ROPALI CORPORATION

[Audio] ROPALI CORPORATION SALES PROCESS AUDIT DEPARTMENT.

[Audio] TABLE OF CONTENTS Introduction i.. i.. i..

[Audio] Background ii.. i.. i.. Introduction. Introduction.

[Audio] Sales Process Audit Objectives iii.. i.. i..

[Audio] Sales Process and It’s Purpose iv.. i.. i..

[Audio] Onboarding Application System v.. i.. i..

[Audio] Guided Action Decision System vi.. i.. i..

[Audio] Performance Measurement and Reporting vii. Onboarding Application System.

[Audio] Acronyms viii. Onboarding Application System.

[Audio] Forms ix. Onboarding Application System. i..

[Audio] Conclusion x.. i.. i.. Introduction. Introduction.

[Audio] INTRODUCTION i.. INTRODUCTION. i..

[Audio] The Story of Ropali Motorcycles Ropali is a multi-brand motorcycle dealer in the Philippines. The company was established on May 12, 1975, with a dream of providing the ordinary individual with an affordable and easily-accessible motorcycle. This goal was welcomed with a positive feedback, and before long, Ropali Motorcycles and Scooters, managed to establish a number of motorcycle shops in Isabela and its neighboring towns and municipalities. At present, ROPALI has 139 branches all over the Philippines offering genuine Honda, Kawasaki, Suzuki and Yamaha motorcycles and spare parts and accessories. With the bigger demand, the company strived to go beyond the Northern Region and penetrated the Motorcycle Dealership Trade of other regions like Southern Luzon and the rest of Visayas and Mindanao..

[Audio] Culture & Vibe The business is very organic and from time to time, the assignments may change. Sometimes new employees have to do multitasking work and need to adjust immediately in a short period of time. They will learn to manage their time in completing all their tasks for the day. They will also develop their interpersonal skills to work with colleagues, suppliers, as well as customers. Joining this company means new experiences and learnings. Fresh graduates can improve their skills in handling different kinds of clients and how to manage their time in doing all the tasks. The company organizes free seminars and training (at least twice a year) for employees who want to excel in things they want to do..

[Audio] BACKGROUND ii.. BACKGROUND. ii..

[Audio] Sales Process Audit Department To enhance the quality and efficiency of our transactions, management has established a Sales Process Audit Department. This department is dedicated to meticulously reviewing client applications in collaboration with our partner funders. This initiative aims to ensure smoother and more reliable transactions for all parties involved..

[Audio] SALES PROCESS AUDIT OBJECTIVES iii.. SALES PROCESS AUDIT OBJECTIVES.

[Audio] Objectives: - Achieve a 95% Endorsement Rate from Closure..

[Audio] Aim to have at least 95% of customers who test ride new motorcycle models endorse them positively, whether through direct feedback, online reviews, or referral programs. This high endorsement rate will serve as a powerful tool in marketing efforts and help in building trust and interest among potential buyers..

[Audio] - Maintain a 65% Approval Rate for Financing Applications..

[Audio] Ensure that at least 65% of financing applications for motorcycle purchases are approved. This objective involves working closely with financing partners to streamline the application process and offer flexible financing options that can accommodate a wide range of customer profiles, thus making motorcycle ownership more accessible..

[Audio] - Attain a 90% Approval Rate through Conditional Deliverable Sales Maintain a 65% Approval Rate for Financing Applications..

[Audio] Attain a 90% Approval Rate through Conditional Deliverable Sales Securing a 90% approval rate through Conditional Deliverable Sales applications is vital for enhancing organizational credibility, streamlining efficiency, boosting customer satisfaction, and gaining a competitive market position, thereby yielding substantial operational and financial benefits..

[Audio] Attain a 90% Approval Rate through Conditional Deliverable Sales - Achieve 100% Collection of Loan Proceeds..

[Audio] Strive for a 100% collection rate on loan proceeds from financed sales, ensuring that all financial transactions related to loans are completed accurately and timely. This objective requires diligent follow-up on payment schedules, effective communication with customers regarding their loan obligations, and maintaining a robust system for tracking loan repayments. Attain a 90% Approval Rate through Conditional Deliverable Sales Maintain a 65% Approval Rate for Financing Applications..

