What should you do?
If you get a VPN lead for Vital Edge, what should you do?
These can be forwarded to Chris Quass at Vital Edge and he will send to the correct account manager
Where do I look if I dont know if a product exists?
Item Hub
Enablix
Search it in Salesforce and look for recently closed won opportunities with that info!
Who gets the lead for Digital Retail on a competitive account? I.e. No products $0 spend
Roadster Rep
Who has a birthday in November?
Sherry Davis - november 6th
What makes vehicle inventory suite unique?
Value vision - shows what cars are advertised for, predictions and real transactional data for cdk dealers (anonymous)
If you an unhook CRM lead for a retired rep?
Geoff Grant!
Who is eligible for Simplepay?
Anyone with Foundations or Fundamental Suite! AKA CDK DMS customers ONLY!
Who gets DID lead?
Account Manager
Direct in dial (add a phone line to their store)
Who has Chickens on the SDR Team?
Ashley + Monica
where do I go if I want to see who owns a product (product marketer)?
Item hub!
If you get an inbound call for a printer or hardware on a Vital Edge store, what do you do?
Refer to SDR info sheet for print out and
VITAL EDGE PRINTER/HARDWARE REQUESTS:
https://vitaledge.com/contact-us/
Phone: +1 (919) 657-6565
info@vitaledge.com
Ford Direct CRM for Ford Stores - what vendors are approved?
Drivecentric and CDK CRM
Who gets Digital Retail Lead for a store with Elead?
MRSE
Who has never been to a wedding?
Mackenzie
What is a qualified lead?
Eligible for the product
Interested in the product
Confirmed contact/store information like an address a website
Assigned to the correct sales
If you have a general question?
Message SDR Group
Message Ashley
Who can get AIVA for Fixed Ops?
Any dealer using CDK DMS
Any Dealer on Fixed Ops Suite Agnostic
Who gets a digital retail lead in Canada for a store NOT in salesforce?
Cassandra Wazney
What is Aubreys favorite color?
Fucshia
Modern Retail is an umbrella over what products?
CRM, Digital Retail and supporting software
If you get a DMS and they are on quickbooks?
Discuss our software as being robust and all inclusive, its not the cheapest one on the block to see about budget constraints as quickbooks is VERY inexpensive
What if Berkshire Hathaway parts manager calls in for a printer?
Let them know to contact their internal support at Kelsay, Camden <ckelsay@berkshirehathawayautomotive.com>
SEE SDR INFO IN TEAMS! ENTERPRISE USA TAB
You get a call from a dealership who wants a DMS and CRM, who gets this?
Unhook rep first, do not send both leads to DMS/CRM rep
If no unhook rep or account, check DMS unhook MAPS in the SDR info sheet
Peter O needs an email with all the info you have from the call, name, number, email, store location address
kyle needs a teams message if you cannot tell what rep to assign to (preferred to ask him each time)
Leopard Print
Who at the dealership should you reach out to for Year End Services?
Controller, GM, Office Mgr, Dealer