Contactless sales - measuring customers
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Video example
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How do I start the workflow?
If you want to install the software again on another computer, look into the INSTALLATION INSTRUCTIONS.
Switch on the computer on which the Smartfit software is installed and open the 'Bike Manager' program on your desktop. | |
Start the workflow for contactless selling via telephone consultation by clicking on the tile button. |
Start the software a few minutes BEFORE the first use in a customer appointment. Customer and bike data will be synchronized with the server and updates will be downloaded if necessary. This can take a few minutes.
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2
Enter customer data
Once you have started the workflow, you must enter relevant customer data. The program saves each input automatically.
Enter the last name and first name of the customer here (mandatory fields). The remaining fields are optional. It may be helpful to collect the contact details of your customers for further enquiries or services. You can also Assign the customer to a salesperson » |
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Select the customer's desired bike type as well. This is important as the bike category affects the ergonomic sitting position and the bike recommendation. The E-Bike switch acts as a filter that hides all non-E-Bikes in the following sequence. This can also be switched again in the later overview page Wheels. |
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You have the possibility to collect further information from your customers. The more data you enter, the better your customer database is organized. If your customers show concerns: the data is encrypted and secure and will be handled according to the latest privacy policy. Ensure them that their data is safe and only used for individual consultation.
When you're done, tap . How to proceed with the input of body data can be found in the next but one point 4.
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3
How do I manage my customers?
It is really easy to manage your customers once their details are stored in your customer database.
Tap on the customer selection field. A list of all the customers whose details have been saved will open. Use the search function in Customer Quick Selection by entering the name of your customer in the customer selection field.
Incidentally, we have stored a selection of sample customers of varying sizes in your database for you. You can use these to practise bike selection and data interpretation with standard physical dimensions in the software. The sample customers will appear at the top of the selection list. You will find further information on the sample customers here»
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4
Record body data
Clicking on the BodyScan button opens the page for manual entry of the customer's body data. Even if you have a Smartfit measuring system with automatic data transfer during the body scan, such as the Smartfit Q1 or Q4, the 1 MIN workflow automatically switches to manual input.
You must therefore enter the measured values in this workflow manually.
Incidentally, we have stored a selection of sample customers of varying sizes in your database for you. You can use these to practise bike selection and data interpretation with standard physical dimensions in the software. The sample customers will appear at the top of the selection list. You will find further information on the sample customers here»
When you have entered all measured values, the buttons Zur BikeSelection and BikeSearch appear, which open the windows for bike selection.
BikeSelection leads to the page with an overview of all manufacturers and models.
BikeSearch leads to the page on which individual models can be found and selected via a search field.