Automaster 8

AutoMaster

Version 8.0

2

Version 8.0 main topics

New look to user interface

Renewed Salesman Desktop

– Easier to understand, simple

– Less clicks needed

Lead management

– Net contacts directly into AutoMaster. Tools to organize and followup

Customer messages directly from AutoMaster

– Send vehicle offer via email, customer can reply to that message

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New look to user interface

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Salesman who has logged in

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View selection

In this screenshot offer view is selected

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Working area contains the items.

Chronological view

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Configurable view selection by user profile

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Number in brackets indicates amount of open items

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Plus symbol -> add a new item

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Grid sorting and grouping possibilities

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Grouping example

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Right mouse click opens pop-up

Less clicks !

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One field for searching

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’All items’ view contains all of below

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Emails inbox

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Sent items (messages)

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Assigned leads

Also lead inbox

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Offers

By default all open offers are shown

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Test drives

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Order agreements

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Tasks

Collective view containing every task in the system

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Long term contact points (after delivery contacting)

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Short term contat points (offer followup, test drive followup..)

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Used vehicles

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New vehicles

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Links to external system

URL, excel in network drive etc... configurable

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Lead management

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Lead management – lead sources

(example)

Netsites

Nettiauto.fi

Autotalli.com

Oikotie

Web pages

Dealer own net site

Make specific

Direct email

To the salesman

To the dealer site

Finance companies

Ending finance

agreements

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Lead management

Current contacts usually go as emails

Interfaces to read lead directly to AutoMaster and start the sales

process there

Knowledge of who serves the prospect, offer already made ?, what did

the customer respond ?

This makes it possible to analyze systematically

– 100 contacts, how many deals ?

– Is it profitable ? What salesman work most actively ? Where do we get best

leads ? Etc...

– Statistics makes it possible to lead and develop further !

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Lead management

Formal leads can be ran against AM customer/prospect database and

score

Jaro-winkler algorithm for scoring

Sort by score, best score is up in results

Tools to avoid duplicate customers when taking in formal leads

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Lead management

AutoMaster 7.2 has the email interface

– Email picked into AutoMaster

– Salesman pick the lead / assigning to salesman

– Sales process starting from lead

– Identifying the customer will be manual procedure

AutoMaster 8.0 more functionality

– Lead inbox (new lead, in progress, closed)

– Customer deduplication for formal leads

– Operative report to support management

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Lead management – process in AM

Interface

•Lead receival

•Saving to DMS

Lead inbox

•Lead de-duplication (is this prospect already in customer register)

•Lead linking into existing customer

•Creating a new prospect

•Assigning to salesman

Lead in progress

•What is the status, offer made ?

Closed leads

•Lead history, won and lost leads

Reporting •Operative report for sales management to followup that all leads are processed

portals

Web pages

emails ending finances

excel

AutoMaster

Messaging Services

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Why ?

Waterpump

needs to be

replaced...

Ok, I’ll call customer..

Where is the number...

...I cannot answer.. I’m on a

meeting..

Hmm, not answering..

Maybe I send a txt

message.. What was the

license number..

OK, I’ll just send a txt from

AutoMaster..

Cannot answer, but...

... I can approve changing

of waterpump via txt

Right, customer answered,

lets change the pump !

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Lot of improvements !

Current vs. new messaging service

Feature Current New

Send email Yes Yes

Receive email No Yes

Send SMS message Yes Yes

Receive SMS message No Yes

Standard email interface Partly Yes

Physical phone Yes No

Reliability Partly Yes

Better consept for further development No Yes

Service consept ( SMS ) No Yes

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Transition

Version 8.0 – new and old messaging support

– Time to do the transition

– Next version supports only the new one

Switching into the new is easy

– For example message templates are edited in same place

Message functionality is much more compact

– New screens for SMS and for email messages

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Two way communication

Integrated fully with new salesmans desktop

After sales side the response will be directed into the sender email

Fall back process. If correct receiver is not found, the messages will

fall back into the fall back address

– Messages will always be

found from the system

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SMS service

Based on ADP SMS Gateway

Full service package. Dealer signs contract with ADP. After that

AutoMaster can send and receive emails and SMS

Easy and reliable service (in use for serveral years)

AutoMaster Messaging Services / SMS gateway

End customers SMS delivery

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Use case: additional work in service

Vehicle in service. Additional work needed, permission needed from

end customer.

Easiest is to use SMS, and now customer can reply – even if on a

meeting…

Once SMS is sent from AutoMaster, user has all the needed

information to send the message.

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Use case: additional work in service

Open the work order

where additional work is

needed

Choose from menu

Customer / send

message

Send new SMS screen

opens

Screen is automatically

filled with sender who

sends the message

(sender gets the reply)

Also other info is pre-

populated from customer

contact information, no

need to fill in the number

if it exists. Then the message can be written into the text area

Customer reply is

directed into the sender

email

AutoMaster 8.0

Platform requirements

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AutoMaster-version 8.0 Platform

requirements

AutoMaster 8.0 / Operating systems

Windows XP (32-bit)

Windows VISTA (32-bit)

Windows VISTA (64-bit)

Windows Server 2003 (32-bit)




Windows Server 2008 R2 (64-bit)

Windows Small Business Server 2011 (64-bit) (Windows Server 2008 R2, MS Exchange, Office 2010 and

SQL Server 2008 R2.)

Windows 7 (32-bit)

Windows 7 (64-bit)

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requirements

AutoMaster 8.0 / SQL Server

SQL Server 2005 SP2/SP3 (32-bit) *

SQL Server 2005 SP2/SP3 (64-bit) *

SQL Server 2008 (32-bit)

SQL Server 2008 R2 (32 and 64-bit)

SQL Server 2008 (64-bit)

* Version 8.0 will be the last version to have support on 2005 SQL

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requirements

AutoMaster 8.0 /.NET framework

.NET Framework 4.0 (Used in many interfaces)

AutoMaster 8.0 / Unify TD Runtime version

Team Developer 6.0 Included in the installation

AutoMaster 8.0 / IIS (Internet Information Services)

IIS 6.0

IIS 7.0

IIS 7.5

AutoMaster 8.0 / MS Office

Office 2003

Office 2007

Office 2010

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requirements

AutoMaster 8.0 / Browsers

Internet Explorer 8

Internet Explorer 9

Mozilla Firefox

Google Chrome

Opera

Apple Safari

AutoMaster 8.0 / Resolutions

1024 x 768 (96 DPI fontti -asetuksin)





1920 x 1200

Documents

Automaster 8