Pinewood DMS€¦ · Pinewood DMS is a comprehensive system, providing a 360° view of every...

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Pinewood DMS South Africa www.pinewoodsa.co.za

Transcript of Pinewood DMS€¦ · Pinewood DMS is a comprehensive system, providing a 360° view of every...

Page 1: Pinewood DMS€¦ · Pinewood DMS is a comprehensive system, providing a 360° view of every customer and opportunity. From walk-ins to online enquiries, Pinewood DMS puts the ability

Pinewood DMSSouth Africa

www.pinewoodsa.co.za

Page 2: Pinewood DMS€¦ · Pinewood DMS is a comprehensive system, providing a 360° view of every customer and opportunity. From walk-ins to online enquiries, Pinewood DMS puts the ability

Introduction

• Contents 02

• About Us 03

More

• The Sales Journey 12

• The Aftersales Journey 13

• The Pinewood DMS Ecosystem 16

• Certifications - ISO and Microsoft 17

• Brands 18

• Contact Us 19

Pinewood DMS

• Pinewood DMS Overview 04

• Key Features 06

• CRM 07

• Vehicles 08

• Accounts 09

• Workshop 10

• Parts 11

Contents

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Pinewood Technologies SA

Pinewood Technologies provides vehicle, truck and motorcycle retailers the tools they need to successfully meet the demands of manufacturers and consumers.

A commitment to constant innovation and building long-term partnerships with retailers has allowed the company to become a significant force in the dealer systems marketplace, attracting global demand for Pinewood DMS.

The future will see the company continue to pioneer new technologies to revolutionise the way modern retailers do business.

Pinewood Technologies was founded in 1981 and is part of Pendragon PLC, one of the largest dealer groups in Europe, who account for around 20% of dealerships using Pinewood DMS.

Pinewood Technologies SA provides Pinewood DMS to dealerships in Africa.

Pinewood Technologies SA has been a partner to the South African Automotive Industry for the past decade, having implemented and supported Pinewood DMS into over 250 South African and Sub-Saharan African dealerships.

We are a business that is passionate about transforming service delivery to the industry; a driving force that enables us to support your business over a long and successful partnership.

Our dedicated team who are specialists within Pinewood DMS and the industry, and our market leading Dealer Management System, is a combination that will help your dealership maximise its potential.

We look forward to embarking upon a journey with you.

Keith MagillCHIEF OPERATIONS OFFICER

Pinewood Technologies SA (Pty) Ltd

Pinewood Technologies are the creators of Pinewood DMS — cloud based software built to transform the automotive retail experience — with greater customer satisfaction and increased dealer profitability at its core.

Pinewood Technologies PLC About Us

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Integrated

Manufacturer integration provides compliance with

dealer standards and processes.

Intuitive

Easy to use with a high user adoption rate. Helpful support and

training.

Feature-Rich

A complete solution with no need for costly

additional software.

Cloud Based

No need for IT infrastructure investment

and maintenance.

Pinewood DMS is a different type of system. Say goodbye to paying for upgrades, waiting years for new features and costly additional software. Pinewood DMS is a comprehensive system

designed to help you grow.

THE POWER TO DO MORE THE POWER TO DO MORE

The complete solution for automotive retailers

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Innovative

Lifetime free system updates. New features

added every month.

Comprehensive

'Click & Drill' to get to the information you need

from any business area.

Fast

Streamline processes and create more time for

revenue generation.

Secure and Reliable

ISO 27001 and 9001 accredited in-house UK

development team.

THE POWER TO DO MORE THE POWER TO DO MORE

The complete solution for automotive retailers

Pinewood DMS lets you do more.Do more in less time, do more business and delight your

customers with a more friendly and convenient experience. Improve efficiency, profitability and customer satisfaction.

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CSI & Contact Plans

DataPoint (KPI Reports)

Job Progress Reporting

Multi-currency / language

SMS and Outlook Integration

Social CRM

Key Features

Go mobile with Pinewood DMS multi-platform apps

Vehicle Health Check

Video

Website Integration: Online, Offline and In-store

Wholesale Funding

Workshop Planner

CRM

Meet and greet customers in the showroom using mobile devices,

seamlessly linked to Pinewood DMS' CRM. Access digital job cards, record

arrival videos and start a vehicle health check, adding any additional

requirements. This provides full transparency for your customers.

