How to Show Shop Management

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Presentation transcript:

How to Show Shop Management The Silver Bullet

The Foundation of our Products You should always lead with Management It opens the Door for More Opportunities

Prepared Presentation When Showing Shop Management, think of it has a TOOL ! Choose a Customer and Vehicle that you can use for Presentation ! Be Consistent and always show same Presentation ! Retain Control of Demonstration ! Have Questions to ask “Ready and at the Right time”. Remember GOD Gave you 2 ears and 1 mouth for a reason. Always be Prepared to Close when your customer is ready. Remember you can talk yourself into a deal and out REAL QUICK if you don’t listen.

Shop Management Live Presentation The Silver Bullet

W.I.P. Screen Show Change on Screen Options such has Labor Tech / Status Show search on any field I normally show cust with 2 letters and show 19 in vehicle

F6 or New

Customer Screen “THIS IS A MAJOR AREA” Most shop owners don’t remember those customers that are beating them down in price, This is a great place to remind them about who they are dealing with. Weather it is a GREAT Customer or a cheap skate. Most shop owners have either a poor or no system at all to track their marketing dollars now they can. “THIS IS A MAJOR AREA” Friend – Referral Lookup This is a area that is well liked by all business owners, What I used to do is call the referring individual and Thank Them for the Referral right after write up was completed.

Customer Screen Can use search function here has well Keep track of wholesale customers with Resale # Set up Customer Type by Customer or by Vehicle for consistent Invoicing and Estimates

Vehicle Screen “THIS IS A MAJOR AREA” VIN DECODER I Always use the term CYA Box for those issues with a car that can come back and bite you later. Vehicle Notes for Options =Vehicle Type for Consistent Invoices and Estimates

Order Screen “THIS IS A MAJOR AREA” Symptoms check out time will stop a major labor leak.

Order Screen

Estimate State Required Disclaimers

Order Screen Put Fluid Capacities and TSB links Directly on Order

Order Screen Options Where you apply prepayments and discounts Also Print Tech Worksheet.

Order Screen

Revision Screen Can create up to 9 Sub-Estimates Create 3 Sub-Estimates during Presentation 1. Using Estimator guide only (Try to always put labor on first and also show how to switch right to OEM parts in Estimator) 2. Using Estimator for Labor and PDG Look up 3. Manual Entry and show how to transfer from Inventory or Parts List.

Revision Screen 3. Manual Entry and show how to transfer from Inventory or Parts List.

Revision Screen 3. Manual Entry and show how to transfer from Inventory or Parts List.

Revision Screen Show how to transfer sold revision but leave 1 Sub-estimate to show how turns Green

Parts Ordering Show how to Order parts and Use Note Field for Price Matching and have parts house call them if they can’t match leaving phone free for Customers to call in rather than missing a call because of parts sourcing. Use Ref area for PO or Order Ref #

Recommendations Show manual entry of recommend Air Filter Next Visit

$$$$ Flags $$$$ Talk about future Visit Flags for $$$$$$

Invoice Pay/ Post Invoice and show multiple payments

History Talk about Future Part Failures and ease of finding both parts house Invoice number and Vendor for quick research and get credit for labor loss.

History Show how can print complete history for Vehicle or Customer Also Show search option in History to narrow for particular records

Settings Make sure client knows that setting are individualized at every shop so client gets what they are looking for.

Reports Easy Reporting For many Functions such has Daily Sales, Technician Flag Hours, Accounts Receivables and Statements Also has capability of exporting to excel spreadsheet through mail merge

Always Ask 3 Closing YES Question’s Do You See How this Tool Will Save You TIME ? Do You See How this Tool Will Make You Money ? Do You See How this Tool Will PAY FOR ITSELF ? GREAT !!! Let me get your signature in 3 places with a voided check and we can schedule a time to start the Installation and TRAINING PROCESS. IF YOU CAN GIVE ME A FEW MORE MINUTES I WOULD LIKE TO SHARE SOME OTHER THINGS YOU MAY WANT TO START EITHER NOW OR SOMETIME IN THE FUTURE You can close anytime during presentation when client affirms that we have what he is looking for and understands the solutions to some of the pain points. But always try to show ProPack and Social CRM so that client knows what we have even if he does not buy at this time. If Product is Properly Shown I rarely have to use Promo to sell. Value will normally sell product.

