AutoMaster

Version 8.0

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

New look to user interface

Renewed Salesman Desktop

Renewed Salesman Desktop

Salesman who has logged in

Renewed Salesman Desktop

View selection
In this screenshot offer view is
selected

Renewed Salesman Desktop

Working area contains the items.

Chronological view

Renewed Salesman Desktop

Configurable view selection by

user profile

Renewed Salesman Desktop

Number in brackets indicates

amount of open items

Renewed Salesman Desktop

Plus symbol -> add a new item

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Renewed Salesman Desktop

Grid sorting and grouping

possibilities

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Renewed Salesman Desktop

Grouping example

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Renewed Salesman Desktop

Right mouse click opens pop-up

Less clicks !

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Renewed Salesman Desktop

One field for searching

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Renewed Salesman Desktop

All items view contains all of below

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Renewed Salesman Desktop

Emails inbox

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Renewed Salesman Desktop

Sent items (messages)

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Renewed Salesman Desktop

Assigned leads
Also lead inbox

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Renewed Salesman Desktop

Offers
By default all open offers are shown

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Renewed Salesman Desktop

Test drives

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Renewed Salesman Desktop

Order agreements

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Renewed Salesman Desktop

Tasks
Collective view containing every task in the system

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Renewed Salesman Desktop

Long term contact points (after delivery contacting)

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Renewed Salesman Desktop

Short term contat points (offer followup, test drive

followup..)

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Renewed Salesman Desktop

Used vehicles

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Renewed Salesman Desktop

New vehicles

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Renewed Salesman Desktop

Links to external system

URL, excel in network drive etc... configurable

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Renewed Salesman Desktop

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Lead management

Lead management lead sources

(example)

Netsites

Direct
email

Nettiauto.fi

Dealer own
net site

To the
salesman

Autotalli.com

Make specific

To the dealer
site

Oikotie

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Web pages

Finance
companies
Ending
finance
agreements

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

emails

ending finances
excel

portals
Web pages

Interface

Lead
inbox

Lead in
progress

Closed
leads

Lead receival
Saving to DMS

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

Lead linking into existing customer
Creating a new prospect
Assigning to salesman

What is the status, offer made ?

Lead history, won and lost leads

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

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AutoMaster
Messaging Services

Why ?
Hmm, not answering..
Ok, IllI call
customer..
Maybe
send
asend
txt aanswered,
OK,
Right,
Ill
customer
just
txt from
Where is the
number...
message..
What
was
the
AutoMaster..
lets change the pump !
license number..

Waterpump
needs to be
replaced...

...I cannot answer.. Im on a

Cannot answer, but...
meeting..

... I can approve changing

of waterpump via txt

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Lot of improvements !
Current vs. new messaging service

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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

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

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SMS delivery

End customers

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

Send reply
new SMS
screen
Customer
is
directed into the opens
sender
email

Screen is automatically
filled with sender who
Choose from menu
sends the message
Customer / send
(sender gets the reply)
message

Also other info is prepopulated from customer

Open the work order
contact information, no
where additional work is
need to fill in the number
needed
Then the message can be written into the text area
if it exists.

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AutoMaster 8.0
Platform requirements

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 2003 (64-bit)

Windows Server 2008 (32-bit)

Windows Server 2008 (64-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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AutoMaster-version 8.0 Platform

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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AutoMaster-version 8.0 Platform

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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AutoMaster-version 8.0 Platform

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)
1280 x 800 (96 DPI fontti -asetuksin)

1440 x 900 (96 DPI fontti -asetuksin)

1280 x 1024 (96 DPI fontti -asetuksin)
1680 x 1050 (96 DPI fontti -asetuksin)
1920 x 1200
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