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Mobile Resource Management
Mobile Resource Management
Mobile Resource Management
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Video Transcription
Thank you. If you are the leader, press star now. You will now be placed into conference. To mute your line, press star six. To unmute, press pound six. Your conference is being recorded. Welcome to the AED learning webinar with respect to mobile resource management. Firstly, I'd like to thank the AED for inviting me to present today. I'd like to thank you for your attendance and just tell you a little bit about myself before we get started. As I said, I'm the solutions manager. CDK Global is a DMS provider in many spaces, automotive, truck, power sports, and specifically I work with the heavy equipment division. You may have known us in our previous life as PFW Systems, but we're now part of the CDK Global Systems. What I'd like to do today is, as I said, present some information to you about how to manage mobile resources within your dealership and how to make the best effect for your customers and for your dealership. But before we really roll into the webinar itself, I just want to let those of you on the call know that there is a chat feature within the webinar. The audio is muted, but if you have any questions for me, you can certainly type them into the chat in the lower left. I will certainly endeavor to try and answer those either as we go along, where appropriate, or perhaps at the end if the question doesn't specifically suit to one of the areas of the webinar that I'm speaking to at that point in time. So without further ado, I will roll forward into the webinar itself, and I thought I'd start with a little bit of backstory. So we'll talk, say, 30 years ago, which we'll call that a generation ago, which may or may not predate some of the people on the call, but we really could not have imagined where things were at that time in terms of where we are today compared to where we were then. The way we did business, the way we interacted with clients was so much different. I don't think anybody could have imagined where mobile is today. There are things that showed up in Star Trek, science fiction as an example, that actually exist today, and they were forecasting that that would be hundreds of years in the future. So we're moving along at an incredible pace. And 30 years ago, or a generation ago, when the staff were away from the dealership, they were completely disconnected and on their own. So this predates the Internet, predates cell phones. They really were completely disconnected from the dealership. And as I mention here, any of the information that people who were outside of the physical bricks-and-mortar dealership had was as of the last time they were in there. So that is as current as they could be. So if they hadn't been into the dealership for several days, well, that data was technically out of date. Had things changed since they were last in the dealership? They didn't know that unless they called into the dealership. And again, that wasn't as quick or immediate as it is today. So our relationships have really changed. Salespeople, for example, who are one of the key people who require some of the mobile features that we have today. You know, if you're old enough to have been around, then you would remember that they carried bundles of large paper reports, probably from a tractor feed line printer, of customer listings and equipment listings. You know, who do we have as our customers? What sort of equipment do we have available for sale? And again, as I mentioned on the first slide, that is only as current as the last time they were in the dealership. If they were going out on a tour and visiting customers, all the appointments would have been made prior to leaving the dealership. So they would have sat down with their customer listings and perhaps the equipment listings, tried to figure out who best to contact and make a series of appointments for the day and then head out. And then how did they get around? Well, of course, you probably remember the days of carrying maps or big map books in your car or your truck when you're driving around. There was no GPS systems, no mobile phones with quick access to maps. So that's really the way things used to be. If they had to interact with a customer and create quotes or invoices, those would be done on paper, you know, everything written out, handwritten as time-consuming as that might have been, and then brought back to the office for processing. Nothing was, again, real-time. So if I was a salesperson and made a deal with a customer on that day, at best it might get back later in the afternoon or perhaps the tomorrow morning when I got back into the office and I would hand it off to somebody else for processing. If I was communicating to the customer with respect to equipment and or parts availability, again, that was only as current as the last time I was in there. Hey, how many do you have of Part A, B, C, 1, 2, 3? Well, according to my report, we have two. Hopefully, if you can get in there or maybe phone in, we can reserve one for you, but hopefully it hasn't been sold in the interim. Same thing with the equipment. You know, we don't know while we're out on the road if something's happening with a piece of equipment while we're out there. They might call back to the dealership periodically whenever they had access to a payphone. Again, predating cell phones. So that would be as current as they would be. And then if they were, you know, making calls on customers and having to submit call reports, that would typically be done back at the office at the end of the day or