Jo Beadie's Technical Portfolio May 24

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JO BEADIE

JO BEADIE PORTFOLIO
TECHNICAL PORTFOLIO CONFIDENTIAL
MAY 2024 New MICHELIN® XD MINEWORKS 27.00R49 Copyright ©2020 Michelin North America, Inc. All Rights Reserved. CAI MSPN Max. dist./ hour km mile TKPH TMPH e mm inch D mm inch R’ mm inch RC mm inch Tread depth mm 32rd Dual Spacing mm inch Cap. Liter gallon Measuring Recommended Rim Other Approved Rims 716130 25 15.5 545 373 735 28.9 2672 105.2 1211 47.7 8079 318 66 83.2 892 35.1 1970 720.5 19.50/4.0[3.2] 19.50/4.0[2.7] 16850 18550 20300 22050 24000 52920 27250 37154 40903 44762 48620 52920 56228 60086 TRANSPORT 4 4.5 5 5.5 6 6.5 58 65 73 80 87 94 Data Specifications DESIGNED WITH 66.0 MM TREAD DEPTH ATTRACTIVE PERFORMANCE AND PRICING FOR NEW AUDIENCES NEW TREAD PATTERN OFFERS MORE BITING EDGES LOOK FOR MORE INFORMATION ON THE NEW MICHELIN® XD MINEWORKS TIRE IN THE COMING MONTHS. Copyright ©2020 Michelin North America, Inc. All Rights Reserved. The new MICHELIN® XD MINEWORKS 27.00R49 tire offers competitive performance and pricing in the 49"tire market. This offering is specifically designed to reach new audiences and gain traction vs. the competition. Coming Soon: Designed with 66.0 mm tread depth New tread pattern offers more biting edges Attractive performance and pricing for new audiences Michelin’s Complete 49" Tire Portfolio MICHELIN® XD MINEWORKS 27.00R49 MICHELIN XD GRIP Available Late 2020 Portfolio target audience: mines, quarries, contractors, dealers and support vehicles FEATURES & BENEFITS Choose: 10% Extra Speed, Load or Life Star Rating: *** Tread Depth: 90.0 mm Traction for Loose, Muddy Environments Star Rating: *** Tread Depth: 79.0 mm Offers “Worry-Free” Maintenance Star Rating: ** Tread Depth: 66.0 mm Long-Lasting Innovations Better Grip, Bigger Benefits High Performance, Low Maintenance *Depending upon usage MICHELIN XD MINEWORKS High Performance, Low Maintenance

