CRM Set-up & Order Summary

Transcription

1 Dealer Name: CRM Set-up & Order Summary New Dealer Set-up Change to Existing Dealer Supplies Order Dealer Contact: RpmOne Rep: Date to Invoice: SET-UP ITEMS Quantity Price Total One Time Set-up Cost Terminal Model: Transaction Package: Per Month Per Card Other: CARDS Quantity Price Total Loyalty (min qty 500) [Points Loaded No Yes, Amt = ] Gift (min qty 240) Prepaid Maintenance (min qty 240) Other Card Type or Option: OPTIONS AND COLLATERAL Quantity Price Total Card Display Holders/Envelopes (Shipping Charges Apply $4.00 up to 250qty/$8.00 over 250qty) Loyalty Tent Signs (Image Used: Loyalty/Gift) $2.50 POS Signs (Image Used: Loyalty/Gift) $30.00 Poster of Card (Image Used: Loyalty/Gift) $60.00 Gift $0.20 Total Amount Due With Order If payment is not received with the order, dealer will be billed upon receipt of this signed form. FOLLOW-UP LETTER Selected Price Four (4) Full-Color Letter Package* Seven (7) Full-Color Letter Package* Two (2) Full-Color Letter Package* Pkg. No Pkg. No $8.50/customer $15.00/customer $4.50/customer Letter Types One (1) Quarterly Newsletter*(Min 2500 names) Additional Letter(s) Added to Package Describe in Notes Below Add Personalized Loyalty Card to a Letter (above transaction fees apply) $1.50/customer $2.00/letter $3.00/customer Add Post Card Inserts: CSI Survey Warranty Reminder Free ADDITIONAL NOTES By signing below you agree to pay the above charges for the quantities ordered. Signature: Date: Printed Name: FAX FORM TO ATTENTION: CRM ORDER FULFILLMENT Title:

2 Redline CRM Set-up Form RpmOne will not begin processing any Redline Card order until this form has been fully completed and submitted to RpmOne. Account Information: Enrolling in (check): Loyalty Gift. Letters Prepaid Sales Agent: Merchant Name: Business Name Printed on Back of Cards: Street Address: City, State, Zip: Telephone: Fax: Website Address Dealership Address Main Contact Name: Main Contact Terminal Type (check one): Verifone Omni 3750 Verifone Trans 330 Other (write in model or type) Loyalty Card Options

3 Card Design (check one): Standard Design Logo provide high resolution via and pick from options below IF just Logo and colored background-then what color ( ) OR Custom IF Template # (if no #, use name of existing card to specify design) (provide artwork or description on separate page fees apply) Loyalty Point Rewards: You can reward your customers with loyalty points for each dollar they spend. You must determine the number of points a customer will earn for each dollar they spend: $ spent = point(s) earned Customers can redeem their points to purchase goods and services. When they redeem points, their points balance is reduced by the number of points used. The dealer must determine the cash redemption value of each point. Additional Notes: Point(s) = $ in reward value Back of Cards: Dealer Information: Your dealership name, address, phone number, web and address. Rules: Specify the standard language that will be used on the back of your Loyalty Cards unless otherwise noted in the space provided. Default Rules: * Card must be presented at time of purchase to receive points. Only for use as deemed by issuer. Card program may be cancelled or changed without prior notice at issuer s discretion. See dealer for current reward value and promotions. For card balance inquiry have your card number available and go to on the Internet. Dealer Specific or Custom Rules:

4 Gift Card Options Card Design (check one): Standard Design Logo provide high resolution via and pick from options below IF just Logo and colored background-then what color ( ) OR Custom IF Template # (if no #, use name of existing card to specify design) (provide artwork or description on separate page fees apply) Optional Expiration: Insert the expiration for your gift card program. This term will start on the day the card is loaded with cash value at the dealership. Expiration term is not required. Gift Cards expire after years. Back of Cards: Dealer Information: Your dealership name, address, phone number, web and address. Rules: Specify the standard language that will be used on the back of your Prepaid cards unless otherwise noted in the space provided. Default Rules: Please treat this card like Cash. Card will not be replaced if card is lost or stolen. Only for use as deemed by issuer. Card Expires years from the issue date. Dealer Specific or Custom Rules:

5 Post-Sale Direct Marketing Options Follow-up Letters: Put a check by the letters that you would like to have sent. **Initial if the letters are completely finished and ready for print. Initials Here Available letters: Introduction to Dealership Service Department Introduction Birthday Letter Anniversary of Purchase Letter Custom Letter: Timing ASAP 45 days On date 305 days Quarterly Newsletters Initials Here Quarterly letters: Timing Spring Summer Fall Winter Newsletters Initials Here Quarterly letters: Timing Spring Summer Fall Winter Additional Notes:

6 Redline CRM Artwork Specifications Contrary to what is generally believed, making a good-looking card isn t easy. Making a great looking card requires teamwork and allot of professional help. Remember, your card is a billboard for your business, carried by your customers, so we want to make it look great. Here is what we will need to make the best looking card possible. File Format: The best way to get a logo to us quickly is to it to mark@rpmone.com as a.tif, Jpeg or EPS file. For best results the image should be at least 300dpi for optimal clarity. If in doubt, pic the largest file as far as size and we will let you know if it works. Colors: If your image is a full color card, saving the above mentioned.tif, Jpeg or EPS file in CMYK mode will tell us what colors to use. If your card has specific colors you would like us to use, your image must indicate what colors to use or you must allow us to choose colors that match or nearly match. Fonts: If you want us to match a font you must tell us what font to use (there are thousands of them) otherwise we will use whatever comes the closest. Template: A template number must be chosen so we know what you would like your logo to be placed over. See your salesperson for template choices or go to and look under the Software and Technology tab. There you will see a link to the available templates. Summary: logo to mark@rpmone.com File type should be TIF, Jpeg or EPS File size- 300dpi or greater *Fees- $100/hr for artwork design or re-design: 1 hr. min for full recreation of logo into higher resolution 2 hr. min for total custom card design

7 Redline CRM Letter Specifications Step 1 Getting Started Provide Logo image (see artwork format below for details) RpmOne will complete a draft of your letter for your review Step 2 Providing Draft for Approval or Request for Change We will provide you with the draft of your letters for approval or request for changes. Step 3 Approve or Submit Documentation for Changes If approved, we will prepare for print, if there are change requests, then you may provide text of images as provided below. Images - You can provide high quality digital photos if you would like to swap one or more of your photos with those used in the draft letter(s). If you are providing photos, please be sure to indicate the letters and placement for each photo. Text - Provide any specific content you would like to be included in your letters. You can simply provide verbiage in word format and we will create a revised letter with your new content. Step 4 Final Draft and Approval We will create the final draft and submit for your approval Artwork Format File Format: The best way to get a logo to us quickly is to it to mark@rpmone.com as a.tif, Jpeg or EPS file. For best results the image should be at least 300dpi for optimal clarity. If in doubt, pic the largest file as far as size and we will let you know if it works. Colors: If your image is a full color card, saving the above mentioned.tif, Jpeg or EPS file in CMYK mode will tell us what colors to use. If your card has specific colors you would like us to use, your image must indicate what colors to use or you must allow us to choose colors that match or nearly match. Fonts: If you want us to match a font you must tell us what font to use (there are thousands of them) otherwise we will use whatever comes the closest. Template: A template number must be chosen so we know what you would like your logo to be placed over. See your salesperson for template choices or go to and look under the Software and Technology tab. There you will see a link to the available templates. *Fees- $100/hr for artwork design or re-design: 1 hr. min for full recreation of logo into higher resolution