perhaps that information would be delegated to another data entry person who would enter that into the system. So all of this is definitely not very current by today's standards. Another key staff member might be a field technician. You know, back then, they would depart the dealership in the morning with a few printed work orders, a map, and their baskets at the required parts that they'd need. So they would get a list of work orders from the person in the dealership, review what sort of work might need to be done while they're out in the field, communicate with the parts staff, load their truck up with any additional parts that they needed, over and above what static parts they may have had in their truck, and then figure out where they're going using their map or map books. As they're doing the work in the field, they're really having to manually log their time cards during the day. So they're having to note while they're out at each customer what work was done on each machine. And if they know that the work order was potentially segmented into different jobs, they would have to make sure that they're keeping track of that. And then also, if new work popped up while they're out in the field, i.e. they did an investigation of a machine or discovery and they found new work that wasn't known when they first headed out in the truck, then they would have to document that as best possible. And then when they came back into the dealership, that would again be transferred over to the service writer staff who could then log the existing work order, log the existing time for the work orders, and potentially open new segments and or new work orders. That's really behind the eight ball, I guess you could say. And also, in terms of information for the technicians while they're out on the road, they had their tech manuals for the models that they might have taken out with them so that they had a resource available to them, but they wouldn't have immediate access to a digital service advisor, if you will. So that's kind of one of the key changes that we're seeing is the immediacy, again, for the technicians. So that's a little bit of the history of the way things used to work, and you're probably aware of that, but we're really getting into a new area here, and it's what they call the mobile mind shift. And here's a quote from Forrester Research where they say, in the world of the mobile mind shift, customers expect to get whatever information or service they want in their immediate context and in moments of need. So it's this immediacy that has become absolutely critical. The expectations of the customer base are so much different than they were a generation ago. Back then, people were used to waiting hours, days, potentially even weeks for information or transactions to occur. People today, and that includes us as well, you know, we all operate on the Internet and we purchase things on the Internet. We interact with companies on the Internet. Our expectations of responsiveness are so much quicker than they were 30 years ago. So we'll talk a little bit about the current state of mobile. Statistically, it's shown that over 87% of users always have their smartphone at their side, day or night. I can certainly relate to that, and I know that most of the people I interact with on a day-to-day basis would fall into that number, and that number is only going up and up and up as we move forward. Over 68% of people check their device within 15 minutes of waking up in the morning. So there are those people who may have it laying at their bedside and buzzing all night. There are those who, you know, have the discipline to maybe put it away or even turn it off, but more than two-thirds of those people, when they wake up in the morning, are going to check to find out if there's anything that's happened that relates to them. And then over 78% of companies are going to differentiate through the customer experience, and a big piece of that, looking at the previous two statistics, is that mobile experience that you're giving the customers. So is mobile really necessary? You know, I talked about a generation ago, there was no mobile. Dealerships functioned. Customers came in. They bought equipment or rented equipment. They bought parts. They had service work done. All these things happened with no mobile. Do we need mobile today? And I think the answer comes in some of these additional statistics is that people today spend over 177 minutes on their smartphone or phone per day. That's almost three hours per day. And that's, you know, calls or data or web surfing, whatever they're doing. People check their phones 150 times a day on average. That's incredible. And each of those interactions is approximately 70 seconds at a time. So the fundamental piece I'm trying to get across here is that, you know, your customers are spending a lot of time on mobile. So a lot of their experiences throughout the day are mobile. So it is imperative that a dealership has a good mobile presence in order to capture a good chunk of what those customers are doing because if they're not getting that mobile experience from you, they're going to go elsewhere. So you want to make sure that that's happening. There's something that we call mobile moments, and it's kind of broken out into six areas, things that people are doing with their mobile devices. They're discovering, and I'm looking at the blue circle here, they're exploring, they're buying, they're using, they're asking questions, and they're engaging. And we talk about all the different areas such as marketing, customer service, product interactions, and sales. All these things are happening in terms of what people want from businesses, from