Renault Trucks Aftersales

Renault Trucks Aftersales inSite - User Guide www.renault-trucksinsite.co.uk Version: 2.0 / Last Updated: 24/02/2016 Contents Feature Page(s) GENE...
8 downloads 3 Views 2MB Size
Renault Trucks Aftersales inSite - User Guide www.renault-trucksinsite.co.uk Version: 2.0 / Last Updated: 24/02/2016

Contents Feature

Page(s)

GENERAL Login Forgotten Password Navigation

Key Performance Indicators

Page(s)

BUSINESS TOOLS 2

Marketing Planner

4–5

12 - 17

Action Centre

6

Driving Quality Fund

OPERATIONAL PERFORMANCE Scorecard

Feature

-

Coming Soon

18 - 20

DEALER BUSINESS PLAN 7-8

Sales Agreement

21 - 22

9

Please select a feature from the table of contents. INCENTIVES Parts & Service Bonus

10 - 11

An explanation of each feature will be detailed on each page. To get back to the contents click the ‘Go to Contents’ button in the top right corner of the guide.

[email protected] : 0845 415 4190

2

Login

GO TO CONTENTS

Logging in for the first time:

To enable you to log in, an account will be set up for you on inSite using your Renault ID – with confirmation of this being provided by the inSite support team. Once set up, you will be required to visit the ‘Forgotten Password’ page, to reset your own password. When your password has been set, you will be able to access the site by entering your username and password into the screen shown and clicking ‘Login’.

Problems logging in: If you are having problems logging in, please check the following: • •

The username you are entering is correct Passwords are case sensitive, so make sure the ‘Caps Lock’ and/or ‘Num Lock’ button are not switched on/off accidentally

If the above is correct, try the ‘Forgotten Password’ functionality first. If this still fails, please contact the inSite support team on the contact details below.

[email protected] : 0845 415 4190

NEXT

3

Forgotten Password

GO TO CONTENTS

Resetting Your Password

To reset your password, simply click the ‘Forgot Password’ link at the top of the login screen. You will then be presented with a box to enter your username (Renault ID) or the email address associated with your account. Click ‘SEND REQUEST’ once you have inputted your details. If you require a reminder of your username, or the email address associated with your account, please contact the inSite support team using the details below.

[email protected] : 0845 415 4190

NEXT

4

Forgotten Password

GO TO CONTENTS

Password Reset Email Once you have submitted a request to reset your password, you will receive an email which looks like the image to the left. From there, you simply need to click the ‘Click Here’ link and you will be presented with a page with a change password box like the one shown below. Enter your new password twice, and then press ‘Change Password’. Once approved, click the ‘Login’ button at the top of the screen to go back to the login page. If you do not receive this email, check your spam/junk folder to ensure it has not been directed there inadvertently, and then ensure that the username or email address you entered was correct. If you have still not received anything, please contact the InSite support team on the contact details below.

Password Security Tips: To ensure your password is secure, we advise that you follow the advice below: • • • • •

Use a minimum length of 8 characters Use a mixture of capital and lower case letters. Include at least 1 digit Include at lease one special symbol (?, #, £ etc.) Reset your password on a regular basis (monthly, quarterly etc.)

[email protected] : 0845 415 4190

NEXT

5

Homepage – Navigation

GO TO CONTENTS

Navigating around the site When you log into inSite, you’ll land on the homepage. From here, you’ll be able to navigate easily to all areas of the site. You can navigate via the tiles or via the grey bar at the top of the page. Wherever you are on the site, you’ll always be able to get back to the homepage. To log out of inSite, click your My Profile icon in the grey navigation bar and select “sign out”

[email protected] : 0845 415 4190

NEXT

6

Scorecard - About

GO TO CONTENTS

About the Scorecard The Scorecard page is the central place where you can track Key Performance Indicators for a specific Group and/or Dealer (access dependant).

-

-

All performance is shown on a quarterly basis, with the option to select different year. Data on this page starts from 1st January 2015 (where available), with the exception of Depot Quality Audit, which will start from Q1 2016.

Filtering The filtering bar allows you to narrow down results in order to track performance for a specific Group, Dealer or period. Simply select a Group, Dealer, the year you’d like to review and the quarter, and the site will update with your selection.

[email protected] : 0845 415 4190

NEXT

7

Scorecard – Key Features

GO TO CONTENTS

Actual

Target

The ‘actual’ performance for the selected Group and or Dealer is shown within the KPI box either on the left or within the grey box under the dial.

The Target shown represents what the selected Group or Dealer should be aiming for.

For NPP and RoadCrew, the ‘Actual’ £ value is shown on the left, with the % achieved shown in the middle.

