Overview
Overview of the brand, tone and duration of the relationship and any wins/challenges
Contacts
Internal Contacts
Rollick employees who deal with BRAND.
Employee |
Roles and responsibilities |
COE |
The COE is the main point of contact |
Sales Rep |
Ryan Mertz |
Client Contacts
|
CLIENT NAME and title
|
Roles and responsibilities |
|
Erin Streit |
Marketing Manager |
|
Hannah Meadows |
|
|
Andi Dickson |
|
|
Heather Bautch |
|
Third Party Contacts
|
NAME and title
|
Roles and responsibilities |
|
|
|
|
Helpful Links
Website: https://www.pontoons.com/
Aimbase: https://premier.aimbase.com/
Account Details
|
Premiere |
Aimbase Marketing |
x |
Aimbase CSI |
x |
Website |
|
Media |
|
Contact Management |
|
Concierge |
|
Marchex |
|
GoRollick |
|
SalesDriver Quoting |
|
OEM Site Inventory Integration |
|
Advanced Reporting |
|
AdDriver |
|
Inventory Based Lead Routing |
|
*
Aimbase CSI
Outline specifics of how often, who, and how we survey.
Aimbase Marketing
Autoresponders
Autoresponders are sent out based on lead type.
Online Brochure - https://premier.aimbase.com/Email/Email/Details/32
Printed Brochure - https://premier.aimbase.com/Email/Email/Details/30
Build a Boat - https://premier.aimbase.com/Email/Email/Details/31
Prospect Nurture
There is currently no prospect nurture.
Lead Routing
Lead routing is based on radius. They do not utilize territories or regions.
Marketing Notifications
Dealers are getting Lead Email: To and Lead Email: CC
Daily Lead Delivery - Premier uses the Daily Lead Deliver Audit Contact Type. This is set up in Manufacturer contacts.
Activity: General Interest – This is utilized by dealers
Lead: Unopened Leads (Daily) – This is utilized by dealers
Product Management
Dealer Management
How are the dealers updated? Who makes the dealer updates?
Ex: Dealer territory reassignment
Data Management
They do have web pages set up for LENS that will need to be continually updated.
Custom Integrations
There are no custom integrations and they do not utilize dealer CRM integrations.