Announcements

September 2021

Jump to…
  1. Amazon Hosting (AWS) Migrations
  2. Support & Implementation – Team Update
  3. Product Updates – New Modules, Templates & Workshops
    1. AOR Management – with Automated Activity Logging and New, Mitel VoIP Integration
    2. Forecasting – Pipeline Automation (JDQuote, JDSC, and ETC)
    3. Market Share – Forecasts and Reporting (Inventory Automation)
    4. Deal Assembler – PDF Generator (piloting eSign)
    5. Departmental Workflows – Standardized Templates
    6. Settlement & Invoicing – Workflows and Automation
    7. After Sale Campaigns – Text, email, surveys (100k+ automated emails per week)

1. Amazon Hosting (AWS) Migrations

John Deere has been migrating all JD Online customers and hosted systems (including hosted Handle data) to Amazon’s AWS platform. This has been an extremely time and resource-intensive project.

John Deere has put the last few remaining migrations on hold to address some server and network performance issues effecting those already migrated. These issues have nothing to do with Handle nor the quality of the AWS platform and should be addressed soon.

While this migration is mostly out of our control, the Handle team has been putting in a lot of extra hours to minimize disruption and assist in any way we can. We greatly appreciate all of our customers’ patience while this project is finishing up.

2. Support & Implementation – Team Update

You have likely been hearing from a number of new individuals on the Handle in support and implementation. We have been bringing in some new team members to assist with the growing number of pipeline, workflow, and forecasting based projects.

These new team members will be focusing on specific parts of your processes and workflows as well as specializing in different parts of the deployment process.

We expect to continue adding to the team in the near future and are currently recruiting for development, support and implementation roles.

3. Product Updates – New Modules, Templates & Workshops

We have some exciting announcements about new features and modules with standard templates that have been released. We’ll be scheduling out webinars and workshops through the end of the year.

Click here if you’re interested in setting up a workshop for your team.

a. AOR & Account Management Automation

With Mitel VoIP Integration

A new set of configurations and automations are available in Handle that let you automate how you log activity with accounts and measure who needs to be reached. This includes automation to log activity from other systems (e.g. Mitel VoIP Integration, Quotes, Assessments, and Purchases).

b. Forecasting

Pipeline Automation (JDQuote, JDSC, and ETC)

Automated, rules-based sales forecasting using quotes (pipeline), expected close date and probabilities. Minimize the data entry required by your team to create an accurate forecast of current and future sales.

c. Market Share

Forecasts and Reporting (Inventory Automation)

Automated, real time market share projections and values by category, county, and location, with configurable reference tables and views with easy / minimal maintenance to guide sales priorities and ensure timely reporting.

d. Deal Assembler

PDF Generator (Plus Piloting eSign)

One of our most exciting projects, the new deal assembler is more than just checklists and workflow management — it reduces data entry, errors, and manual checks by pulling in data and external files from anywhere to produce pre-filled deal packets for print or as PDF files.

And we are currently piloting Deal Assembler with built in eSignature functionality.

e. Departmental Workflows

Standardized Templates

  • Costing Worksheets
  • Demo & Rental Request
  • Service Request
  • Trucking Request
  • Fund Request
  • Order Request (Wg, Attachment, & Parts)
  • Trade Summary
  • ISG Optimization

f. Settlement & Invoicing

Workflows and Automation

Minimize the need to check multiple systems to see if a deal is missing the necessary entries to settle (e.g. bonuses, incentives, additional costs etc.) Automated margin calculations, PO to invoice reconciliation, and workflow management combine to make sure your deals are settled and your profits are maximized.

g. After Sale Campaigns

Text, email, surveys (100k+ automated emails per week)

Automated workflows to trigger texts, emails, department reminders, and surveys based on conditions such as the type of product or service sold. Combined automated and manual follow-ups to share the results from one department to another without the manual efforts.

Click here if you’re interested in setting up a workshop for your team.