-

-

Last Updated The ‘Last Updated’ date shows when the most recent data was imported: • • •

National Average The ‘National Average’ score shows how the network is performing vs. the selected Group or Dealer, within the year and quarter selected.

NPP and RoadCrew = Weekly MOT, 24/7 = Monthly REx and Depot Quality Audit = Quarterly.

Read More The ‘Read More’ option takes you through to a detailed breakdown of KPI performance.

The Dial The dial is a visual representation of actual performance (% score) vs. target. [email protected] : 0845 415 4190

NEXT

8

Scorecard – Detail Page

GO TO CONTENTS

Data Overview By clicking ‘Read More’ a Scorecard KPI, you will be taken to a page which details the performance by month for the selected Group or Dealer (with the exception of REx, which is quarterly). The date range of the data can be adjusted by selecting the date filters at the top of the page.

[email protected] : 0845 415 4190

NEXT

9

Parts & Service Bonus – About

GO TO CONTENTS

Parts & Service Bonus The Parts & Service bonus page is where you can track performance against your bonus, for a specific Group and/or Dealer (access dependant). All performance is shown on a quarterly basis, starting from 1st January 2016. For full details relating to the Parts & Service Bonus, please refer to your Dealer Bonus Document.

Filtering The filtering bar allows you to narrow down performance for a specific Group, Dealer or period. Simply select a Group and Dealer along with the year you’d like to review and the quarter, and the page will update with your selection.

[email protected] : 0845 415 4190

NEXT

10

Parts & Service Bonus – Key Features

GO TO CONTENTS

Bonus Summary The summary includes the total value achieved for each Parts & Service KPI and overall.

Service Bonus Summary

Parts Bonus Summary

The Service bonus consists of 4 KPIs. You can view, by Dealer, how you are performing vs the target.

The parts bonus consists of 3 KPIs. You can view, by Dealer, how you are performing vs. the target.

There are 3 thresholds for each KPI and the thresholds for each KPI varies.

The bonus % for each KPI varies. The threshold for all 3 KPIs is 100%.

The value of bonus is determined by the threshold % achieved.

Once a dealer achieves 100%, they will qualify for a rebate. The value of the rebate is determined by the % of the bonus.

Service Bonus Key A key at the foot of the page explains the value that can be earned, for each threshold achieved. [email protected] : 0845 415 4190

NEXT

11

Marketing Planner - About

GO TO CONTENTS

About the Marketing Planner The Marketing Planner is designed to support your Dealer in the management of National, Central and Local Campaigns throughout 2016 by offering a visual representation of what your dealer has on offer.

Getting Started You can access the Marketing Planner from the ‘Business Tools’ box on the landing page, or via the ‘Business Tools’ menu in the website header. Once on the page, select a Group and/or Dealer to get started.

At the time of writing, the Marketing Planner offers the ability for both Group and Dealer users to add and manage local campaigns. The Campaign Calendar

Features available are:

The Campaign Calendar shows the dealers within a group (or single dealers) that have campaigns associated them once assigned via the campaign management page.

• • •

Group users have the ability to assign campaigns to all dealers within a group, or individual dealers if they choose.

Add a local campaign Assign to Calendar Add Attachments

Central and National Campaigns will follow in Q1 2016

[email protected] : 0845 415 4190

NEXT

12

Marketing Planner – Create a Campaign

GO TO CONTENTS

Title

Description

Enter the title of the Local Campaign in the title box. This is what will be displayed on the calendar once assigned to a dealer.

Enter the description of the Local Campaign in the main text area on the page. This should be information about what the campaign is and why it is being run.

Type Save / Cancel Local Campaigns can be assigned to either a ‘Service’ or ‘Parts’ type.

If you wish to save your campaign, click the ‘Save’ button at the bottom of the page. The creation of the campaign, or any changes to an existing campaign can be cancelled by hitting the ‘Cancel’ button.

Campaign Dates Select the Campaign Start and End Dates here. This determines the length of the campaign and how it is displayed on the calendar.

[email protected] : 0845 415 4190

NEXT

13

Marketing Planner – Adding Attachments

GO TO CONTENTS

Adding Attachments To attach supporting documentation to a campaign, select “Browse”. You can select multiple attachments in one go by holding the CTRL button + mouse leftclick when selecting your files.

When you’re happy with your selection, click the ‘Save’ button to begin the upload process. At this point you will be re-directed to the Marketing Planner overview page.

[email protected] : 0845 415 4190

NEXT

14

Marketing Planner – Viewing a Campaign

GO TO CONTENTS

Created Campaigns Once a campaign has been created, it will appear under the relevant Group and/or Dealers. A campaign created at group level will be visible to all dealers within the group. A campaign created at dealer level will only be visible to the dealer it is assigned to.

