Meeting Minutes

Dealer Program Meeting Minutes

Location: Sales Office

Date: 7/12/22

Time: 7:45AM – 8:50AM

Attendance

Tom McKinnon, Blake Earnest, Amanda Hendrickson

Agenda Items

1. Total # of dealers

   1. 348 overall for Blake

   2. 387 overall for Scott

   3. 214 overall for Tom

2. Total # of dealers contacted

   1. 348 contacted for Blake

   2. 385 contacted for Scott

   3. 213 contacted for Tom

   4. No progress has been made for this Agenda Item due to the increased volume of calls. Sales team hasn’t had time to contact their dealers

3. Total number of dealers Contact per week

   1. 0 dealers left to contact for Blake

   2. 2 dealers left to contact for Scott

   3. 1 dealer left to contact for Tom

   4. Overall total of 3 left to contact.

4. Consistent Monthly Email Plan

   1. First Tuesday of the month @10:00am

      1. Blake is expected to generate monthly emails for this through Pipedrive and create a email for this month for dealers.

      2. Amanda is expected to schedule the launch and personalization factor to make it look like it's coming from another person.

      3. Tom is expected to search for unassigned dealers in Pipedrive

         1. Check under Brad and Andrew.

   2. Dealer emails launched out last week.

   3. Conversation with Pipedrive: Automation vs Personalization

      1. You can change the senders name, but not the email address your signed into.

         1. For example: Change name, not email, Amanda Hendrickson to Blake Earnest.

         2. This feature is not available through Microsoft services as Microsoft servers do not allow editing the sender’s name.

         3. To conclude, it will not work.

      2. You can add more than one email to your Pipedrive Email Sync Settings.

         1. So hypothetically one person OR all, could have access to everyone's email, in order to send emails through a different person.

         2. You don’t have to go through authentication every time you use someone else's email.

         3. Test Email

            1. A test email was sent to locate challenges under a different sender’s address. It looks like, all we would have to do is change the signature.

            2. Once you add the new email in, you can quickly switch back and forth between email address.

         4. Challenges with Group Email - Limited # of emails you can send

            1. Current amount you can send is 100 Contacts/Group Email

            2. According to my conversation with Pipedrive, there is no way around this.

            3. We would have to send multiple Group emails.

            4. Filters have been made previously to this project, so wouldn’t have to do much work from behind the scenes.

            5. To conclude, this COULD work, but it could have challenges.

            6. Decision was made by Andrew and Amanda; this is the route we are going to take.

5. Review of prior week action items -2 Minutes per dealer

   1. Getting into Dealer Meetings

      1. No update on agenda item.

   2. Dealer Feedback for John Deere Replacement Parts Catalog

      1. No update on agenda item.

6. Successes – Dealer FUP List

   1. No feedback for this week.

7. Challenges – Dealer FUP List

   1. No feedback for this week.

8. Solutions – Dealer FUP List

   1. No feedback for this week.

9. Opportunities – Dealer FUP List

   1. No feedback for this week.

New Action Items

1. No new action items for this week.

Older Action Items

1. Create catalogs for CaseIH, NH, Claas, AGCO.

   1. No due date has been established.

2. Andrew Is expected to give corporate key contact information for CaseIH, NH, Claas, AGCO to Tom and Blake due by 7-8-22.

3. Tom and Blake are expected to get feedback on the John Deere Replacement Parts Catalog using Andrew’s Questions due by 6-21-22.

4. Get into Dealer Meetings

   1. Identify Key Contacts – Scott’s dealers are past due by 6-14-22.

For original document, please see below.

Dealer Meeting Minutes 7-12-22.pdf

Download PDF • 180KB