle BD pipeline management application for federal contractors.
ATTACHEDAPPS CONFIDENTIAL Powerfully simple tools to retain, manage and grow SMB customers. Client Messaging for Partners.
Company LOGO Sage CRM – Marketing Sage CRM 7.3 provides a new integration with MailChimp for marketing campaigns. In this.
Get up and running quickly with common tasks. When you choose the Main Menu from the nav bar, you can access your work areas, records, or other items.
EASILY CREATE, MANAGE AND TRACK PROPOSALS AND DOCUMENTS.
Business Analyst Web App and ArcGIS Online Anna Hou Julia Holtzclaw.
KasPer Pro HRMS with Self Service Brings a Fully Featured Human Resources Management Solution to the Office 365/SharePoint Online Environment OFFICE 365.
WHY VIDEO SURVELLIANCE
Future Recruiter Product
Start working in Navigate the system Search data Enter data
Save Time Managing your Team. Communicate Better.
AERObics Presented by Dana Senn Mariya Krasny Joe Hiber.
Recruiting on the Road: Mobile Candidate Management
to Optimize and Automate Business Processes
DocFusion 365 Intelligent Template Designer and Document Generation Engine for Office Enables Everyone on Your Team to Increase Productivity OFFICE APP.
SMS MARKETING.
OnContact CRM Customer Relationship Management
Quality Assurance System Field Service Automation
Shedding light on onsite crm for solar
Reach People when it matters with Location Extensions
5 Steps to Selecting an Agency Management System
That Saves Money and Preserves Opportunities
Boost Your Sales, Extend Your Reach, Attain New Levels of Customer Satisfaction in the Modern, Mobile, Cloud Era with blue-app and Windows 10 WINDOWS APP.
Office 365 Integration Delivers Seamless CRM Experience for Sales Representatives in the Field “By creating a fluid line of communication with Microsoft.
Power Apps & Flow for Microsoft Dynamics SL
Swyft Proprietary & Confidential. Copyright 2017
IDA CRM and Project Management
ForceManager Integrates with Office 365 Outlook Mail, Calendar, Contacts, Word, and Excel for a Smart, Fast, Intuitive Mobile CRM Sales Solution OFFICE.
KronoDesk® - Listen, Help, Solve
Selecting the perfect CRM system
Collaborative Business Solutions
Smartsheet at Austin Energy
Platform Introduction
Quality Assurance System Field Service Automation
WHY VIDEO SURVELLIANCE
DIGITAL IDENTITY FOR COMPANIES
Download the APhA 2018 app Scan the QR code or search for APhA in iTunes or APhA Annual in the Google Play store. For all other device types (including.
Power BI for the Consumer
Presentation transcript:

Dodge PipeLine

FAST MOBILE designed for tablets and smart phones INTUITIVE AUTOMATED Dodge Leads…Simplified FAST superior performance over similar apps MOBILE designed for tablets and smart phones INTUITIVE easy to use interface provides greater insight into relevant customers & projects AUTOMATED alerts keep you informed of updates so you can spend more time with customers

What is ? An online service customers use to manage their Dodge leads Accessible on your phone, tablet or PC Displays Dodge info in multiple formats; Google maps, Charts/Graphs, Excel etc Provides automated alerts to keep you informed of new projects & updates Can be used to integrate Dodge leads into CRM or other business systems

How You Manage Your Leads is Just as Important as Generating Them PipeLine supports all 5 phases of the basic Lead-to-Sale cycle Use PipeLine to manage select phases or the complete cycle 1. Generate Lead 5. Report on Progress 4. Select & Convert to Pipeline 2. Set Lead Priority 3. Lead Assignment/ Distribution Prioritize Dodge leads into High, Medium and Low Custom reporting tools & dashboards PipeLine Opportunity module tracks sales activity Assign and schedule email leads to reps

