2024 User Group Summit Highlights

Does your sales team get more RFQs than you can handle manually? Have you ever wondered how to effectively respond to RFQs from accounts that don’t often purchase? In our Working with Flows workshop session, attendees learned to leverage automation to solve that problem.

I really enjoyed the flow session, it was interactive and engaging!

The session began with a grounding in the foundational elements of flow strategy, planning, and building. Then attendees were guiding through planning and executing a flow in their own Sandbox. The result was an automation that determined which accounts were low ROI and then created an auto “Make Offer” response to RFQs from those accounts.

Want to brush up on your flow skills? These resources are a great place to start:

Should I Automate It?

Salesforce Trailhead: Build Flows with Flow Builder

A solid understanding of page layouts and custom fields is at the heart of customizing AvSight for your business needs. In our Working with Page Layouts & Custom Fields workshop, attendees explored the ins and outs of Page Layouts and Lightning Pages and when to use each. They also learned how and why to create custom fields and strategy for choosing the correct field type. Then they were able to put their skills together in a hands on project in their own Sandboxes.

Attendees worked through the process of calculating, displaying, and reporting on invoice life cycle at customer stage. This involved using existing data to create formula fields that would display information such as Date Invoice Paid, Number of Days til Paid, and Paid on Time. They then added these fields to appropriate page layouts and created an actionable report showing Average Days til Paid by Account.

Want to build your skills? Check out these Salesforce Trailheads:

Customize a Salesforce Object

Reports & Dashboards

RMAs and Exchanges are touched by a number of roles, so following best practices is especially critical – mistakes can have a ripple effect that effects a number of future processes. This session took a close look at the financial implications of these transactions and tips for working more efficiently. Also valuable were Terri’s tips for using List Views to gain at-a-glance insights without needing to run reports.

How to Leverage List Views

• Use list views to find and approve new RMAs. Just filter your RMA list view by “Status” = “New”.
• Use list views to track outstanding RMAs. Just filter your RMA list view by “Status” = “Approved”.
• Use list views to see what parts have been returned and need to be processed. Just filter your RMA list view by “Status” = “received”.
• Use list views to find overdue cores. Just filter your Exchanges list view by “Original Core Due Date” < “Today” and “Exchange Status” = “Approved”.
• Use list views to track cores that need to be sent for repair. Just filter your Exchanges list by “Exchange Status” = “Core at Repair”.
• Use list views to find cores that need to be closed out. Just filter your Exchanges list view by “Exchange Status” = “Repaired”.

Want more tips on exchanges? Check out the recorded webinar Exchanges Made Easy.

AvSight Workspaces are one of our most powerful and overlooked features. Workspaces are a powerful in-app tool for bulk part analysis. Workspace allows you to load a list of part numbers and apply Part 360 metrics to the entire list, simplifying and speeding up analysis. For smaller data sets, such as a hot list, you can also key in a group of part numbers. In this session, attendees learned use cases, best practices, and tips for success.

Here are some use case highlights:

• Quick and Informed Purchasing Decisions – No need to analyze parts separately. Load or type in the parts you want to analyze and get back info such as average selling price, quantity sold in the last 12 months, and on hand.
• Facilitates Team-Wide Collaboration – Teams can reference consistent universal data to make data driven pricing, mark-up, and purchasing decisions. No “data hoarding” with team members maintaining their own historical data and analysis.
• Data Modeling for Stock Planning – Purchasing teams can see long range trends to plan for future needs.
• Inventory Management – Monitor stock levels on top parts lists to keep up with purchasing, sending out for repair, etc. Efficiently analyze without needing to determine a complex min/max strategy.
• Keep Pricing Up to Date – Establish a consistent rhythm for analyzing and adjusting pricing without needing to completely overhaul your database.
• Monitor Data Cleanliness – Are all of your hot parts still hot? Do adjustments need to be made. Is a particular part trending down?
• Identify High Margin Parts – Is there a good opportunity to do a promotion on a part?

Want to put Workspaces to work for your team? This Knowledge Base article can get you started.

AvSight’s all new Essentials experience provides all the power of AvSight in an efficient and user friendly experience. In this session, Dave demonstrated some key features such as the no-code automation options included in Essentials and flexible configuration options.

Check out our Essentials hub to see explore this powerful new experience.

Effective skillset planning, strategy, and execution can have a big impact on MRO efficiency. In this session, our team demoed new features such as optional defaults, which allow skills to be auto-applied to users, tasks, work packages, and job cards to simplify skill list maintenance, and  training course & skill expiration, which allows users to track employees training requirements and continuing education within AvSight.

We suggest reviewing the following Knowledge Base articles for a refresher:

• Create Skills
• Training
• Work Orders
• Mobile Tech
• Creating Tasks