A Mercedes-Benz specific CRM form has been created to display CRM related information of the company or customer.
What do you want to do?
To access the Mercedes-Benz specific CRM form:
Select from the Main menu the CRM menu, combined with the appropriate Company.
The CRM menu is displayed.
Select from the CRM menu the Mercedes-Benz CRM Screen option.
The Search form is displayed.
Select with help of the Search function a customer or company record and load it.
The CRM record of the customer is displayed in the Mercedes-Benz CRM Screen.
Fields
Customer details: This area contains the address data, phone numbers and other relevant customer data. If an address has been validated by the address validation program, this is indicated by the Address validated written in the Customer details frame.
Vehicle Details: For every customer or company the vehicles are displayed. The details are only displayed after the vehicle is selected from the list. It is possible to switch between the vehicles from the customer and the company by clicking the applicable fields.
Date registered: Registration date of the selected vehicle.
Last service: Last service date of selected vehicle.
Last work: Last date work has been done on a vehicle.
Next service due: Next service date of a vehicle.
Service: Service interval in months of the selected vehicle.
Last MOT: Date of last MOT due (vehicle details).
Replacement due: Expected replacement of selected vehicle.
MOT due date: Date of next mot due (vehicle details).
Finance: Flag is set to yes if a finance code is known for the selected vehicle.
Type of contract: Finance code (vehicle details).
Finance maturity: Maturity date of finance (vehicle details).
Other Details: In this area, cost centre related data is of a customer is displayed.
Latest CSI: Last known contacts are read and if applicable the CSI (Customer Satisfaction Index) field is filled.
Open complaints: Flag will be set to yes if in contact history complaints are open. Above mentioned fields will be filled (if applicable) by selecting a cost centre.
Credit terms: Credit term in days. Is determined via the account code of the customer.
Credit limit: Maximum credit of the customer.
Last contact sales: If for a customer a sales cost centre exists in the CRM parameters this field is filled with the last known contact date as well as the contact code of the contact history.
Next contact sales: From the contact history the next contact date as well as the next contact code are displayed, if a follow up contact exists.
Last contact service: If for a customer a service cost centre exists in the CRM parameters this field is filled with the last known contact date as well as the contact code of the contact history.
Next contact service: From the contact history the next contact date as well as the next contact code are displayed, if a follow up contact exists.
Menu Bar and Toolbar
| Menu bar | Toolbar | Action |
|---|---|---|
| File > Exit |  |
Leaves the program and returns to the menu. |
| Marketing > Company | - | Opens the Kerridge CRM form for the attached company. |
| Marketing > Customer |  |
Opens the Kerridge CRM form for the displayed customer. |
| Marketing > Vehicle | - | Opens the Kerridge CRM form for the selected vehicle in the vehicle details list. |
| Help > Content help |  |
Displays, in a web browser, a help page describing the form. |
If a customer record is not known in the CRM database, it is possible to create a new customer record.
To create a new Customer record:
After searching for a customer, the Create button is enabled in the Search form.
If the specific customer is not found you can click on this button to create a new customer.
The Customer Details form is opened.
Complete the fields on the form and select the Save button to save the details.
The entered details are taken over to the Kerridge CRM form, in which the customer record that is just created is displayed.
To exit the Kerridge CRM form, click the Exit button.
Now you return to the CRM Screen in which the new created customer record is displayed.
Tip: You can maximise the Mercedes-Benz CRM Screen to a full screen by pressing the Maximise button at the right top of the form.
Through maximising the screen also more lines in the vehicle details- and cost centre display lists within the CRM screen.
After maximising the Maximise button at the right top changes to a Downsize button, by pressing it the CRM screen minimises back to its original size.