PipeLine Home/Dashboard One view, total oversight …never miss a lead Highlights New & Updated leads everyday Quick access to Favorites Searches Plan/SpecAlerts Recently viewed leads SIGN OFF Product [] – Marketing [] – NGO [] – Sales [] Internal Codes Project Name: Sweets Marketing Dashboard PM: Tim Albert Marketing: Michael Nass, Paul Donnelly Sales: Dave Dinitto Segments: BPMs, Architects, Contractors Buyer Type:  1,2,3 Competitive Gain: Advantage over Seek, ARCAT Market Statement: Improve accuracy in reporting of usage and lead information from Sweets and Sweets apps Message Action: SIGNIFICANT CHANGE FOR USERS, end user communication on Sweets app for Revit, Sweets app for AutoCAD and Sweets.com site improvements Internal Messaging:  Enterprise-wide Product: Sweets

PipeLine Mobile Take Dodge on the road…anytime, anywhere One view, total oversight …never miss a lead View Dodge Projects in Google Maps Highlights New & Updated leads everyday Quick access to Favorites Project & Plan/Spec Searches Complete Project and Company records SIGN OFF Product [] – Marketing [] – NGO [] – Sales [] Internal Codes Project Name: Sweets Marketing Dashboard PM: Tim Albert Marketing: Michael Nass, Paul Donnelly Sales: Dave Dinitto Segments: BPMs, Architects, Contractors Buyer Type:  1,2,3 Competitive Gain: Advantage over Seek, ARCAT Market Statement: Improve accuracy in reporting of usage and lead information from Sweets and Sweets apps Message Action: SIGNIFICANT CHANGE FOR USERS, end user communication on Sweets app for Revit, Sweets app for AutoCAD and Sweets.com site improvements Internal Messaging:  Enterprise-wide Product: Sweets

PipeLine Project Lead Easy to read Google Maps integrated Displays related… Owner Designers Bidders GC/CM etc Quick access to Plan, Spec, Addenda SIGN OFF Product [] – Marketing [] – NGO [] – Sales [] Internal Codes Project Name: Sweets Marketing Dashboard PM: Tim Albert Marketing: Michael Nass, Paul Donnelly Sales: Dave Dinitto Segments: BPMs, Architects, Contractors Buyer Type:  1,2,3 Competitive Gain: Advantage over Seek, ARCAT Market Statement: Improve accuracy in reporting of usage and lead information from Sweets and Sweets apps Message Action: SIGNIFICANT CHANGE FOR USERS, end user communication on Sweets app for Revit, Sweets app for AutoCAD and Sweets.com site improvements Internal Messaging:  Enterprise-wide Product: Sweets

PipeLine Field Tracking Total control over Dodge lead volume Set the exact conditions when you want to be notified When… General Contractor is awarded Bid date is updated Architect is awarded Bidders list updates Project moves from design to bid Project moves from bid to award Project starts SIGN OFF Product [] – Marketing [] – NGO [] – Sales [] Internal Codes Project Name: Sweets Marketing Dashboard PM: Tim Albert Marketing: Michael Nass, Paul Donnelly Sales: Dave Dinitto Segments: BPMs, Architects, Contractors Buyer Type:  1,2,3 Competitive Gain: Advantage over Seek, ARCAT Market Statement: Improve accuracy in reporting of usage and lead information from Sweets and Sweets apps Message Action: SIGNIFICANT CHANGE FOR USERS, end user communication on Sweets app for Revit, Sweets app for AutoCAD and Sweets.com site improvements Internal Messaging:  Enterprise-wide Product: Sweets

PipeLine Project News Notifies you about updates based on your field tracking selections When… GC is awarded Bid date is updated Bidders are added to project Your product listed in plans/specs Huge time saver SIGN OFF Product [] – Marketing [] – NGO [] – Sales [] Internal Codes Project Name: Sweets Marketing Dashboard PM: Tim Albert Marketing: Michael Nass, Paul Donnelly Sales: Dave Dinitto Segments: BPMs, Architects, Contractors Buyer Type:  1,2,3 Competitive Gain: Advantage over Seek, ARCAT Market Statement: Improve accuracy in reporting of usage and lead information from Sweets and Sweets apps Message Action: SIGNIFICANT CHANGE FOR USERS, end user communication on Sweets app for Revit, Sweets app for AutoCAD and Sweets.com site improvements Internal Messaging:  Enterprise-wide Product: Sweets

