Monterey & Blackfin Discovery
CMS MANAGEMENT
- User Management
- Model Specifications
- Dealer Management
- Form Management
- Lead Management
- Leads can be assigned to dealers
- PDF & Quote Management
- Event Management
- Marketing Files
FRONT END DEVELOPMENT
- Public pages (Home Page, Model Pages, Warranty Pages, Owner Information, etc…)
- Dealer Pages
- Dealer Dashboards
- Deal Lead Management
- Dealer Quote Management
BUILD A BOAT APP
- Allows users to build and a customize a vessel
- Connects to the CRM system sending the exact build and contact information to the CRM system
- Dealers get their own Build A Boat Dashboard where certain pricing and information is
CMS Deep dive
- Where is the dealer information stored, I see a dealer management in CMS, but also dealers in the Rollick CRM?
- What are the differences between all the User Roles and what can they do?
- How is lead management handled, specifically within Dealers
- Are Marketing Files Simply Standard PDF's & Images?
front end deep dive
- Difference in functionality between Dealer Manager and Dealer Salesperson?
- The quoting functionality needs to be explored, will need to store that data on the backend and limit the access to only approved dealers
- How much of this is automated, Dealer creation, User Management, etc ?
- The Build A Boat will most likely have to be built as it its own Dynamic App that sits within the Monterey & Blackfin WordPress environment, but is not WordPress
- Ability to Export as CSV as well as HTML needs to be accounted for