their suppliers, and when they're purchasing things, they go through all these elements as they're investigating information with respect to the purchase that they might buy, or in the customer service experience, they've bought something and now they're following up with the business for more information. So this is something that's becoming absolutely critical. Customers, they want to know things. They want to figure out how to go places, how to do things, and how to buy things. And a quote from the President of the Americas of Google says, these micro moments of need are where hearts, minds, and dollars are being won and lost. So again, if your experience isn't what the customer is looking for, then you're not going to have the hearts, minds, and dollars of those customers. So mobile needs to be there, so anticipate the moment that a customer is going to want to have interacting with you, be useful, so when that moment happens, that you're both relevant and providing the information that they are looking for, and be fast. And the phrase, speed thrills, friction kills, is very true. And a lot of studies have shown that people's attention spans are rapidly decreasing in this web-enabled mobile world that we live in today. If their experience is not getting them what they want quickly, they're going to go somewhere else. So they really have this expectation, as I talked about at the beginning, of immediacy. I need this, I need it now, and I need quick and accurate information coming back to me. If you're not going to give it to me, then I'm going to find somebody who can. That's the way the world is now. So in terms of your mobile presence, you have to be very purposeful and be very specific. You need to have a clear vision of what you are trying to achieve with your interactions with your customers, and also who is going to be involved. So what sort of bits of information are we going to relay out to the customers? What sort of transactions do we want to be able to be occurring? And who at the dealership and who on the customer's end is going to be involved in this whole process? Are you going to delegate roles to certain people in the dealership to handle things? Or are you going to make it so that everybody's involved or have it funneled through one person? And moving forward, I'll talk a little bit about what we've done, and maybe your experience can relate to that as well. So you also have to innovate. And what we found is that organizations will design and innovate for their most important assets, and that's their employees. So a critical piece of all of this, we talked about the customer interaction, but these mobile tools have to work for your employees. It has to make their jobs easier. It has to make things more efficient. It has to be able to make them be more productive in their roles. If the mobile experience for your employees is more cumbersome or less efficient or more time-consuming than what they're used to in their regular, I'll call it even desktop interactions, then you're not helping them. By helping them, you're helping your business overall. So what is a dealership to do? First of all, we don't treat mobile as a technology problem. It's not a necessary evil. It is a tool to help you and move forward. Again, a lot of people think, oh, we're stuck in this world where I guess we're going to have to do a mobile presence. No, this should be an opportunity and an exciting challenge for you as a dealership to figure out how we're going to get ahead of our competition. Also, understand how mobile can and ultimately will impact your business at all levels. You know, we talked about that previous generation doing nothing in the mobile sense or very, very little in an archaic way relative to today. But mobile today is so dynamic and changing on a day-to-day basis. So we need to understand what we can do with the current technology and where the technology is going and then also how it's going to impact your business. And also, you know, know your limits. Are there things that you can do, but, you know, your primary role is as a dealership? And so you can partner with your DMS or third parties for mobile success. And by that, we mean, you know, don't try to be the experts in somewhere you're not. Your DMS partners or providers probably have the skills and the technological savvy to help execute on your goals. So getting back to the whole mobile resource management, today's mobile applications can be seamlessly integrated with the DMS. I can talk a little bit about what we've done at CDK Global, but there's a real seamless integration, a lack of duplicate work that needs to be done both in setting up and administering it. And we have mobile applications that can be utilized by both the clients and the employees of the dealership. So I'll talk a little bit about that in terms of what is available to the employees internally and also what sort of external interface and interactions you may have with your clients as well. So we'll talk about some of the things that can be done remotely. And what I'm talking about initially is with your employees. You know, as I said, I can speak to the experience from CDK Global's perspective. I'm sure other DMS providers may offer more in some areas, less in other areas, but a different experience, or even if you're trying to do it yourselves or using a third party. But I can speak from a what-can-you-do perspective. You know, here's where we are right now and moving forward into the future as well. So in terms of employees, what can we do with customers? So we provide a tool that is available to the internal users that operates on a mobile device. And it allows easy access to customer