2012 Volume 2 In This Issue Cloud Based Solutions for Customer Satisfaction, Retention and Shop Management In Focus - How Maplewood Audi Got Its Service Advisors Out Into the Service Drive - JD Powers: Customers Who Schedule Online Are More Satisfied, Spend More Over the past several months, the Xtime team has been talking with service managers and other dealer staff from around the - Putting ServiceTab™ to Work For Your Dealership nation, getting feedback on what they need to make using Xtime in their dealerships easier and even more successful. What you wanted was more support in getting new employees trained on Xtime. You also wanted more assistance with going beyond the basics and learning to use all of Xtime's tools. To that end, we're offering ongoing webinars hosted live by Xtime trainers covering a variety of topic areas: Add it Up! – Scheduling Appointments – Using ServiceTab™ – Driving Web Business – Using Service Marketing Campaigns 170 – Understanding Services and Packages – Opcodes for Services and Packages – Pricing Services and Packages – Managing ServiceCRM™ Webinars are offered weekdays throughout the day and are open to service managers, service advisors, appointment coordinators, BDC reps–anyone who needs an introduction to Xtime, a refresher The course or wants an answer to a specific question. In this issue, you'll also learn more about ServiceTab™, a tablet that service advisors can use to check-in customers in under 5 minutes, right on the drive. We'll also introduce you to Maplewood Audi in Maplewood, MN, “ “ which is using ServiceTab™ to improve – Additional amount spent annually by customers who schedule an appointment online vs. walk-ins Source: J.D. Power and Associates 2012 U.S. Customer Service Index Study – Percent of service customers scheduling appointments online at Suntrup Hyundai in St. Louis, MO WALL Want to Know More? ServiceTab™ is increasing our thoroughness in the walk-around. It makes us go step by step. That will mean more opportunities for upsells. ” Elliot Silk S e r v i c e D i r e c t o r, S u n t r u p H y u n d a i , S t . L o u i s , M O The big drive for me is that ServiceTab™ makes our advisors go out in the service drive to be with our customers. They're greeted when they come in. You're not sticking them in front of a desk. ” Ross Corey S e r v i c e M a n a g e r, M a p l e w o o d A u d i , M a p l e w o o d , M N customer satisfaction and create more upsell opportunities. $36 17% – Number of check-ins using ServiceTab™ during one recent week at Maplewood Audi in Maplewood, MN “ Customers who schedule a service appointment online are notably more satisfied with the service experience than are customers who call to make an appointment or who drop by the dealership without an appointment. ” J.D. Power and Associates 2012 U.S.Customer Service Index Study Xtime University is a comprehensive online resource with answers to dozens of questions. To access it, log onto ServiceCRM™ and click Help. Live, hosted webinars are offered online, Monday through Friday, starting as early as 6 a.m. PST/9 a.m. EST. Go to Xtime University and click Training Calendar, then click Live Hosted Online Training. To register, choose the class, day and time that best fits your schedule. You'll then receive a confirmation email with dial-in instructions and a link to join the class. Class registration ends 15 minutes before class start time. Follow us on Twitter at @xtimeServiceCRM. We'd like to hear from you! Email us at [email protected] with your ideas, comments or suggestions. Cloud Based Solutions for Customer Satisfaction, Retention and Shop Management Xtime Experts Ross Corey, Service Manager Maplewood Audi, Maplewood, MN After going live with Xtime about a year ago, Ross Corey, Service Manager, decided to give ServiceTab™ a try. "The big drive for me is that ServiceTab™ makes our advisors go out in the service drive to be with our customers," Corey said. "They're greeted when they come in. You're not sticking them in front of a desk. You're talking to them as a person, as opposed to sitting there at a computer. ServiceTab™ gives you the opportunity to do a complete walk-around, to notice damage and note it, to offer to fix it, and to offer more upsells." Make the Most of the Walk-around Noting minor body or wheel damage is especially key, he said. First, it protects the dealer from getting blamed for it. It also gives advisors the opportunity to make an additional sale. "It's a polite way of telling them they have a big scratch on the car, would they like us to get a body shop estimate for it? Or, we noticed some damage to your wheel. I can get it fixed for you while it's here," Corey said. Knowledge is Power The immediacy and mobility of ServiceTab™ is helping uncover upsell opportunities in other ways, Corey said. Corey assigned his warranty administrator to review all scheduled appointments the day before arrival. Her job is to find out everything about the vehicle and what services are due prior to the customer's arrival. She checks to see if the customer purchased a