ahm lmp day 1_11-05-03

Upload: ralph-paglia

Post on 08-Apr-2018

217 views

Category:

Documents


0 download

TRANSCRIPT

  • 8/7/2019 AHM LMP Day 1_11-05-03

    1/195

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved

    Lead Management ProcessLead Management ProcessProcessProcessImprovementImprovementImplementationImplementation

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    LEAD MANAGEMENT PROCESSLEAD MANAGEMENT PROCESS

    IMPROVEMENT &IMPROVEMENT &

    IMPLEMENTATIONIMPLEMENTATION

    Results Focused eBusiness WorkshopsResults Focused eBusiness Workshops

    ATTRACTATTRACT

    INTERACTINTERACT

    RESPONDRESPOND

    SELLSELL

    SERVICESERVICE

    RETAINRETAIN

    Professional Development Programs for Dealerships and their Management teams designed toProfessional Development Programs for Dealerships and their Management teams designed tobuild the understanding, knowledge, skill sets and expertise required for success in todaysbuild the understanding, knowledge, skill sets and expertise required for success in todayseBusiness dealership environment. Designed and facilitated by TAS Certified Catalysts fromeBusiness dealership environment. Designed and facilitated by TAS Certified Catalysts fromReynolds Consulting Services to supplement and leverage AHMeBusiness Programs, TASReynolds Consulting Services to supplement and leverage AHMeBusiness Programs, TASStrategy provides dealers with process improvement solutions proven to increase sales.Strategy provides dealers with process improvement solutions proven to increase sales.

  • 8/7/2019 AHM LMP Day 1_11-05-03

    2/195

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved

    Lead Management ProcessLead Management ProcessProcessProcessImprovementImprovementImplementationImplementation

    11/2/2003 1:38 PM 2

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Lead Management Process Seminar

    Winning On The WebWinning On The WebMISSION:MISSION: To supply dealers with the knowledge andTo supply dealers with the knowledge and

    understanding of specific tasks and skill setsunderstanding of specific tasks and skill setsneeded to improve their Internet closing ratios,needed to improve their Internet closing ratios,

    improve their response quality to customers,improve their response quality to customers,and meet customer expectations for theand meet customer expectations for theHonda and Acura brands.Honda and Acura brands.

    IntroIntroVideoVideo

    IntroIntroVideoVideo

    http://tmp/Documents/02-OEM/AHM/Lead%20Management%20Process%20Seminars/Winning%20On%20the%20Web4.mp4http://tmp/Documents/02-OEM/AHM/Lead%20Management%20Process%20Seminars/Winning%20On%20the%20Web4.mp4http://tmp/Documents/02-OEM/AHM/Lead%20Management%20Process%20Seminars/Winning%20On%20the%20Web4.mp4http://tmp/Documents/02-OEM/AHM/Lead%20Management%20Process%20Seminars/Winning%20On%20the%20Web4.mp4http://tmp/Documents/02-OEM/AHM/Lead%20Management%20Process%20Seminars/Winning%20On%20the%20Web4.mp4http://tmp/Documents/02-OEM/AHM/Lead%20Management%20Process%20Seminars/Winning%20On%20the%20Web4.mp4http://tmp/Documents/02-OEM/AHM/Lead%20Management%20Process%20Seminars/Winning%20On%20the%20Web4.mp4http://tmp/Documents/02-OEM/AHM/Lead%20Management%20Process%20Seminars/Winning%20On%20the%20Web4.mp4http://tmp/Documents/02-OEM/AHM/Lead%20Management%20Process%20Seminars/Winning%20On%20the%20Web4.mp4
  • 8/7/2019 AHM LMP Day 1_11-05-03

    3/195

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved

    Lead Management ProcessLead Management ProcessProcessProcessImprovementImprovementImplementationImplementation

    11/2/2003 1:38 PM 3

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Please Silence Your Mobile Phones

    Breaks Are limited to 15 Minutes,and Lunch is 45 Minutes

    Please Return To The Class Promptlyat the End of Each Break or Lunch

    If You Return from a Break Late, You Must Readthe next section out loud (real loud!) to the class

    Locations of Restrooms and Break Area

    For Everyones BenefitFor Everyones Benefit

  • 8/7/2019 AHM LMP Day 1_11-05-03

    4/195

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 4

    Winning On The WebWinning On The WebApproach & Content based on 2 Key Resources:

    1.The Best Practicesthat have been documented andgathered from dealers who consistently sustain thehighest Sales Closing Ratios

    2.

    3.Market Research focused on thousands of soldcustomers resulting from shoppers submitting leadsThen, back-tracking those Internet Leads to analyze and

    categorize the specific dealer responses and actionsthat correlated with a sale

  • 8/7/2019 AHM LMP Day 1_11-05-03

    5/195

    Results-Based Lead Management ProcessResults-Based Lead Management Process

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved

    Define eBusiness Success in your DealershipDefine eBusiness Success in your DealershipBusiness Case for LMP Improvement:Business Case for LMP Improvement: The FactsThe FactsRecruiting, Hiring & Training ISM's:Recruiting, Hiring & Training ISM's: Who Gets Results?Who Gets Results?Job Descriptions & Pay Plans;Job Descriptions & Pay Plans;

    Driving Process Execution & ResultsDriving Process Execution & ResultsPerformance Accountability;Performance Accountability;

    Proven Management ProcessesProven Management ProcessesKey Metrics; How to Inspect what you expectKey Metrics; How to Inspect what you expect

    Which Metrics Matter?Which Metrics Matter?

    Why & When - Actual Dealership ResultsWhy & When - Actual Dealership ResultsResponse Times;Response Times; How they impact sales resultsHow they impact sales resultsResponse Content;Response Content; What Sells More Cars?What Sells More Cars?

    (continued on next slide)(continued on next slide)

    Day 1 (AM) Workshop Agenda:Day 1 (AM) Workshop Agenda:

  • 8/7/2019 AHM LMP Day 1_11-05-03

    6/195

    Results-Based Lead Management ProcessResults-Based Lead Management Process

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved

    (continued)(continued)

    LMP Best Practice Examples and DemonstrationLMP Best Practice Examples and DemonstrationCase Studies: Best Practice LMP's proven by sales resultsCase Studies: Best Practice LMP's proven by sales resultsHow to Implement "Best Practices" in Your DealershipHow to Implement "Best Practices" in Your DealershipImplementing Effective Lead Management ProcessesImplementing Effective Lead Management ProcessesEmpowering Your ISM to Sell More Cars in Less TimeEmpowering Your ISM to Sell More Cars in Less Time

    Managing Effective Execution of LMP after initial 10 daysManaging Effective Execution of LMP after initial 10 daysDP/GM Defined Action Plan for DealershipDP/GM Defined Action Plan for Dealership (strategy/tactics for ISM)(strategy/tactics for ISM)LUNCHLUNCH(12:15 1:00 pm)(12:15 1:00 pm)

    Day 1 (AM) Workshop Agenda:Day 1 (AM) Workshop Agenda:

    Before we break for lunch, you will have redefined your salesBefore we break for lunch, you will have redefined your sales

    management strategy for handling Ups that come in through themanagement strategy for handling Ups that come in through thee-Door to your dealership. Your strategy and direction will be left ine-Door to your dealership. Your strategy and direction will be left inthis room for use by your Internet Managers in developing theirthis room for use by your Internet Managers in developing theiraction Items for use when they return to the dealership.action Items for use when they return to the dealership.

  • 8/7/2019 AHM LMP Day 1_11-05-03

    7/195

    Results-Based Lead Management ProcessResults-Based Lead Management Process

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved

    Understanding Customer ExperienceUnderstanding Customer ExperienceManaging ExpectationsManaging ExpectationsTurning Convenience into ProfitsTurning Convenience into Profits

    Obstacles Faced by ISMs:Obstacles Faced by ISMs:Within the DealershipWithin the DealershipCustomer GeneratedCustomer Generated

    Opportunity Response Time - Whats it Worth?Opportunity Response Time - Whats it Worth?How they impact closing ratesHow they impact closing ratesTechniques for ImprovementTechniques for Improvement

    Response Content; What Sells More CarsResponse Content; What Sells More CarsISM Toolkit CD;ISM Toolkit CD;

    Process MapsProcess MapsEmail TemplatesEmail Templates

    (continued on next slide)

    Day 1 (PM) Workshop Agenda:Day 1 (PM) Workshop Agenda:

    Phone ScriptsPhone ScriptsMetrics AnalysisMetrics AnalysisSpreadsheetsSpreadsheets

