CEO Juice user group meeting at EUG 2018

Posted by Gary Lavin on Mar 1, 2018 10:55:00 AM

The 2018 eAutomate User Group meeting is on Monday, April 16th through Wednesday, April 18th, 2018, followed by Steering Committee sessions and CEO Juice User Group meeting on Thurs April 19th, at The Sheraton Hotel in Salt Lake City.  The Juice session starts after the steering committee meetings end at 10AM. Click here to register for the EUG. Click here to register for the Juice session. You can come to the Juice session only and not the rest of the EUG.

Click here for a list of processes covered at EUG 2018.

 

 EUG Registration

The morning session is Futures where we are covering new processes (10AM to 12PM).  

We will start with ID667Update Equipment Leases in eAuto
Troy White, Tawnya Stone and Robin Funck from GreatAmerica will join us in this session, plus our early beta tester Stephen Guman  and Ammar Baig from Zeno Imaging in Texas. Aside from showing how this tool can ensure you have accurate lease data in eAutomate we are also interested in other projects you might like us to partner with GAL on.

Our 2nd session is on ID890Servicing Dealer Sync
Jon Balter with Seamless Solutions working with Doug Young of ASI will show how this system will keep service calls and meter reads in sync between two dealers running eAutomate. We are interested in group feedback around what should happen when calls are on credit hold etc.

Time permitting we will cover ID350 for toner management.

We break for lunch from 12PM until 1.30PM (although the Juice team will be around for questions).

 Agenda

The 2nd session is Favorites where we cover popular processes (1.30PM to 3PM).

For this session we start with the latest version of our QBR, ID258 - QBR / Customer Account Review. We will tie in contract profit, excessive toner, great customer feedback and Key Services.

Our technician Activity report just went through a major overhaul, ID204. Mike will be covering what's new as well as looking for some feedback on a couple of related projects we have in the works.

Cameron Powell with DataBlaze will show how you can add "Uber like" tracking so your customer can click a link in our ID181 process to notify customers when the tech is on the way and watch the tech drive to their office.

 

We break at 3PM to 3.30PM

Assuming enough people are still around we jump back to Futures at 3.30PM

We are now able to create tasks in Compass Sherpa, an example ID895 is a process to allow your tech to create a sales lead for the rep if the customer mentioned they were interested in an upgrade for example. This process could create an activity in Sherpa so you can ensure the rep is following up.

Managing equipment orders is a major project for most dealers with lots of moving pieces. We will cover some new features coming here.

Time Permits:

Using DQM structure for team security
Power BI - Should we even go there?

Click here to register for the Juice session or to give feedback on topics etc.

 

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