IC Realtime New Dealer Process

Goal: Provide an understanding to IC Realtime teams of the New and Improved Dealer Pipeline Processes

Key Topics

New Dealer Application

Backend Processes

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:

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

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

• 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

• 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