Your Time to Grow! Alpine Technology REGIONAL SEMINAR 2018

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Presentation transcript:

Your Time to Grow! Alpine Technology REGIONAL SEMINAR 2018

Did you know? Customizations and Useful Tools in VRP Steve Rom Distributor- United States srom@rams-pro.com Did you know? Customizations and Useful Tools in VRP

GOALS OF THE SESSION 1 2 3 Demonstrate the flexibility of VRP Introduce powerful Sales Tools in VRP Showcase a few of the powerful 3rd Party Integrations and VRP Customizations

SALES TOOLS OVERVIEW Sales team is linked with the office with their own user access Sales team can track activity of prospect/opportunity Generate individual commissions from prospect sales All prospect account info and charges are automatically transferred to Active when opportunity closes Automatically flag sales team when contract renews Generate reports on activity or progress of opportunity Sales team can view and manage only their accounts

SETTING UP VRP FOR SALES Create “Status” for Prospect in VRP 1

SETTING UP VRP FOR SALES Identify Customer with Sales Person 2

CONTRACTS- A PIVOTAL SALES TOOL CONTRACTS CAN BE USED FOR MANY THINGS…  As a template work order for fast work order creation For contract compliance penalties or rewards For Container rental charges As an aid for Sales

CONTRACTS- FLEXIBILITY

CONTRACTS- Layout for the static Contract form with sales info in FoxFire

PRINTING CONTRACTS

Using Trays as Sales reminders

Filtering, Viewing and Managing Prospects

Filtering, Viewing and Managing Prospects by Sales Person

Filtering, Viewing and Managing Prospects by Sales Person

Capturing Additional Sales Information Click “F2”

3rd Party Integrations with Visual RAMS-Pro  Bill Presentment and Payment System (EBPP)  Print and/or Email Invoicing  Interactive Voice Response (IVR) Touchtone Pay System  One-Time payment System

3rd Party Integrations with Visual RAMS-Pro When to use this Feature?  VRP-MOB Integration “Pay Now” Button When to use this Feature?

 Utilizing multiple solutions, with a robust set of features, their customers can tailor their route planning projects to apply specifically to their business or operation.   C2logix's software catalog addresses the variety of variables that come into question while planning routes.  We have the ability to plan for the next day up to months ahead of time and beyond.   For Non-VOR users, they provide a wide array of reporting functions and options.  These functions include, time management, customer service aides and cost vs revenue analysis.  

3rd Party Integrations with Visual RAMS-Pro Street Standardization Audit Standardization makes for efficient Site Address customer lookup.  WHAT DOES IT DO? This program allows a user to audit and in bulk fashion standardize the streets being used in RAMS. Any street changed here will be changed on every customer SERVICE STREET and SERVICE ADDRESS. The Street.dbf table will also be updated to match the customer changes and exact duplicates will be deleted.

3rd Party Integrations with Visual RAMS-Pro Before After

3rd Party Integrations with Visual RAMS-Pro Before After

Empowerment Tools: Power-SMS  Send SMS message to any Cell phone Message generated by user-defined template from RAMS data Phone number from Customer records Message can be any length with MMS media content