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JO BEADIE PORTFOLIO
REAL-TIME CONNECTION, MAXIMUM PROTECTION Monitor tire pressures and temperatures by serial number from cradle to grave with reliable, liquid-proof sensors mounted inside the tires. Easily integrate with your current network and connect with popular Fleet Management Systems (FMS) like Modular, Wenco, and Hexagon Mining (Jigsaw). Alerts can also be received easily through text message and email.
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MICHELIN® MEMS® 4 combines downtime- ghting features, innovative equipment and seamless connectivity to increase pro ts and reduce downtime by protecting your equipment. SAVE ON BUDGET $ Track temperature and pressure alarms with user-friendly dashboard. Monitor position, speeds and routes with GPS mapping and geofencing technology. Analyze roads and curves and understand tire usage with GPS. Seamless factory integration on select OEM models with more MICHELIN MEMS -ready models coming soon. INNOVATIVE FEATURES Be prepared to service tires quickly and efficiently thanks to constant monitoring of pressure, temperature and geolocation of assets. KEY BENEFITS FOR YOUR MINE STRENGTHEN SAFETY INCREASE PRODUCTIVITY MICHELIN MEMS 4 utilizes four key pillars to create real-time connection and maximum protection for your mine. Perform remote pressure checks from any computer or connected device and utilize pressure and temperature alerts to prevent incidents and protect personnel. Eliminate unnecessary stops: Keep your machine on the go with better downtime anticipation and fewer unscheduled maintenance stops. Save time and money: Check tire conditions from the control room to save resources, decrease downtime and increase tire life by reducing premature failures. INCREASE TRUCK AVAILABILITY CONNECTED MOBILE DEVICE OPTIONAL IN-CAB DISPLAY A Powerful Monitoring Tool for Tires and Usage Conditions Downtime- ghting functions, innovative equipment and seamless connectivity combine for premium monitoring and protection for your tires and machines. THE MICHELIN ® MEMS ® 4 SYSTEM MINING EQUIPMENT FITTED WITH MICHELIN MEMS® 4 USES SENSORS TO COLLECT & SEND DATA. LIVE DATA EMPOWERS DATADRIVEN DECISIONS IN THE FIELD. DATA IS ACCESSIBLE ON A LOCAL OR CLOUD SERVER THAT PROVIDES FOR SEAMLESS INTEGRATION WITH: PRESSURE TEMPERATURE GPS LOCATION AND SPEED LATERAL ACCELERATION MINING DISPATCH SYSTEMS TIRE SHOP AND MAINTENANCE ENGINEERS AND PLANNERS MICHELIN SUPPORT HANDHELD DEVICES www.michelinearthmover.com Copyright © 2020 Michelin North America, Inc. All rights reserved. The Michelin Man is a registered trademark owned by Michelin North America, Inc.
MAY 2024 A CRM is one of the most important assets for any sales team because it houses all their leads and data. What matters is the information you put in, otherwise it’s just a container. Think of your CRM like a cookie jar — full of information that allows you to email people, maintain lists, and house technology to find which emails have bounced. However, this also means that your CRM is only as good as what you put inside it. We know it can be painful to get your sales team to adopt and embrace a Customer Relationship Management software (CRM) — we’ve been there. However, we also know that there’s nothing more important to the sales enablement tech stack than a CRM. One hidden gem of a CRM is that if used properly, it can give your company and salespeople leverage. The better the data inside the CRM, the easier it is to find. In turn, this results in better, more efficient results. Companies that are dedicated to up keeping their CRM have better sales people, better marketing campaigns, better access to in-depth operations, and overall a more efficiently run operation. At Dakota, we’ve raised over $35B since 2006 by having clean and curated data within our CRM. We’ve been using Salesforce as our CRM for fifteen years, and have even created our own Salesforce App to correspond with our Dakota Marketplace platform. In this article we’re outlining three key ways to get your sales team to use a CRM effectively. By the end, you’ll be ready to empower your firm to take its data to the next level
CRM Adoption Across Your Sales Team First, we’ll dive into the reasons why your sales team may not like using the CRM: How to make it easy for the sales team to use a CRM The butterfly effect of a curated CRM Your CRM is essentially providing you with instant access to information you’d normally be searching for. This makes for a very happy, efficient sales team which ultimately makes for a happy upper management. They’re capable of running reports to see exactly what’s being done and how their pipeline is progressing. We’ve only highlighted a few benefits to utilizing a CRM, and there are many more you can read about. At the end of the day, it comes down to properly training your sales team to enter data, enter activity, and create a pipeline of activity reports. Salesforce does a magnificent job of making these reports easy to access. Your company has 100% control over whether a salesperson uses their CRM or not, but it is incumbent on the company to make it easier for their team to use the CRM. If it isn’t made easy, guarantee you your team will become frustrated and give up on it. 1. INFRASTRUCTURE It's possible that the processes and procedures of your sales organization aren’t set up in a way that will lead to a higher CRM adoption. A classic example of this, that has never ended well, is having the sales professionals enter their call notes at the end of the week, rather than directly after a meeting. At Dakota, we’ve found that the number one thing institutional sales people hate doing is entering their call notes after a meeting. For anybody reading this article, if you’re in the investment business, you know exactly what we’re talking about. They hate executing this data entry task and procrastinate it until the end of the week. 2. THEY AREN’T TECHNOLOGICALLY SAVVY Because Millennials grew up using apps and technology in their everyday life, it’s more habitual for the younger generation of salespeople to keep up with their data entries and use the CRM. However, this is not the same across the board, and their peers may not be as technologically savvy. Building a culture of learning and growth mindsets can help salespeople of all ages overcome this knowledge gap. 3. THE CRM IS FULL OF BAD DATA The kryptonite to any sales team is stale data. It doesn’t take a rocket scientist to figure out that it’s frustrating to go into an account just to find that none of the contacts are up to date or several emails you sent bounced. This is one of the biggest reasons salespeople don’t like using a CRM, stale data. With Marketplace, we’ve taken a good hack at this. Because our data is up to date we’re able to hyper-focus on creating opportunities, not entering data. So the question is, how do you convince your sales team that implementing a CRM is to their benefit? We’re going to switch 1. TRAIN SALES PEOPLE PROPERLY USING SALESFORCE Having your sales team properly trained with Salesforce will create greater efficiency in their personal sales role because they’re leveraging a very effective tool to do so. There are three main objects in any CRM: accounts, contacts, and opportunities. If you establish the fact that everyone uses opportunities to create pipeline reports, you’ll get your sales team to adopt a CRM from day one. If the culture of your company is managing the business based on opportunities, you'll want to see all the opportunities across your team. The company won’t be able to do this if you and your team aren’t religiously creating and updating their own opportunity pipeline reports. If you train your sales team to create opportunity reports, when you have your sales meetings, you will be able to review these pipeline reports on a weekly or bi-weekly basis so the whole company can review them, and see where your opportunities lie. 2. ENTER MEETING NOTES If your sales team is entering their opportunities in the CRM, they should simultaneously be entering their notes on meetings they’ve set up and completed. It’s more important for the salespeople to enter call notes than anything else. This will save you hours of time, resulting in punching above your weight. Imagine being as productive as 4-5 salespeople combined, simply by leveraging technology. This is due to the fact that you’ll no longer spend hours searching for information. It will all be in one easily accessible place. 