PEN EDUCATION LIBRARY

OPERATIONS

Your role in Operations likely requires you to wear many hats and deal with a number of issues. Having a good foundation of knowledge is key, and so is knowing where to go or who to contact for help.

 

Recommended Videos

PEN Services has hand-picked the following videos specifically for YOU!

Please take some time to watch these videos in the order prescribed.

After each video, we strongly encourage you to share your feedback

Time Commitment: 50 Mins

Discuss how Provider’s can best support their Dealers. Identify the types of requests/issues a Provider may face and how to best handle those situations. What types of support that a Provider may need. Call out certain examples and what teams/collateral exists to help with those questions or requests.
Discuss the dealer onboarding communications known as DSN. What are they, why are they sent, what action is expected, what are best practices, resources and things to consider. Discuss the importance and role for both operations and the field.
Discuss what Dealer Onboarding means and the best practices from the perspective of a Product Provider. Reiterate Planning and Follow-up and the important role that a Provider plays. Provide statics and suggestions of things to consider.
Build upon the introduction to PEN Services that was originally featured in Intro to PEN. Distinguish the difference between PEN the technology and the Business Services. Why does PEN Services exist? Walk-through of offerings and use cases for them. How are Providers leveraging PEN today?
Discuss how Provider’s can best support their Dealers. Identify the types of requests/issues a Provider may face and how to best handle those situations. What types of support that a Provider may need. Call out certain examples and what teams/collateral exists to help with those questions or requests.
Utilization Detail and Snapshot, Registration Report. This is available to you, are you receiving it, are you using it, how top providers are using it. Highlight content and actions, not format.
Identifying different terms. What does price mean. What is a pack (soft/hard), what is a markup. What are other terms people may use to describe the same thing. Discuss where pricing can be set. (Within Portal or Menu) Reiterate that PEN does not dictate/setup pricing, we simply pass data.
Help prepare a Provider that is just joining the PEN. Setting expectations, a high-level walk-through of the process. Work with PEN Integrations, work with PEN Services (Ron), First Dealer Registered/Using, Intro to PEN, etc. This is something a Provider should watch when they first start the process of joining the PEN. Content depends on when in the process Provider is instructed to watch this.
What do Dealer Systems know about you the Provider, how do DSPs see you. Some menus have direct, some work with agents but connect through PEN. They might work with your agent, with you, they use a provider profile. How are products saved.