1. How to Show Shop Management
The Silver Bullet

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

3. 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.

4. Shop Management
Live Presentation
The Silver Bullet

5. 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

6. F6 or New

7. 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.

8. 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

9. 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

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

11. Order Screen

12. Estimate
State Required Disclaimers

13. Order Screen
Put Fluid Capacities and TSB links Directly on Order

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

15. Order Screen

16. 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.

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

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

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

20. 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 #

21. Recommendations
Show manual entry of recommend Air Filter Next Visit

22. $$$$ Flags $$$$
Talk about future Visit Flags for $$$$$$

23. Invoice
Pay/ Post Invoice and show multiple payments

24. 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.

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

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

27. 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

28. 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.

29. 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

30. 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 ed
Custom Multi-Point Inspections

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

32. 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

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

34. 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

36. TOP TEN VALUED FEATURES

37. Service Reminder Emails10
Triggered by Mileage and OE Schedule
Brings them Back Sooner to Your Shop
Appointment Requests Generate to Your Shop
Configurable Appointment Request Window – Avoid Same Day Appointments

38. Target Market Promotions9
Unlimited Campaigns
Great For Slow-Week/Month Plan
Increases Business NOW Using Short Expire Date
Your Support Agent Handles the Details For You!

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

40. Comprehensive Reporting7
10 Reports ed Weekly or Monthly
Monthly Sales Projection – Can be Your Trigger for Blast Campaign
Identify Mid-Month and Mid Year Trends in Order to Make Corrective Action

41. Comprehensive Reporting7
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

42. 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

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

44. Business Listing Syndication4
Your Business Listing Distributed Monthly to Hundreds of :
Online Directories
Search Engines
Mobile Apps
Social Media Sites

45. Reputation Management3
Review Page Created
Optimized for Search
Shop Contact Info
Appointment Link

46. Reputation Management3
Your Review Dashboard
Manage Reviews
Respond to Reviews
Low Review Alert s
See Who Shared Positive Reviews
Only Positive Reviews Can be Shared

47. Mobile Friendly 2
Service Reminder Appointment Page Review Page

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

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

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

51. 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 s and Appointments
A Good program has existing customer retention and New Customer Acquisition

53. 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 ?

54. Shop Management
The Silver Bullet