  • 8/7/2019 AHM LMP Day 1_11-05-03

    8/195

    Results-Based Lead Management ProcessResults-Based Lead Management Process

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved

    (continued)(continued)Four Key Elements to Web Brand ManagementFour Key Elements to Web Brand ManagementThe 5 Key Metrics for Managing SuccessThe 5 Key Metrics for Managing SuccessCurrent Performance Ratios -Current Performance Ratios -Analyze Your NumbersAnalyze Your NumbersTargeting your weakest link to improve sales resultsTargeting your weakest link to improve sales resultsPrepare Internet Sales Action PlanPrepare Internet Sales Action PlanResponse Review Response Review Assessing Actual ExamplesAssessing Actual Examples

    Day 1 (PM) Workshop Agenda:Day 1 (PM) Workshop Agenda:

    Before leaving, you will have acquired a complete set of sales managementBefore leaving, you will have acquired a complete set of sales managementtools that include email templates, telephone scripts and face-to-face wordtools that include email templates, telephone scripts and face-to-face word

    tracks that have been proven to sell more cars in less time. You will havetracks that have been proven to sell more cars in less time. You will haveacquired the an understanding or what activities yield results, versus thoseacquired the an understanding or what activities yield results, versus thosethat spin your wheels. You will know how to spot the obstacles to fastthat spin your wheels. You will know how to spot the obstacles to fastand efficient sales process, whether internal or external Along with howand efficient sales process, whether internal or external Along with howto overcome them. You will go back to the dealership KNOWING whatto overcome them. You will go back to the dealership KNOWING whatneeds to be done to streamline and accelerate your sales process.needs to be done to streamline and accelerate your sales process.

  • 8/7/2019 AHM LMP Day 1_11-05-03

    9/195

    Results-Based Lead Management ProcessResults-Based Lead Management Process

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved

    Response Review; Emails that help/hurt salesResponse Review; Emails that help/hurt sales

    The "The "GoodGood", The "", The "BadBad" and The "" and The "UglyUgly""

    Overview of Lead Management Process (LMP) MappingOverview of Lead Management Process (LMP) Mapping

    LMP Performance Metrics:LMP Performance Metrics:

    Measurement Techniques Measurement Techniques Get the Numbers!Get the Numbers!

    Analyzing Your Metrics Analyzing Your Metrics Results BasedResults Based

    ManagementManagement

    LMP Improvement Case Studies:LMP Improvement Case Studies:Jay Wolfe HondaJay Wolfe Honda

    Ourisman HondaOurisman Honda(continued on next slide)

    Day 2 Workshop Agenda:Day 2 Workshop Agenda:

  • 8/7/2019 AHM LMP Day 1_11-05-03

    10/195

    Results-Based Lead Management ProcessResults-Based Lead Management Process

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved

    (continued)(continued)

    What to do when a Sales Opportunity (Lead) comes in;What to do when a Sales Opportunity (Lead) comes in;How Important is Speed to the Top Performing Dealers?How Important is Speed to the Top Performing Dealers?What is our first Results-Driven Priority?What is our first Results-Driven Priority?How do we Neutralize Obsession with Pricing?How do we Neutralize Obsession with Pricing?

    Why do we want to Take em out of the marketWhy do we want to Take em out of the market

    Communication -Communication - Understanding what's ImportantUnderstanding what's Important

    Vehicle Selection -Vehicle Selection - Targeting Process ObjectivesTargeting Process Objectives

    Managing Customer ExpectationsManaging Customer Expectations

    Creating Customer Desire to have direct contactCreating Customer Desire to have direct contact

    Overcoming Roadblocks to Effective Response ProcessOvercoming Roadblocks to Effective Response Process

    LUNCHLUNCH (12:15 1:00 PM)(12:15 1:00 PM)

    Day 2 (AM) Workshop Agenda:Day 2 (AM) Workshop Agenda:

  • 8/7/2019 AHM LMP Day 1_11-05-03

    11/195

    Results-Based Lead Management ProcessResults-Based Lead Management Process

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved

    Streamlining Internet sales processes with templatesStreamlining Internet sales processes with templatesUsing the ISM Toolkit CD to build your template toolboxUsing the ISM Toolkit CD to build your template toolbox

    Pricing Strategy: How to get past price to focus on valuePricing Strategy: How to get past price to focus on value

    How To:How To: Email+Telephone=Sell More Cars in Less TimeEmail+Telephone=Sell More Cars in Less Time

    Telephone Techniques:Telephone Techniques:

    Managing your calls Managing your calls Timing is EverythingTiming is Everything

    Targeting Call Objectives Targeting Call Objectives Visualizing SuccessVisualizing Success

    Using Phone Scripts Using Phone Scripts Why Professionals do itWhy Professionals do it

    Customizing and using phone scripts as a sales toolCustomizing and using phone scripts as a sales tool

    Call Tracking ServicesCall Tracking Services Are they worth it?

    (continued on next slide)

    Day 2Day 2 (PM)(PM) Workshop Agenda:Workshop Agenda:

  • 8/7/2019 AHM LMP Day 1_11-05-03

    12/195

    Results-Based Lead Management ProcessResults-Based Lead Management Process

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved

    (continued)(continued)

    Phone Role-Play;Phone Role-Play; Executing Phone ScriptsExecuting Phone ScriptsGroup Discussion:Group Discussion: Objectives-Focused Phone ScriptsObjectives-Focused Phone ScriptsOverview of Resources at your DealershipOverview of Resources at your Dealership

    Measurement Techniques Measurement Techniques

    Get the Numbers!Get the Numbers!

    Analyzing Your Metrics Analyzing Your Metrics Results BasedResults BasedManagementManagement

    Completing Your Sales Process Action PlanCompleting Your Sales Process Action PlanReview Action Plans w/GroupReview Action Plans w/Group

    Statement of Goals and ObjectivesStatement of Goals and ObjectivesGroup Discussion:Group Discussion: Implementing Improved Sales ProcessImplementing Improved Sales ProcessRecap of Seminar Accomplishments -Recap of Seminar Accomplishments - Key action itemsKey action itemsSeminar Evaluations -Seminar Evaluations - Depart FacilityDepart Facility

    Day 2Day 2 (PM)(PM) Workshop Agenda:Workshop Agenda:

  • 8/7/2019 AHM LMP Day 1_11-05-03

    13/195

    Results-Based Lead Management ProcessResults-Based Lead Management Process

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved

    Day 2 Workshop Results:Day 2 Workshop Results:

    1.1.Before leaving, you will have developed an action plan for how toBefore leaving, you will have developed an action plan for how tosell more cars to the customers currently coming in to yoursell more cars to the customers currently coming in to yourdealership through the e-Door And, how to get opportunitiesdealership through the e-Door And, how to get opportunitiesfrom Leadfrom Lead toto PhonePhone toto Face-2-FaceFace-2-Face toto Sale Faster!Sale Faster!

    2.

    3.3.You will be leaving with a Sales Process Toolkit, along with theYou will be leaving with a Sales Process Toolkit, along with theknowledge of how to use it. Plus, you will be able to measure theknowledge of how to use it. Plus, you will be able to measure theresults of your improved sales process and see exactly where toresults of your improved sales process and see exactly where tofocus on further improvementsfocus on further improvements

    4.

    5.5.You will have seen what the most successful dealers in AmericaYou will have seen what the most successful dealers in Americaare doing to get more results from each minute and dollar theyare doing to get more results from each minute and dollar theyinvest into eBusinessinvest into eBusiness

    6.

    7.7.When you get back to your dealership, you will have an Action PlanWhen you get back to your dealership, you will have an Action Planto refer to and track how well you are implementing what youto refer to and track how well you are implementing what youhave learned todayhave learned today

  • 8/7/2019 AHM LMP Day 1_11-05-03

    14/195

    Results-Based Lead Management ProcessResults-Based Lead Management Process

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 14

    Introduction to LMP: RelationshipIntroduction to LMP: Relationship

    Between People & ProcessesBetween People & Processes

    Define eBusinessDefine eBusiness

    SuccessSuccess

    in your Dealershipin your Dealership

  • 8/7/2019 AHM LMP Day 1_11-05-03

    15/195

    Results-Based Lead Management ProcessResults-Based Lead Management Process

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 15

    Technology

    Assisted

    SellingInteg

    ratedMarketing

    WebBran

    dManagement

    TIPS eBusiness StrategyTIPS eBusiness Strategy

  • 8/7/2019 AHM LMP Day 1_11-05-03

    16/195 Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved

    Lead Management ProcessLead Management ProcessProcessProcessImprovementImprovementImplementationImplementation

    11/2/2003 1:38 PM 16

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Winning on the Web - Strategy

    TRAFFIC

    INTERACTIVE

    WEB PLATFORM

    PROCESS

    TRANSFORMATION*TRANSFORMATION*TRANSFORMATION*TRANSFORMATION*

    HOLISTIC

    holistic: adj. emphasizing theimportance of the whole System andthe interdependence of its Partnersand theirProcesses.