information when I'm in the field, when I'm at home, when I'm after hours. And these also work within the dealership environment as well. So I may be carrying my mobile device around with me, and that could be a phone, it could be a tablet, and I have access to all this information. So as I said, customer searches, can we do call scheduling? So CRM-type interactions. We can do these sorts of things. And also enter in call history. And where this gets very exciting in the mobile world is I talked about at the beginning how a salesman would go out in the field, have their appointments, talk to the customers, jot down what was discussed in the meeting, either at the time or maybe sitting in their truck after the appointment and tabulating what occurred. And then driving back and then that evening either entering the calls into the call system or delegating it to somebody else who does it. Well, today with these mobile devices and I know the tools we've built use a lot of voice-to-text recognition as well. So I can quickly enter call scheduling information on the fly. I could be out on the road and see a customer. I know that I'm in the vicinity of a customer and I can quickly add a call to my schedule and say, hey, later this afternoon I need to go visit so-and-so. And then after I've gone and paid the visit I can utilize the voice-to-text to enter in the notes in my call. I don't have to sit down and jot notes. I can just speak into my device. It interprets that into text. Hopefully the person has a clear enough speaking voice. But we found very good success with this tool. So there's no duplicate, triplicate entry, no handwriting. It's simply speaking the story into the call, logging it, and as soon as you hit save it's in the mobile device. And for us it's also immediately replicated back into the primary business system. What we're doing as well is the mobile interface is becoming more and more similar to the desktop interface. And we've used something called responsive design which means the screens will automatically snap and resize depending on the device you're working on. So if it works on an old iPhone 4 it should also work on a big iPad. And we've also built our app, sorry I shouldn't even say our app, we've built our interface to be a web interface as opposed to a specific app so that it's device agnostic. So you should be able to run it on any device that has a web browser in it. We've weighed the pros and cons between apps and browser devices and this is the direction we've chosen to go. And our desktop interface is also going to evolve into this similar look and feel. So there'll be sort of a blurred line between whether you're doing things on a desktop device, a laptop, a tablet, or a phone. In terms of equipment, people have the ability to have mobile access to various equipment searches. So rather than those paper reports, what can I do out in the field to look up availability of my equipment? And the nice thing about this, which is a huge advantage, is that it is immediate. The status of the equipment is current as of the business system. It's not even delayed by 15 minutes or an hour. It is live. And we've also given the ability in the mobile tool to make various updates to the equipment. So if I'm talking to a customer and we're talking about one of the machines that they own in their inventory and find out that the hour meter reading we have on file is out of date, we can go in and update that on the fly. What we've also done in terms of security is we've tried to piggyback the built-in security in the DMS. So whatever security a user has with respect to access to bits of equipment information that's already been set up in the DMS also pushes through to the mobile device. So if they're a salesperson and they've been blocked out from seeing certain cost information, that's also true in the mobile device. We've also built in inventory control and what we call in our system traffic so we can facilitate movements or changes in status of the machines through the mobile device. Maybe I'm going to do a transfer or note that a machine's out on demo. We can do that all through the mobile device. And we're just in the process of rolling out an inspection capability. So what we're doing is we're prioritizing our development based on feedback that we're getting from the clients. We're listening and finding out what is it you want next. And so the next thing that's coming out is an inspection tool. So this is both for sales, for service, and also it's for used equipment evaluation so that people can go in and perform a model-specific inspection, if you will, input the information that's pushed back in the system to be utilized in other areas. We've also, as I said, built in search capability for other things such as part searches so I can look up information about parts. I talked earlier about a customer asked if we had any ABC123 parts on hand. And the answer at that time was, well, we had two yesterday when I was in the office or this morning. I hope they're still there. With a mobile tool, wherever you are, you could be in the dealership, you could be in the yard, you could be at a customer, you could be in the airport talking to a customer. You can say we have two right now at this exact moment. We're also integrating our inventory count system into this so that we can be walking around in the dealership and performing inventory counts using the mobile tools. You know, no old-school shutting down the dealership and printing out count sheets and having people run around. We're going to be able to go around and do the inventory counts on the fly. We also have the availability of rental items. So if customers are asking what do you have