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Enhancing Operations with XSellerator: Insights from Dan Ichelson, VP of Operations

Join Dan Ichelson, Vice President of Operations & Development, as he shares critical insights into the XSellerator platform developed by Quorum since 2003. With a background in Zoology (B.Sc.) and an MBA from the University of Calgary, Dan has been instrumental in system performance enhancements, communicator utilization, and electronic messaging strategies including CASL compliance. This session covers version updates, plug-ins, and future developments to improve efficiency and customer service at Quorum. Engage in a Q&A to explore how to leverage these tools for operational excellence.

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Enhancing Operations with XSellerator: Insights from Dan Ichelson, VP of Operations

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Presentation Transcript

  1. Product Update

  2. XSellerator Product Review Workshop Dan Ichelson – Vice President of Operations & Development • Background • B.Sc. In Zoology & MBA from University of Calgary • One of the 1st Quorum Employees! • Support, Implementations & Development • Led XSellerator development since 2003 Quorum Confidential

  3. Agenda for this Session • System Performance • Communicator Utilization • Electronic Messaging – Text Consent/CASL • V4.7.8 and Future Versions Quorum Confidential

  4. System Performance • Network Quorum Confidential

  5. System Performance • XSellerator – application and database • Wait Counts • List Window Speed • GM Web Service Changes Quorum Confidential

  6. Communicator Utilization • Available Plug-Ins (DRC) Quorum Confidential

  7. Communicator Utilization • Quidget • By Plug-In • By Employee • Text (SMS) • Email Quorum Confidential

  8. Electronic Messaging • Communicator Text Consent – available in 4.77 • CASL – sending of commercial electronic messages without the recipient's consent (permission), including messages to email addresses and social networking accounts, and text messages sent to a cell phone • What is SPAM? Quorum Confidential

  9. Electronic Messaging Quorum Confidential

  10. Future Versions • Email Consent • Signature Capture • Follow Up Template Changes • Append Quote to Existing Line • Other OEM’s • Toyota Canada • Nissan Canada • GM Integration (US) • Customer Lookup • US Incentives – including customer offers/GM Card • Vehicle Locator Service • Online Service Scheduling Tool Quorum Confidential

  11. Q & A www.QuorumDMS.com Quorum Confidential

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