    SALES

    *Increased Close Rates, Faster & More Profitable Sales*Increased Close Rates, Faster & More Profitable Sales

    DealersDealersDealersDealers

    DealersDealersDealersDealers

    Honda/AcuraHonda/AcuraHonda/AcuraHonda/Acura

    Honda/AcuraHonda/AcuraHonda/AcuraHonda/Acura

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

  • 8/7/2019 AHM LMP Day 1_11-05-03

    17/195

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 17

    T.I.P.S.T.I.P.S. is an eBusiness Strategy used byis an eBusiness Strategy used byhighly successful Dealers to Implementhighly successful Dealers to Implement

    Results-BasedResults-BasedeBusiness Processes andeBusiness Processes andMarketing TacticsMarketing Tactics

    BlueprintedBlueprintedLead Sourcing & ManagementLead Sourcing & Management

    == ALLALL Participants* Held ROI AccountableParticipants* Held ROI Accountable

    BlueprintedBlueprintedLead Sourcing & ManagementLead Sourcing & Management

    == ALLALL Participants* Held ROI AccountableParticipants* Held ROI Accountable

    TASTASLead Management WorkflowLead Management Workflow== Increased Showroom AppointmentsIncreased Showroom AppointmentsTASTASLead Management WorkflowLead Management Workflow== Increased Showroom AppointmentsIncreased Showroom Appointments

    T raffic

    I nteractiveWeb Site/Buying ServicesS ales

    P rocess

    TAS Confirmation ProcessTAS Confirmation Process

    == More Showroom VisitsMore Showroom Visits

    TAS Confirmation ProcessTAS Confirmation Process

    == More Showroom VisitsMore Showroom Visits

    TAS Showroom ReceptionTAS Showroom Reception

    == Higher Closing RatiosHigher Closing Ratios

    TAS Showroom ReceptionTAS Showroom Reception

    == Higher Closing RatiosHigher Closing Ratios

    Integrated eBusiness Marketing OptimizationIntegrated eBusiness Marketing Optimization

    == Increased Car Buyers to Dealers web siteIncreased Car Buyers to Dealers web site

    Integrated eBusiness Marketing OptimizationIntegrated eBusiness Marketing Optimization

    == Increased Car Buyers to Dealers web siteIncreased Car Buyers to Dealers web site

    *Participants = 3*Participants = 3rdrdparty lead providers, OEM referrals & Dealer web site leads + Managers and Sales Staffparty lead providers, OEM referrals & Dealer web site leads + Managers and Sales Staff

    TASTASProcess Performance Metrics ReviewProcess Performance Metrics Review

    == Lead Response Execution AccountabilityLead Response Execution Accountability

    TASTASProcess Performance Metrics ReviewProcess Performance Metrics Review

    == Lead Response Execution AccountabilityLead Response Execution Accountability

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

  • 8/7/2019 AHM LMP Day 1_11-05-03

    18/195 Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved11/2/2003 1:39 PM 18

  • 8/7/2019 AHM LMP Day 1_11-05-03

    19/195

    Results-Based Lead Management ProcessResults-Based Lead Management Process

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 19

    Define eBusiness SuccessDefine eBusiness Success

    in your Dealershipin your Dealership

    The FactsThe Facts

    Business Case forBusiness Case forLead ManagementLead ManagementProcess ImprovementProcess Improvement

    Business Case forBusiness Case forLead ManagementLead ManagementProcess ImprovementProcess Improvement

  • 8/7/2019 AHM LMP Day 1_11-05-03

    20/195

    Results-Based Lead Management ProcessResults-Based Lead Management Process

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 20

    Lead Management Process Improvement Results:Lead Management Process Improvement Results:Lead Management Process Improvement Results:Lead Management Process Improvement Results:

    26

    2023

    31

    42

    72

    4451

    69 67

    84

    05

    1015

    2025303540455055

    606570758085

    Sept Oct Nov Dec Jan Feb Mar Apr May June July Aug

    LMP Improvement ProgramHonda Dealer Case Study: Monthly Internet Sales

  • 8/7/2019 AHM LMP Day 1_11-05-03

    21/195

    Results-Based Lead Management ProcessResults-Based Lead Management Process

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 21

    Define eBusiness SuccessDefine eBusiness Success

    in your Dealershipin your Dealership

    Recruiting, Hiring & TrainingRecruiting, Hiring & TrainingISM's:ISM's:

    Who Gets Results?Who Gets Results?

  • 8/7/2019 AHM LMP Day 1_11-05-03

    22/195

    Results-Based Lead Management ProcessResults-Based Lead Management Process

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 22

    PeoplePeople

    &&Pay PlansPay Plans

  • 8/7/2019 AHM LMP Day 1_11-05-03

    23/195

    Results-Based Lead Management ProcessResults-Based Lead Management Process

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 23

    People & Pay PlansPeople & Pay Plans

    Right PeopleRight People ++ Right JobRight Job ++ Right PayRight Pay

    RESULTS

    equals

  • 8/7/2019 AHM LMP Day 1_11-05-03

    24/195

    Results-Based Lead Management ProcessResults-Based Lead Management Process

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 24

    People & Pay PlansPeople & Pay Plans

    Who are theWho are the Right People?Right People?

    What is theWhat is the Right Job?Right Job?

    What is theWhat is the Right Pay ?Right Pay ?

  • 8/7/2019 AHM LMP Day 1_11-05-03

    25/195

    Results-Based Lead Management ProcessResults-Based Lead Management Process

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 25

    PeoplePeople

    Who are the Right People?Who are the Right People?

    Which departments are going to be effected by a

    Lead Management Process?

    -Sales - Body-Service - Paint All of the above?-

    Parts - Rental

    Who will need to be involved in the strategy?

  • 8/7/2019 AHM LMP Day 1_11-05-03

    26/195

    Results-Based Lead Management ProcessResults-Based Lead Management Process

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 26

    PeoplePeople

    Who are the Right People?Who are the Right People?- Dealer- General Manager-General Sales Manager-Used Car Manager- Service Manager

    - Parts Manager- Body Shop Manager-Other Dealership personnel

    Internet

    Manager

  • 8/7/2019 AHM LMP Day 1_11-05-03

    27/195

    Results-Based Lead Management ProcessResults-Based Lead Management Process

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 27

    Brick SuccessBrick Success Click SuccessClick Success

    PeoplePeople

    The same thinking that created success on the brick will help you on the click

    The Right People?The Right People?

    ==

  • 8/7/2019 AHM LMP Day 1_11-05-03

    28/195

    Results-Based Lead Management ProcessResults-Based Lead Management Process

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 28

    PeoplePeople

    The Right People?The Right People?

    CommittedCommitted VSVS.. InvolvedInvolved

    R lt B d L d M t P

  • 8/7/2019 AHM LMP Day 1_11-05-03

    29/195

    Results-Based Lead Management ProcessResults-Based Lead Management Process

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 29

    PeoplePeople

    The Right People?The Right People?

    DesignatedDesignated VS.VS. DedicatedDedicated

    Part TimePart Time Full TimeFull Time

    Part Time Effort Equals Part Time Results!Part Time Effort Equals Part Time Results!

    R lt B d L d M t PR lt B d L d M t P

  • 8/7/2019 AHM LMP Day 1_11-05-03

    30/195

    Results-Based Lead Management ProcessResults-Based Lead Management Process

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 30

    Managing Leads is a Big JobManaging Leads is a Big Job

    New Leads

    Carry Over

    LostLost

    Sales

    October November December

    9 16 2200

    100 100 100

    165

    2020

    91

    1010

    0

    00

    TotalWorking

    9191

    161655161655

    232300232300

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

  • 8/7/2019 AHM LMP Day 1_11-05-03

    31/195

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 31

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

  • 8/7/2019 AHM LMP Day 1_11-05-03

    32/195

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 32

    Dealership Receives Lead

    Dealerships ISM or ISR writesa Customized E-mail responseusing a pre-designed templateand sends to customer within30 minutes of receiving lead

    AfterHours

    BusinessHours

    InternetSales Rep

    E-mailContact

    No responseTo E-mail

    ReachedBy E-mail

    E-mail 24Hours Later

    E-mailFollow-up

    5th Day

    ReachedBy Phone

    Not ReachedBy Phone

    InternetSales Process

    Voice Mail30 Minutes Later

    ScheduleAppointment

    Sale &Delivery

    E-mail24 Hours Later

    E-mail 5DaysLater

    PhoneContact

    AutoResponder

    InternetSales Process

    InternetSales Rep

    InternetAdministrator

    The Most WellThe Most WellDefinedDefined

    Process is UselessProcess is Useless

    Without Execution.Without Execution.Voice Mail48 Hours

    later

    E-mailFollow-up10th Day

    R lt B d L d M t PR lt B d L d M t P

  • 8/7/2019 AHM LMP Day 1_11-05-03

    33/195

    Results-Based Lead Management ProcessResults-Based Lead Management Process

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 33

    PeoplePeopleThe Right People?The Right People?