available for rent or do you have a small tractor in this horsepower range available for rent, we've got a number of search and selection tools available to look up those sorts of information. So as you can see, there's a number of things that can be done in the mobile facility in terms of helping the employees do their jobs better, do their jobs quicker. All these things would have been much more challenging a generation ago and even in the last, you know, year or two, things have changed very dramatically in terms of what we offer, what we can do, and the information available at the fingertips. Other things that you can have access to is things that we call dashboards in our system. These are sort of quick analytical tools. You know, the original thought with these dashboards, that they would be for dealer principals or upper management, but they're really there and available for anybody that you want to share them with. So if I want quick information about finance, maybe I want a quick graphical simple P&L or maybe outstanding AR, we've got service and equipment and parts dashboards as well. So critical information quickly in a graphical format that you want to see, we can do that. And we've also built what we call our CRM portal. And that gives, at the user's fingertips, quick access to all kinds of information about the customer. You know, what's their AR? What sort of transactions do they currently have outstanding? All kinds of information. One of the other areas we thought that would be helpful with a mobile tool is a news information system. And what that does is get both dealership news and DMS news pushed out to the users. So if you want to tell your staff about an open house that's coming up or a meeting that's coming up or any other bits of dealership news, there's a news capability in there. And you can build the feed yourself. And then we've also, from a CDK perspective, pushed down news about the DMS. So when there's new updates, new features, and things like that, we push that out to you as well so that nobody's left not knowing that there's new features or capabilities out there. One of the big areas that we found where mobile is absolutely critical is in the service area. And with technicians in particular, we've built a lot of capabilities out there. So one of the things is called technician progress updates. Some people may think of this as like a walk-around sheet. So we've built an electronic version of the traditional walk-around sheet where a service writer or somebody of that nature could be going around the shop and meeting with each of the technicians. And this could be a daily task, could be twice a day, where they're having a discussion with the technician to find out, where are you with your work order? Where are you with these specific jobs? Give me some feedback. Are there any challenges that you're having? Oh, you're waiting on parts on this? Let me go talk to parts. Or you don't have the skill set potentially to complete this job. Maybe we need to reassign it to somebody else. So those sorts of technician progress updates are available in the system. As I mentioned earlier, we've built that inspection system that can be utilized for service. And a lot of that data can then be translated over into the work order. And then the next thing we have is the mobile technician piece. And this is something that allows technicians to be anywhere with these mobile devices. And as I said, this can work on a phone, a tablet. It can work on a laptop. I know that a lot of technicians now have a lot of their online service advisor capabilities or diagnostic tools built into laptops. So it can also be done through the laptop. But you can view the work orders that are assigned to you as a technician. And depending on security access, you may have the ability to even browse work orders that are not assigned to you. You can log in and clock your time both in a connected and disconnected fashion. So that's one of the beauties of this is that while you're on the cell grid or cell network, you have live access and you can log your time and clock off the time. But it's smart enough that when you go off the grid, you may be working way out in a rural area or going into a mine or something of that nature, the system will seamlessly continue to track the time even though you're electronically disconnected from the DMS. And when you come back into range or back into a network state, it will sync back up immediately and seamlessly. We had some earlier tools that had to do a physical sync, but today it's all seamless. When you go in and out of cell coverage, there's no worries anymore. And also one of the nice things with a lot of the mobile devices is you've got things like cameras built into them. So you can add multimedia to the work orders. And by that we mean I want to take pictures of a machine that's come back in from rent and maybe there's been some damage, or I want to do a quick video of it operating, put it into the work order so that maybe somebody else can look at it and go, hey, here's what's happening. Can you give me some feedback on it? So really you can add any type of multimedia to the work orders on the fly. So any sort of file that can be associated, and these could even be things like spreadsheets or Word docs, but the real thing we're seeing is you can be logged into the work order, using your smartphone, snap a photo, bang, it's immediately added to that work order. There's also the ability to actually sign off work orders. So you can say, and that's different from logging off in our terminology. What we mean by that is we've completed the work as the technician. I'm in the field. I'm telling you back in the office