improve sales - oct 2017

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TAG ODOO Module Training

luonut Radha madhavi Chinta

Retail Shop

luonut Miss Iryannie Bte Zulkifli N/A

Flowmon onboarding

luonut Zoltan Techy

4 principles of marketing strategy /Brian Tracy

luonut Jessica Sierra

improve sales - oct 2017

Activity by agent

Calls

Tasks

Call logs

Meetings

Improved MI

Funding Rates

Delphi

Accepts

Props

Marketing

PR

Increased focus in Dealer press

Digital Marketing

Marketing Newsletters

Pardot

Email campaigns

CEO and Oodle Newletters

Clarity of Vision and Why Oodle

Oodle narrative to support sales efforts

Call to arms on new website

Intorudction to Oodle Video

Video Updates from team

Website Overhaul

Dealer Pitch

j

payout Service Levels

on boarding customer journey

Improve fraud, payout pressure, and ability to "layer" checks directly with customer

Differentiated offering to Dealers - online, at home onboarding, book appointment to pick up car

Target Q1 2017

Time to respond, number of responses by Agent and dealer

Analysis on agent and dealer training to improve performance

Case management approach -each agent owns application

underwriting Service Levels

improved acceptance rates

improved U/W times

Service Level Improvements

Reporting

Agent KPIs on board by team and agent

Time in queue reporting

SalesForce/System

Agent Level ownership

Automation Improvements

automation of A and B

• Building interim "learning of manual decisions"
• Take risk on lend decisions mismatch to increase automation
• 
  

consistency of underwriting

3y vs 5yr

Research on 3 vs 5yr data

Score card on 3y and 5yr to compare

Equifax Score Card

5m samples set

All HP data

RISK

Review challenges

Score card improvements

Portfolio Review

ReIgnite Existing Dealers

Account Plans

Improved Messaging

New Dealers

Loan Process Management

Acceptance to Funding Rate Improvements

Dealer Service

MI and KPIs -Wall board and Dashboards

Queue Management

account management

Activity

Meeting Logs

Calandar planning

Impact analysis of meetings

Accountability on why, how many, objectives

Weekly Plans

Monthly plans

Call Logs

account level plan

account accountability

Account plan for month

Volume targets

Dealer behavior changes targeted

Budgeting

Subtopic

Monthly Target, Expected, Downside Volumes

Bottom up Forecasting

Cut Sub prime dealers

Reduce Volumes

higher product arrears/loss rates

Resource intensive

Low funding rates

Non profitable