AllisonAdvantage Sales Guide.pdf · PowerPoint Presentation Author: Craig Koven Created Date:...
Transcript of AllisonAdvantage Sales Guide.pdf · PowerPoint Presentation Author: Craig Koven Created Date:...
![Page 1: AllisonAdvantage Sales Guide.pdf · PowerPoint Presentation Author: Craig Koven Created Date: 1/27/2020 9:39:06 AM ...](https://reader034.fdocuments.net/reader034/viewer/2022050113/5f4a748601534366b83c3aca/html5/thumbnails/1.jpg)
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Allison Advantage
PayDirt Process for Sales
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Submit customer information and transmission
models/quantities
• Select PayDirt from top navigation:
• Enter Customer Information:
• Company/Fleet Name
• Vehicle Application
• Customer Name
• Customer Job Title
• Customer Address
• Customer Email
• Customer Type:
• Conquest
• Welcome Back
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• Incentive/Rewards table updates
based on Customer Type:• Enter Transmission
Information:
• Click “Confirm My PayDirt Request”:
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Confirm Your PayDirt Request
• Review data input fields: • Incentive/Reward summary populates:
• Click “Edit My PayDirt Request” or
“Submit My PayDirt Request”:
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After Allison Sales Manger updates submission, an
Approved or Declined email will be generated.
• Declined: Email from [email protected]:
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• Declined: View reason for decline by clicking “Details” button on
“My Submissions” page:
• You’ll be taken to Details page.
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Email incentive letter to customer.
• Click “Email PayDirt Incentive Letter” button on “My Submissions”
page:
• You’ll be taken to submission summary page to view letter details
and can click “Email PayDirt Incentive Letter”:
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• Once you review the Incentive Letter details, click “Email PayDirt
Incentive Letter”. Note will confirm the email was sent:
Generate/email incentive letter to customer.
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Your customer receives this email to sign letter.
• Customer receives Incentive Letter email from
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Your customer will electronically sign this letter.
• Customer clicks email link and is taken to digital, fully custom
Incentive Letter to sign name, company name, and date.
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Once Incentive Letter is signed by your customer,
you’ll receive this email to add VINs/SNs.
• You’ll receive this email from [email protected]:
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View signed letter & add VIN(s) & S/N(s)
• To view and/or save the signed incentive letter, click “Details”, then
“View PayDirt Incentive Letter”
• Upon receipt of VIN(s) & Serial(s), click “Add VIN & S/N” button on
“My Submissions” page:
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Add VIN(s) & S/N(s)
• Only approved models & quantities appear below. Click “Add Truck
Information” for any or all models here:
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• Each Allison model requires:
• VIN
• OEM Make
• Transmission Serial Number
• OEM Model
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• Select where Customer Incentive is sent:
• Customer
• Sent to name &
address you
previously entered
• Dealer
• You must
enter/update the
following:
• Corporation Type
• Tax ID or
Business Number
• Dealership Name
• Dealership
Address
• Click “Submit VIN & S/N” button
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Add additional VIN(s) & S/N(s) for same submission
at a later time.• To add any remaining VINs & S/Ns per submission at a later time, click
“Add VIN & S/N” button. Once all have been entered, the gray submission will disappear.
Waiting for Approval
Waiting for Approval
Waiting for Approval
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After VIN(s) & S/N(s) have been submitted, the Allison
Advantage team will update submissions• Submissions are reviewed on a monthly basis
• Approved submissions move to next step
• Declined submissions may be corrected and will be reviewed
with next batch
– Note will include [email protected] to make edits, if
applicable.
Allison Advantage pays your rewards and customer
incentives.
a) Customer Incentive arrives via check
b) Your Reward is loaded onto your re-loadable card
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Please visit
http://www.allisonadvantage.com
for specific details, terms and conditions