Autologue CRM/BI Dashboard

1. Autologue CRM/BI Dashboard

2. Salesperson CRM Home Screen Secure login for each salesperson for access to their customers only View Alerts & Notifications (user defined parameters)

3. Salesperson Scheduler All Schedule Entries hyperlink to Customer Navigation page Non time/date sensitive “To Do’s”

4. Salesperson Customer List Search for a Customer in the List Click on Customer to go to Customer Navigation Page

5. External Links (Opportunities): • Flyers • Instructional Documents • Vendor Information • Websites • Company Announcements

6. Salesperson Appointments for Today (both Map and Satellite views)

7. Individual Customer Navigation Page Direct link to ePart, both Web and Mobile Direct link to eOffice Direct link to Business Intelligence Direct link to Customer Notes

8. “About Customer” CRM Business & Personal Information

9. Vendor Managed Inventory • Catalog Parts Lookup • Check Stock • Stock Orders • Non-Cataloged Parts

10. Business Intelligence: Month and Year to Date Comparisons

11. Customer Notes: • Monitor Salesman • productivity • Time and Date stamped • Save All Notes

12. Alert Setup • User Defined • By Salesman or group • Notifications • Free Form text field from Management

13. (Setup Continued) Define Users Customer List by Salesman

14. Owner Module – Main Screen Global access to ALL Salesperson Activity

15. Salesperson Activity View ALL Scheduled Calls and Visits

16. Salesperson Schedules View ALL Appointments on Schedule for ANY or ALL Salespeople for a Day, Week or Month

17. Search Customer Information Search Customer Information by Individual Field Entry (i.e. Favorite Sport, Hobby, Birthday, Business Type, Hours, etc.)

18. Calls Drilldown by Salesperson View ALL Calls for a Salesperson by Customer

19. Calls with Notes View Calls by Salesperson and By Customer with all Notes for that date for that Customer

20. Counterperson Performance with Goals Counter Login Shows sales performance data as well as goals progress