    65 - 85 leads perInternet Manager

    R lt B d L d M t PResults Based Lead Management Process

  • 8/7/2019 AHM LMP Day 1_11-05-03

    34/195

    Results-Based Lead Management ProcessResults-Based Lead Management Process

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 34

    PeoplePeople

    The Right People?The Right People?

    The Profile of an I-Manager:The Profile of an I-Manager:Characteristics?Characteristics?

    Previous Experience?Previous Experience?Skills?Skills?

  • 8/7/2019 AHM LMP Day 1_11-05-03

    35/195

    Results Based Lead Management ProcessResults Based Lead Management Process

  • 8/7/2019 AHM LMP Day 1_11-05-03

    36/195

    Results-Based Lead Management ProcessResults-Based Lead Management Process

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 36

    PeoplePeopleWhat is the Right Job?What is the Right Job?

    CreatingCreating TTraffic?raffic?UpdatingUpdating IInteractive Site?nteractive Site?Executing theExecuting the PProcess?rocess?Creating InternetCreating Internet SSales?ales?

    Reporting & Performance Measurement?Reporting & Performance Measurement?Service Appointments?Service Appointments?Parts Sales?Parts Sales?

    Results Based Lead Management ProcessResults Based Lead Management Process

  • 8/7/2019 AHM LMP Day 1_11-05-03

    37/195

    Results-Based Lead Management ProcessResults-Based Lead Management Process

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 37

    PeoplePeopleWhat is the Right Pay?What is the Right Pay?

    What are the characteristics of aWhat are the characteristics of agood pay plan?good pay plan?

    SimpleSimple

    Within control of employeeWithin control of employeeEasy to measureEasy to measureDrives Business ObjectivesDrives Business Objectives

    Results Based Lead Management ProcessResults Based Lead Management Process

  • 8/7/2019 AHM LMP Day 1_11-05-03

    38/195

    Results-Based Lead Management ProcessResults-Based Lead Management Process

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 38

    PeoplePeopleWhat is the Right Pay?What is the Right Pay?

    What are someWhat are some

    different Pay Plansdifferent Pay Plansthat work?that work? Review Sample Pay Plans

    Lead Management ProcessLead Management ProcessProcessProcessI tImpro ement

    What is the Val e of Training?

  • 8/7/2019 AHM LMP Day 1_11-05-03

    39/195

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved

    Lead Management ProcessLead Management Process ImprovementImprovementImplementationImplementation

    11/2/2003 1:38 PM 39

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    What is the Value of Training?

    Imagine what would happen if he skipped trainingImagine what would happen if he skipped training

    A - Turnout Helmet. NFPA Certified turnout helmet, completewith shell, face shield, neck protector and liner withadjustable headband and chinstrap. Available in white, yellowand red.B - Turnout Coat. Features include 260gsm, blue flame-resistant Nomex IIIA Rip Stop outer shell and Thermaliteinner liner quilted to aramid scrim.Two deep front pocketswith Velcro fasten flaps, silver reflective tape around thesleeves and hem, and zippered front with storm flap and

    exposed blast clips.C - Firefighter Gloves. NFPA Certified, structural fire fightingglove, made of leather and includes a moisture barrier.D - Turnout Overtrousers. Features include 260gsm, limeflame-resistant Nomex IIIA Rip Stop overtrousers with Probantreated inner cotton liner provided. Two deep front pocketswith Velcro fasten flaps, gold reflective tape around theankles and Velcro front fastener with press-studs and leatherbacking for attaching braces. Inner liner has Velcro tapes at

    the waist and ankles to secure the garment to the inside ofthe overtrousers.E - Turnout Boots Warrington Pro 2008. NFPA CertifiedWarrington Pro 2008 is a leather top boot with steal cappedtoes, Gore-Tex lining and pull on straps.Y - Style Braces (not shown). Red flame retardant webbingwith leather attachment tabs and leather backing.

    Trained &Trained &QualifiedQualified

    Untrained,Untrained,But has equipmentBut has equipment

    Which of these two would you want to rely upon?Which of these two would you want to rely upon?

    Results-Based Lead Management ProcessResults-Based Lead Management Process

  • 8/7/2019 AHM LMP Day 1_11-05-03

    40/195

    Results-Based Lead Management ProcessResults-Based Lead Management Process

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 40

    Enter YourEnter Your

    Next StepsNext StepsInto the ActionInto the Action

    Plan WorkbookPlan Workbook

    eople & Pay Planseople & Pay Plans

    Results-Based Lead Management ProcessResults-Based Lead Management Process

  • 8/7/2019 AHM LMP Day 1_11-05-03

    41/195

    Results-Based Lead Management ProcessResults-Based Lead Management Process

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 41

    Define eBusiness SuccessDefine eBusiness Success

    in your Dealershipin your Dealership

    Job Descriptions & PayJob Descriptions & PayPlans:Plans:

    Driving Process Execution &Driving Process Execution &

    ResultsResults

    Results-Based Lead Management ProcessResults-Based Lead Management Process

    Internet Manager Job DescriptionInternet Manager Job Description

  • 8/7/2019 AHM LMP Day 1_11-05-03

    42/195

    Results-Based Lead Management ProcessResults-Based Lead Management Process

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 42

    Internet Manager Job DescriptionInternet Manager Job Description

    rafficIntegrated Marketing Strategywww.ABCHonda.comBrand Dealership URL

    rocessProcess & PricingPeople & Pay PlansPerformance Measurement

    ales Managing the Customer Experiencewhen prospects arrive at dealershipStreamlined Sales processService & Sales RetentionDrive lower Costs per Vehicle Sold

    nteractive

    Web Site

    Set UpMaintain

    Improve

    Results-Based Lead Management ProcessResults-Based Lead Management Process

  • 8/7/2019 AHM LMP Day 1_11-05-03

    43/195

    Results-Based Lead Management ProcessResults Based Lead Management Process

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 43

    Execute actions that increase theExecute actions that increase the TRAFFICTRAFFIC to your siteto your site

    Manage the development and maintenance of anManage the development and maintenance of an INTERACTIVE SITEINTERACTIVE SITE that helps turn traffic into showroomthat helps turn traffic into showroom

    visits, telephone calls and requests for informationvisits, telephone calls and requests for information

    Establish and manageEstablish and manage PROCESSESPROCESSES for turning requestsfor turning requestsfor information into relationships that generatefor information into relationships that generateappointments which result in salesappointments which result in sales

    Close moreClose more SALESSALES with all customers regardless ofwith all customers regardless ofhow they enter the dealership by building betterhow they enter the dealership by building betterrelationships that improve gross profitsrelationships that improve gross profits

    Internet Managers Job Performance ObjectivesInternet Managers Job Performance Objectives

    Results-Based Lead Management ProcessResults-Based Lead Management Process

    Internet Manager Job DescriptionInternet Manager Job Description

  • 8/7/2019 AHM LMP Day 1_11-05-03

    44/195

    Results Based Lead Management ProcessResults Based Lead Management Process

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 44

    Internet Manager Job DescriptionInternet Manager Job Description

    Traffic:

    Create traffic using targeted marketing on/off the webSite marketing is also a big key to the process. Leads to the web site, Time spentby the customer on the web site and percentage of quotes vs. unique users.Responsible for creating and maintaining a smart marketing strategy that includesbeing in alignment with leads from the manufacturer, working with 3rd party lead

    providers and aggressively branding the dealerships own URL with in the marketthrough traditional advertising and through web based banners and associations.We should always be studying the web trends stat package and look at usersecessions. The key is 4 min or longer per visit. New ideas should be broughtup for creating longer visits. The percentage of unique visitors to request for quoteshas to be constantly reviewed. We must get to a 10% ratio as a goal.Site marketing ideas must be shared with the group and we must always strive toget new people to visit our site. As web hub administrator it is our duty to createnew ways to draw traffic. Reports should be provided no later than the 5th of everymonth as to traffic count, unique user secessions and request for quotes andinclude the average cost per sale for each lead provider. Monthly meeting shouldbe held to share ideas with ISMs and the GMs to boost traffic.

    Results-Based Lead Management ProcessResults-Based Lead Management Process

    Internet Manager Job DescriptionInternet Manager Job Description

  • 8/7/2019 AHM LMP Day 1_11-05-03

    45/195

    Results Based Lead Management ProcessResults Based Lead Management Process

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 45

    Internet Manager Job DescriptionInternet Manager Job Description

    Interactive Site: Maintain the design & update contentof dealership web site so that it gives the customer all theinformation they need to facilitate doing business with the dealershipand buying a car. The result should transform site visitors intoquality leads.