Issue parts in your dealership whilst on-the-move, saving time and hassle

with our inbuilt barcode scanner. Gain a complete view of workshop and bodyshop jobs, and streamline

collaboration between your parts and workshop teams, removing service

bottlenecks.

Tech+ improves workshop profitability and efficiency

with integrated planning tools, time clocking, job allocation, live job tracking, integrated vehicle health checks and a

personalised VHC video tool for your customers to review.

Sales+ provides a complete paperless sales experience, seamlessly linked with

Pinewood DMS to support customer interactions and communication

Including e-signatures with Adobe and finance stacking, Sales+ is the ultimate showroom tool so your sales team to

provide a fantastic customer experience.

The smarter way to manage and sell your vehicle stock. Respond to enquiries with

personalised videos, instantly update stock information and

store vehicle documentation for later reference. Track and locate vehicles with mobile stocktakes.

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CRMManage the full customer journey

Unlike other systems, Pinewood DMS is designed to place the customer experience first.

As people become increasingly aware of their power as consumers, dealerships able to offer a high quality personal service, supported by a solid CRM (Customer Relationship Management) strategy, will have a significant advantage over their competitors.

Enhance the customer experience and maximise the value of your data

Sales ProcessLeads from manufacturer and customer websites | Allocate leads amongst sales team | Personalised videos | Contact history | Follow-up sales activities/ appointments | Plan/ action future contacts | SMS responses | Outlook integration | Test drive management

MarketingPowerful selection and reporting tools | Send/ schedule mailshots, SMS or letters | CSI surveys | Customer concerns | GDPR

Aftersales MarketingAutomatic follow-ups | Branded service reminder emails | Workshop job tracker | CSI follow-ups | Flag outstanding work | Demonstration diary | Overdue tracking

IntegrationTime-saving integrations, including registration lookup, appraisals and valuations.

KEY FEATURES

ShowroomA robust sales tool to provide a seamless end-to-end sales journey, with powerful features to manage your lead generation and sales opportunities.

Customer DatabaseCreate/ link customer and vehicle records | Upload documents | Add a desired vehicle | Data cleansing | De-duplication | Record branch movements

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VehiclesIntegration, processes and analytics

Accounts

Bulk updates of sales prices | Stock profiles | Internal group/ dealer transfers | Depreciation

Vehicle PreparationInternal/ external preparation | Estimated preparation requests | PDI checklists | Support multiple workshops | Parts sales | Supplier invoices

Vehicle SalesInternet enquiries | Personalised video | Test drives | Offers and orders | Discounts | Vehicle deposits | Multiple part exchanges | Finance settlement | Product sales | Customer order approval process | Sales invoices | CSI surveys | Follow-ups | Contact plans

Vehicle AccountsAnalyse the profitability of your deals and related financial data through integrated accounts.

ReportingMargin, deal closure and live status reports | Stock values | VAT | Spend mapping | Month-end | Quotes, orders and lost sales

KEY FEATURES

Effective stock management is the key to the success of both new and used sales departments. Up-to-date and accurate information coupled with strong workflow control, allows management to maintain stock turnover for maximum return on investment.

Manage the entire sales process, from customer deposit through manufacturer order, preparation invoice and final profit analysis.

Control stock and maximise profit opportunities

Purchasing StockAppraisals/ valuations | Raise orders | Multiple part exchanges | Finance settlements | Import bulk orders | Recommended stock | Vehicle progress tracker

Stock ManagementVehicle price lists | New vehicle consignment and adoption | Template costs | Valuations | Progress tracker | Upload videos, photos and documents 8

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AccountsFully integrated accounting suite

Sales Ledger (AR)Enterprise level credit control | Amendment audit | Integrated credit cards | Vehicle bonuses and commissions | Manufacturer warranty self-billing invoices | Archived invoices | Aged debt reporting | Credit note reporting | Queried transaction analysis

Nominal Ledger Cost-centre analysis | Multi-dimensional accounting structure | Open items | P&L reporting | Balance sheet | Trail balance | Budgeting | VAT analysis | Manufacturer composite exports | Data warehouse

Asset ManagementAsset verification | Documents and images | Depreciation profiles | Monthly depreciation to multiple nominal codes and cost centres | Asset associations | Disposal management

User Control and AdministrationUser access control using organisation and menu access levels | Define language by user | Single-sign on for enterprise by email address

Pinewood DMS Accounts is a comprehensive accounting system, which supports all the activities necessary for control of your business, with an emphasis on efficiency and low administration.

