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 ...
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 ...
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 ...
BlueTie Email – New email with Enterprise already created
Website Update is needed. Double check the subscription product in Salesforce
Login into Bluetie: https://extranet.bluetie.com/index.html?msg=sessiontimeout
Click on Enterprises on the left-hand corner ...
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 ...
2024 NAPA Gold Marketing Funds
NAPA Gold Certified shops can choose between two options with Optimize to fit their online needs
Facebook Advertisement: Promote your NAPA ...
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 ...
Coaching Call Attempt SOP
Quarterly Coaching Call Attempt Process
Appointment Setting Attempts Steps:
1st Attempt – Scheduling Email template sent on the first working day of ...
Client Referral Credit SOP
If a current Optimize client refers a potential client to Optimize, the existing client that referred is eligible for a ...