mConnect Lead Management System 2 - Mahindra Dealer Portal · mConnect Lead Management System User Manual Updated July 2015 Page 2 of 15 This manual serves as a reference guide for

mConnect Lead Management System User Manual

Updated July 2015 Page 1 of 15

mConnect

Lead Management System

2.0

User Manual



This manual serves as a reference guide for Mahindra North America’s mConnect lead management

system.

This document serves as a reference guide. It is not intended to be used as a troubleshooting resource if the website experiences technical difficulties. For technical assistance, please contact

[email protected].

The mConnect system can be found on the main page of the REDeConnect dealer portal. It is located in the Marketing Support section of the portal.

Before using the mConnect system for the first time it is recommended that each location assign a

designated associate to manage the system at the location. We recommend that if you already have a marketing associate, that this individual take the lead on the system and be the main point of contact.

mailto:[email protected]



Introduction

The Mahindra mConnect lead management system is a SIMPLE and EASY way to stay in contact with

your customers and help you increase your bottom line. What is mConnect? mConnect is a Lead

Management System (LMS) and Customer Relationship Management (CRM) system that helps you keep

track of your prospects and customers, offer services and promotions to keep their Mahindra products

running smoothly, up-sell your dealership Parts and Service department offerings and strengthen the

relationships that you have worked hard to build – in short, mConnect is a way to better understand your

customer and help you SELL MORE RED and MAKE MORE GREEN!

With mConnect, you can upload your current customer list or build a customer list from the ground up

through Dealer Open Houses, Customer Appreciation Events, Local shows, etc. From there, you can

create your marketing campaign by utilizing the Mahindra Marketing Tool Kit - direct mail, phone, email,

events, etc. – and gain an insight into your prospects that will allow you to track and turn those

prospects into customers. With mConnect you will be able to monitor monthly program performance and

conversion tracking to customize a campaign that will help bring customer traffic into your dealerships.

The latest additions to mConnect are follow-up options, ability to create tasks (create, read, update,

delete), enhanced notes for improved follow up, and enhanced contact history added for tracking.



Dashboard

The main dashboard gives you an overview of your prospects vs. customers on a monthly and yearly

basis through the display of charts. (Top chart) - The chart to the left titled, “lead source” shows the percentage of where the leads are coming in

from. Such as, farms shows, web, walk-ins. The chart to the right titled, “prospects vs. customers” shows the percentage of prospects vs. customers.

- The widgets (buttons) below the introduction text lead to the same page as on the left

navigation.



Contact Management

Contact management allows you to view and edit contacts. You can also view the contact history, tasks,

enhanced notes and filter through contacts based on certain criteria.



Add/Upload Contacts

The Mahindra mConnect Lead Management System makes it SIMPLE and EASY to upload new and

existing customer leads. The mConnect system provides a user friendly method to enter leads into the system. We recommend using the online form which will help ensure the data is loaded the most error

proof method as possible. Another option to load leads is through a bulk load via Excel document. Please use the Excel template available on the Upload Contacts page to enter contacts for the upload.

Please upload contacts to an existing campaign or create a new campaign. Uploads must be done

through the provided online form or by an Excel spreadsheet bulk load. Entering contacts through

the online form is recommended to help keep the data entered consistent and error free.

- If you choose to add the contacts to an existing campaign, you simply select which previous campaign you would like to apply the contacts to.

- If you choose to start a new campaign, please give it a title, select where the lead sources

came in from, and the dates in which you would like the campaign to run. - When loading a database of pre-existing Mahindra prospect customer your dealership has

managed, please select a new campaign, title the list Initial Load, and select the contact type Initial Dealer Lead Load.

- Individual and bulk loads will take 24 hours to load to the system. If a change needs to be made on a recently entered lead, the user must wait 24 hours to modify the entry.



Download Contacts

The download contacts aspect allows you to download contacts by choosing prior campaigns run or

certain lead sources (direct mail, farm show, open house, etc.)

- You can specify additional search criteria such as prospects/customers, counties, postal codes, tractors owned, Mahindra tractors owned, and length of Mahindra tractor ownership, customer type,

and total acres.