3. TRACK ACTIVITY Activity is referring to entering the meetings you’ve completed and attaching a contact, account, email, and phone number to this activity. Following this, you’ll set up 3 activity reports for each salesperson and their meetings/calls completed: 14, 30, and 90-day reports on all their activities. The activity reports make following up simple because they serve as reminders. You can’t follow up without entering these activity reports. At Dakota we refer to these reports as “sale triggers” because it forces you to take action in moving that relationship forward. A. A little bit about Cambridge. We have 11 offices in six countries around the world. As most people know, our lineage is in the Endowment Foundation marketplace, and that's where we're known over time. But think it's important to note that over the last 20 or 30 years, that has shifted a fair degree to where a pretty decent size of our asset base is now private clients as well. So we have a mix of tax-exempt institutions and taxable clients. A couple other things to make note of in terms of working with us is that we have shifted over time to be more of an adviser, versus a consultant in the traditional way you would define that term. By that, mean we don't do a lot of projects. We don't do one-off manager searches and things like that. It's more of an ongoing advisory role that we serve for our clients. We're working with them all the time. Another thing that think is probably helpful for folks to understand is that with our history, our business model has set up such that we run customized portfolios for every client that we have, so we don't run multi-manager products. We don't have situations where every client is following some sort of model. That's just not the way it works at Cambridge. think one of the things that provides a benefit to me in manager research, and to our clients as well, and would be helpful for folks listening to this, that it's a one-off thing. We don't tend to walk into the door and find managers where we need to place $500 million tomorrow, or we need to place a billion dollars or something like that. It's more of $15, 20, 25 million at a time. That makes it a little easier for us. We don't have to have perhaps as many limitations on the kinds of managers that we can talk to; the kinds of situations that we can try to address for folks. A. We have a centralized research team. We have a bit of a hybrid model such that our client teams can also perform a research function if they need to. We're set up to handle that as well. Again, given the customization, sometimes there's one or two clients or a handful of clients that need to have a certain circumstance or a certain situation addressed. Our client teams are set up to be able to handle that. But generally speaking, what you would find in the Arlington, VA office, where I'm located, there are two of us covering U.S. equity managers. In our Boston office, we have folks that are covering non-U.S. strategies, Emerging Market strategies, Global strategies, and Fixed Income. In our regional offices around the world, what you generally tend to find is a research presence that is more focused on the footprint where they're located. So, for example, our colleagues in London tend to cover UK or European or sometimes African or Middle Eastern opportunities. My colleagues in Singapore or Beijing tend to cover Asia or they'll help with Australia or New Zealand or places like that. So generally, the more diversified strategies are covered in the US, but with the regional things being done with boots on the ground where those locations are. ALLOCATOR INTERVIEW Q. Tell us about Cambridge and how asset managers can think about working with Cambridge? Q. Can you talk about the different research groups you have, and is there a centralized research team given all your offices around the world? Q. Can we expand on that for a second? So essentially, it's the responsibility of the sales professional to understand the research presence of folks like you in various offices and your colleagues in Boston, and understanding those regional offices and how various client facing teams will lean on you and your team, correct? Kevin Ely, Cambridge Associates Q&A A. Yes, everyone will lean on me and my team to a large degree, so the folks who are covering more regional-based strategies in, say, Singapore, they're serving the same role that am. They're not leaning on me, they're part of the same team that am. The folks that are leaning on us, as a research operation, would be our client-facing teams. And as said, they have the opportunity to do some of the research themselves. always encourage managers to just try and get in front of them as well because they are making decisions for their clients. They are the ones that are best positioned to understand their clients' needs. My role is to find a range of opportunities that think have some combination of being highly compelling and high conviction from my perspective, but also so that we can help address different clients' specific circumstances. So we don't have a situation where we have 5 or 10 managers that are just blanket bought across all portfolios. It's more of an ongoing dialogue with our team who will reach out to me and say, "Hey, let's have a discussion. We're thinking about swapping out manager A for manager X," or, "We're looking to increase our exposure to a certain geography. Can you talk to us about who might be interesting sources of capital for that?" So it's more of an ongoing dialogue with the client teams themselves and helping them find the right fit for their needs and their clients. ALLOCATOR INTERVIEW A. think from my perspective at least, Cambridge has a reputation in the marketplace for being willing to be early. Being willing to go to new firms, go to smaller firms. In many cases, would say boutique managers are, to some degree, easier for us. mean, we're looking for this great intersection of both great investment talent and great investment acumen. But also, we're looking for an understanding, being able to get our heads around the alignment of interests and wanting to feel like there's focus. In a lot of circumstances, that's an easier task with a boutique manager than it is with a much larger organization. So it varies from one asset class to another. There's enough autonomy within the research effort at Cambridge where we're all operating off the same playbook, but we are given the freedom to look for the right managers within the opportunity set that we're covering. In some circumstances, would say there might be an asset class where boutique managers are not preferable. On the other hand, perhaps where scale isn't really important, like US equity, think you would find that more of the managers that we use are boutique managers. With respect to the kinds of vehicles, think more is better. It's the way think about it for lack of a better way. know that's a hard thing to accomplish from a business perspective, but we have such a broad array of clients with such a broad array of needs that anything and everything is on the table for what they would do. think over the years, more people have become highly comfortable with LP or co-mingled type vehicle -- 20 years ago, it was a lot more separate accounts. Now it's not. think to some degree, that's a reflection of the fact that our clients have had a lot of history with private equity LP vehicles and with hedge fund LP vehicles. They're just comfortable with them. would say that's also probably a function of the fact that in my space in US equities, the allocations have been coming down, not up over the last 20 years. There’s a lot of circumstances where the dollar amounts involved, perhaps don't warrant separate accounts in the ways that they used to. People are perfectly comfortable putting $5 or 10 million into an LP vehicle, whereas they may have allocated $20, $30 million to the similar kind of opportunity 20 years ago. Q. Talk about boutique managers, and then talk about structures that you're willing to look at. Is it LPs? Is it separate accounts? Is it mutual funds? Is it model delivery? I always encourage managers to try and get in front of them [client facing teams] as well because they are making decisions for their clients. Picture this: you learn about a new institutional investment search within your asset class. It looks like a great fit, but it’s already been posted for long enough that you’re scrambling to get everything you need together in time to submit. If this sounds like something you’ve experienced before, you already know how frustrating it can be. That’s why it’s critical to stay as updated as possible on new investment mandates as they happen. In this article, we're going to outline three of the resources that can be used to ensure you never miss another investment mandate. We're including out own product, Dakota Searches as an option, too, but don't worry, we're not here to tell you that our solution is the only one. By the end of the article, you'll have a better understanding of three major platforms in the investment mandate space, so that you can make the most informed choice for your team and firm. HOW IT WORKS With a FINsearches subscription, you’ll receive access to information that will allow you to thoroughly research your prospects. You and your team will be able to see in real time investment activity found by their research and editorial team. There’s an option for advanced filtering to narrow down your query. Finally, with the Map feature, you’ll be able to identify meeting opportunities and leads in specific areas. MandateWire PRODUCT OVERVIEW With a MandateWire subscription you’ll have access to reliable and high-value investment knowledge on RFPs, planned allocations, and institutional asset flows in Europe, North America, APAC and India, The Middle East, and Africa. Mandate Wire's main area of focus is pension fund information, but there’s also information on charities, insurance companies, endowment funds, and more. According to MandateWire, there’s more than 18 years of data and extensive investor and consultant directories. You’ll find new businesses and get time back to your days from the expensive research on their platform. HOW IT WORKS There are five parts of MandateWire: intelligence, market data, analysis, directories, and documents. The intelligence provides you insights to the latest reports or information you need with the advanced search option. The market data section gives the latest mandate wins and terminations, which you can filter by a range of different criteria such as consultants involved and asset class. You can also use MandateWire to access quarterly and annual Deal Flow reports that cover global institutional asset management activity. Their directories permit you and your team to build lists of targets based on their asset exposure, managers, consultants, and more. Finally, MandateWire’s documents and third party materials can be bookmarked to easily find information. Dakota Searches PRODUCT OVERVIEW Dakota Searches includes over 150 investment mandates, and shares them on a consistent weekly basis. With our subscription, you and your team will eliminate time spent searching for mandates, receive real-time search updates, and increase your sales team's efficiency. By simply putting in your email, you’ll receive real time updates on institutional investments for your preferred asset class.