PipeLine Project Tags Color coded tags Easy tracking of important projects Shareable SIGN OFF Product [] – Marketing [] – NGO [] – Sales [] Internal Codes Project Name: Sweets Marketing Dashboard PM: Tim Albert Marketing: Michael Nass, Paul Donnelly Sales: Dave Dinitto Segments: BPMs, Architects, Contractors Buyer Type:  1,2,3 Competitive Gain: Advantage over Seek, ARCAT Market Statement: Improve accuracy in reporting of usage and lead information from Sweets and Sweets apps Message Action: SIGNIFICANT CHANGE FOR USERS, end user communication on Sweets app for Revit, Sweets app for AutoCAD and Sweets.com site improvements Internal Messaging:  Enterprise-wide Product: Sweets

PipeLine Company Report Easy to read Google Maps integrated Displays related projects in multiple formats In Google Maps Visual Charts List/Summary Quick access to Contacts News Dodge BI Profile Refine through related projects SIGN OFF Product [] – Marketing [] – NGO [] – Sales [] Internal Codes Project Name: Sweets Marketing Dashboard PM: Tim Albert Marketing: Michael Nass, Paul Donnelly Sales: Dave Dinitto Segments: BPMs, Architects, Contractors Buyer Type:  1,2,3 Competitive Gain: Advantage over Seek, ARCAT Market Statement: Improve accuracy in reporting of usage and lead information from Sweets and Sweets apps Message Action: SIGNIFICANT CHANGE FOR USERS, end user communication on Sweets app for Revit, Sweets app for AutoCAD and Sweets.com site improvements Internal Messaging:  Enterprise-wide Product: Sweets

PipeLine Company Stats View Breaks down related projects visually Interactive charts SIGN OFF Product [] – Marketing [] – NGO [] – Sales [] Internal Codes Project Name: Sweets Marketing Dashboard PM: Tim Albert Marketing: Michael Nass, Paul Donnelly Sales: Dave Dinitto Segments: BPMs, Architects, Contractors Buyer Type:  1,2,3 Competitive Gain: Advantage over Seek, ARCAT Market Statement: Improve accuracy in reporting of usage and lead information from Sweets and Sweets apps Message Action: SIGNIFICANT CHANGE FOR USERS, end user communication on Sweets app for Revit, Sweets app for AutoCAD and Sweets.com site improvements Internal Messaging:  Enterprise-wide Product: Sweets

PipeLine Company Report Map View Pinpoints each project on Google Maps Click pin for info on each project SIGN OFF Product [] – Marketing [] – NGO [] – Sales [] Internal Codes Project Name: Sweets Marketing Dashboard PM: Tim Albert Marketing: Michael Nass, Paul Donnelly Sales: Dave Dinitto Segments: BPMs, Architects, Contractors Buyer Type:  1,2,3 Competitive Gain: Advantage over Seek, ARCAT Market Statement: Improve accuracy in reporting of usage and lead information from Sweets and Sweets apps Message Action: SIGNIFICANT CHANGE FOR USERS, end user communication on Sweets app for Revit, Sweets app for AutoCAD and Sweets.com site improvements Internal Messaging:  Enterprise-wide Product: Sweets

PipeLine Company News Notifies you about important updates and new projects the company is working on Huge time saver SIGN OFF Product [] – Marketing [] – NGO [] – Sales [] Internal Codes Project Name: Sweets Marketing Dashboard PM: Tim Albert Marketing: Michael Nass, Paul Donnelly Sales: Dave Dinitto Segments: BPMs, Architects, Contractors Buyer Type:  1,2,3 Competitive Gain: Advantage over Seek, ARCAT Market Statement: Improve accuracy in reporting of usage and lead information from Sweets and Sweets apps Message Action: SIGNIFICANT CHANGE FOR USERS, end user communication on Sweets app for Revit, Sweets app for AutoCAD and Sweets.com site improvements Internal Messaging:  Enterprise-wide Product: Sweets