Live access and reporting of all financial information

KEY FEATURES

Cash ManagementMultiple bank accounts available | BACS payments | Direct debit receipts | Cash allocation | Reconcilliation to bank statements | Auto payments | Multi-currency

Purchase Ledger (AP)Default nominal codes by user, group or supplier | Authorisation process | Import supplier transactions | Upload scanned documents | Logged invoices with VAT accrual | Deferral of expenses | Purchase orders | Expense analysis | Spend reporting | Payment practices reporting

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WorkshopGain complete control of your workshop

Parts

Job ProgressDigitally sign job cards | Arrival videos | Technician clockings via Tech+ | Tyre catalogue | Job progress reporting | Issue pre-ordered parts

Identifying and UpsellingMenu pricing | Send additional work to customer for approval | Quote alternative parts | Aftersales follow-ups

Costing and InvoicingMultiple invoices | Integrated card payments | Calculate sold and awarded hours

Post-VisitManufacturer warranty claims | CSI surveys | Follow-up customer concern incidents

ReportingWork in progress | Health checks | Time analysis | Spend mapping | Customer retention

KEY FEATURES

Pinewood DMS Workshop Management enables busy multi-brand departments to improve departmental efficiencies and achieve great customer satisfaction.

Make the most of profit opportunities in aftersales

Workshop LoadingOnline service booking API | Deposits | OEM menu pricing | Create and assign recall operations to a warranty account | Booking confirmation via SMS or email | Technician availability drives diary

Workshop PlanningDrag-and-drop planner | View and allocate work between technicians/ teams | Plan work for technicians ahead of vehicles arriving | Review/ approve new and amended bookings as they arise

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PartsFlexible and efficient parts management

Parts PurchasesRecommended orders based on desired stock profiles | Internal ordering | Central purchasing for satellite dealers | B2B purchasing from other DMS users | Configurable freight management | Multiple currencies handled | Auto receipts | Surcharge tracking

Parts SalesB2B order processing | Create enquiries using file imports | Discount rules | Electronic invoices | Consolidated invoicing | Tyre catalogue | Barcode scanning

Distribution and WarehouseComprehensive pick control | Allocate orders to delivery schedules | Transfer stock between locations

EPOSBarcode scanning | Till receipt printing

ReportingMovements reporting of issues | GRNI | Sales | Stock | Valuation

KEY FEATURES

Pinewood DMS supports everything from large wholesale multi-franchise operations with specialist requirements, (such as multiple bin locations and picking zones linked to complex van delivery schedules), through to smaller departments with a lower volume of stock.

Control stock and drive parts margin

Parts MaintenanceCreate and amend parts | Complete stock takes | Partner price updates

Customer OrdersCheck availability of B2B and other parts departments | Take deposits for customer orders | Pre-pick parts for workshop bookings | Process internal requests from sales, technicians and workshop reception

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Building your business

The sales journeyPinewood DMS is a comprehensive system, providing a 360° view of

every customer and opportunity.

From walk-ins to online enquiries, Pinewood DMS puts the ability to optimise every customer interaction at your fingertips. Seamless

processes allow you to manage your showroom opportunities, generate in-depth prospect reports and maintain targeted contact plans.

Our mobile applications deliver a modern showroom experience for customers and retailers alike, providing greater customer satisfaction.

Active Lead Creation

New Internet

Enquiries

Enquiry Handling &

Diary Follow-upsPersonalised Video

GDPR Consent

Appointment

Planning & Test Drive Booking

Test Drive &Driver Declaration

Appraise

Part Exchange

Create Multiple Quotes & Offers

Sell Products

& ServicesCustomer

Presentation

Integrated

Card Deposits

Bring Vehicle into Stock

Workshop Process

the Sales Team Request

Request Workshop Preparation

Order

Fulfilment

Aftersales Journey

Invoice & Handover

Part Exchange Arrival

Vehicle

Stocktake

CSI

Supplementary

Invoice

Contact Plan

Product Follow-ups

Activity Management

Aftersales Journey

Enquiry Management Sales Order

Payment

Post-Sales

Business Manager

Prepares Deal

Meet & Greet

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Building your business

The aftersales journeyManaging an effective aftersales business is essential for building

profitable relationships and sustaining repeat custom. Pinewood DMS uses daily service processes to create workshop opportunities, allowing

you to enhance your up-selling potential.