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WHICH IS RIGHT FOR YOU? While this ultimately comes down to your firm's needs, there are a few things to take into consideration as you start to decide which is the right fit for you. If you... WHICH WILL KEEP YOU UP-TO-DATE? FINSEARCHES, MANDATE WIRE, AND DAKOTA SEARCHES FINSearches PRODUCT OVERVIEW With FINsearches, you’ll access comprehensive institutional investment coverage. Subscribers receive updates on mandates across North America that allows you to focus on key clients and potential relationships plans, insights on consultants, and access to documents from public pensions, foundations, endowments, and related documents from consultants and managers. In their own words, FINsearches is “a powerful and complete sales and marketing tool available for the institutional asset management industry for defined benefit plans, nonprofits, and consultants.” HOW IT WORKS By signing up for our free subscription, you’ll receive real-time search alerts for your preferred asset class. Our Public Pension Briefs offer insights and takeaways from public pension fund monthly meetings. We have a dedicated team to parse out key information from the meeting minutes to deliver these to your inbox.
INVESTMENT MANDATES:
Want access to international searches, MandateWire would be a good fit, since they offer search information globally. Want information on searches as well as additional documentation, FINsearches might be the best solution for your team. Are looking for free, real-time updates delivered right to your inbox, Dakota Searches would be the best fit. PRICE While there was no pricing information available, there is a free trial option available to see if this is the right fit for you. PRICE While there was no pricing information available, there is a demo available for MandateWire, which will help determine if it’s the right fit for you. PRICE Dakota Searches is a free email subscription service.
JO BEADIE PORTFOLIO Click Here to Learn More 2300 CHESTNUT STREET SUITE 420 PHILADELPHIA, PA 19103 Introduction What is CRM Data Hygiene and Why Is It Important? Why Your Salespeople Should Be Inputting Scheduled and Completed Meetings and Meeting Notes in Your CRM 8 Meeting Apps That Sync Your Calendar with Salesforce How to Use Salesforce Reports and Activities to Create a Follow-Up System How to Use Data Cleansing Tools to Keep Your Data Fresh 7 of the Best Salesforce Consultants for Investment Firms Successful CRM Adoption: What it Looks Like and How to Measure it TABLE OF CONTENTS 2 3 5 11 15 15 Click Here to Learn More 2300 CHESTNUT STREET SUITE 420 PHILADELPHIA, PA 19103 If you are in the sales business in any industry, you already know that a CRM can be a double edged sword. It can —and should— be the number one sales tool that enables teams to drive business and build relationships. But it can also be a major pain point throughout your work day. What makes the difference here is the quality of the data within the CRM. If your sales team knows that it’s full of outdated, essentially useless data, they won’t use it, and the CRM won’t get adopted. If they know the data is helpful, will allow them to schedule more meetings with qualified buyers, and contains the critical information they need to meet their goals, it becomes a whole new ballgame. So, what can you do to make sure your CRM is updated and full of useful, accurate data? Luckily, there are a lot of small, manageable steps you can take to promote data hygiene within your CRM. In this guide, we’re going to go through common misconceptions about CRM data, health, Salesforce best practices, and recommendations that will help you get ahead of your bad data problem. By the end of the eBook, you’ll have a clear understanding of next steps and best practices. Many CRM users assume that the data in their CRM is clean and ready to be used by the sales team. However, without regular clean up, a team of dedicated administrators ensuring the data is up to date, and regular data hygiene checks, this is likely not the case. In fact, 44% of businesses in a recent study said that they lose over 10% in annual revenue due to low-quality CRM data. That is a lot of money being left on the table due to bad data. You might be wondering what a data hygiene check is and how you do it. The answer is simple. A data hygiene check is a regular review of your CRM and the data within it, to ensure that the data is clean and updated. This could be anything from removing bad data, eliminating duplication, adding additional clean data to enrich contacts, or correcting inaccuracies in the data. INTRODUCTION Click Here to Learn More 2300 CHESTNUT STREET SUITE 420 PHILADELPHIA, PA 19103 When it comes to data entry, especially data entry done by multiple people, human error is inevitable. That means things will be entered incorrectly, data will be duplicated, and there will be inconsistent information over time. Reviewing your data on a consistent basis ensures that these things are remedied and do not grow as time goes on. Reviewing data can mean correcting several things including: ● Duplicate records and data ● Contact names that are misspelled or capitalized correctly or consistently ● Addresses, roles, or job titles that are inaccurate or incomplete ● Fields that are inaccurate or missing data altogether Once these areas are cleaned up, the CRM will not only be easier to use, but will make your sales team up to ten times more efficient. This can look like: Better relationships with clients, leading to more renewals More meetings and closed deals Improved segmentation for marketing efforts What is CRM Data Hygiene AND WHY IS IT IMPORTANT? 10x UP TO EFFICENCY In addition to field-level details, entering meeting details and notes is critical when it comes to the data your team will use within the system. Next, we’ll explain why entering meetings is so important, and why your sales team should be logging everything in Salesforce. 2300 CHESTNUT STREET SUITE 420 PHILADELPHIA, PA 19103 Why Your Salespeople Should Be Inputting Scheduled and Completed Meetings and Meeting Notes in Your CRM Entering meetings scheduled and meeting notes into your CRM is one of the simplest, but most important things your sales team can do. However, in most situations, the workflow to get those meetings entered is clunky, which makes things difficult. Entering meetings into Salesforce can be challenging because it so often means double entry: scheduling the meeting on your calendar, then entering it into Salesforce, then coming back later and entering your notes. It's tedious. However, if you’re able to get the scheduled meetings into your CRM 100% of the time, there’s a ton of doors that will open for you. In the next section, you’ll find 8 apps that make entering meeting notes much simpler. Click Here to Learn More 2300 CHESTNUT STREET SUITE 420 PHILADELPHIA, PA 19103 Below are the five key benefits of entering meeting notes, and all of the subsequent things you'll be able to do with that information. Create lists, by salesperson, of the meetings they’ve had over a set amount of time Whether that list contains activity from the last 2 weeks, 30 days, 90 days etc., logging meetings in your CRM will allow you to know exactly how many meetings each salesperson has had, and with whom. This simple task allows your team to be much more organized so that they can focus on effective and efficient follow-up in a timely manner. Create team scorecards Once you have meetings entered and lists created, your organization can now create and run reports. When a meeting is scheduled, you’ll need to enter a meeting type: client services, first time, follow up, etc. Once you have that down, you’ll be able to run reports by meeting types to create scorecards tracking the number of meetings, the meeting type, etc. Because of this, everyone on the team has insight into these key, important metrics, which is critical as you continue to build and execute against your pipeline. 