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Pros Elite Group, 2019

How to Effectively Use PIVOT Service

Service Engagement

Phase 1 - Territory Analysis & Development Section - Data Import & Territory Mapping

Create Service Territories - Video Overview
Territory Data Extraction Manual Process Sec. 1-4
Address Verification / Geocoding Data (Required with Manual Process) Sec. 7.2
Import Service Territory Data (Manual Process) Sec. 7.3
Territory Auto Import (Auto Extraction Reqired) Sec. 7.5
Territory Management / Create Service Territories Sec. 8.0
Setting Up Mgr/Tech Profiles Sec. 10.2
Setting Up Tech Profiles Sec. 10.2

Phase 2 - Car stock & Spending Plan development - Parts Management Video

Parts Data Extraction & Creating Car Stocks (Manual Process) Sec 9.1
Auto Import Car Stock Data (Auto Extraction Required) Sec 9.1.a
Creating Spending Plans Sec. 9.2
Car Stock Recommendation Overview and Exporting to EAutomate Sec.9.3

Phase 3 - Developing Effective Tech Expectations & Incentive Plans - Expectation Setting & Bonus

Mgr/Tech Expectation Setting Sec. 11.1a
Mgr/Tech Bonus Setup/Run Sec. 11.1b
Tech Performance Rating ( Req. Auto Extract) Sec. 11.1c

Phase 4 - Key Reports (CPC Analysis, Tech Performance, Productivity / FInancial Results, etc) Service Report & Company Tools

Service Performance Reports Sec. 11.4
CPC Analysis Sec. 11.5
Call Quality Audit Sec. 11.6