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Overview
🎯 Objective
This product allows dealers to see their sales and service transaction data as an activity type based on data from their Motility system. We capture specific fields regarding the sale or service transaction and display it within the contacts activity. This allows dealers to follow the customers progression from when they were shopping for an RV, what purchased they made, and what services they have had done since their purchase.
⚙️ How Does it Work
We setup a data import sync specifically for Motility (similarly how we import unit data for the dealers inventory) but instead of unit data, we are receiving sales or service data and adding that data as a contact activity. For Motility we work with a 3rd party company called ProResponse that supplies us with a data file were we consume the data we need for Sales and Service activities.
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Technical Details
\uD83D\uDDD2 Requirements
Requirement | User Story | Task | Notes |
|---|---|---|---|
Create a Sold Unit activity type. | As IRV I need to be able to create an activity type called Sold Unit and display within the Contact Activity screen so that a user can sort by Sold Units | For Sold Unit Data | |
Display a Sold Date | As IRV I need to be able to display "Sold Date" field within the iCC screen for the Sold Unit Activity details |
| For Sold Unit Data |
Have the system check the ProResponse folder for files | As IRV I need to be able to pull the Sales/Service file from ProResponse FTP | For Sold Unit Data | |
Contact check to see if we need to create a new contact or add activity to a current contact in the dealers CP. | As IRV I need to check the contact info to see if we already have that contact in our system to add the additional sold activity or if we have to add the contact to our system and add the sold activity | For Sold Unit Data | |
Finance/Sold Date | As IRV I need to be able to consume "Contract Signing Date" field from ProResponse file display that date inplaces of the Created Date | For Sold Unit Data | |
Cash Purchase | As IRV I need to be able to consume Cash Purchase as a Yes or No field, Yes if the "DealType" field =2 (Then grey out the finance info that displays on the Sold Unit detail screen.), No if the "DealType" field has any other number in the field. | For Sold Unit Data | |
Finance Term | As IRV I need to be able to consume "Term" field from ProResponse file for an Motility client to display as the Term | For Sold Unit Data | |
Monthly Payment | As IRV I need to be able to consume "Payment Amount" field from ProResponse file to display as the Monthly Payment | For Sold Unit Data | |
Last Payment Date | As IRV I need to be able to display a Final Payment Date. (The last scheduled payment date on the unit.) by doing a calculation of First Payment Date as the start date and then divde by the terms to get an estimated Final Payment Date. | For Sold Unit Data | |
Create a Work Order activity type. | As IRV I need to create an activity called "Work Order" when we consume service transaction data into iCC | For Service Unit Data | |
Contact check to see if we need to create a new contact or add activity to a current contact in the dealers CP. | As IRV I need to create or find a customer and add the activity to the customer in iCC | For Service Unit Data | |
Work Order Number | As IRV I need to consume "WONumber" from the file and display it as Work Order Number in the activity details, if not available then use other fields as unique ID. | For Service Unit Data | |
Service Amount | As IRV I need to consume "ROTotal" from the file and display it as Work Order Amount in the activity details so the dealer can see the total service work order amount. | For Service Unit Data | |
Unit Data | As IRV I need to consume unit data (what is available in data, mfg, make, model, type) from the file and display it in the description field. | For Service Unit Data | |
VIN | As IRV I need to consume "VIN" to possible match up with unit data | For Service Unit Data |
\uD83C\uDFA8 User interaction and design
Activity Segment Search:
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Sales Activity Details:
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Service Activity Details:
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Open Questions
Question | Answer | Date Answered |
|---|---|---|
Are we able to display any Sales or Service data from the dealers DMS that the dealer is requesting to see in their Command Center? | No, we are limited to what we are able to display within iCC. | |
Are we able to exclude activity data from exporting to CRM’s? | Yes, there are exclusions available in the lead exports to not send any data regarding sales or service transaction. |
📝 Additional Details
Out of Scope
Dealers ability to customize what data points we consume from the DMS system. Requests can be made through the suggestion intake form, but at this time we are only consuming specific data points, the dealer can utilize the product as is, but their is no customization for this product available.
↪️ Future Requests
Request Details | Suggestion Form Link | Date Requested |
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Setup/Enable
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Account Managers or Client Support Team Members you must provide a task with the following information:
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📖 Instructions (Feeds Team)
First, you will need to reach out to Dan Coker at ProResponse (dcoker@proresponse.com). You will need to give him the dealers name, DMS system they use, and the contact information you were given in the task from the Account Manager. Be specific with what data we are looking for, whether he needs to send the Sales data or the Service data or both.
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You will need to create a new Feed Import for each Sales and Service data separately.
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Sales Feed Import Transaction
Details
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Parameters
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Transport
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FTP
Details
Parameters
@deleteFromServer = 1
@directory = dealername/Motility/ (Note - you will need to place the correct name from the FTP folder)
@filename = _SL\.csv
@host = sftp.proresponse.com
@password = 8_TW9>gz7kt{A\ML)8
@regex = 1
@sftp = 1
@username = leadventure
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Update XML Lead Export
After setting up the data imports, you will need to make adjustments to the XML Lead Export (if dealer is sending leads to a CRM) to ensure that we do not send Sales or Service data to their CRM.
Follow the XML Lead Export document to exclude Sales or Service data from being included in the lead export data.
Service Feed Import Transaction
Details
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Parameters
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Transport
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FTP
Details
Parameters
@deleteFromServer = 1
@directory = dealername/Motility/ (Note - you will need to place the correct name from the FTP folder)
@filename = _SL\.csv
@host = sftp.proresponse.com
@password = 8_TW9>gz7kt{A\ML)8
@regex = 1
@sftp = 1
@username = leadventure
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Update XML Lead Export
After setting up the data imports, you will need to make adjustments to the XML Lead Export (if dealer is sending leads to a CRM) to ensure that we do not send Sales or Service data to their CRM.
Follow the XML Lead Export document to exclude Sales or Service data from being included in the lead export data.
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Terminate/Disable
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Account Managers or Client Support Team Members you must follow the contract before requesting the termination process of this product. |
📕 Instructions (Feed Team)
If we are just pausing the feed, we can mark the feed disabled.
If the dealer no longer wants to continue to receive Sales or Service data, we can delete the import sync.
Product Support
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Pricing & Packaging Notes
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