1 2 3 Create a seamless onboarding plan By entering the meetings that have been scheduled, you're essentially creating a map for new salespeople as they join the team. Now that you're tracking and keeping a log of all the meetings that have been done, if there’s turnover, a new salesperson can easily takes over and see exactly where the prior salesperson was meeting, with whom, etc. This allows any new team members to know exactly where their predecessor has been, and what they’ve done. It’s costly for the organization not to capture these things.. they’re losing money when they don’t track. Click Here to Learn More 2300 CHESTNUT STREET SUITE 420 PHILADELPHIA, PA 19103 4 5 Make data-driven decisions Now that you’re able to analyze the activity performance of your sales team, you’ll be able to make much more informed decisions about next steps, growth, and goals. Keep everyone informed with auto-generated report emails With meetings entered in your CRM, automated emails can be created out of your CRM that will send an email at the end of the day showing a list of all meetings that have been scheduled by the team. With this, the whole team is able to see what the day looked like in terms of all the things they’ve done. What type of meetings were held, with whom, when it was scheduled for. This one simple email ensures that everyone is on the same page about what’s being done, even if they're on the road. In the next section, you’ll find 8 apps that make entering meeting notes much simpler. Click Here to Learn More 2300 CHESTNUT STREET SUITE 420 PHILADELPHIA, PA 19103 8 Meeting Apps That Sync Your Calendar with Salesforce In investment sales, it’s all about getting meetings with new prospective clients and those that are clients of yours already. As you juggle several tasks a day, it’s critical to stay on top of your own individual calendar as well as your company’s for transparency. After getting the meeting, you know the next important step is logging your meetings. Although this is a tedious process, it’s the backbone to your success. The simplest way to do this is logging your meeting notes into your CRM. If your firm is resistant to adopting a CRM, you’re not alone. In this section, we're going to be giving a comprehensive overview of some of the best calendar-specific integrations you can add to your Salesforce instance to take the pain and double entry out of entering meeting notes and details. We're including our own app, Dakota Paradise, on this list, but don't worry, we're not here to tell you that's the only solution to your firm's problems. Instead, by the end of the section, you'll have a better understanding of exactly where and how you and your team can use a variety of apps to improve your sales team's efficiency and follow-up using Salesforce. Click Here to Learn More 2300 CHESTNUT STREET SUITE 420 PHILADELPHIA, PA 19103 1. Yesware PRODUCT OVERVIEW Yesware is an activity dashboard for Salesforce that allows reporting within Salesforce. This allows you to quickly see what’s working across your sales team and what isn’t. With this app you’ll naturally boost productivity by skipping administrative work - no more manual data entry. Yesware automatically syncs email activity, calendar activity, campaign activity, and engagement data. In Yesware’s words, by having Salesforce in your inbox you can create and update Salesforce leads, contacts, accounts, opportunities, and tasks without having to switch tabs. HOW IT HELPS With this app there’s no manual data entry. You and your team will save hours from your day through syncing email sends, email replies, calls, meetings, and engagement. Yesware tracks opens, clicks, attachment views, and bounces. This information can be used towards creating new campaigns. 2. Calendar Anything PRODUCT OVERVIEW With the Calendar Anything app, you’ll be able to create customizable calendars in Salesforce. This lets you schedule and manage marketing campaigns, plan projects, and forecast opportunities. According to Calendar Anything, clients use this app for anything from marketing campaign management, resource allocation and project management, and event management. Your team will be able to create, edit, and move records in Salesforce right from the calendar. HOW IT HELPS With this app you’ll have powerful calendar management features. It provides a calendar view for the past, current, and future marketing campaigns. The color coding and the drag and drop features help to organize and enhance management within your company. CUSTOMER RATING Yesware users have rated this integration 4.8 out of 5 stars. PRICE The price was not listed, but the app has a free fourteen-day trial. CUSTOMER RATING Users rated this integration 4.7 out of 5 stars. PRICE The price for this app is $12.5 per user per month. Discounts are available for nonprofits. $$$ $$$ Click Here to Learn More 2300 CHESTNUT STREET SUITE 420 PHILADELPHIA, PA 19103 WHICH IS RIGHT FOR YOU? To make proper decision on which integration platform is correct for you, you’ll need a clear understanding of the needs of your team. Here are some recommendations: IF YOU... Are looking to increase efficiency and productivity, LinkPoint and Groove are two integrations to look into. Are intrigued to use campaigns to better target prospects, Yesware and Calendar Anything are great options. Need to keep track of meetings and increase follow-up, Dakota Paradise would be a great fit, as it reduces time spent entering meetings so that you can focus on what matters most. Now that you have an idea of how you can start inputting your meetings into Salesforce, we’ll dive into how you can use your CRM to create a powerful follow-up system following meetings. HOW TO USE SALESFORCE REPORTS AND ACTIVITIES TO CREATE A FOLLOW-UP SYSTEM From data integrity to better client service, a CRM can transform the way you do business every day, adding time back into your day and making meetings more productive. But most importantly, they give you clean and accurate data and a way to act on it. Using the data in your CRM to create opportunities is critical because, if done right, with one click, in under five seconds, you find exactly what you’re looking for and follow-up with that person. Using your CRM effectively is all about collecting and hardcoding information about your sales team’s activity that creates value. HERE’S HOW YOU CAN DO JUST THAT: Once you have your opportunities created, use them to create a pipeline Next, sort that pipeline by stage. These reports can include anything you want including the account name, the opportunity name, AUM, product type, the individual name, email address, phone, etc. Once you have your pipeline sorted by stage, you can make it part of your day to day to keep checking on and working through it. Taking a moment every morning to quickly scan that list means the difference between getting the relationship and letting it falter, because you’re staying on top of who you should be following up with. every morning, basically every day. Once you get into a rhythm of following up and reviewing your reports consistently, you should see more and more deals moving through the pipeline. Segment the channels within your pipeline and execute against Your TAM Finally, what you want to do as you're growing is segment the channels to know how you're doing against the TAM in that channel. You can do this by creating custom opportunity reports against a particular channel or vertical. For instance, if you consultants, you should have opportunity pipeline report for just consultants that separates them into small, medium, and large segments, so you know exactly where you stand. You also create custom fields, let's say current status and next steps. This way, you update your Salesforce with new notes and meetings, those reports will dynamically update. You can continue to scan down those opportunity reports to see where you stand and then how you should be taking sales action. This is the most efficient way, and you apply this methodology whether you banks and broker-dealers, RIAs, etc. This way, you can look at things in different areas and you're chunking it into smaller, bite-sized pieces, making it very easy to follow up and penetrate that particular channel. For penetration and total addressable market, you want to be able to create individual vertical pipeline reports so you can focus on how you're doing against each one of those verticals. If you can do that you’re going to grow exponentially, simply because you're going to be able to so much more easily access information, see where you stand, and set up follow-up meetings. Click Here to Learn More 2300 CHESTNUT STREET SUITE 420 PHILADELPHIA, PA 19103 HOW TO GET STARTED If you’re not Salesforce is right for you, how your firm might customize it to fit your needs, we have more resources about the importance of accurate data and following up that might help you take the next step in your decision-making process. You can also set up a call with one of our Salesforce consultants, who can talk you through your needs, and what project like CRM implementation might look like. Now that you have the apps and processes to enter meetings and meeting notes in Salesforce, we’ll recommend some tried and tested tools that will help you keep the data in your CRM up to date on a regular basis.
MAY 2024
JO BEADIE PORTFOLIO

