IC Realtime New Dealer Process

Key Topics

New Dealer Application

When someone wants to become a dealer, start on the main site and select "Become a dealer" in the top right corner

This will bring that potential dealer to the dealer application page, which now looks like this:

If potential dealer realizes they are not a reseller but need an installer they will select the "click here" in the gray box to bring them to the "Find a Dealer" form

The application is three pages of questions regarding Contact, Company, and Industry Information

The same disclaimer is placed underneath the application questions on each page of the application. As shown below.

Backend Process

What Happens when a Dealer Submits an Application?

The contact is set as a Marketing Contact and the Contact Owner is set to an Operations Team Member

This will prevent any issues with automated emails being sent

A Task will be created for Operations to Vet Dealer Application and Assign to Sales Executive
Operations will then select, on the left column of the contact record, "Dealer Application Approved?" - Be sure to save your selection

- If Yes, click here to see what happens next
- If No, click here to see what happens next
- If No, and Denied Reason is end user, click here
- If Applicant is an Existing Dealer, click here

If "Dealer Application Approved?" is Yes

Operations will assign a Sales Executive, then change "Dealer Application Approved?" to Yes. Then Save Changes.
Operations will Copy the Company HubSpot Record ID and add to the Customer Record in NetSuite during Creation under the Custom Tab
Operations will then check the task off in their task view when completed
- This will Trigger the rest of the Workflow
Sales Leadership and Contact Owner Assigned will be notified by email with the New Dealer Information
Automated Approved Dealer Application Email will be sent

- This email will come from Matt Sailor, click here to view
Dealer will then receive an email from Customer Success to Schedule Onboarding

This email will come from Customer Success, click here to view

If "Dealer Application Approved?" is No

Operations will change "Dealer Application Approved?" to No. Then, Save Changes
Operations will then check the task off on their task view when completed
- This will trigger the rest of the workflow.
Dealer will receive an automated email from the IC Realtime team
- This email will include a button to view distributors in their location
- If you want to view this email, click here

If "Dealer Application Approved" is No because End User

Below "Dealer Application Approved?" there will be a property for "Dealer Application Denied Reason" - Select End User if applicable

Operations will change "Dealer Application Approved?" to No. Then change "Dealer Application Denied Reason?" to End User. Then Save Changes.
Operations will then check the task off in their task view.
- This will trigger the rest of the workflow.
An automated email will go out to the denied applicant, this will include a button to the "Find a Dealer" Form
- If you want to view this email, click here

If Applicant is an Existing Dealer

There is a property labeled "Existing Dealer"
Operations will check this box if dealer is already existing
Complete Task
Dealer will stop going through the workflows, no emails will be sent
A task will be automated to the CRM specialist to verify no new records were created

Automated Emails

When "Dealer Application Approved?" is yes

First Dealers will receive this email from Matt Sailor

Then Dealers will then be sent the onboarding scheduling email from Customer Success

When "Dealer Application Approved" is No

Applicant will receive a denied email from the IC Realtime Team

When "Dealer Application Approved?" = No and "Dealer Application Denied Reason" = End User

Applicants will receive the following email