    The Internet Sales Manager should be responsible for making surethat dealership web site visitors get a world-class experience.

    Update inventory

    Update Used vehicle pictures Update web site pages including specials, staff photos,dealership pictures, navigation, and other items that makethe site more interactive

    Results-Based Lead Management ProcessResults-Based Lead Management Process

    Internet Manager Job DescriptionInternet Manager Job Description

  • 8/7/2019 AHM LMP Day 1_11-05-03

    46/195

    Results Based Lead Management ProcessResults Based Lead Management Process

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 46

    Internet Manager Job DescriptionInternet Manager Job Description

    Process: The goal is to design & Implement a customer friendly process totransform leads into appointments, then ensure that appointments show up atthe dealership and are the store is prepared to turn them into sales. Trackingresults and generating reports are an important part of the ISMs job.

    Setting up a lead management tool, BDC processes (if applicable) and any supporting tools(including 2-way pagers)

    Managing the utilization of the dealers Honda Certified lead management tool

    Updating the auto responders, custom e-mail templates and phone scriptsReceiving, sourcing, responding, organizing, managing, and reporting on lead activityCreating quality appointments that show up to the dealershipMaking confirmation calls to all appointmentsHandling all pre-visit work including gathering the customers finance and trade information,inputting it into the stores operating system.Updating the Welcome board daily with the days appointmentsHandling all face-face interaction with the customer up to and in some cases including F&IPerforming a positive delivery where we enroll the customer on to their personal web page atdeliveryConduct all customer follow up fo rthose customers who did not make an appointment, showup for an appointment, did not buy and the sold customer base

    Continued on Next Slide (page)

    Results-Based Lead Management ProcessResults-Based Lead Management Process

    Internet Manager Job DescriptionInternet Manager Job Description

  • 8/7/2019 AHM LMP Day 1_11-05-03

    47/195

    Results Based Lead Management ProcessResults Based Lead Management Process

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 47

    Internet Manager Job DescriptionInternet Manager Job Description

    Service Retention & Repeat Sales:

    Service Appointments and Process, Parts/Accessories sales & fulfillment ProcessesProcess: The goal is to design & Implement a customer friendly process to transform leads intoappointments and appointments into sales.

    Reports and Tracking Metrics:A report should be provided no later than the 5th of every month showing closing ratios of each store andeach individual Internet sales person. Not just leads to sales but a tracking process for appointments aswell. This will help us identify the strengths and weaknesses of our staff.

    A tracking report monthly should also be provided on the 5th showing the cost of each 3rd part providerand the cost of our web sites. This should be compared to the profits from each as well.

    Data Management:Create and maintain a data base of all of your customers email addresses.Follow up on all unsold e-mail leads twice a month. Once on the 1st with a newsletter campaign or link to anewsletter web page and on the 15th with a specific e-mail offer on the vehicle line make they haveoriginally requested.Follow up with sold customers electronically with vehicle anniversary, recalls and request for referrals.Follow up with sold customers and customers who purchased from other dealers but could use the benefitof our service department. We know when they will need a 15,000 mile service, an oil change, 30,000 mileservice a set of tires and so on. Follow up electronically with lease term customers and anticipate whenothers may re-enter the market. Example; a Taurus sale goes out on a 5 year loan the customer will mostlikely re-enter the market in 27 months.

    Results-Based Lead Management ProcessResults-Based Lead Management Process

    Internet Manager Job DescriptionInternet Manager Job Description

  • 8/7/2019 AHM LMP Day 1_11-05-03

    48/195

    Results Based Lead Management Processg

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 48

    Internet Manager Job DescriptionInternet Manager Job Description

    Sales: (Showtime) The goal is to streamline the sales process and customerexperience for customers who have provided information via the Internet and

    have scheduled an appointment to visit the dealership.

    Proper preparation and set up improves shows/sales closing ratios andcustomer satisfaction with the sales process once the customer arrives at thedealership:

    Pre-Selected Vehicles ready to show

    Appointment Reception ProcessReview Visit AgendaVehicle PresentationTest driveRevisit NumbersF&I Introduction

    DeliveryPre-Completed Documentation (credit apps, ATFI,worksheets, etc.)Streamlined Sales Process completed

    in leas than 1.5 Hours from time ofarrival to vehicle delivery

    Results-Based Lead Management ProcessResults-Based Lead Management Process

    Internet Manager Job DescriptionInternet Manager Job Description

  • 8/7/2019 AHM LMP Day 1_11-05-03

    49/195

    gg

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 49

    Internet Manager Job DescriptionInternet Manager Job Description

    Sales Reporting and Performance Metrics: The Internet Sales Manager hasreporting responsibilities that include the reports listed below, which are tobe presented on a monthly basis to the Dealer Manager and the storesmanagement team.

    Create and distribute reports on the departments results for the day, week, monthand year-to-date that include the following information and ratio analysis:

    Number of unique visitors to Dealer SitesSite Visitor to leads submitted ratioNumber of leads generated from dealers web site

    Number of leads generated from Honda web sitesNumber of leads generated from 3rd Party lead providersAverage Response time (Overall and by individual ISS)Appointments Scheduled/leads ratios (Overall and by individualISS)

    Appointment shows/scheduled ratios (Overall and by individual ISS)

    Closing ratios: Leads/Sales, Shows/Sales (Overall and byindividual ISS)Average grosses (front and back end):

    PNVR/PUVR (Overall and by individual ISS)PNVR by Model line (Store, Internet department,Individual ISS)

    Percentage of trade-ins to transactions (Store, Internet department,ISS)

    Results-Based Lead Management ProcessResults-Based Lead Management Process

  • 8/7/2019 AHM LMP Day 1_11-05-03

    50/195

    gg

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 50

    Define eBusiness SuccessDefine eBusiness Success

    in your Dealershipin your Dealership

    Performance Accountability:Performance Accountability:Proven ManagementProven Management

    ProcessesProcesses

    Results-Based Lead Management ProcessResults-Based Lead Management Process

  • 8/7/2019 AHM LMP Day 1_11-05-03

    51/195

    gg

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 51

    SampleSample

    ReportsReports

    Results-Based Lead Management ProcessResults-Based Lead Management Process

  • 8/7/2019 AHM LMP Day 1_11-05-03

    52/195

    gg

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 52

    Daily Internet ReportDaily Internet Report

    Leads

    AppointmentsSet/Scheduled

    AppointmentsScheduled for Today

    ShowedAppointments

    Sales

    Daily MTD

    70

    Results-Based Lead Management ProcessResults-Based Lead Management Process

  • 8/7/2019 AHM LMP Day 1_11-05-03

    53/195

    gA T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 53

    Date 1 2 3 4 5 6 7

    Number of Leads 2 3 2 5 7 5 4

    Number of leads MTD 2 5 7 12 19 24 28Number of appointments

    made today 1 1 2 1 3 2 1

    Appointments mtd 1 2 4 5 8 10 11

    Number of appointments

    due today 1 1 2 1 3 2 1

    Number Shown 1 1 1 1 2 2 1shown mtd 1 2 3 4 6 8 9

    Number Sold 1 1 1 1 2 2 1

    Sold MTD 1 2 3 4 6 8 9

    apptment ratio 50 40 57.14 41.67 42.11 41.67 39.29

    show ratio 100 100 75 80 75 80 81.82

    show to close ratio 100 100 100 100 100 100 100

    closing ratio 50 40 42.86 33.33 31.58 33.33 32.14

    ExcelSpread Sheet

    Results-Based Lead Management ProcessResults-Based Lead Management Process

    http://g/4-Presentations/dealer%20college/lead%20analysis%20template.xlthttp://g/4-Presentations/dealer%20college/lead%20analysis%20template.xlthttp://g/4-Presentations/dealer%20college/lead%20analysis%20template.xlthttp://g/4-Presentations/dealer%20college/lead%20analysis%20template.xlt
  • 8/7/2019 AHM LMP Day 1_11-05-03

    54/195

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved

    Results-Based Lead Management ProcessResults-Based Lead Management Process

  • 8/7/2019 AHM LMP Day 1_11-05-03

    55/195

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 55

    Metrics Analysis:Metrics Analysis:

    Where does this store have the greatest opportunity forWhere does this store have the greatest opportunity forimproving their overall Internet Sales Closing Ratio?improving their overall Internet Sales Closing Ratio?

    What will it take to turn all the metrics GREEN?What will it take to turn all the metrics GREEN?What will happen to the stores sales when all 5What will happen to the stores sales when all 5Process Metrics Points are GREEN?Process Metrics Points are GREEN?

