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Understanding Plugins
Part of successfully utilizing the CRM in v10 is understanding the outcome of each plugin and matching that to the desired goal. Throughout this course, we will review the plugins available for the accounting department and review how to successfully create guides, campaigns, or mailers to communicate with your customers.
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Sales CRM Workplan Plugins
- Knowledge Check (Optional)
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Understanding Plugins
- Navigating the Workplan Dashboard
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Navigating the Workplan Dashboard
- Workplan Set Ups
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Workplan Control File
Tooltips?
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Block Maintenance
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Setting Up Guides, Campaigns, and Mailers
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Document Maintenance
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Mailing Maintenance
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Campaign Maintenance
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Guide Maintenance
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Workplan Document Formatting
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Workplan Calendar
- Knowledge Check (Optional)
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Workplan Set Ups Quiz
- Sending and Managing Customer Communications
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Executing and Managing Tasks
- Knowledge Check (Optional)
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Customer Communications Quiz
Sales Workplan
Course 7 of 7 in Finance Manager Learning Path
The Sales Plugins will assist dealerships to follow up with new leads, term expiry notifications, status-specific deal guides, internal mining for leads, canceled deal follow-ups, and everything in between.
v10 Workplan has been designed to help your dealership maintain constant contact with your customer base by offering customizable follow-up schedules and professional document templates. This built-in CRM will assist with customer relations and hold dealership staff accountable for every customer interaction.
Part of successfully utilizing the CRM in v10 is understanding the outcome of each plugin and matching that to the desired goal. Throughout this course, we will review the plugins available for the sales department and review how to successfully create guides, campaigns, and mailers to communicate with your customers.