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Knowledgebase : Sales Automation
ABOUT: ServiceIntelligence allows us to designate a category as a type of service that may or may not be applicable to a vehicle. This should be done when there is any ambiguity as to wether or not we can make a solid recomendation for a specific service, such as timing belts, fuel filters, and even in some cases spark plugs. Since not all vehicles have these parts, and not all vehicles need them on the same interval, we can change the service so that it does not automatically recommend that the service...
ABOUT: The core of ServiceIntelligence is the point of sale reports. These help our customers understand the value that can come from a fleet management provider and should regularly be given to our customers with each service visit. In order to achieve this, SI POS reports can be printed and/or emailed to our customers from the SI desktop application. SOLUTION: Inside of SI, navigate to the customer you intend to print a report for using the search box in the upper left corner. Select the CUSTOME...
ABOUT: The core strategy in building your business has to be to give the customer a superiour service experience at the point of sale. SI POS reporting is FOR THE BENEFIT OF THE VEHICLE OWNER. SI POS contributes to the service team too, but that is not the primary objective. First we want to give the customer all the facts from a nuetral computer system. THE EFFECT IS PRICELESS. The Service Writer is no longer the messager (with bad news). Now we can consult on what the owner wants to do with the ca...
ABOUT: When a customer's vehicle has been at the shop at least two vistis and the shop management sytems has two correct date and odometer entries, SI calculates an estimated mileage by multiplying the daily mileage times the number of days elapsed since the last visit. SI reported odometers are usually accurate, on occations, it might be necessary to correct the calculated odomoter. SOLUTION: Inside of SI, click the POS SERVICE TRACKING bar, fourth from the bottom left. In the top menu bar, cli...
ABOUT: The driving force behind the power of SI lies in it's unique ability to track individual services. When ServiceIntelligence is installed for the first time, all of the categores that SI can track come with the default intervals pre-assigned to each category. These intervals consist of atleast one of; Milleage or Time (in Months). Modifying these categories can be done at any time, and from any machine running ServiceIntelligence. SOLUTION: Inside of SI, click the 'POS Service Tracking' bar, f...
ABOUT: The core strategy in building your business has to be to give the customer a superiour service experience at the point of sale. Why? Because this is where we earn loyalty. SI sales automation is based on ultra accurate reporting is FOR THE BENEFIT OF THE VEHICLE OWNER. SI POS contributes to the service team too, of-course but that is our primary objective. First we want to give the customer all the facts from a nuetral computer system. THE EFFECT OF A SUPERIORSERVICE EXPERIENCE IS PRICELESS. Th...
ABOUT: There are three types of reports to choose from for print or emailing. In the case of email, chances are that your customer will be reading the report on a cell phone. The Summary and Detailed reports have too much information and will not be readable. SOLUTION: The solution is to open the Progress Report conclusions for accuracy by checking the groupings of services in the detailed report. If our customer is at the office, then go ahead and use these two steps to email the Summary Report. ...
1. Open Service Intelligence. 2. In the top menu bar go to "Tools -> Contact Manager" 3. search by name or email and click on the customer. 4. On the right, uncheck any communication you do not want the specific customer to receive. Do no uncheck print, or you will not see the the customer in the future on trying to search for them.
BUYING THE RIGHT COLOR LASER PRINTER ABOUT: The printing of service vehicle profiles either Summary or Progress reports at the point of sale are most effective when printed on nice stock in full color. But color laser print cartriges are expensive. SOLUTION: Don't buy the cheapest color laser printer! The reason is that the marketing guys get you in the end by over-charging for toner refills. From time to time is makes sense to get updated on the latest printers. If you don't like HP Printers, t...