Go Live SOP
Notification of New Account
Receive via Chatter and/or email after the initial Onboarding client call.
If the Product services include posting, ...
TireConnect – New Sale
1. Create the product in Salesforce.
2. Fill the form out on Optimize Garage: https://tireconnect.wufoo.com/forms/zxuelop014gk02/
a. View the reference sheet on how ...
Warm Sales Transfer SOP
An Optimize Territory Sales Representative sells a new client on our services.
The new client begins the Onboarding process.
Onboarding Initial Call ...
TireConnect – Upsell
1. Create the product in Salesforce.
2. Fill the form out on Optimize Garage: https://tireconnect.wufoo.com/forms/zxuelop014gk02/
a. View the reference sheet on how ...
AutoNet TV – New Sale
Create the product in Salesforce. Please reference here on how to create a product
Fill the form out from Optimize Garage: ...
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 ...