- In step 2 you can review your filters to make sure they are correct. You can also adjust the search

criteria to and/or. Choosing AND will make the search more narrow, OR will broaden the result.

- Step 3 once all the contacts have come through, you can further filter through and apply the

campaign to certain contacts.



- Step 4 you can choose to assign history to the contacts to an existing or new campaign and

download the list to an Excel spreadsheet or you can choose to not assign history and still download the list of leads.

- Choosing not to assign history, is if you would just like to view a list of contacts and you are not

ready to assign them to a campaign.



Marketing Toolkit

Under marketing toolkit are the direct mail and customer survey features.

Direct Mail

The direct mail is done through a company called MediaWorks. Mahindra USA, in partnership with MediaWorks Marketing, Inc., is excited to offer The Bullseye Direct Mail Program—a high-quality, co-op

pre-approved, sales generation tool custom-designed to drive traffic and generate increased sales at your

Mahindra dealership. - On this page you can browse through different templates and read dealer testimonials. Once you are

ready to make your selection there is a link that will take you directly to the MediaWorks page so you can order mailers for your campaign.



Customer Survey

- A collection of surveys will be available to use for farm shows, walk-in, prospect and open

house/events.

- Each survey is catered to whichever program the dealer chooses to use.

- Surveys can be used by your internal data entry personnel or can be setup on a laptop or tablet for

customers to enter their own information at an event.

- If your event requires customers to fill out their own information, please copy, paste, and

send this link on to the computer or device you wish to use for customer data entry.

- Please do not let customers fill in their information direct into the mConnect system. Please note if a change needs to be made on a recently entered lead, the user must wait 24 hours

to modify the entry.



Phase II Added Features:

Tasks

Under the tasks tab on the main dashboard under contact management you can view all the current,

pending and past tasks created by the dealership. Please keep in mind you can view, edit and mark tasks as complete in this section. You cannot create a task in this section.

- In this section you can filter on task type such as: phone, email, or mailing.

- There is also a search function that will allow you to find a certain task faster.

- You can choose to view completed tasks in this section by checking “Include Completed” in

the top right hand corner.

- If you would like to change how many entries are displayed you can choose to display 10, 25, 50, or 100 entries by changing the “Show entries” in the top left hand corner.

- If the task is highlighted in “red” that indicates that this task is past due.



Creating Tasks

To create a task, you must go into the individual contact in contact management.

- Once you are in a specific contact scroll to the bottom and you will see 3 different tabs.

o Task history

o Contact history

o Note history

- You will be defaulted to Task history. This section resembles the main task section, however in this section you have the ability to create and delete a task.

- To create a task, click on the “Add New Task” button.

o Enter the task name, due date, task type (email, phone, mailing), task details and

you have the ability to upload files (such as a REDeQuote PDF)

- Click “Create Task” in the bottom right corner once you are done.

- If you created a task and then would like to delete it, you can simply click “Delete” next to

the task.



Notes

To create enhanced notes, you must go into the individual contact in contact management.

- Once you are in a specific contact scroll to the bottom and you will see 3 different tabs.

o Task history

o Contact history

o Note history

- You will be defaulted to Task history. Please tab over to the 3rd tab titled, Note History. Here

you can add advanced notes regarding the contact such as what tractor or XTV they were interested in, service or parts history, birthdays and anniversaries.

- To create a note, click on the “Add New Note” button.

o Enter the note name, and note details.

- Click “Create Note” in the bottom right corner once you are done.

- If you created a note and then would like to edit it, you can simply click “View/Edit” next to

the note. Then click “update note”

- If you created a note and then would like to delete it, you can simply click “Delete” next to the note.

- You may add multiple notes per contact as you choose.

- There is also a search function that will allow you to find a certain note faster.

- If you would like to change how many entries are displayed you can choose to display 10, 25, 50, or 100 entries by changing the “Show entries” in the top left hand corner.



System Help

For technical help with the mConnect lead management system, please contact

[email protected].

mailto:[email protected]

Documents

mConnect Lead Management System 2 - Mahindra Dealer Portal · mConnect Lead Management System User Manual Updated July 2015 Page 2 of 15 This manual serves as a reference guide for