Customer Profile - Definition
Customer > Basics (left nav) > Customer Profile > Equipment Potential & Part and Service Potential
Not the whole Customer Profile Page
1 elements to this:
- Our swing or theirs Active . Dormant a/ New
- Defining swing - ours vs theirs.
- Use Caterpillar Opportunity Dashboard instead
- Set High/Med/Low - Likelihood of purchase through us.
* we may want to benchmark against existing sytems that generate with
Can we auto-calculate the classifications?
Everybody's classifying by spreadsheet or have some sort of model
Michael figured this out
Use OLGA and PP+ leads to calculate profile criteria (John's got metrics)
Include an admin page to be able to specify criteria for the metrics
API to allow upload
Needs to be manual and automatic, choose-able by dealer (and overridable) - need to be able to tell which customers have been overridden so that they can be reassessed or turned back to automatic
Need to be able to make custom dimension labels if they do their own calcs
Vision
A 3 dimension calculation model based on Ours,Swing,Theirs, High,Medium,Low and CAT Opportunity dashboard that we can offer as standard.
The ability for customers to replace our 3 dimension model with their own 3 dimension model if they want to do the calcs themselves and upload scores via API
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Need more visibility about a customer
Profiling is one piece and dealers will have different understandings with what a profile is
There are calculations that was part of PTOS that told them how to work with the customer.
We can work to provide something. but if they want to use something else we don't bar it.
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Goals
Help dealers with targeted marketing
Help reps with what to focus on
Introduce more intelligence into the product
Some dealers has a spreadsheet they use to calculate parameters
Looking to preset and upload the values
They want the capability to set their own values which are meaning for the dealership - IN BULK - not individually
modernize the page and make sure the information is useful, and eliminate that which is not.
Follow ups
FAB Level discussion
What the data points do you care about and measure your customers on
We'd figure out if we can put together data models for this.
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Hector Catre
