% (Wildcard): Used in Searches to pull more information. Use before a word in order to gather information prior to the word you entered. Use after the word in order to gather information after the word you entered. You can use the wildcard before and after a word to gather most information.
Global Search Function: Used to Search for a Customer Name, Phone Number or Customer Code throughout all Chapters of Arcadium
Appraisal Chapter: Used when a trade-in needs to be added to the Appraisal list for Used Truck to determine the Approved Value of this unit.
Available Inventory Chapter: Used to View the New and Used Trucks Available to sell.
Use any drop down function to start filtering the list of either New or Used Trucks. To start a New Search, select New Search in the BLACK circle. Make your selections in any of the RED BOXs. If you have a STOCK number, enter that in the GREEN BOX. To save this search criteria, select Save New Search in the BLUE BOX. You can name this search to find it at any later point.
If you are in this chapter, and want to pull all the inventory under your previously saved searches, use the My Searches field in the BLACK BOX to select the Search you would like.
Call Report: Also known as an Action or Activity. This is used to document any type of interaction with a Current Customer, or a Lead. Any accounts with no Call Report data for 6 months is able to be picked up by another individual.
Contacts Dashboard: Specific individuals from a company listed under the Customer. Will be used in Eversign as an individual that will sign documents for Truck Deals on Customer end. This Individual can be used to sign documentation in Eversign when completing Truck Sales. Also able to pull into the Call Report to document work with this person.
Customer Dashboard: Used to search for Customers. Can create Contacts, Activities, Opportunities, and Appraisals from this Chapter. Stores the Customer Information, and allows to Assign yourself to this Customer using this Chapter.
XXXX Difference between the PROS and Customer Account, when you use the PROS account versus the Customer Account. What to do when you see this?
Dashboards Chapter (Microwave): Only way to access all Dashboards assigned to you.
Using the dropdown menu, determine the dashboard you need
Most important dashboards will be the Deal Search Sales and Sales Accounts Dashboard
Hamburger: Located in the Upper Right corner of Arcadium and has the menu for different options including Change Your Password and Reset Workspace
Inventory Chapter: Able to be utilized to search for a vehicle and determine if it is currently on hold, available for selling, has a current deal, and what customer is the deal on.
A Lead is only to be used when no previous information is available on a customer, and we are looking to start doing business with them. Use the Global Search Function (top right hand corner) to determine if there is anything already created in Arcadium.
If information is already available in Arcadium, you will use a CALL REPORT or Activity to create an Action for yourself or assign it to another individual under the Customer. I recommend going through the Customer Chapter as it is easier to determine whether you are looking at the right account.
Lead Chapter: Utilized when there is no activity for a current business in Arcadium and they are not ready for a truck deal, but would like to potentially create a new Customer Account. This chapter is used to send non-current business information to another individual, or by a salesperson in the beginning stages of customer relationship management.
Lead MCS:This is the function that pulls from the Lead Chapter when promoted to the Customer Chapter (Truck Characteristics)
Lead Status:
1 - To Enrich : When a Lead is created. Leaving a Lead in this Status shows it has not been worked on.
2 - To qualify: A Lead is assigned to you, immediately update the Status from Eo Enrich to To Qualify in order to document you are aware of the Lead and are working on it.
3 - Rejected: It is decided that the Lead is no longer Valid and needs to be discarded.
4 - To promote: Step used to push the Lead to a PROSPECT level. Always use the Promote Customer/Contact function to pull in more information.
5 - Promoted: To show the Lead was promoted for future records. No longer needed in this status.
An OPPORTUNITY is used only when we are moving forward with creating a quote for a New or Used Truck Sale, which will end up turning into a Deal.
Statuses used for an Opportunity are still being worked on. Please make sure you are selecting:
WON for any deal that is completed, truck is delivered, and we have received money
LOST for any deal that is no longer moving forward and enter the reason
Opportunity Chapter: Used to house multiple deals when quoting a customer.When creating a new Opportunity, make sure to:
Customer field is populated
Contact listed under Last Name - This will populate for the individual signing the documentation in EverSign.
Source field with how you found out about this customer
Status field is to be used as follows:
LOST: Marked Lost when the deal is no longer active
QUOTE: Customer has quote for unit(s), but nothing has been signed yet
RESERVED: For Used Truck Sales or Stock Units, Unit is placed on Quoted Reserve
WON: Deal is finalized. All documentation and contracts have been signed. We have received money, and truck(s) are delivered.
**ORDERED IS TO ONLY BE USED BY JEFF MISSALL
Owner: This field automatically populates with user. If it does not, use the three dots in the field to select yourself.
Subject field is used to describe the type of transaction. This is important because it will display on your Sales Account Dashboard and allow you to find this Opportunity specifically more efficiently.
Required Fields:
Decision is the Date of the initial discussion with the customer
Chance of Deal needs to be completed in order to save.
Number of Units
Stock/Order
Organizer Dashboard: Calendar function used to track Follow Ups and Activities. Can sync this Calendar to your Google Calendar if desired.
Relationships: Able to link different Customer accounts to each other to show
Source: Helps track where our leads are coming from so we can qualify how marketing is getting traction with different advertising sources, IE Truck Paper, Walk in, JX website etc