prepaid Audi Care maintenance plan. She checks to see if any mandated recalls need to get taken care of, or if there are any Audi service actions, or voluntary fixes that the manufacturer is offering, and if customers with certified pre-owned cars have a factory-extended “ While you're standing with the customer, you inform warranty. All of that gets noted in Xtime using specific them of all the things you've done for codes. When the customer pulls up into the service them even before they've arrived. drive, service advisors have all of the information already at their fingertips on ServiceTab™. R o s s C o r e y, S e r v i c e M a n a g e r Maplewood Audi, Maplewood, MN ” "While you're standing with the customer, you inform them of all the things you've done for them even before they've arrived," Corey said. "You build a lot of value and a lot of trust. The customer gets the message that we're taking care of the car for them.” Maximize Revenue The process also ensures the service department is maximizing revenue potential by not leaving any warranty or manufacturer paid work on the table. Using ServiceTab™ makes tracking deferred services simple, so that the next time the customer comes in, the service advisor can remind them about what still needs to get taken care of. Audi owners tend to view their cars as more than just a car, he said. "For a lot of people, that vehicle is their baby. So you're out there with them, with their vehicle, with their baby, and you build relationships. And that can go a long, long way." 2012 Volume 2 Exploring Xtime By 2015, technology industry analysts predict that sales of If the customer agrees to have the work done, tap "Now." If tablets will hit 500 million units annually, overtaking sales of they're not ready to do the work today, but they may consider it PCs. "Essentially anything we once thought of as at a later date, tap "Later." The third option is "Never," if the pen-and-paper activities can now be supplemented by a customer declines outright. tablet," technology analyst Gene Munster recently told the San Jose Mercury News. 3. Service Menu: After you've completed the inspection, ServiceTab™ will pull up a menu of With ServiceTab™, dealers have a way to stay ahead of the factory-recommended service based on technology curve–while increasing opportunities for upsells, the customer's mileage, along with a easily tracking deferred services and offering an enhanced price. For example, if the mileage is at service experience for customers. Jim Bonney, longtime service 44,000, the recommended service for director at Buerkle Hyundai in St. Paul, MN, said he's a firm 42,000 and for 45,000 would appear. believer that using tablets on the service drive makes for a This is a key opportunity for upsells. great first impression. ServiceTab™ TECH tips Getting Started: To deploy ServiceTab™, dealers need tablets, print software and a good printer. Here's what we recommend. – Tablets: We recommend the Samsung Galaxy 7.0 Plus. "When customers arrive and we can walk out to them with a tablet, and their appointment and information is on there, you do have a little bit of a 'Wow' factor," Bonney said. "It makes you look more professional and more accurate." Here are a few things you should know about ServiceTab™ and what it has to offer your dealership. Getting Started: When customers drive up, the service advisor heads out to greet them, ServiceTab™ in hand. The advisor logs in using their username and password, and a Keep in mind, the recommended service menus are generated An iPad compatible version based on mileage, not service history, so the menu may pop up released May 1. even if the customer has already had that 45,000 mile service. You will need to take a quick look at their Service History, which you can do right from the tablet. type in a key word and have access to the full catalog of tablet to your printer, so you services with prices to show the customer, right on the screen. can print hard copies of 4. Review: You're just about done! You'll be able to see the Customer requested items and the cost estimate, the Add Services, and Deferred Services, along with a total. 1. Check-in: The advisor can see the customer name, make and model, appointment time and VIN if it's already in the system. If not, advisors can quickly scan the VIN using the tablet. is there. PrinterShare, which links the information contained in the the screen. From there, it's a four step process. the advisor can see why the customer should also have This is when you can also offer individual services. Advisors can mobile version of the Xtime appointment ledger appears on Simply touch the customer's name and – Printer Software: Dealers repair estimates. PrinterShare is available for free at printershare.com. – Printer: A dedicated HP LaserJet Pro 400 Wireless You'll notice a pencil icon. This is where Laser Printer is a good you can offer discounts, coupons on choice. If you're having other specials. Discounts can either be a issues with a portion of the dollar amount (Buy 4 tires get $100 off) estimate