lsi prospect management rcs catalyst lsi update goal: assist catalysts with understanding proper...
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LSI Prospect ManagementLSI Prospect Management
RCS Catalyst RCS Catalyst LSI UpdateLSI Update
RCS Catalyst RCS Catalyst LSI UpdateLSI Update
Goal: Assist Catalysts with understanding proper processes for entering Customers and Prospects, Tracking Status, reviewing Results
and pinpointing Data Issues using LSI
LSI Prospect ManagementLSI Prospect Management
Getting Ready for LSIGetting Ready for LSI• ComputerComputer
Server or WorkstationServer or Workstation How many people will Connect determines needsHow many people will Connect determines needs UPS UPS (Uninterruptible Power Supply)(Uninterruptible Power Supply) / Battery Backup / Battery Backup Backup StrategyBackup Strategy
• Windows 98 or ME vs. XP ProfessionalWindows 98 or ME vs. XP Professional Reliability is the keyReliability is the key
• Selecting a PrinterSelecting a Printer Inexpensive Printers Ultimately Cost MoreInexpensive Printers Ultimately Cost More
LSI Prospect ManagementLSI Prospect ManagementLSI PROSPECT MANAGEMENT
www.lsidemo.comwww.lsidemo.com
Select Open (or RUN) to Download and Start the LSI Installation Wizard
LSI Prospect ManagementLSI Prospect Management
Use the buttons at the bottom of the
installation wizard to guide you through the
installation process
LSI Prospect ManagementLSI Prospect Management
Click the LSI Icon to Start
LSI Prospect ManagementLSI Prospect Management
Fill in the information and use the “Next”
button to walk through the Installation
LSI Prospect ManagementLSI Prospect Management
Installation and Setup is completed, click
OK to enter LSI
LSI Prospect ManagementLSI Prospect Management
ConsumerTRAC Import Benefits• Consistent File Format Every Time (no waiting)• Files have “.fmc” Extension (easier to find)• Import Name Automatically Extracted from File• Simple for Dealers to use
Imports have Gotten Easier!Imports have Gotten Easier!
LSI Prospect ManagementLSI Prospect ManagementLSI PROSPECT MANAGEMENT
Marketing & Advertising Business Development Center (BDC) ConsumerTRAC Competitive Advertising Database Dealer Direct FordDirect Ford Dealer Toolbox FCSD Marketing Central Retail Trade Cycle Management more Marketing & Advertising
LSI Prospect ManagementLSI Prospect ManagementLSI PROSPECT MANAGEMENT
LSI Prospect ManagementLSI Prospect Management
Choose the Type of Download
CSV Download LSI Download
LSI Prospect ManagementLSI Prospect Management
Sold Customers are the ones that bought from the Dealership (they typically have a VIN)
LSI Prospect ManagementLSI Prospect Management
Incorrect!Incorrect! CorrectCorrect
Information is in Wrong FieldsInformation is in Wrong Fields
LSI Prospect ManagementLSI Prospect Management
Entering Customers (Prospects, Sold & Service)
• Sold Customers– Download from ConsumerTRAC and Import– Import from DMS System– Manual Entry
• Prospects– Real-Time Entry (leveraging existing data – Drivers License Scan)– Import from DMS (Showroom DMS Entry in Reynolds, ADP, UCS)– Entry from “Up Cards” or Desk Log (leveraging existing data)– Download Opportunities from ConsumerTRAC or other lists
• Service– Import from DMS– Manual Entry
LSI Prospect ManagementLSI Prospect Management
Entering a New Prospect
LSI Prospect ManagementLSI Prospect Management
LSI Prospect ManagementLSI Prospect Management
LSI Prospect ManagementLSI Prospect Management
Prospect Entry - Critical Items
• Date• Prospect Type (Walk-in, Phone, Internet, Other)• Name• Address• Phone Numbers (as many as possible)• Email Address• Vehicle Desired (New/Used, Make & Model)• Source (i.e. Flyer, Yellow Pages, Referral, etc.)• Salesperson
LSI Prospect ManagementLSI Prospect Management
IMPORTANT!Always Enter Customer &
Salesperson Names in Last, First format to make it easier to find them later
LSI Prospect ManagementLSI Prospect Management
Prospect Entered!
LSI Prospect ManagementLSI Prospect Management
LSI Prospect ManagementLSI Prospect Management
LSI Prospect ManagementLSI Prospect Management
LSI Drivers LicenseScanner
LSI Drivers LicenseScanner
LSI Prospect ManagementLSI Prospect Management
LSI Scanner Information
• Scanner uses OCR (Optical Character Recognition) which means it “Reads” the front of the License
• Picture feature can be turned off if Customer requests.
• IMPORTANT – Manage Expectations… OCR is not perfect, you will get some read errors, especially when there are holograms and background pictures
• Requires a Computer with a USB 2.0 Port
LSI Prospect ManagementLSI Prospect Management
LSI ScannerLSI Scanner
LSI Prospect ManagementLSI Prospect Management
LSI Scanner
LSI Prospect ManagementLSI Prospect Management
Recalling and Looking Up Prospects
LSI Prospect ManagementLSI Prospect Management
Enter Name or other items in one of the QuickSearch Fields
BROWN, B
When there is a Comma in the QuickSearch entry the results
are sorted by Last Activity
LSI Prospect ManagementLSI Prospect Management
– OR – Press the “F3” key for more Search Options
BROWN, BOBBY
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Click on Column Headings to sort by that Column – You can also Click on a Column Heading and
“Drag it to a different location
LSI Prospect ManagementLSI Prospect Management
Bookmarks
LSI Prospect ManagementLSI Prospect ManagementLSI PROSPECT MANAGEMENT
LSI Prospect ManagementLSI Prospect Management
Menus
LSI Prospect ManagementLSI Prospect Management
LookupFile
Letters
LSI Menu Items – Main Screen
LSI Prospect ManagementLSI Prospect Management
LSI Menu Items – Main Screen
Reports Setup Help
LSI Prospect ManagementLSI Prospect Management
LSI Menu Items – Main Screen
Tools Fields Available
LSI Prospect ManagementLSI Prospect Management
LSI Menu Items – Recall Screen
Export Tools
NEW !