The Workshop Planner tool and Tech+ app enhance the manageability and flow of workshop jobs. These tools are supported by our extensive

integration with manufacturer systems. This greatly simplifies processes for your employees, creating time for them to focus on value-adding

activities.

��

� �

Campaigns

Sales Journey

Sales Journey

BookingService Reminder

Invoice and Payment

Job ApprovalsBookingConfirmation

Pre Visit

Work in Progress

Post Visit�

Workshop Planner

�Pre-picking

Warranty Claim

�CSI Survey

�Customer

History

�Follow-up

SMS Reminder

�Workshop

Prepayment

VHC Report

�VHC

Approval

�VHC Email

�Issue Parts

�Job Progress

�Pricing

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The Fury Motor Group has recently converted all of our Dealerships to the Pinewood DMS system - whilst it is still very new to the Fury Group, our staff have reported that the systems change has been a lot easier than aticipated due to the excellent training and support from the Pinewood installation teams. We look forward as a group to making the many features and benefits for which we chose the system, starting to work for us in improving our business efficiency.

Marq Roberts, Group CEOFury Motor Group

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Pinewood DMS ecosystem

360° view of your businessPinewood DMS is a powerful, fully-integrated system, providing

seamless access to data from all areas of the dealership, giving you a complete picture of your business like never before.

With all data held in one system, the information you need is always accessible. Double-keying between systems is a thing of the past and

analysis and insightful reports are readily available.

No matter where you are in the system, the easy to use 'Click & Drill' navigation lets you dig into detail from any area of the business.

WebPublishing

MultiplatformApps

BusinessIntelligence

OnlinePortal

AFTERSALES

EXTERNAL

COMPLIANCE

SALES

CRM

Showroom

Vehicles

Workshop

Parts

Retention

Accounts

DataSecurity

Financing

Feeds

Manufacturer

OtherIntegration

PINEWOOD DMSECOSYSTEM

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Pinewood DMS ecosystem

360° view of your businessCertified software development

Innovation, quality and securityThousands of automotive retail stores choose Pinewood DMS to

make their businesses more profitable and provide a great customer experience. Most of the world's major automotive brands are

represented by these dealerships.

Pinewood DMS is developed in the United Kingdom by Pinewood Technologies PLC, which adheres to rigorous ISO standards and is a

Gold Microsoft Partner in a number of technology disciplines.

ISO 27001

BUREAU VERITASCertification

Data security Quality management systems

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Committed to building partnerships

Representing 50+ brandsPinewood DMS is used by automotive retailers to represent

brands from across the globe.

Alfa Romeo — Aston-Martin — Audi

Bentley — BMW — Citroën

DAF — Dacia — Daihatsu — Ducati

Ferrari — Fiat — Fiat Professional — Ford — Ford Commercial

Harley-Davidson — Honda — Hyundai — IVECO

Jaguar — JEEP — Kia — KTM

Lamborghini — Land Rover — Lexus — Lotus

MAN — Maserati — Mazda — Mercedes-Benz — MG — Mitsubishi

Nissan — Peugeot — Porsche — Renault — Rolls-Royce

SEAT — Škoda — SsangYong — Subaru — Suzuki — Toyota — Triumph

Vauxhall/Opel — Volkswagen — VW Commercial — Volvo — Volvo Commercial

Manufacturer IntegrationOur dedicated Manufacturer Integration team work continuously at developing the latest integrations. We pride ourselves on our close working relationships with manufacturers and being recognised as leaders in jointly creating process workflows. We're at the forefront of mapping out how new standards will be interpreted through software, to help deliver the strongest solution for everyone. This mutually beneficial exchange of knowledge has helped us to quickly bring fully compliant franchise-specific solutions to market.

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Contact us

Pinewood South AfricaPinewood Technologies SA (Pty) Ltd.

Woodstock, Cape Town | Houghton, Johannesburg

+27 21 468 5900

[email protected]

www.pinewoodsa.co.za

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Pinewood Technologies SA (Pty) Ltd

Woodstock, Cape Town | Houghton, Johannesburg

South Africa

©2020 Pinewood Technologies PLC. All rights reserved. 09-20 V2.0

Discover more today at www.pinewoodsa.co.za

+27 21 468 5900

[email protected]