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Mindray DMS ( Dealer Management System)
Mastering the Mindray DMS
Program Goal: To empower all relevant staff to confidently and efficiently use the Mindray DMS to streamline operations, unlock incentives, and drive sales performance.
Target Audience: Sales Team, Sales Managers, Marketing Team, Customer Service, and any other staff interacting with dealers.
Core Message for Learners: "The DMS isn't just a tool for managing dealers; it's a tool for growing with them. Using it fully makes your job easier and directly increases your and the company's earnings."
Module 1: Welcome & The "Why" – The Power of Our DMS
Objective: Create buy-in and explain the strategic importance of the DMS.
Content:
Video (from leadership): A short welcome video from a senior leader explaining how the DMS is key to our partnership with dealers and our company's growth.
What is the DMS?: Simple definition. It's the single, digital hub for all our interactions with Mindray dealers.
Benefits FOR YOU:
Less Admin Hassle: One place for everything, no more lost emails or forms.
Faster Approvals: Request discounts and get decisions quickly.
Earn More: Understand how completing tasks (e-learning, data entry) translates directly to incentives for you and your team.
Smarter Work: Data from the DMS helps you support your dealers better and make smarter decisions.
Module 2: Getting Started – Navigation & Access
Objective: Ensure everyone can access the system and understand the main dashboard.
Content:
Screencast Video: A walkthrough of how to log in to the DMS web portal.
Dashboard Overview: Explain what each widget/icon on the main homepage represents (e.g., "My Pending Actions," "Dealer Performance Summary," "Incentive Tracker").
Profile & Settings: How to update your personal information and set notification preferences.
Module 3: Core Function 1 – Raising Purchase Orders (POs)
Objective: Teach the end-to-end process of creating and tracking a PO.
Content:
Screencast Video: A step-by-step guide from login to PO submission.
Step-by-Step Job Aid (PDF):
Navigating to the "Create PO" section.
Selecting the correct dealer from the list.
Searching for and adding products to the cart (using product codes, names).
Checking real-time pricing and availability.
Adding special instructions.
Submitting the PO and what happens next (confirmation email, status tracking).
Practice: A short simulation (or quiz) where they must select the right steps to create a PO for a specific product.
Module 4: Core Function 2 – Requesting Discounts
Objective: Demystify the discount approval process and ensure compliance.
Content:
Video: Explain the policy: When are discounts appropriate? What are the guidelines?
Screencast Video: A step-by-step guide to the technical process:
Initiating a discount request from within a PO or a separate module.
Selecting the reason for discount from a pre-defined drop-down menu (e.g., "Volume Deal," "New Customer Acquisition," "Competitive Match").
Providing a mandatory justification comment.
Submitting the request and tracking its status ("Pending," "Approved," "Rejected").
Common Mistakes to Avoid: e.g., not providing enough justification, requesting an discount outside of policy.
Module 5: Core Function 3 – The eLearning Hub (for Dealers & You)
Objective: Show staff how to access training and, crucially, how to assign it to dealers.
Content:
Two Paths:
For Self-Learning: How to find product training, soft skills courses, and policy updates for yourself to enhance your knowledge.
For Managing Dealers: This is critical.
How to view which dealers (or their staff) have completed required training.
How to assign specific e-learning courses to a dealer or individual.
How to run reports on dealer training completion rates.
Why it matters: Connect this directly to incentives (e.g., "Dealers who complete Product X training get higher discounts, which helps you close more deals.").
Module 6: Core Function 4 – Unlocking Incentives (The Fun Part!)
Objective: Motivate users by showing them how to earn rewards through the DMS.
Content:
Overview of Incentive Programs: Explain the different types (individual, team-based).
The Incentive Dashboard: A screencast showing them where to find their personal incentive tracker.
How to Qualify:
For e-Learning: Show how completing a course automatically updates their incentive point balance.
For Prospect Registration: Show the exact form in the DMS where they must register a new lead or prospect to get credit.
Screencast: "How to Log a New Prospect in 60 Seconds"
For Installed Base Data: Show the form for updating customer installation details. Explain why this data is gold for the company (helps in planning service, upgrades, and cross-selling).
Screencast: "Updating the Installed Base – See Your Points Grow"
Tracking & Payment: How to see their accumulated points/earnings and understand the payment process.
Module 7: Best Practices & Troubleshooting
Objective: Ensure efficiency and provide help.
Content:
Pro Tips: e.g., using browser bookmarks, setting up email alerts, checking the system before month-end.
FAQ: Address common questions (e.g., "I forgot my password," "My PO is stuck in 'Pending', what do I do?").
Who to Contact for Help: Provide the specific email/phone for IT support, and who to contact for policy questions (e.g., "Contact your sales manager for discount policy questions, contact IT for login issues").
Final Assessment & Certification
A final quiz that combines multiple-choice questions and short, simulated tasks (e.g., "Simulate creating a PO for dealer 'ABC Med' for one unit of product 'XYZ123'").
Upon passing (e.g., 80% or higher), they receive a digital certificate/badge: "Certified Mindray DMS Power User".
This can be tied to a small, one-time incentive to complete the training.
How to Roll This Out:
Use a Mix of Formats: Short videos (2-3 mins max), PDF job aids, and simple quizzes.
Gamify It: Award points for completing modules and the final assessment. Create a leaderboard for teams.
Schedule Live Q&A Sessions: Have a DMS expert host a weekly 30-minute Zoom call for a few weeks to answer live questions.
Assign a "DMS Champion": Identify a super-user in each team who can be the first point of contact for quick questions.
Would you like me to draft the script for one of the screencast videos (e.g., "Raising a PO") or a more detailed PDF job aid? I can provide you with the exact text and step-by-step instructions.
