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