ProPack Lube-Pro Automatically sets an appointment for next visit ! Automatically creates a recommendation ! Sends out Text message appointment reminder (Propack Bundle) ! Customer Retention Tool ! Custom Lube Stickers Print Key Tags has well ! Shop Management measures miles per Day for more accurate scheduling

ProPack Report-Pro Personalized Invoices with Logo Landscape or Portrait Invoices Job by Line Invoicing Affiliate Logo’s Social Media Logo’s Advanced Coupons Book and Confirm Appointments Live Hyper Links when emailed Custom Multi-Point Inspections

ProPack Report-Pro Personalized Invoices with Logo Job by Line Invoicing Affiliate Logo’s Social Media Logo’s Advanced Coupons Live Hyper Links when emailed Landscape or Portrait Invoices

ProPack Report-Pro Personalized MP Sheet with Logo Customer Information with Brand Logo Affiliate Logo’s Social Media Logo’s Tied to Service Category User Defined Intervals, Colors and Titles

ProPack Report-Pro Tech Worksheet with History & Recommendations Scheduled Work Orders W.I.P. Detailed Report Inventory Details Stale Tires And Many More …………….

ProPack Message-Pro Easy Reporting For many Functions such has Daily Sales, Technician Flag Hours, Accounts Receivables and Statements Also has capability of exporting to excel spreadsheet through mail merge Automatically sends Out Automatic Service Reminders Text Estimate Repair Approvals Shop Dedicated Text Number Text right from Desktop

TOP TEN VALUED FEATURES

Service Reminder Emails 10 Triggered by Mileage and OE Schedule Brings them Back Sooner to Your Shop Appointment Requests Generate Email to Your Shop Configurable Appointment Request Window – Avoid Same Day Appointments

Target Market Promotions 9 Unlimited Campaigns Great For Slow-Week/Month Plan Increases Business NOW Using Short Expire Date Your Support Agent Handles the Details For You!

Consumer Loyalty Site 8 All Consumer Emails Contain Link to Loyalty Site Ties Consumer to Your Shop Increases Brand Awareness Between Visits Service History = Labor Description

Comprehensive Reporting 7 10 Reports Emailed Weekly or Monthly Monthly Sales Projection – Can be Your Trigger for Email Blast Campaign Identify Mid-Month and Mid Year Trends in Order to Make Corrective Action

Comprehensive Reporting 7 Compare Your Shop’s Average Invoice Count Compare Your Shop’s Average RO $ Value Compare to State and National Averages Industry Data From Third-Party Source

Social Media 6 Facebook Page Created / Updated at No Additional Charge Relevant Consumer Content Push Once per Week Consumer Reviews Facebook Application Installed at No Additional Charge

Shop Website Tools 5 Tools for Your Website Available: Review Page Badges/Links Review Scrolling-Ticker Widget Testimonial Page Appointment Button/Page

Business Listing Syndication 4 Your Business Listing Distributed Monthly to Hundreds of : Online Directories Search Engines Mobile Apps Social Media Sites

Reputation Management 3 Review Page Created Optimized for Search Shop Contact Info Appointment Link

Reputation Management 3 Your Review Dashboard Manage Reviews Respond to Reviews Low Review Alert Emails See Who Shared Positive Reviews Only Positive Reviews Can be Shared

Mobile Friendly 2 Service Reminder Appointment Page Review Page

Reputation Marketing 1 Positive Review = “Share to Win” Message >> Consumer Shares Positive Review With Entire Friend Network

All Managed By… Your Personal Support Agent: Agent Suggests and Creates Coupons Agent Sets-up Facebook Page / Applications Agent Creates Email Promotion Campaigns Agent Explains Reports Agent Suggests Tweaks For Improvement

A Comprehensive Solution RETENTION Personal Marketing Support Agent Free Email Matching Service Automatic Service Reminder E-mails Unlimited Target Market E-mail Promotions Thank-You E-mail After Every Visit Consumer Loyalty Vehicle Website A Good program has existing customer retention and New Customer Acquisition

A Comprehensive Solution NEW CUSTOMER ACQUISITION Automatic Customer Review Collection Reputation Marketing / Management Facebook Page Creation / Content Management Website Links – Appointment Requests, Etc Business Listing Syndication Mobile Friendly Emails and Appointments A Good program has existing customer retention and New Customer Acquisition

Key Questions to always keep in mind. If Client is looking at our Competition, Always Ask Client when showing both Manager and Social CRM “Do you really want to share your Customer Data with a Parts House or Dental Network?” Almost all other Management Systems and Social CRM’s are Linked with Parts House’s DemandForce Shares with Dental, Doctor and Veterinarian’s on their Network 2. Have You ever forgot to put a part on a Order ? 3. Have you ever missed a phone call because you were on the phone sourcing parts ?

Shop Management The Silver Bullet