What is included with Epicor Service CRM?
CRM Reminders Email - Unlimited
Closed Loop Marketing
Broadcast Texting 1000 per month
Frequency Report
OBD4 Business Dashboard (Epicor’s customer dashboard)
Google Review Text - ...
Instagram Services SOP
Utilize photo package images for weekly content
Post a Story once weekly
Respond to user comments and direct messages.
Follow local businesses and ...
Michelin Weekly Posts SOP
Have a Deck labeled ‘Michelin Weekly Posts’
The Deck settings should be set to ‘Recycle messages’
Select the Deck to post one ...
NAPA Gold Funds - Internal Process
Gold Fund Products & Service implementation
Client claims funds via NAPA Member Site ( https://member.napaautocare.com/ )
Open Member Site > Gold Program ...
Negative Review Responses
An SOP describing the standard for responding to clients’ negative reviews.
Screenshot the negative review and insert into an email to ...
Photo Shoot Questionnaire Process
Going forward we need to be using this Google Doc Link below for the Photo Shoot Questionnaire piece:
First Steps before ...
Proposed Subscription Products
Create a Subscription Product any time you identify or pitch a proposed upsell for a client.
Upon creation, move the Stage ...