getting cut off when or a percent (15% off brakes). Tap the pencil icon and the you print, use the "Short discount will be automatically applied. Form for Estimate" option Service managers can set up discounts in the Xtime dealer when prompted. portal in a few easy steps. Just go to the Services tab, choose 2. Inspection: The advisor does the walk-around, using ServiceTab™'s multi-point inspection checklist. For each item, the advisor taps the screen and marks off whether the condition is "Good, Fair or Poor." If the condition is fair or poor, the advisor can show the customer, right on the drive, Manage Settings, ServiceTab™ Discount and type in what you'd like. Finally, have the customer sign his or her name right on the tablet and print out your estimate. Note: ServiceTab™ creates a repair estimate. Service advisors will need to create the RO after the customer is on his or her way. Ross Corey, Service Manager at Maplewood Audi, installed the printer near the service drive so that service advisors can what the issue is and what's retrieve repair estimates recommended to deal with it. from the printer quickly. 2012 Volume 2 Cloud Based Solutions for Customer Satisfaction, Retention and Shop Management Xtime Top Five 4. Use ServiceTab™ to Protect Your Dealership Every service manager has had the experience of a customer claiming the service department dinged, scratched or otherwise damaged the vehicle. To Getting the Most Out of ServiceTab™ 1. Use the Audio Function To Record Important Customer Info avoid this, during the inspection, point out any body damage, and offer to repair it or get an estimate to repair it. For added security, take a photo of the body damage by clicking the camera icon. During the inspection, advisors can tap the microphone icon to record audio notes. Whatever you say ("Do not wash car," "Needs car by 2PM") will be automatically translated into text. 5. Use ServiceTab™ to Track Deferred Services If a customer declines a service and you choose "Later" on ServiceTab™, it will be recorded as a deferred service that you or your There are two Notes options: Shown to Customer, which will appear on the estimate and the BDC reps can follow up on. The next time the customer comes in for an appointment, advisors will also able to view deferred services at repair order, and Not Shown to Customer, which a glance, offering another opportunity to make the sale. is for internal use only. Keep in mind, ServiceTab™ Want to Know More? Notes stay with the appointment, but do not become Check out the Xtime ServiceTab™ video from the 2012 part of the customer's permanent record, or NADA Convention & Expo here: identity, in the Xtime dealer portal. http://www.youtube.com/watch?v=IXqMXy0gQXU You may have to experiment with the audio function a bit. If the tablet doesn't recognize a word–"vehicle," for example–try saying "car" instead. Sometimes the tablet will come up with some funny interpretations of the spoken word, so you may need to do some editing, but fixing a word or two is a lot faster than typing each word. 2. Use ServiceTab™ to Upsell On the Drive You do the inspection, point out to Mrs. Smith where her tires are worn, but she still wants to check with her husband before buying new tires. Use the camera function to send an email with a photo right from the tablet to the spouse. Let's say the sticking point is price. Here's where your programmed discounts can help. Service managers handle this option in one of two ways: – Some service managers want their advisors to have the ability to offer discounts on the drive. With ServiceTab™, advisors can be granted the ability to manually change a price. – Some service managers aren't comfortable with that, so the manually adjust option can be turned off for the advisors and only allowed for the service manager. It's up to you. 3. Use ServiceTab™ to Upsell Off the Drive Ask the Xperts My advisor has recently changed his schedule. How do I change his hours on Xtime? It's very easy. Log in. Go to the Dealership tab on the upper right portion of the page, and select Advisors. Then, select the advisor whose hours you need to switch, then choose Hours and adjust from there. Finally, click Save. Follow Make use of the audio function to leave information about deferred similar steps to delete a service advisor. For more, see the FAQ section on services that will help service advisors or appointment takers make the Xtime University. sale the next time. How do I change the availability of my shop hours? For example, let's say you see worn tires. You could simple say, "replace." It's similar to changing advisor hours. Go to the Dealership tab, select Or, you could note that the "left right tire is bulging and shows uneven Dealership Hours, and adjust your opening and closing times and click Save. wear," or that the "customer didn't have time to wait for the repair." That For more, see Xtime University FAQs. gives the appointment taker information to help them upsell more effectively the next time. xtime.com
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