>$100M in revenue Processes 4,000+ documents per month (approx. 50,000 annually)

REASONS TO AUTOMATE NOW

SCHEDULING STAFF Medical Billing

With

Digital transformation is all the rage today, but, for many organizations, the timing never seems quite right. Here are 5 reasons to automate your processes now – not later – to stay competitive in your industry.

Humans are identifying documents and/or keying data from documents into a downstream system.

Minimum of 3 FTEs doing document data entry

RESEARCH TO ON PREMISE

MONEY TO PAY FOR THE SOLUTIONS

NOT SURE WHERE TO START?

VP of Operations or similar

TITLE ROLE

Our experts can help you identify the greatest opportunities for automation at your organization. Call 864.343.0500 or contact us to start the conversation today. While the ROI for every project is unique, one thing is clear: automating your processes is one of the best investments you’ll ever make. RPA alone can

Process owner of whoever is processing the documents

OVERHEAD OF STAFF STAFF TO MAINTAIN SYSTEMS ANNUAL UPDATES TO SYSTEMS

MAY 2024 ©2020 KeyMark Inc. | CONFIDENTIAL: INTERNAL USE ONLY INDUSTRY Transportation Healthcare Financial Services ACCOUNTS PAYABLE | SERVICE PROFILE Operations Accounts
Resources
Payable Human
TARGET COMPANY SIZE DEPARTMENTS
TARGET DEPARTMENT SIZE
PAIN POINTS
CURRENT PROCESS
THE PROCESS
SOLUTIONS;
Medical Records
Loan Servicing ALL MAIN
Mortgage/loan packages
INDUSTRIES WE TARGET:
of experience in intelligent automation, we can help you get up and running quickly with minimal disruption to your daily operations.
decades
A financial services company realized their ROI and saved $1M in the first 6 months. A bank saved $300,000 annually and reduced their process turnaround times by 88%. A hospitality company returned the equivalent time of 8 FTE back to their business. A non-profit organization tripled their efficiency and saw a cost savings of 65%.
enjoy faster turnaround times
better overall customer service. Personnel can refocus
efforts on strategic knowledge-based
can
to improved visibility
compliance.
theft, data security
automation makes manualbased, error-prone processes a thing of the past. As a result, you can realize a number of efficiency-enhancing benefits, such as decreasing your dependency on paper, streamlining workflows, mobile applications,
expediting decisionmaking. IT
ITSELF QUICKLY.
With automated processes, customers
and
their
work, and leadership
make more informed decisions, thanks
and
From preventing fraud to guarding against data breaches, cyber attacks and employee
is more important than ever. Automation allows you to centralize information and leverage security measures like access control, audit trails, document retention and more. Intelligent
and
PAYS FOR
IT
yield speedy and substantial results, for example:
KEEPS YOUR DATA MORE SECURE. IT MAXIMIZES PRODUCTIVITY. IT BENEFITS EVERYONE. IT’S EASIER THAN YOU THINK.
JO BEADIE PORTFOLIO ©2020 KeyMark Inc. CONFIDENTIAL: INTERNAL USE ONLY INDUSTRY Transportation Healthcare Financial Services ACCOUNTS PAYABLE | SERVICE PROFILE Operations Accounts Payable Human Resources Minimum of 3 FTEs doing document data entry TARGET COMPANY SIZE DEPARTMENTS TARGET DEPARTMENT SIZE >$100M in revenue Processes 4,000+ documents per month (approx. 50,000 annually) VP of Operations or similar TITLE ROLE Process owner of whoever is processing the documents Humans are identifying documents and/or keying data from documents into a downstream system. CURRENT PROCESS PAIN POINTS THE PROCESS RESEARCH TO ON PREMISE SOLUTIONS; MONEY TO PAY FOR THE SOLUTIONS OVERHEAD OF STAFF STAFF TO MAINTAIN SYSTEMS ANNUAL UPDATES TO SYSTEMS SCHEDULING STAFF Medical Billing Medical Records Mortgage/loan packages Loan Servicing ALL MAIN INDUSTRIES WE TARGET: ACCOUNTS PAYABLE SERVICE PROFILE SERVICE FEATURES COMMON OBJECTIONS AND HOW TO OVERCOME Document Conversion – We keep documents out of a physical file or random folder by converting the document to digital format for easier retrieval & processing. Document Data Capture – (just sections of a document or the whole document) Customer uploads the documents (all you need is internet) & we capture the pertinent data on documents in digital form so it can be used for processing. Document Classification – We identify & classify multiple document types by image, keyword or context to organize incoming documents so the customer doesn’t have to. OCR with Human Assisted Exception Resolution – We capture, classify & index the data then handle exceptions with look-ups and validation points for the customer. Rules-Driven Content Processing – We leverage your existing rule-based workflows to begin processing the digitized documents. THE ELEVATOR PITCH Instead of doing manual document processing which usually means spending time managing staff and systems while struggling to address rising volume and increased operation costs, outsource it. By outsourcing document processing you can save time and money on tedious tasks and focus more on operations. You scan in the documents, we classify, extract the data, use human validation, do custom lookups and even handle exceptions. You can see real time reporting of all documents currently in process and when we are done, we give you back the data your systems need to keep the process moving. All the processing is behind our firewall We can use API’s to their data to call out to it and verify during the database look up and rule sets processes. We can process around 200 invoices/hour We are 99% accurate Free up your knowledge workers focus on more value added tasks. We have 20 years experience with BPO We are a domestic service - better than overseas Save money on customer’s overhead (people doing it, hardware, insurance, etc.) We can scale our staff more efficiently than they can scale to handle the influx of documents. We give them detailed billing reports ACCOUNTS PAYABLE | SERVICE PROFILE ©2020 KeyMark Inc. CONFIDENTIAL: INTERNAL USE ONLY I don’t want to give you access to my ERP/database to do the look-ups/validation for security reasons. 1. Fear of “reducing staff” Security in the exchange of documents Need to maintain a level of control 2. 3. 