[Audio] SALES PROCESS AND IT’S PURPOSE iv.. SALES PROCESS AND IT’S PURPOSE.

[Audio] Review Application. Review Application. clipboard_image_afe651be7de3dc6c.

[Audio] Purpose: Our purpose is to diligently review client applications before endorsing them to our partner funder. Through meticulous examination, we aim to ensure accuracy, compliance, and alignment with standards, fostering trust and reliability in our partnerships while maximizing opportunities for successful funding outcomes and client satisfaction. 15 minutes is the standard time allocated from reviewing each application..

[Audio] Address and Solve Issues and Concerns. Follow up result (QFM and viber group with Funder) Change Unit Change Downpayment Change Term Change Rebate Change Color For Challenge Accounts (Failed/Declined) Issuance of Notice of Deliver (NTD).

[Audio] Generate Approved Accounts Not Sold send to viber group with Branch and AM..

[Audio] Purposes: Checking approved accounts not sold is to activate the sales team, motivating them to intensify efforts in converting these approvals into finalized sales post-funder approval. Regularly reviewing approved clients not yet sold is to prompt the sales team to initiate targeted efforts to push sales subsequent to funder approval..

[Audio] Generate CDS For Completion of Requirements send to viber group with Branch and AM..

[Audio] Purpose: Our purpose is to meticulously assess accounts that require conditions to be met for conversion into approved status, with the aim of initiating proactive engagement from our sales team post-funder approval. This initiative is designed to optimize sales momentum by facilitating timely conversions of eligible accounts and leveraging approved status to drive sales initiatives effectively..

[Audio] Generate Application Not Endorsed send to viber group with Branch and AM..

[Audio] Purpose: Our purpose is to diligently review accounts that have not yet been endorsed to our partner funder, with the goal of activating our sales team to expedite the fulfillment of necessary requirements for endorsement. Through this proactive approach, we seek to enable the endorsement of accounts to our partner funder, thereby empowering our sales team to drive forward necessary actions and capitalize on partnership opportunities effectively..

[Audio] Generate Accounts with No Decision and follow up through QFM (Quick Feedback Mechanism Dashboard) and viber group chat with Funder..

[Audio] Our purpose is to highlight the importance of proactively following up on accounts with pending decisions in order to prompt action from our partner funder. This initiative is designed to expedite the decision-making process, facilitate timely outcomes, and strengthen collaboration between our organization and our funding partners, ultimately enhancing the efficiency and effectiveness of our operations..

[Audio] ONBOARDING APPLICATION v.. ONBOARDING APPLICATION.

[Audio] Log-in using your username and password with your MIS account..

[Audio] In this section, the system overview and dashboard are displayed, along with the options in the OAS OTG menu..

[Audio] In these options displayed the LEADS FORM. Here is where the client application begins, where we will request the basic information of our client..

[Audio] It's important to fill up each section of this and make sure that every information, including spelling, is correct. Note: If there is no suffix name, leave it blank. You may compare the client's details with the submitted valid ID..

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[Audio] Customer Onboarding is divided into the following: Personal Info Financial Info Documents Upload Unit and Loan Details Make sure to gather all necessary information. For personal information, ask thoroughly about their full name and birthday. Compare this with the submitted valid ID..

[Audio] In this section, it's important to determine if the client has a VALID ID..

[Audio] Make sure to get the exact address of the client. Reminder: It's important to ask the following: Landmark Place of Birth Current Residence Permanent Address.

[Audio] In this section, ask thoroughly the client about the number of their children..

[Audio] This is one of the most important information to acquire from the client as it forms the basis of their credibility and character. Remember: Character Ref will serve as the basis for identifying the client..

[Audio] In this section, it is important to find out if the client has a bad record in their current or previous employment or business. It is also important to know if they have debts to other individuals to understand their payment behavior..

[Audio] This section is about the client's source of income. Proof of income is required here to serve as a basis for verifying the client's credibility..