LSI Prospect ManagementLSI Prospect Management
Link a Scanned PDF File to the
LSI Record
Notes
LSI Prospect ManagementLSI Prospect Management
Link a Scanned PDF File to the
LSI Record
LSI Prospect ManagementLSI Prospect Management
Reports
LSI Prospect ManagementLSI Prospect Management
LSI Prospect ManagementLSI Prospect Management
The BDC Audit Report
• Why BDC Results and Ford BDC Results Reports are different• How we Track Dates in the BDC Results Report
LSI Prospect ManagementLSI Prospect Management
Unsold Results Report
LSI Prospect ManagementLSI Prospect Management
CSR Results Report
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Call Timing Report
LSI Prospect ManagementLSI Prospect Management
Active/Working Prospects Report
LSI Prospect ManagementLSI Prospect Management
Appointment Results Report
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Prospect Traffic Count Report
Why don’t the numbers always match on different Reports?
LSI Prospect ManagementLSI Prospect Management
Fixing Metrics Errors
LSI Prospect ManagementLSI Prospect Management
Cleared Activities Edit Window – Fixing Metrics Errors
LSI Prospect ManagementLSI Prospect Management
Date Scheduled(Appt Scheduled Date)
Date Completed(Dealer Visit Date)
Date Appt Added(Appt Set Date)
Status Result
LSI Prospect ManagementLSI Prospect Management
Merge Records Utility
LSI Prospect ManagementLSI Prospect ManagementLSI PROSPECT MANAGEMENT
LSI Prospect ManagementLSI Prospect Management
Re-Assigning Activities
LSI Prospect ManagementLSI Prospect Management
Using the Re-Assign Activities Feature
LSI Prospect ManagementLSI Prospect Management
Creating a “User Group” within LSI
LSI Prospect ManagementLSI Prospect Management
Other Features
LSI Prospect ManagementLSI Prospect Management
Automated Activities
Date Driven, Event Driven Date Driven, Event Driven and 1-Time Automated and 1-Time Automated Activities Activities Simplify Sales & Simplify Sales &
Renewal CampaignsRenewal Campaigns
Date Driven, Event Driven Date Driven, Event Driven and 1-Time Automated and 1-Time Automated Activities Activities Simplify Sales & Simplify Sales &
Renewal CampaignsRenewal Campaigns
Date Driven (i.e. Lease Expiration)
Event Driven (i.e. Phone Busy)
1-Time(i.e. Incentive)
LSI Prospect ManagementLSI Prospect Management
Daily Reminders & Work Plan
OrganizationOrganizationDaily Reminders and Salesperson Daily Work Plan Daily Reminders and Salesperson Daily Work Plan keep everybody on the same page and makes sure keep everybody on the same page and makes sure
Customers don’t fall through the cracks.Customers don’t fall through the cracks.
OrganizationOrganizationDaily Reminders and Salesperson Daily Work Plan Daily Reminders and Salesperson Daily Work Plan keep everybody on the same page and makes sure keep everybody on the same page and makes sure
Customers don’t fall through the cracks.Customers don’t fall through the cracks.
LSI Prospect ManagementLSI Prospect Management
Query Function
Opportunities!Opportunities!Query function allows the Dealer to Query function allows the Dealer to
target “Opportunity” Customers and target “Opportunity” Customers and develop Call/Mail/Email Campaignsdevelop Call/Mail/Email Campaigns
Opportunities!Opportunities!Query function allows the Dealer to Query function allows the Dealer to
target “Opportunity” Customers and target “Opportunity” Customers and develop Call/Mail/Email Campaignsdevelop Call/Mail/Email Campaigns
LSI Prospect ManagementLSI Prospect Management
Daily Metrics Feed to FordDaily Metrics Feed to Ford• Dealer must sign Data Sharing AgreementDealer must sign Data Sharing Agreement• Sent Automatically each morning via Internet Sent Automatically each morning via Internet
ConnectionConnection• Records details on Prospect, RTCM and Records details on Prospect, RTCM and
Lease Renewal Contact and EventsLease Renewal Contact and Events• Must be Setup in LSIMust be Setup in LSI• Parts Code is CriticalParts Code is Critical
Setup – Defaults – Misc. Tab
LSI Prospect ManagementLSI Prospect Management
DMS Imports AvailabilityDMS Imports AvailabilityReynolds / ADP / UCSReynolds / ADP / UCS
Sold CustomersSold Customers Prospects entered into Showroom Traffic Prospects entered into Showroom Traffic
ApplicationApplication Service CustomersService Customers
The User/Dealership must have access to the The User/Dealership must have access to the reporting and collection tools available from the reporting and collection tools available from the DMS ProviderDMS Provider
Let us know before your visit. We can setup LSI, the Let us know before your visit. We can setup LSI, the imports & Network and you are imports & Network and you are READY TO ROCKREADY TO ROCK!!
LSI Prospect ManagementLSI Prospect Management
ThankThankYou!You!
ThankThankYou!You!