    Results-Based Lead Management ProcessResults-Based Lead Management Process

  • 8/7/2019 AHM LMP Day 1_11-05-03

    56/195

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 56

    Metrics Analysis:Metrics Analysis:

    What is happening when this stores ISM gets anWhat is happening when this stores ISM gets anappointments and the appointment shows up?appointments and the appointment shows up?

    Why would the showroom close ratio on NewWhy would the showroom close ratio on NewCar Leads be less than on used car leads whenCar Leads be less than on used car leads whenthe appointment shows up?the appointment shows up?

    Used Car Leads

    New Car Leads

    Results-Based Lead Management ProcessResults-Based Lead Management Process

  • 8/7/2019 AHM LMP Day 1_11-05-03

    57/195

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 57

    Define eBusiness SuccessDefine eBusiness Success

    in your Dealershipin your Dealership

    Key Metrics; How to InspectKey Metrics; How to Inspectwhat you expect:what you expect:

    Which Metrics Matter?Which Metrics Matter?

    Why & When - ActualWhy & When - Actual

    Dealership ResultsDealership Results

    Results-Based Lead Management ProcessResults-Based Lead Management Process

  • 8/7/2019 AHM LMP Day 1_11-05-03

    58/195

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 58

    Results-Based Lead Management ProcessResults-Based Lead Management Process

  • 8/7/2019 AHM LMP Day 1_11-05-03

    59/195

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 59

    Results-Based Lead Management ProcessResults-Based Lead Management Process

    http://../6-Dealers/Jay%20Wolfe/WAG-BDC%20Summary-Sold%20Report%2007-2003.xls
  • 8/7/2019 AHM LMP Day 1_11-05-03

    60/195

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 60

    Results-Based Lead Management ProcessResults-Based Lead Management Process

  • 8/7/2019 AHM LMP Day 1_11-05-03

    61/195

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 61

    Results-Based Lead Management ProcessResults-Based Lead Management Process

  • 8/7/2019 AHM LMP Day 1_11-05-03

    62/195

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 62

    Results-Based Lead Management ProcessResults-Based Lead Management Process

  • 8/7/2019 AHM LMP Day 1_11-05-03

    63/195

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 63

    Results-Based Lead Management ProcessResults-Based Lead Management Process

  • 8/7/2019 AHM LMP Day 1_11-05-03

    64/195

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 64

    Results-Based Lead Management ProcessResults-Based Lead Management Process

  • 8/7/2019 AHM LMP Day 1_11-05-03

    65/195

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 65

    Results-Based Lead Management ProcessResults-Based Lead Management Process

  • 8/7/2019 AHM LMP Day 1_11-05-03

    66/195

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 66

    Enter YourEnter YourNext StepsNext Steps

    Into the ActionInto the ActionPlan WorkbookPlan Workbook

  • 8/7/2019 AHM LMP Day 1_11-05-03

    67/195

    Correlation Between Internet LeadCorrelation Between Internet Lead

  • 8/7/2019 AHM LMP Day 1_11-05-03

    68/195

    04/03/11 68 Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/201104/03/2011 68

    0.00%

    5.00%

    10.00%

    15.00%

    20.00%

    25.00%

    30.00%

    35.00%

    0.00 5.00 10.00 15.00 20.00

    Response T ime (hour

    ClosingRatio

    Correlation Between Internet LeadResponse Time and Sales Close RatiosResponse Time and Sales Close Ratios

    ContentContent ++ SpeedSpeed == Increased Sales Closing RatiosIncreased Sales Closing Ratios

  • 8/7/2019 AHM LMP Day 1_11-05-03

    69/195

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/201104/03/2011 69

    A: Increasing Closing Ratios is notA: Increasing Closing Ratios is notJust AboutJust AboutResponse TimesResponse Times

    Q: Why theQ: Why the

    variations?variations?

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

  • 8/7/2019 AHM LMP Day 1_11-05-03

    70/195

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 70

    0

    100

    200

    300

    400

    500

    600

    700

    800

    900

    1000

    1100

    1200

    1300

    1400

    1500

    0 100 200 300 400 500 600 700 800 900 1000 1100 1200 1300 1400 150

    0

    100

    200

    300

    400

    500

    600

    700

    800

    900

    1000

    1100

    1200

    1300

    1400

    1500

    0 100 200 300 400 500 600 700 800 900 1000 1100 1200 1300 1400 150

    Average Minutes to Answer Email2

    MDX

    TL

    Zone 3Zone 2

    Zone 5

    Zone 6

    Zone 4

    Zone 1

    Zone 3

    Zone 2

    Zone 6

    Zone 5

    Zone 1Zone 4

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

  • 8/7/2019 AHM LMP Day 1_11-05-03

    71/195

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 71

    0

    50

    100

    150

    200

    250

    300

    350

    400

    450

    500

    550

    600

    650

    700

    750

    800

    0 50 100 150 200 250 300 350 400 450 500 550 600 650 700 750 800Average Minutes to Answer

    #Email 2

    0

    50

    100

    150

    200

    250

    300

    350

    400

    450

    500

    550

    600

    650

    700

    750

    800

    0 50 100 150 200 250 300 350 400 450 500 550 600 650 700 750 800

    Accord

    Odyssey

    Zone 1

    Zone 2

    Zone 3

    Zone 5

    Zone 7

    Zone 8

    Zone 10

    Zone 4

    Zone 9

    Zone 6

    Zone 1

    Zone 7

    Zone 2

    Zone 6 Zone 4

    Zone 5

    Zone 9

    Zone 10

    Zone 8Zone 3

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Technology Assisted Selling1. TAS Process methodology is designed to engage a1. TAS Process methodology is designed to engage a

    1. TAS Process methodology is designed to engage a1. TAS Process methodology is designed to engage a

  • 8/7/2019 AHM LMP Day 1_11-05-03

    72/195

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved11/2/2003 1:39 PM 72

    PROCESSPROCESS

    Person

    2Person

    Keyboard

    2Keyboard

    SALES

    1. TAS Process methodology is designed to engage agy g g gcustomer continuously throughout the buying cycle,customer continuously throughout the buying cycle,Using Multiple ChannelsUsing Multiple Channels EmailEmail PhonePhone MeetingsMeetings..

    gy g g ggy g g gcustomer continuously throughout the buying cycle,customer continuously throughout the buying cycle,Using Multiple ChannelsUsing Multiple Channels EmailEmail PhonePhone MeetingsMeetings..

    Face2Face

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    2 L d M t P I t b i ith2 L d M t P I t b i ith

    2 L d M t P I t b i ith2 Lead Management Process Improvement begins with

    eBusiness Assessment

  • 8/7/2019 AHM LMP Day 1_11-05-03

    73/195

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved11/2/2003 1:39 PM 73

    2. Lead Management Process Improvement begins with2. Lead Management Process Improvement begins withanan eBusiness AssessmenteBusiness Assessmentof existing procedures usingof existing procedures usingProcess MappingProcess Mapping Gap AnalysisGap Analysis && Appreciative InquiryAppreciative Inquiry

    2. Lead Management Process Improvement begins with2. Lead Management Process Improvement begins withanan eBusiness AssessmenteBusiness Assessmentof existing procedures usingof existing procedures usingProcess MappingProcess Mapping Gap AnalysisGap Analysis && Appreciative InquiryAppreciative Inquiry

    customer

    PROCESSPROCESS

    Sales Manager

    InternetLeads

    Lack of consistent lead follow-up monitoring limits Sales Rep accountabilitLack of consistent lead follow-up monitoring limits Sales Rep accountabilit

    ????

    Email Contact

    SalesReps

    ????????

    ???? ????

    Random lead assignment proceduresRandom lead assignment procedures

    Individual sales reps managing their own leads Each doing it differently than the other!Individual sales reps managing their own leads Each doing it differently than the other!

