Go Live SOP Answer:
Notification of New Account
Receive via Chatter and/or email after the initial Onboarding client call.
If the Product services include posting, ...
TireConnect – New Sale Answer: 1. Create the product in Salesforce.
2. Fill the form out on Optimize Garage: https://tireconnect.wufoo.com/forms/zxuelop014gk02/
a. View the reference sheet on how ...
TireConnect – Upsell Answer: 1. Create the product in Salesforce.
2. Fill the form out on Optimize Garage: https://tireconnect.wufoo.com/forms/zxuelop014gk02/
a. View the reference sheet on how ...
Warm Sales Transfer SOP Answer:
An Optimize Territory Sales Representative sells a new client on our services.
The new client begins the Onboarding process.
Onboarding Initial Call ...
AutoNet TV – New Sale Answer:
Create the product in Salesforce. Please reference here on how to create a product
Fill the form out from Optimize Garage: ...
RideStyler – New Sale Answer:
Create the product in Salesforce
Fill the form out on Optimize Garage: https://www.optimizegarage.com/ridestyler
When RideStyler is sold, please add a note to ...
AutoNet TV – Upsell Answer:
Create the product in Salesforce. Please reference here on how to create a product
Fill the form out from Optimize Garage: ...
ARC Setup – Website Department Answer:
ARC can be a new sale or an upsell
New Sale – will be part of the build case
Upsell – a ...
NAPA Gold Funds - Internal Process Answer: Gold Fund Products & Service implementation
Client claims funds via NAPA Member Site ( https://member.napaautocare.com/ )
Open Member Site > Gold Program ...
Content SOP Answer: An SOP describing the best practices of content, including the naming convention standards for content Service Lists and Decks.
Naming Conventions
Decks ...
2024 NAPA Gold Marketing Funds Answer: NAPA Gold Certified shops can choose between two options with Optimize to fit their online needs
Facebook Advertisement: Promote your NAPA ...
NAPA Gold Solution SOP Answer: Gold Fund Products & Service Implementation
Client claims funds via NAPA Member Site (member.napaautocare.com)
Open Member Site > Gold Program > Gold ...
Google Service Descriptions Answer:
Limit content to 200 characters
Air Conditioning:
“Warm weather or cold, you still need to think about our vehicle’s air conditioning. Vehicle ...
How to pitch Yelp products Answer:
Position ODM as a Yelp Partner and all of the things that come with it!
Dedicated Support (Peter Huber phuber@yelp.com)
Advanced Reports ...