that I am completely done this job and it's ready to be billed. So as I've clocked my time against it, as I've put my story in, and again, you remember in the sales side of things, I talked about using the voice to text. Well, that's available to the technicians as well. So they can speak the story into the mobile device, and oftentimes that's better than getting some of the chicken scratches and stained documents that you may have got out in the field. So they can just speak their story in, clock off, and then mark that segment as signed off, and the people back in the office know it. Okay, that's ready to go, ready to bill. I don't need to wait until that technician gets back in. I can move things along. And then we've also given technicians the ability to view their time card for the day. So when they get to the end of the day, they can review their time card and see if there's any adjustments that need to be done, and not just for today, but for prior days as well. So they can even go back and look at prior days. So these are some of the things that are currently available in the system, and our anticipation is we will continue to partner with our customer base to find out what are the next things we need to build into the mobile tools as we keep moving forward. Ultimately, the lines between the desktop DMS and the mobile tool are going to blur. There's no doubt about that. People are using more and more mobile devices as their primary devices. We see the Surface tablets as an example. It's sort of a hybrid laptop-tablet. So we don't see there being a big distinction down the line between the desktop and the mobile device. Now we talked about how we can use mobile to help your clients, or sorry, your staff interact with the system. We're also going to talk here about your clients or customers and what sort of things can we do with them. So you can have a mobile application that's available to your customers that is tied into customers, or more specifically with ours, it's actually tied into contacts within customers. So they can be, you know, wherever they are, communicating with the dealership using the mobile tool. So going back to that earlier generation, they had to either physically drive in and come into your store to talk to you, or pick up a landline and have a call with somebody. Well, people want, there's always going to be that direct personal relationship, but people want more touch points and more ways of interacting with the dealership. So that's where the mobile devices really come in handy. So, you know, a lot of your clients are going to have smartphones or tablets or just working from their computer at their house, and they want to be able to do things with the dealership that may not be a verbal communication or face-to-face communication. So what are things that are available right now in terms of customer interactions through our mobile apps? Again, you can push news out to customers. So this is another stream of news. We talked about internal news from the dealership, news from us, the DMS provider, to the dealership. This is your news out to a client. So you could say, again, hey, we've got a big open house coming in a week, or we've got a sale on certain items, or there's a new model of the equipment that is now out and available. So you might want to do these sorts of promotional things, and that goes into the news feed on the mobile application. They can also access their account status 24-7, and a lot of us are familiar with doing that. You know, we do these sorts of things with our cable companies or banks and things. So these customers can now look up their account 24-7, no more calling into the dealership and saying, will you please print a copy of that invoice? I lost it. It blew out the window of the truck. Can you send it to me? Oh, no problem. You can just log on any time you like and look at your account, and it is real time. So if somebody's processed a payment against the account, then that should be real time. As I said, they can look at both their outstanding and historical invoices. So they can go into history and go back and find invoices from the past. They can also look at what's currently outstanding as part of this whole looking up their AR status. We've also built in a tax summary, so customers can get a summarization of the sales tax paid for a period of time as well. They can also do things with their own equipment or rented equipment. So what they can do is we've given them the ability to update the hours, and again, that's up to the individual dealerships, whether they want to grant that security access. But they can also do a lot of things in terms of requesting service on equipment or requesting quotes on things, or they can let you know that maybe there's a piece of equipment that they own or that they don't own anymore but still shows on their profile. And what we've done there is a lot of more email access. So you would have people at your dealership assigned to various departments. So I'm in charge of the customer communications from a service perspective or a rental perspective because the general sense is you don't want customers actively changing things in your DMS, but we want to give them the facility to communicate potential changes back to the dealership. So as I said, I need a quote on this, or I want to let you know that I don't no longer own this piece of machinery. They can do that. And it's more of a notification or email to say I'd like a quote on this, and then somebody can process that. One thing that's out there now that's really online and active, though, is the ability to shop for and also order parts. So they can look at availability, and again, it's dealership's