    SALES

    http://www.dealersite.com

    Visits Site

    No process or data capture from other web lead sourcesNo process or data capture from other web lead sources

    Walk-InLeads

    ServiceLeads

    PhoneLeads

    Traffic to web site and lead submission ratesnot being monitored

    Traffic to web site and lead submission ratesnot being monitored

    Only email In-box is used to organize leadsOnly email In-box is used to organize leads

    se telephone and/or email to respond to leads and schedule appointmentsse telephone and/or email to respond to leads and schedule appointments

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Response Funnel- HONDA

  • 8/7/2019 AHM LMP Day 1_11-05-03

    74/195

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 74

    p

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Response Funnel - ACURA

  • 8/7/2019 AHM LMP Day 1_11-05-03

    75/195

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 75

    Response Funnel ACURA

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Mystery Shop; Dealer Response AttributesMystery Shop; Dealer Response Attributes

  • 8/7/2019 AHM LMP Day 1_11-05-03

    76/195

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved11/2/2003 1:39 PM 76

    y y p; py y p p956 Mystery956 MysteryShopsShopsCompletedCompleted

    DuringDuringSummer 2003Summer 2003

    LeadsLeadsSubmitted toSubmitted toDealersDealers

    Dealers whoDealers whoResponded byResponded byEmail ONLYEmail ONLY

    Dealers whoDealers whoRespondedRespondedbyby PhonePhone

    ONLYONLY

    Dealers whoDealers whoResponded byResponded byBOTH EmailBOTH Email

    & Phone& Phone

    Dealers whoDealers whoAnsweredAnsweredALLALL

    QuestionsQuestionsAskedAsked

    148148 109109 11 1515 88

    808808 554554 1111 9696 3535

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    HONDA

  • 8/7/2019 AHM LMP Day 1_11-05-03

    77/195

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 77

    113

    19

    67

    48

    93

    69

    95

    63

    46

    37

    2

    2

    3

    8

    1

    3

    6

    5

    3

    2

    Zone 1

    Zone 2

    Zone 3

    Zone 4

    Zone 5

    Zone 6

    Zone 7

    Zone 8

    Zone 9

    Zone 10

    2%

    11%

    4%

    17%

    1%

    4%

    6%

    8%

    7%

    5%

    Zone 1

    Zone 2

    Zone 3

    Zone 4

    Zone 5

    Zone 6

    Zone 7

    Zone 8

    Zone 9

    Zone 10

    T w o

    Q u e sti o

    1 3 %

    N o

    Q u e sti o n

    A n sw e r

    5 5 %

    O n e

    Q u e s t i

    2 7 %

    A l l

    Q u e sti o5 %

    % Answered All Questions

    HONDA- Responses to Information Requested in E-Mail

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    ACURA

  • 8/7/2019 AHM LMP Day 1_11-05-03

    78/195

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved04/03/11 78

    ACURA- Responses to Information Requested in E-Mail

    22

    29

    18

    18

    13

    23

    0

    2

    4

    2

    1

    Zone 1

    Zone 2

    Zone 3

    Zone 4

    Zone 5

    Zone 6

    7%

    22%

    8%

    9%

    0%

    0%Zone 1

    Zone 2

    Zone 3

    Zone 4

    Zone 5

    Zone 6

    Two

    Question

    16%

    No

    Questioned

    Answered

    53%

    One

    Question

    24%

    All

    Questions

    7%

    % Answered All Questions

    Lead Management ProcessLead Management ProcessProcessProcessImprovementImprovementImplementationImplementation

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

  • 8/7/2019 AHM LMP Day 1_11-05-03

    79/195

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved11/2/2003 1:38 PM 79

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    DealerID

    Zone District Dealer NameDealer Name Minutes# ofQuestionsAnswered

    PhonePhoneFollow- UpFollow- Up

    207222 9 D Honda Automobiles Of NashuaHonda Automobiles Of Nashua 443

    NoNo

    206831 6 A Koons of Manassas, Inc.Koons of Manassas, Inc. 443

    NoNo

    207260 7 B Classic HondaClassic Honda 773

    NoNo

    208221 7 F Honda of Ft. MyersHonda of Ft. Myers 10103

    NoNo

    207215 2 E Tony HondaTony Honda 10103

    NoNo

    Hondas Fastest Responding DealersAnswering all Information Requested in E-Mail

    Lead Management ProcessLead Management ProcessProcessProcessImprovementImprovementImplementationImplementation

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

  • 8/7/2019 AHM LMP Day 1_11-05-03

    80/195

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved11/2/2003 1:38 PM 80

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    DealerID

    Zone District Dealer NameDealer Name Minutes# ofQuestionsAnswered

    PhonePhoneFollow- UpFollow- Up

    251418 3 C Ed Napleton AcuraEd Napleton Acura 16163

    NoNo

    251188 6 C Scottsdale AcuraScottsdale Acura 16163

    NoNo

    251144 3 C Continental Acura of DupageContinental Acura of Dupage 22223

    NoNo

    251416 6 A Mac Churchill AcuraMac Churchill Acura 23233

    NoNo

    251174 2 C Pohanka AcuraPohanka Acura 32323

    NoNo

    ACURA s Fastest Responding DealersAnswering all Information Requested in E-Mail

    Lead Management ProcessLead Management ProcessProcessProcessImprovementImprovementImplementationImplementation

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

  • 8/7/2019 AHM LMP Day 1_11-05-03

    81/195

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved11/2/2003 1:38 PM 81

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Enter YourEnter YourNext StepsNext Steps

    Into the ActionInto the ActionPlan WorkbookPlan Workbook

    Lead Management ProcessLead Management ProcessProcessProcessImprovementImprovementImplementationImplementation

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

  • 8/7/2019 AHM LMP Day 1_11-05-03

    82/195

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved

    S O S

    MorningBreak

    Lead Management ProcessLead Management ProcessProcessProcessImprovementImprovementImplementationImplementation

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

  • 8/7/2019 AHM LMP Day 1_11-05-03

    83/195

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved11/2/2003 1:38 PM 83

    Response Content:Response Content:

    What Sells More Cars?What Sells More Cars?

    Define eBusiness SuccessDefine eBusiness Success

    in your Dealershipin your Dealership

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    3.3. eBlueprinted Optimized ProcesseBlueprinted Optimized Processd i /T l d Sd i /T l t d St

    3.3. eBlueprinted Optimized ProcesseBlueprinted Optimized Processd i /T l t d Std i /T l t d St

    Results Optimized Process

  • 8/7/2019 AHM LMP Day 1_11-05-03

    84/195

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved11/2/2003 1:39 PM 84

    SalesReps

    CustomerLeads

    design w/Templated Stepsdesign w/Templated Stepsensures accountability forensures accountability forconsistent lead handlingconsistent lead handling

    design w/Templated Stepsdesign w/Templated Stepsensures accountability forensures accountability forconsistent lead handlingconsistent lead handling

    customer

    PROCESSPROCESS

    CRMCRMApplicationApplicationCONTACTCONTACT

    DATABASEDATABASE

    AutomatedDatabasePopulation

    2222

    SalesManagerSalesManager

    Automated Email Responseby Lead Type

    1111

    Scheduled e-mail follow-upScheduled e-mail follow-uptoto BOTHBOTH webweb && retailretail

    CRM ApplicationCRM Applicationopen status contactsopen status contacts

    6666ProspectProspectrespondsrespondsdirectly todirectly toassignedassignedsales repsales repvia emailvia email

    and phoneand phone

    Pre-contact

    Post-contact

    Lead Submitted

    Clock Starts

    7777ProcessProcess

    PerformancePerformanceMetricsMetrics

    ProcessProcessPerformancePerformance

    MetricsMetrics

    Sales Rep usesSales Rep usesCRM ApplicationCRM Applicationemail templatesemail templates

    and telephone toand telephone torespond to leadsrespond to leads& schedule appt& schedule appt

    ClockStops

    4444Sales Mgr.LeadAssignment

    3333

    eBlueprinted OptimizedProcess

    Sales Reps enterSales Reps enterALLALL contact info from Ups into CRM Applicationcontact info from Ups into CRM Application5555

    SALES

    eBusiness OfficeeBusiness Office

    http://www.dealersite.com

    Visits Site

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Showroom ShowtimeSales

  • 8/7/2019 AHM LMP Day 1_11-05-03

    85/195

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved11/2/2003 1:39 PM 85

    INCREMENTAL SALESINCREMENTAL SALES

    SALESSALES

    4. Incremental sales and profits are the direct result of dealer integration of marketing strateg4. Incremental sales and profits are the direct result of dealer integration of marketing strateg

    LEADS SOLD

    Appointment Welcome BoardAgenda review upon arrivalVehicles Pre-selected & made ready for inspection & Test driveOnline Credit Pre-ApprovalDocumentation Pre-completedStreamlined Sales Process

    Appointment Welcome BoardAgenda review upon arrivalVehicles Pre-selected & made ready for inspection & Test driveOnline Credit Pre-ApprovalDocumentation Pre-completedStreamlined Sales Process

    DealershipDealershipVisitsVisits(Appt. Shows)(Appt. Shows)

    DealershipDealershipVisitsVisits(Appt. Shows)(Appt. Shows)

    results

    SalesSales

    PerformancePerformanceMetricsMetrics

    Lead Management ProcessLead Management ProcessLead Management ProcessLead Management Process

    Faster Response TimeEmails that set stage for Phone ContactProven Lead Management ProcessMultiple/Direct Customer ContactsAsk for & Schedule the AppointmentAppointment Confirmation Process

    No-Show Follow-up Process

    Faster Response TimeEmails that set stage for Phone ContactProven Lead Management ProcessMultiple/Direct Customer ContactsAsk for & Schedule the AppointmentAppointment Confirmation Process

    No-Show Follow-up Process

    Lead Management ProcessLead Management ProcessProcessProcessImprovementImprovementImplementationImplementation