PipeLine Company Report Seamless connection to Dodge BI Profile SIGN OFF Product [] – Marketing [] – NGO [] – Sales [] Internal Codes Project Name: Sweets Marketing Dashboard PM: Tim Albert Marketing: Michael Nass, Paul Donnelly Sales: Dave Dinitto Segments: BPMs, Architects, Contractors Buyer Type:  1,2,3 Competitive Gain: Advantage over Seek, ARCAT Market Statement: Improve accuracy in reporting of usage and lead information from Sweets and Sweets apps Message Action: SIGNIFICANT CHANGE FOR USERS, end user communication on Sweets app for Revit, Sweets app for AutoCAD and Sweets.com site improvements Internal Messaging:  Enterprise-wide Product: Sweets

PipeLine Project Search Multiple refiners for accurate results Save search for easy access Export results to Excel View results in multiple formats Standard list Stats/Graphs Map overlay Bid calendar SIGN OFF Product [] – Marketing [] – NGO [] – Sales [] Internal Codes Project Name: Sweets Marketing Dashboard PM: Tim Albert Marketing: Michael Nass, Paul Donnelly Sales: Dave Dinitto Segments: BPMs, Architects, Contractors Buyer Type:  1,2,3 Competitive Gain: Advantage over Seek, ARCAT Market Statement: Improve accuracy in reporting of usage and lead information from Sweets and Sweets apps Message Action: SIGNIFICANT CHANGE FOR USERS, end user communication on Sweets app for Revit, Sweets app for AutoCAD and Sweets.com site improvements Internal Messaging:  Enterprise-wide Product: Sweets

PipeLine Project Search Multiple refiners for accurate search results 30+ refiners to pick from SIGN OFF Product [] – Marketing [] – NGO [] – Sales [] Internal Codes Project Name: Sweets Marketing Dashboard PM: Tim Albert Marketing: Michael Nass, Paul Donnelly Sales: Dave Dinitto Segments: BPMs, Architects, Contractors Buyer Type:  1,2,3 Competitive Gain: Advantage over Seek, ARCAT Market Statement: Improve accuracy in reporting of usage and lead information from Sweets and Sweets apps Message Action: SIGNIFICANT CHANGE FOR USERS, end user communication on Sweets app for Revit, Sweets app for AutoCAD and Sweets.com site improvements Internal Messaging:  Enterprise-wide Product: Sweets

PipeLine Project Search View results in multiple formats Standard list Stats/Graphs Map overlay Bid calendar SIGN OFF Product [] – Marketing [] – NGO [] – Sales [] Internal Codes Project Name: Sweets Marketing Dashboard PM: Tim Albert Marketing: Michael Nass, Paul Donnelly Sales: Dave Dinitto Segments: BPMs, Architects, Contractors Buyer Type:  1,2,3 Competitive Gain: Advantage over Seek, ARCAT Market Statement: Improve accuracy in reporting of usage and lead information from Sweets and Sweets apps Message Action: SIGNIFICANT CHANGE FOR USERS, end user communication on Sweets app for Revit, Sweets app for AutoCAD and Sweets.com site improvements Internal Messaging:  Enterprise-wide Product: Sweets

PipeLine Project Search View results in multiple formats Standard list Stats/Graphs Map overlay Bid calendar SIGN OFF Product [] – Marketing [] – NGO [] – Sales [] Internal Codes Project Name: Sweets Marketing Dashboard PM: Tim Albert Marketing: Michael Nass, Paul Donnelly Sales: Dave Dinitto Segments: BPMs, Architects, Contractors Buyer Type:  1,2,3 Competitive Gain: Advantage over Seek, ARCAT Market Statement: Improve accuracy in reporting of usage and lead information from Sweets and Sweets apps Message Action: SIGNIFICANT CHANGE FOR USERS, end user communication on Sweets app for Revit, Sweets app for AutoCAD and Sweets.com site improvements Internal Messaging:  Enterprise-wide Product: Sweets

