How to monitor your after-market parts and service sales in Handle CRM.
Handle makes it easy to monitor your after-market parts and service sales, ensuring that you’re always aware of what’s going on and able to prompt team members for action.
This feature helps increase your awareness of aftermarket sales activity by showing the growth or decline of your Aftermarket business using the following metrics:
- Individual Transactions (Invoices)
- Gross Sales by Account
- Margin Dollars by Account
- Overall Team Member Performance Metrics
What are some examples of this feature in action?
Some businesses are using this feature to summarize data from their financial system with real-time, year-to-date comparisons to the prior year at a glance. This helps them check whether their accounts’ aftermarket sales are up or down without having to wait until the end of the year or manually calculating this information.
Having access to this real-time data with the click of a button helps you identify and target underperforming accounts, create accountability for the sales team, and ensure follow up at the appropriate times — especially from an after-market perspective.
Notifications can even be set to inform sales and service teams if aftermarket margins or profitability change drastically from the previous year’s numbers for specific accounts.
How does this work?
Handle takes information from your business system automatically, giving you better exposure to parts invoices and transactions by calculating for you the sales, margins, and growth/decline through specific time frames for each account and adding it to the account’s record.
Tracking aftermarket parts can then be done through dashboard tiles and notifications.
- Your dashboard shows you percentages, people assigned to specific accounts, profit margins, and more. Simply click on a tile to review the data in detail.
- Notifications and alerts keep everyone updated on actions and events related to any account.
For instance, you can notify the person — or department — responsible for part transactions or services when a purchase exceeds a certain dollar amount. Maybe the customer needs to upgrade a piece of equipment or the warranty is expiring soon, and they need to be reminded to bring it in.
How do I use this feature?
This feature was designed to help you proactively drive your aftermarket business. It shows you the percentage change between previous years and your current year to date, so you can see changes in business and what you need to do to keep it growing before it’s too late.
We have default date ranges that we calculate to cover most needs, but we can also configure custom date ranges or identify and calculate specific types of transactions.
Standard Calculations – Tiles can be configured to calculate custom date ranges, such as:
- Year-to-date sales
- Prior year sales
- Sales by month
- Gross and Margin $
Configuring it isn’t complicated either. All you have to do is contact us and tell us the data you’re interested in tracking. We can help show you how to do the rest.
For instance, if something goes under — or over — a certain amount, an alert can be sent to the person responsible for it, or an email can be generated to notify the people in charge of the situation.
These alerts and notifications can be set to notify you about any changes via views in Handle, automated reports, and or email notifications.
You can also automate email outreach to your customers or create an email that’s available for the salesperson responsible for that account to send if the numbers are going down.