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 - ...
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 ...
Tire Pros IO Process
Tire Pros IO Process
AC’s IO Responsibility:
Once IO is received by AC:
Accounting will build product(s) in SF and verify payment(s)
Note if ...
Tire Pros IO SOP
AC’s IO Responsibility:
Once IO is received by AC:
Accounting will build product(s) in SF and verify payment(s)
Note if there is any ...
Upsell Strategy, Tips, and Tricks
Upsell Strategy
Build personal relationships
Rapport, rapport, rapport!
A true desire to help a client goes a lot further than a magnetic personality
Prepare ...
How to pitch Yelp products
Position ODM as a Yelp Partner and all of the things that come with it!
Dedicated Support (Peter Huber phuber@yelp.com)
Advanced Reports ...