PipeLine Project Scheduled Search Program Searches to run on specific schedules Results are emailed to user Email can include Excel attachment SIGN OFF Product [] – Marketing [] – NGO [] – Sales [] Internal Codes Project Name: Sweets Marketing Dashboard PM: Tim Albert Marketing: Michael Nass, Paul Donnelly Sales: Dave Dinitto Segments: BPMs, Architects, Contractors Buyer Type:  1,2,3 Competitive Gain: Advantage over Seek, ARCAT Market Statement: Improve accuracy in reporting of usage and lead information from Sweets and Sweets apps Message Action: SIGNIFICANT CHANGE FOR USERS, end user communication on Sweets app for Revit, Sweets app for AutoCAD and Sweets.com site improvements Internal Messaging:  Enterprise-wide Product: Sweets

PipeLine Project Export Easy Export to Custom Excel Templates Up to 5000 projects per export SIGN OFF Product [] – Marketing [] – NGO [] – Sales [] Internal Codes Project Name: Sweets Marketing Dashboard PM: Tim Albert Marketing: Michael Nass, Paul Donnelly Sales: Dave Dinitto Segments: BPMs, Architects, Contractors Buyer Type:  1,2,3 Competitive Gain: Advantage over Seek, ARCAT Market Statement: Improve accuracy in reporting of usage and lead information from Sweets and Sweets apps Message Action: SIGNIFICANT CHANGE FOR USERS, end user communication on Sweets app for Revit, Sweets app for AutoCAD and Sweets.com site improvements Internal Messaging:  Enterprise-wide Product: Sweets

PipeLine Custom Excel Reporting Create Excel reports using any Dodge reported field Export up to 5000 projects at time SIGN OFF Product [] – Marketing [] – NGO [] – Sales [] Internal Codes Project Name: Sweets Marketing Dashboard PM: Tim Albert Marketing: Michael Nass, Paul Donnelly Sales: Dave Dinitto Segments: BPMs, Architects, Contractors Buyer Type:  1,2,3 Competitive Gain: Advantage over Seek, ARCAT Market Statement: Improve accuracy in reporting of usage and lead information from Sweets and Sweets apps Message Action: SIGNIFICANT CHANGE FOR USERS, end user communication on Sweets app for Revit, Sweets app for AutoCAD and Sweets.com site improvements Internal Messaging:  Enterprise-wide Product: Sweets

PipeLine Opportunity Module Track Product/Service sales potential on a Dodge Project lead Product Est. Sale amount Sale Date Measure effectiveness of Dodge leads Form is configured to meet your exact needs No more spreadsheet tracking – keeps all data centralized within PipeLine Custom excel reporting capability SIGN OFF Product [] – Marketing [] – NGO [] – Sales [] Internal Codes Project Name: Sweets Marketing Dashboard PM: Tim Albert Marketing: Michael Nass, Paul Donnelly Sales: Dave Dinitto Segments: BPMs, Architects, Contractors Buyer Type:  1,2,3 Competitive Gain: Advantage over Seek, ARCAT Market Statement: Improve accuracy in reporting of usage and lead information from Sweets and Sweets apps Message Action: SIGNIFICANT CHANGE FOR USERS, end user communication on Sweets app for Revit, Sweets app for AutoCAD and Sweets.com site improvements Internal Messaging:  Enterprise-wide Product: Sweets

PipeLine Groups Create Groups from your Dodge user list Use Groups to share records or searches with specific personnel or all Dodge users in your company SIGN OFF Product [] – Marketing [] – NGO [] – Sales [] Internal Codes Project Name: Sweets Marketing Dashboard PM: Tim Albert Marketing: Michael Nass, Paul Donnelly Sales: Dave Dinitto Segments: BPMs, Architects, Contractors Buyer Type:  1,2,3 Competitive Gain: Advantage over Seek, ARCAT Market Statement: Improve accuracy in reporting of usage and lead information from Sweets and Sweets apps Message Action: SIGNIFICANT CHANGE FOR USERS, end user communication on Sweets app for Revit, Sweets app for AutoCAD and Sweets.com site improvements Internal Messaging:  Enterprise-wide Product: Sweets