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Proprietary + Confidential 1 Allison Advantage PayDirt Process for Sales

AllisonAdvantage Sales Guide.pdf · PowerPoint Presentation Author: Craig Koven Created Date: 1/27/2020 9:39:06 AM

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Page 1: AllisonAdvantage Sales Guide.pdf · PowerPoint Presentation Author: Craig Koven Created Date: 1/27/2020 9:39:06 AM

Proprietary + Confidential1

Allison Advantage

PayDirt Process for Sales

Page 2: AllisonAdvantage Sales Guide.pdf · PowerPoint Presentation Author: Craig Koven Created Date: 1/27/2020 9:39:06 AM

Proprietary + Confidential2

Submit customer information and transmission

models/quantities

• Select PayDirt from top navigation:

• Enter Customer Information:

• Company/Fleet Name

• Vehicle Application

• Customer Name

• Customer Job Title

• Customer Address

• Customer Email

• Customer Type:

• Conquest

• Welcome Back

Page 3: AllisonAdvantage Sales Guide.pdf · PowerPoint Presentation Author: Craig Koven Created Date: 1/27/2020 9:39:06 AM

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• Incentive/Rewards table updates

based on Customer Type:• Enter Transmission

Information:

• Click “Confirm My PayDirt Request”:

Page 4: AllisonAdvantage Sales Guide.pdf · PowerPoint Presentation Author: Craig Koven Created Date: 1/27/2020 9:39:06 AM

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Confirm Your PayDirt Request

• Review data input fields: • Incentive/Reward summary populates:

• Click “Edit My PayDirt Request” or

“Submit My PayDirt Request”:

Page 5: AllisonAdvantage Sales Guide.pdf · PowerPoint Presentation Author: Craig Koven Created Date: 1/27/2020 9:39:06 AM

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After Allison Sales Manger updates submission, an

Approved or Declined email will be generated.

• Declined: Email from [email protected]:

Page 6: AllisonAdvantage Sales Guide.pdf · PowerPoint Presentation Author: Craig Koven Created Date: 1/27/2020 9:39:06 AM

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• Declined: View reason for decline by clicking “Details” button on

“My Submissions” page:

• You’ll be taken to Details page.

Page 7: AllisonAdvantage Sales Guide.pdf · PowerPoint Presentation Author: Craig Koven Created Date: 1/27/2020 9:39:06 AM

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• Approved: Email from [email protected]:

Page 8: AllisonAdvantage Sales Guide.pdf · PowerPoint Presentation Author: Craig Koven Created Date: 1/27/2020 9:39:06 AM

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Email incentive letter to customer.

• Click “Email PayDirt Incentive Letter” button on “My Submissions”

page:

• You’ll be taken to submission summary page to view letter details

and can click “Email PayDirt Incentive Letter”:

Page 9: AllisonAdvantage Sales Guide.pdf · PowerPoint Presentation Author: Craig Koven Created Date: 1/27/2020 9:39:06 AM

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• Once you review the Incentive Letter details, click “Email PayDirt

Incentive Letter”. Note will confirm the email was sent:

Generate/email incentive letter to customer.

Page 10: AllisonAdvantage Sales Guide.pdf · PowerPoint Presentation Author: Craig Koven Created Date: 1/27/2020 9:39:06 AM

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Your customer receives this email to sign letter.

• Customer receives Incentive Letter email from

[email protected]:

Page 11: AllisonAdvantage Sales Guide.pdf · PowerPoint Presentation Author: Craig Koven Created Date: 1/27/2020 9:39:06 AM

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Your customer will electronically sign this letter.

• Customer clicks email link and is taken to digital, fully custom

Incentive Letter to sign name, company name, and date.

Page 12: AllisonAdvantage Sales Guide.pdf · PowerPoint Presentation Author: Craig Koven Created Date: 1/27/2020 9:39:06 AM

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Once Incentive Letter is signed by your customer,

you’ll receive this email to add VINs/SNs.

• You’ll receive this email from [email protected]:

Page 13: AllisonAdvantage Sales Guide.pdf · PowerPoint Presentation Author: Craig Koven Created Date: 1/27/2020 9:39:06 AM

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View signed letter & add VIN(s) & S/N(s)

• To view and/or save the signed incentive letter, click “Details”, then

“View PayDirt Incentive Letter”

• Upon receipt of VIN(s) & Serial(s), click “Add VIN & S/N” button on

“My Submissions” page:

Page 14: AllisonAdvantage Sales Guide.pdf · PowerPoint Presentation Author: Craig Koven Created Date: 1/27/2020 9:39:06 AM

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Add VIN(s) & S/N(s)

• Only approved models & quantities appear below. Click “Add Truck

Information” for any or all models here:

Page 15: AllisonAdvantage Sales Guide.pdf · PowerPoint Presentation Author: Craig Koven Created Date: 1/27/2020 9:39:06 AM

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• Each Allison model requires:

• VIN

• OEM Make

• Transmission Serial Number

• OEM Model

Page 16: AllisonAdvantage Sales Guide.pdf · PowerPoint Presentation Author: Craig Koven Created Date: 1/27/2020 9:39:06 AM

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• Select where Customer Incentive is sent:

• Customer

• Sent to name &

address you

previously entered

• Dealer

• You must

enter/update the

following:

• Corporation Type

• Tax ID or

Business Number

• Dealership Name

• Dealership

Address

• Click “Submit VIN & S/N” button

Page 17: AllisonAdvantage Sales Guide.pdf · PowerPoint Presentation Author: Craig Koven Created Date: 1/27/2020 9:39:06 AM

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Add additional VIN(s) & S/N(s) for same submission

at a later time.• To add any remaining VINs & S/Ns per submission at a later time, click

“Add VIN & S/N” button. Once all have been entered, the gray submission will disappear.

Waiting for Approval

Waiting for Approval

Waiting for Approval

Page 18: AllisonAdvantage Sales Guide.pdf · PowerPoint Presentation Author: Craig Koven Created Date: 1/27/2020 9:39:06 AM

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After VIN(s) & S/N(s) have been submitted, the Allison

Advantage team will update submissions• Submissions are reviewed on a monthly basis

• Approved submissions move to next step

• Declined submissions may be corrected and will be reviewed

with next batch

– Note will include [email protected] to make edits, if

applicable.

Allison Advantage pays your rewards and customer

incentives.

a) Customer Incentive arrives via check

b) Your Reward is loaded onto your re-loadable card

Page 19: AllisonAdvantage Sales Guide.pdf · PowerPoint Presentation Author: Craig Koven Created Date: 1/27/2020 9:39:06 AM

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Please visit

http://www.allisonadvantage.com

for specific details, terms and conditions