Channel One PortalDiana Verville

May 12th, 2018

2

3

General NavigationNavigate from Web Application to Sales Application

Start navigating from the Web Application. www.channelone.cummins.com

Click on “Sales” -> Click “Leads and Orders”

Click on any link, e.g. “Manage Leads”

You’re now in the Sales Application

4

Web Application

Current and latest news from us.

Access the sales application.

New! Quick snapshot of YTD progress

5

Web Application (cont’d) – Products and Services Tab

• Spec sheets, outline drawings and wiring diagrams for HSB product line.

• Pricing and part numbers for HSB product line• Sizing tool• Another link to the sales application

6

Web Application (cont’d) – Service Tab

• Links to Quickserve, register a genset, access Wed Cumpas for parts ordering

• Download installation and operator quickstart guides.• Download the connect series accessory guide• Access the warranty system and register a product

7

Web Application (cont’d) – Training Tab

• Access Cummins Virtual College• Online training• View training path

• Access Quickserve • Classroom training• View map of classroom locations around N.A.

8

Web Application (cont’d) – Marketing Tab

• A LOT of useful information on this tab• Access direct mail, print ads, door hangers, radio ads,

billboards, digital ads and TV.• Download or order brochures• Order trade show items• Order truck wraps and decals• Access our Youtube page and view videos you can

use to promote Cummins• Order Cummins apparel and merchandise• View your coop account and access coop related

documents

9

Web Application (cont’d) – Remote Monitoring Tab

• New!• Details the different remote monitoring solutions we

offer and how to register

10

Web Application

11

Sales ApplicationDid you know? You can customize the columns

showing on your orders or lead screen?

You can create customized quotes with your logo?

You can add your own products and services to the portal to add to your quotes?

You can run reports?

• Monitor and update your leads.• Create quotes, turn to orders and monitor status• Automated order acknowledgements and updates on shipping.

12

Leads, leads, leads! Please make sure you are updating

your leads! One click lead follow up implemented late

last year to try and make this process easier and faster.1. Simply Click on ‘Reply’ to the email to

update the lead2. Ensure send to email is

‘salesapp.dealerportal@cummins.com’3. Enter the appropriate code4. Click ‘Send’5. Reiterate the process until lead is

Won or Lost

2

3

4

13

Things to Remember: Your user id to the sales application will be locked if you do not access the system for 90 days

• Reinstating access is as simple as to enter a help ticket under Site Help > Request help in the web application

There is training available!• Guided Training - primary source of training https://channelone.cummins.com/portal-user-

training- Click on Cummins User Productivity Kit- Located under Site Help > Getting Started in the web application

• Training Resources – quick reference guide https://channelone.cummins.com/trainingresources

• There are FAQ’s available:- Site Help > FAQ’s in the web application- Help > Contents in the sales application

14

Q+A

1515