Order Bank Strategy

Author: Autumn Conn, CS, Team Lead

Prepping for Order Banks: WTS Tools for the Win 

The opening of order banks presents a significant opportunity for commercial vehicle sales professionals. Strategic preparation is paramount to maximizing success. Before the rush begins, leverage the powerful Work Truck Solutions (WTS) tools to streamline your process and secure those crucial sales. Begin by utilizing 2-Minute Prospecting (2MP) to proactively engage your customer base, sending bulk emails to inform them of upcoming order opportunities and gauge their interest. The recent integration of Tracking Links from Resource Rack directly into 2MP emails allows for the sharing of valuable manufacturer brochures and upfit information, while also tracking customer engagement. This, coupled with the ability to multi-select and insert these links, enhances your outreach efficiency. 

Furthermore, Custom Orders provides a platform to showcase virtual inventory and upfit configurations, enabling customers to explore options and place custom orders before physical units are available. 

• The built-in EZOrder system simplifies the order capture process, while ensuring your email signature includes a direct link to your custom order page further facilitates customer access. 

• The enhanced Resource Rack serves as an authoritative repository for body manufacturer literature, offering features like "By Vehicle" search for quick access to relevant upfit information. 

• Sharing industry brochures and upfit information via Tracking Links, with the new PDF Viewer ensuring your dealership’s branding and contact details are prominent, strengthens customer engagement. 

• Additionally, the ability to upload dealership-specific documents for internal team access enhances collaboration.

Pro Tip: Content and Pro Stack dealers can upload their order guides to Resource Rack and send those out as a tracking link within 2MP. 

Finally, the introduction of "Opportunities" in My Buyers provides a centralized hub for managing buyer interactions, eliminating scattered notes and lost emails. This feature allows for effortless lead capture, detailed buyer information tracking, and a comprehensive sales timeline, ensuring no potential deal slips through the cracks. 

By effectively utilizing these WTS tools, and understanding features like tracking links, and the new resource rack features, sales professionals can capitalize on the upcoming order bank openings, driving significant sales and solidifying customer relationships.

Ready to set yourself up for success? Reach out to your CSM today!

*Custom Orders advanced included in some packages.