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  • 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, ...

  • WHAT IS THE TIMELINE FOR MICHELIN CO-OP SUBMISSION?
    If your question is “When do they get reimbursed for their funds?”, the answer is simply “There’s no way to ...

  • 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: ...

  • AutoNet TV – Website Department Process
    The form will be filled by the person who sold AutoNet TV Kurt Barlow will email the website team when the ...

  • 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 ...

  • What is the process for the Go Live for a new client?
    Please see Go Live SOP ...

  • WHAT ARE THE REQUIREMENTS FOR MICHELIN CO-OP?
    Important: Only dealers on the BDF Program at Michelin are accruing funds that can be reimbursed with services from ODM. ...