4. Once we explain how we use the data, and our security safeguards the customers have been very supportive. We give them the complete control what data the solution has access to. We are typically taking the data entry (clerical) burden away from knowledge workers who are better suited to do other things We are providing real-time reporting of all documents that are currently in process. For customers using OnBase, this hooks in where you actually have your documents already in your system and we are just updating them behind the scenes. Our security safeguards: We use the same encryption protocols as the US government for transmission of top secret data. Our network only allows traffic from specific customers bases, based on IP and Port. When receiving data from a customer the customer provides read only data views of only the exact information needed, we allow the customer to control the data. All processing occurs behind KeyMark’s firewall, no exception). SERVICE BENEFITS KEY DEFINITIONS Look-up - leveraging the customers systems (ERP, databases, etc) to compare existing data to new data being processed through the BPO offering Validation confirming accuracy and correcting data based on the look-ups into the customers systems *We do not require access to validate. We can establish rules for processing, or key exactly what’s on the form. *The results can be 100% audited before provided to the customer Classification exceptions - When the document being classified does not find a match based upon the systems defined set. The document is sent to a Classification Exception queue to be manually matched. OCR Exceptions - When the OCR engine cannot read a character the system will send the document to a specific queue for a validation operator to review. In most cases, we can perform a lookup against a database to confirm the data integrity before an operator reviews. The customer determines how we handle to insure their needs are met. Rule Exceptions - When the OCR engine has read data and database validation method cannot match have matched data, or the data acquired by OCR violates the data rules established. The document is presented to a validation operator to review, and make final judgement. Rules - driven process -- based upon the rules established by the customer, determines the flow of processing.. If a customer needs very specific rules, (character formats, database lookups, multi-field review) determines how documents are processed. If a document requirements are double entry have the capabilites to perform these tasks (at extra cost).. CUSTOMER EXAMPLES WEST STAR AVIATION (500 INVOICES A DAY TO KEEP UP WITH THEIR INVOICE LOAD) GRABBER CONSTRUCTION (250 INVOICES PER DAY) MINK & CO. - CATALOG ORDERING COMPANY TARGET BUDGET RANGE $.50-1.25 PER DOCUMENT ACCOUNTS PAYABLE | SERVICE PROFILE SUCCESS METRICS REDUCE OPERATIONAL COSTS PROCESSING DOCUMENTS/ INVOICES IN A TIMELY MANNER INPUT THE DATA ACCURATELY REDUCING THE BURDEN OF DOING THE WORK MANUALLY MAINTAINING SLA (SERVICE LEVEL AGREEMENT) PRICING STRUCTURE ALL DEPENDS ON # OF DOCUMENTS AND THE FIELDS WE ARE LIFTING COMPLEXITY OF THE PROCESS MAN HOURS THAT HAVE TO BE USED SO FAR WE HAVE BEEN AGGRESSIVE IN MEETING THE CUSTOMERS REQUIREMENTS AND STAYING A DECENT PRICE WE CAN OFFER A SUBSCRIPTION FEE WE SUPPLY THE SOFTWARE, THEY SUPPLY THE HARDWARE & WORKSPACE FOR THEIR PEOPLE TO DO THE SCANNING - THEY DON'T HAVE TO PAY FOR THE SOFTWARE ©2020 KeyMark Inc. CONFIDENTIAL: INTERNAL USE ONLY
MAY 2024 “We are the world’s #1 preferred supplier in the automotive interior business. To maintain this leadership position, we will offer the best in design, innovation, technology and engineering; solve problems for our customers and practice world-class manufacturing.” Chris Heard, President & CEO PERFORMANCE DESIGN SUSTAINABILITY INNOVATION Dinamic NEXXEssential ECHELON EPIC LEATHER ENHANCE New Product Launch Tier 1 Relationships Reliability Design Manufacturing Global Platforms #1 in Design Trend Research Segment Process Customer Relationships Consumer Knowledge Solve Consumer Problems #1 in Engineering Diverse Customer Base Design Purchase Engineering Marketing Customer Relationships Safety Quality Cost World-Class Manufacturing #1 in Global Footprint #1 PREFERRED AUTOMOTIVE INTERIOR SUPPLIER Japan Korea Detroit 3 Europe Greater Asia Americas Africa A LEADING GLOBAL SUPPLIER OF SPECIALTY-DESIGNED, HIGH-PERFORMANCE MATERIALS FOR THE AUTOMOTIVE INDUSTRY Sage Automotive Interiors develops and produces automotive interior surfaces such as seating, door panels, instrument panels and headliners used in the cars, trucks, SUVs and minivans you see on the road every day. With offices and manufacturing facilities around the globe, Sage has a vision to be the market leader in design, engineering and technical capability, supported by world-class manufacturing. Our core strengths include lifestyle consumer and trend foresight, sustainability, service, a diverse product portfolio and innovative problem solving for the OEM. As the #1 preferred automotive materials supplier globally, we are grounded in our heritage of sustainability and committed to preserving our natural resources, securing financial success for our company and ensuring life success for our associates and communities. FORESIGHTPROCESS TECHNOLOGYPLATFORMS VEHICLEOPENINGS PMO SAFETY COMMUNICAT STAINABLTY INTEGRITY TRANS4MATIVE TRENDS SEG SSEC INNOVATION DLROW RATIONS THE WORLD’S #1 PREFERRED AUTOMOTIVE INTERIOR SUPPLIER CORPORATE BROCHURE 2022 Au to mo ti ve In te ri or s Global and regional trends Trend evolution Applicability to vehicle image ADVANCED DESIGN 4 7 YEARS) SEGMENT PLANNING (3 YEARS) Visual product plan Evaluate existing product Segment product review Target board review Execute segment product SEGMENT CONNECTION (2 YEARS) Mastering Commercial placement Detail plan CUSTOMER PLACEMENT (1 2 YEARS) Segment timeline Foresight link Trends and benchmarking Images and stories HIGHLY CUSTOMIZED DESIGNS FOR FUTURE VEHICLES. Sage’s innovation team is positioned at the intersection of viability, feasibility and desirability as we partner with OEMs to develop leading-edge interior solutions relevant for the future mobility industry. Through our proven Trans4mative Trends research, we are able to gain a deep, big-picture understanding of consumers, products, markets and trends. These learnings are then applied to our segment process, which anticipates primary vehicle openings and planning readiness prior to product launch. Collaborative teams from design and product development focus on vehicle image and work to create appropriate products and brand differentiation for their team’s segment. Global and regional trends TRANS4MATIVE TRENDS (4-5 YEARS) Product Aesthetic 0-1 year PRODUCT& AESTHETIC FORESIGHT PROCESS 0–1 YEAR 0–5 YEARS 5–10 YEARS 10–30 YEARS CULTURAL & MARKET LIFESTYLE MACRO SEGMENT PLANNING (3 YEARS) Visual Product Plan SEGMENT CONNECTION (2 YEARS) Customer Sign Off CUSTOMER PLACEMENT (1.5 YEARS) Segment Timeline DESIGN CENTERS REGIONAL