Editing / Assigning / Deleting To edit and/or assign the campaign to a dealer (or multiple dealers), select the ‘Manage Campaign’ button. You may also add supporting documents to the campaign by clicking this link. To delete the campaign, click the bin icon where you will be asked to confirm the deletion.

[email protected] : 0845 415 4190

NEXT

15

Marketing Planner – Edit and Assigning a Campaign

GO TO CONTENTS

Editing a Campaign To edit the campaign simply make the desired changes to the relevant fields and click ‘Save’ at the bottom.

If you wish to remove an attachment, you can do so by simply selecting the “delete” tick box. Please note that changes made to a campaign will be reflected for every dealer to which the campaign is associated.

Assigning a Campaign

To assign a campaign, tick the boxes of the relevant dealer names, then click ‘Save’. Once assigned the campaigns will appear in the calendar on the main view. To un-assign a campaign, follow the same process but untick the box of the relevant dealer, then click ‘Save’.

[email protected] : 0845 415 4190

NEXT

16

Marketing Planner – Calendar View

GO TO CONTENTS

Calendar View Once assigned to a dealer, the campaign will appear in the calendar against the relevant months of 2016. The title of the campaign is displayed as per what is entered when the campaign is created. If the campaign length is short, but the title of the campaign is relatively long, the full name can be seen by hovering over the campaign within the calendar.

[email protected] : 0845 415 4190

NEXT

17

Driving Quality Fund – About

GO TO CONTENTS

About the Driving Quality Fund The Driving Quality Fund is designed to support your Dealer in improving key business KPIs in 2016, namely NPP, 24/7 Breakdowns, MOT12PR, Rex and Roadcrew.

Getting Started You can access the Driving Quality Fund from the ‘Business Tools’ box on the landing page, or via the ‘Business Tools’ menu in the website header. Once on the page, select a Group and/or Dealer to get started. To apply for a fund, simply select “Apply for a Fund”

[email protected] : 0845 415 4190

NEXT

18

Driving Quality Fund – Applying for a fund

GO TO CONTENTS

Applying for a Fund Enter the name of the Fund in the Fund Name box. This is what will be displayed on the Summary page, once assigned to a dealer. The maximum fund that can be applied for is £5,000. If you exceed £5,000, you won’t be able to submit with your application.

Your area of focus should be in relation to one of the 5 KPIs. There is no limit on how many you can select. Please provide details of how you wish to use your fund and the improvement that you hope to see. You can attach documents to support your application.

Submitting your application If at any time you would like to cancel your application, select “Cancel” and the application will be removed from the system. Once you’ve completed your application, select “Submit Application”. This will be sent to Head Office, who will review your application and either approve or reject your request. [email protected] : 0845 415 4190

NEXT

19

Driving Quality Fund – Summary

GO TO CONTENTS

Driving Quality Fund Summary Once you have submitted your application, you can track the status of it on the Summary Page. There are 3 status’ “Pending Approval”, “Rejected” and “Approved”. Once an application is approved, the value will appear in the “Final Approved Fund” box. You can manage your application in 3 ways – you can view it, edit it (only whilst appending approval) and delete it.

[email protected] : 0845 415 4190

NEXT

20

Sales Agreement – About

GO TO CONTENTS

About the Sales Agreement The Sales Agreement is designed to support your Dealer with tracking their performance against their 2016 Key Performance Indicators. The Agreement is divided into 2 sections – “Sales” and “Quality of Service”

Getting Started You can access the Sales Agreement from the ‘Dealer Business Plan’ box on the landing page, or via the ‘Dealer Business Plan’ menu in the website header. Once on the page, select a Group and/or Dealer to get started. The Dealers Targets in both sections, have been pre-populated for each quarter of 2016.

[email protected] : 0845 415 4190

NEXT

21

Sales Agreement – Editing your Agreement

GO TO CONTENTS

How to Edit The Forecast and Dealer Comments sections on the Agreement are editable fields. Select the Quarter you wish to make your updates against. In the “Aftermarket Sales” Forecast section, please enter your value pre-fixed with a £ symbol. In the “Quality of Service” Forecast section, please enter your percentage figure followed by a % symbol. When your Agreement has been updated/edited, click the “save” button. Once an Agreement has been saved, the date it was last edited and by who, is visible at the top of the page. There are no limits to how many edits you can make to a Dealer Agreement. Your latest edit will override any Forecasts and Dealer Comments already captured.

[email protected] : 0845 415 4190

NEXT

22