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Faster Response TimeEmails that set stage for Phone ContactProven Lead Management Process

    Faster Response TimeEmails that set stage for Phone ContactProven Lead Management Process

    SalesSalesResultsResults

    SalesSalesResultsResults

  • 8/7/2019 AHM LMP Day 1_11-05-03

    86/195

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved

    ent Welcome Boardview upon arrivalre-selected & made ready for inspection & Test drivedit Pre-Approvalation Pre-completed

    ed Sales Process

    nt Welcome Boardview upon arrivalre-selected & made ready for inspection & Test drivedit Pre-Approvalation Pre-completedd Sales Process

    Dealership VisitsDealership Visits(Appt. Shows)(Appt. Shows)

    Dealership VisitsDealership Visits(Appt. Shows)(Appt. Shows)

    Proven Lead Management ProcessMultiple/Direct Customer ContactsAsk for & Schedule the AppointmentAppointment Confirmation ProcessNo-Show Follow-up Process

    Proven Lead Management ProcessMultiple/Direct Customer ContactsAsk for & Schedule the AppointmentAppointment Confirmation ProcessNo-Show Follow-up Process LeadLead

    ManagementManagementProcessProcess

    LeadLeadManagementManagement

    ProcessProcess

    Email TemplatesAutomated Response/ReceiptAutomated Follow-up PromptsTargeted Broadcast EmailsDMS IntegrationReports & MetricsLead Provider ROI Reports

    Email TemplatesAutomated Response/ReceiptAutomated Follow-up PromptsTargeted Broadcast EmailsDMS IntegrationReports & MetricsLead Provider ROI Reports

    Tools &Tools &TechnologyTechnology

    Tools &Tools &TechnologyTechnology

    ProcessProcessPerformancePerformance

    MetricsMetrics

    ProcessProcessPerformancePerformance

    MetricsMetrics

    Detail OrientedOrganizedCRM Application SavvyCan Work Trade-In ValuationsCan Manage Quoting Prices that are in line with Pricing StrategyKnow the product and availability

    Detail OrientedOrganizedCRM Application SavvyCan Work Trade-In ValuationsCan Manage Quoting Prices that are in line with Pricing StrategyKnow the product and availability

    People &People &Pay PlansPay Plans

    People &People &Pay PlansPay Plans

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    TIPS eBusiness TransformationTIPS eBusiness Transformation

  • 8/7/2019 AHM LMP Day 1_11-05-03

    87/195

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved11/2/2003 1:39 PM 87

    TRANSFORMATIONTRANSFORMATION RETURN ON INVESTMENTRETURN ON INVESTMENT

    Interactive Web ServicesInteractive Web ServicesNew & Used InventoryNew & Used InventoryPhotos & PricingPhotos & PricingSales, Service & PartsSales, Service & Parts

    Coupons & SpecialsCoupons & SpecialsService AppointmentsService AppointmentsOnline Credit AppsOnline Credit AppsAppraisal RequestsAppraisal Requests

    TRAFFIC INTERACTIVEWEB PLATFORM

    PROCESS SALES

    Integrated Marketing StrategyIntegrated Marketing Strategy Regional Market AdvertisingRegional Market AdvertisingNewspaper/Print MediaNewspaper/Print MediaRadio/TV/Broadcast MediaRadio/TV/Broadcast MediaOutdoor/SignageOutdoor/SignageDirect MailDirect MailBroadcast EmailBroadcast EmailWeb Coupons & SpecialsWeb Coupons & Specials

    Showtime!Showtime!Appointment Reception ProcessAppointment Reception Process

    Review Visit AgendaReview Visit AgendaVehicle PresentationVehicle PresentationTest driveTest driveRevisit NumbersRevisit NumbersF&I IntroductionF&I IntroductionDeliveryDelivery

    Pre-Selected Vehicles ready toPre-Selected Vehicles ready toshow, test drive and delivershow, test drive and deliver

    Pre-Completed DocumentationPre-Completed Documentation

    Streamlined Sales Process completed in less than 1.5 Hours froStreamlined Sales Process completed in less than 1.5 Hours fro

    Automated Response that verifies receipt byAutomated Response that verifies receipt bydealer and sets up customer expectationsdealer and sets up customer expectations

    Respond to ALL Leads in less than 30 minutesRespond to ALL Leads in less than 30 minutes

    Quotes on 4 vehicles available for deliveryQuotes on 4 vehicles available for deliveryCall every customer to verify receipt of PriceCall every customer to verify receipt of Price

    Quotes and set appointment to Test drive andQuotes and set appointment to Test drive andsee the differences between 4 quoted vehiclessee the differences between 4 quoted vehicles

    Documented follow-up process that ensuresDocumented follow-up process that ensuresevery customer is contacted repeatedly in anevery customer is contacted repeatedly in anongoing and prescribed mannerongoing and prescribed manner

    Lead Management ProcessLead Management ProcessProcessProcessImprovementImprovementImplementationImplementation

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    CRM Application Utilization

  • 8/7/2019 AHM LMP Day 1_11-05-03

    88/195

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved11/2/2003 1:38 PM 88

    LEAD

    LEAD

    LEAD

    LEAD

    LEAD

    LEAD

    LEAD

    LEAD

    .Herding Cats!

    Managing CustomerLeads

    Can Be Like.

    Lead Management ProcessLead Management ProcessProcessProcessImprovementImprovementImplementationImplementation

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    What is the Value of Training?

  • 8/7/2019 AHM LMP Day 1_11-05-03

    89/195

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved11/2/2003 1:38 PM 89

    Imagine what would happen if he skipped trainingImagine what would happen if he skipped training

    A - Turnout Helmet. NFPA Certified turnout helmet, completewith shell, face shield, neck protector and liner withadjustable headband and chinstrap. Available in white, yellowand red.B - Turnout Coat. Features include 260gsm, blue flame-resistant Nomex IIIA Rip Stop outer shell and Thermaliteinner liner quilted to aramid scrim.Two deep front pocketswith Velcro fasten flaps, silver reflective tape around thesleeves and hem, and zippered front with storm flap andexposed blast clips.C - Firefighter Gloves. NFPA Certified, structural fire fightingglove, made of leather and includes a moisture barrier.D - Turnout Overtrousers. Features include 260gsm, limeflame-resistant Nomex IIIA Rip Stop overtrousers with Probantreated inner cotton liner provided. Two deep front pocketswith Velcro fasten flaps, gold reflective tape around theankles and Velcro front fastener with press-studs and leatherbacking for attaching braces. Inner liner has Velcro tapes atthe waist and ankles to secure the garment to the inside of

    the overtrousers.E - Turnout Boots Warrington Pro 2008. NFPA CertifiedWarrington Pro 2008 is a leather top boot with steal cappedtoes, Gore-Tex lining and pull on straps.Y - Style Braces (not shown). Red flame retardant webbingwith leather attachment tabs and leather backing.

    Trained &Trained &QualifiedQualified

    Untrained,Untrained,But has equipmentBut has equipment

    Which of these two would you want to rely upon?Which of these two would you want to rely upon?

  • 8/7/2019 AHM LMP Day 1_11-05-03

    90/195

    Lead Management ProcessLead Management ProcessProcessProcessImprovementImprovementImplementationImplementation

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

  • 8/7/2019 AHM LMP Day 1_11-05-03

    91/195

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved11/2/2003 1:38 PM 91

    Enter YourEnter YourNext StepsNext Steps

    Into the ActionInto the ActionPlan WorkbookPlan Workbook

    A T T R A C T I N T E R A C T R E S P O N D S E L L R E S P O N D S E L L S E R V I C E R E T A I N

    Receipt that validatescustomers Inquiry

    Process Improvement: Dealer eBusiness Strategy

  • 8/7/2019 AHM LMP Day 1_11-05-03

    92/195

    Copyright 2005 Ralph Paglia - All Rights Reserved Copyright 2005 Ralph Paglia - All Rights Reserved11/2/2003 1:39 PM 92

    CRM Begins With FirstContact and ContinuesThrough the CustomerPurchase Cycle

    customers InquiryOutlines eProcessSets up the customers

    expectationsIs the lead from an existing Customer in DMS?Is the lead from the dealers web site?Is the lead from the OEMs web site?Is it a 3rd Party Lead Referral If so, from where?Lead Consolidation Review previous inquiriesCustomer Profiling; Name, Location, Model, EmailTargeted Vehicle Selection; Creating CuriosityLead assignment Matchmaker management process

    Customers Should beContacted by PhoneWithin 1 Hour of sameBusiness Day to verify

    receipt of price quotes,answer questions andArrange a Test DriveAppointment

    Automatic eMailResponses

    InternetSales

    Process

    Initial PhoneContact

    eMail & PhoneFollow Up