choice, how much information they want to provide to the customer. Do I want to show availability at all? Do I want to store specific availability? Or do I want to show overall availability within the company? So customers can look up parts. We've done integrations with EPCs or electronic parts catalogs in the past. So working on getting that in a mobile format is a key piece. But what they can do is go in and order the parts. And in our system, that actually goes in. If I order 10 ABC123s, that actually builds a picking ticket to reserve it. Somebody can go pick the parts and process the invoice and ship them out to me. They can also browse equipment available for sale or rent from the dealership. So they can do things with their own equipment. They can also look at what we as a dealership have available for them and inquire about it. They can look at pictures. They can look at specifications of the equipment and then just hit a button to say, I'm interested in more information on this machine, or I'd like to rent this. And that notification goes back to the people at the dealerships. They can also manage their outstanding quotes. So if we've provided quotes to the client, and that could be a service quote, could be an equipment quote, could be a rental quote, that information is pushed out through the mobile device to the customer. They can look at them online and they can go, yes, I'd like to accept this quote or no, I decline this quote, or I need more information. So that sort of interaction is there as well. And one of the things we're getting more and more into is active alert notifications as opposed to passive information. So passive being we've changed something in our system. It's incumbent upon you, the client, to go look and see if something's changed. Now we're doing more active notifications both internally and with external customers. So using, you know, if you think of an Apple device, for example, you'll get the little red number one or number two if there's multiple notifications so they know when they just look at their screen. I've got notifications from ABC Implement. So I click on that. It tells me what the notification is, your parts are in, or we've updated your quote on your equipment. So various alerts are in there. And then one of the beauties of a lot of these mobile devices as well is we've got GPS systems built into them. So we can take that technology and integrate it with our mobile application. So if I'm out at a customer site and I need to go visit your store and I don't know exactly where it is, I can then tap a button and it gives me turn-by-turn directions to the dealership. Conversely, I don't know if I made it clear earlier when I was talking about the application for your staff is that they can also get live turn-by-turn directions to a customer site from wherever they are. So it's using the inherent GPS capabilities within the tool to do that. So as you can see, there's a lot there now in terms of what is available and we know there's a lot more that we can do. It's a very high priority for us and we feel it should be a very high priority for you as well to make sure that you're doing these sorts of things. So from a generic perspective, these are a lot of the things that are available now. As I said, you may be doing more or less or something different with a third party or your own DMS if you're not with CDK. But absolutely no doubt, the way the customer base is going, the way the industry is moving, the way technology is moving, it's absolutely critical to have these things available to you at a moment's notice for the customer, at a moment's notice for your staff internally. At this point, I don't see any questions in the chat. If anybody had any questions that they wanted to type and put into the chat that I can perhaps answer, I'll do my best if I can. I'll just give it a minute or two and see if any questions pop up here. Okay I'm not seeing anything so without any further ado I just once again then like to thank everybody for attending today. This session has been recorded so it'll be in the AED's Learning Management System for on-demand access for your other staff and with that I'd like to thank you all and hope you have a great day.
Video Summary
The video transcript is from a webinar on mobile resource management in the automotive and heavy equipment sectors. The speaker is the solutions manager of CDK Global, a DMS (Dealer Management System) provider. He starts by discussing how mobile technology has drastically changed the way businesses and clients interact and emphasizes the need to adapt to meet customer expectations. The speaker then goes on to describe the various features and capabilities of CDK Global's mobile application for dealership staff, such as customer searches, call scheduling, quote and invoice generation, parts availability, equipment searches, inventory control, inspection capabilities, and technician progress updates. He also explains that CDK Global has a mobile application for customers, enabling them to access their account status, view outstanding/historical invoices, browse equipment available for sale or rent, manage quotes, order parts, and receive notifications. The speaker emphasizes the importance of being proactive and innovative in mobile technology to meet customer needs and stay competitive in the industry. The webinar concludes with the speaker thanking attendees and offering access to the recording for further review.
Keywords
mobile resource management
CDK Global
customer expectations
mobile application
inventory control
technician progress updates
customer mobile application
quote management
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