JO BEADIE PORTFOLIO RELENTLESS INNOVATION THROUGH SUPERIOR TECHNOLOGIES. Sage Automotive Interiors’ solutions offer unmatched quality and top-of-the-line design and engineering. Our energy and expertise are focused entirely on producing incredibly advanced, highly precise, innovative automotive materials and providing excellent value to our customers. Leading-Edge Insights Academic Partnerships Partners and Suppliers Global Collaboration Community Collaboration Segment Teams Tech Exchange Innovative Application of Current Technology Continuous Development (Performance and Aesthetic) 50 60% 10% 30 40% FABRIC FORMATION TECHNOLOGIES One of the only significant producers of all three leading fabric formation technologies: woven, warp knit and circular knit Distinct advantage in creating products with customized performance and design characteristics FINISHING TECHNOLOGIES Offers most comprehensive range of surface design technologies Ability to provide customers with an extensive product range geared toward a targeted platform and region PRODUCT INNOVATION Proprietary branded products with performance characteristics such as stain resistance, water resistance, anti-odor, anti-static and anti-microbial attributes; including eco-sustainable production capabilities Cost-effective compared to other alternative leather options like PU/suede. • For consumers seeking alternatives to leather • Surface embellishment can be added to enhance aesthetic • Wide range of color, patterns and grains • Modern, solvent-free manufacturing capability • Adjustable haptic and physical property modifications are possible • Easy-to-clean interior option EPIC LEATHER EPIC LEATHER Miko is a Sage company based in Italy that manufactures luxury suedes. For more information, visit dinamicamiko.com LUXURY INTERIORS THE ECHELON® COLLECTION BREAKTHROUGH MATERIALS THAT CREATE A NEW EXPRESSION OF MODERN LUXURY The Sage Echelon collection translates imagination into reality and delivers enhanced value with contemporary craftsmanship. Premium products offer an exciting edge to future mobility interiors. THESE PREMIUM PRODUCTS OFFER AN EXCITING EDGE TO FUTURE MOBILITY INTERIORS: WOOL INTERPLAY An environmentally friendly alternative to leather—with breakthrough styling options. • Lightweight, breathable and soil resistant • No VOCs or environmentally harmful substances • Offers dimensional enhancement with a soft hand An innovative and sustainable tape material woven with traditional Italian technology and craftsmanship. High-quality, handcrafted-look material Industrial process Recycled materials can be utilized in production Uniquely designed for the luxury market A naturally renewable and sustainable fabric which creates a high-quality, refined look. Thermo-regulation Anti-static Natural touch and well-being Textiles can contain up to 70% wool content to pass automotive testing requirements An innovative, high-tech hybrid material. Offers a unique “grip” haptic Capabilities include allover or isolated patterning Naturally repellent and durable Ideal for center console, dash panel or accent on seat A versatile material of exceptional quality and performance. Exclusive softness and comfort Luxurious appearance Splendid colors Extraordinary resistance SUEDE AHEAD Dinamica by Miko* is a microfibre which is produced in part by using recycled polyester (the recycled content varies according to the product line and application) without the use of organic solvents** but using water-based process. *Miko is a Sage company based in Italy that manufactures luxury textile suedes. **For example, DMF and trichloroethylene that can be used to manufacture synthetic materials. by Dinamica is suitable for use in all kinds of sectors; but in recent years, it has become very popular in the automotive industry, where it is used by some of the most premium car makers in the world for variety of applications: Dinamica Is Proud to Receive the Following Certifications SEAT ARMREST DASHBOARD REAR PARCEL SHELF DOOR PANELS HEADLINER PILLARS SUN VISOR BACK HEADREST EXCEPTIONAL QUALITY VERSATILE AND CUSTOMIZABLE LUXURIOUS TOUCH AND COMFORT FOR PERFORMANCE VEHICLES EXTRAORDINARY RESISTANCE Dinamica is produced in 3 regions Italy, North America, and China. BREATHABLE SOFT INTRODUCING NVT 47 THE NEXT GENERATION IN MOBILITY AND PERFORMANCE NEXXEssentials is a forward-thinking mobility interiors platform that brings innovative performance and smart technologies to the interior and elevates the mobility experience. Sage’s NVT47 performance technology combines chemistries to ensure desired testing results for anti-viral efficacy on textiles without sacrificing durability and comfort. This technology is built to last with abrasion, heat and light resistance that make it hardwearing enough for everyday life while still maintaining anti-viral efficacy. These attributes are available for all mobility interiors, from fleet owned to luxury, to continue exceeding customer expectations. DISCLAIMER: *Anti-microbial chemistry is EPA registered. Sage is currently not pursuing anti-viral registration and approval from the U.S. Food Drug Administration (FDA). Product not registered for any automotive interior fabrics are high-performance textiles designed for comfort, durability and ease of care with an earth-friendly approach and a style consumers identify with around the world. Our patented chemical formulation incorporates repelandrelease technology, so spills that would ordinarily stain most car interiors bead up on the surface to be easily wiped away. It also inhibits the growth of odor-causing mold bacteria and reduces static by more than 50 percent to help eliminate shock. WITH COMPLETE CUSTOMIZATION, NEXXESSENTIALS ALLOWS YOU TO: Create customized bundle of the chemistries your interiors need Select lighter color fabrics Choose to maintain original aesthetics INNOVATIVE A FORERUNNER IN THE PERFORMANCE MOBILITY INDUSTRY NEXXEssentials combines innovative technology and creative designs to build smarter for your vehicle: Illuminated materials Scannable textiles Conductive textiles Heated textiles CONVENIENT SMART STYLISH SUSTAINABILITY OUR HERITAGE AND OUR FUTURE we approach sustainability in three ways: Sustainability is something that happens one step at a time. Sage has already made considerable achievements that are making a difference for tomorrow. Every plant location has a unique role in this, and we are thankful for each person on our team who is a part of the mission and contributing to our efforts. Sustainability isn’t dream for the next generation. It is our heritage and will be our legacy for generations to come. P R O U T R S SS O N AGE AUT M R R a Sustainable based on a Sustainable PRODUCT PROCESS MISSION through a Sustainable the definition of sustainability differs from one customer to the next, so we customize product solutions to meet the needs of each customer. GLOBAL LOCATIONS 21 39 4,000+ COUNTRIES LOCATIONS* EMPLOYEES *Includes Sage manufacturing plants, joint ventures, commssioned partnerships & offices

12 1394 8 GM (85-09), Daihatsu (88-92), Infiniti (91-96), Nissan (91-95), Toyota (80-19), Scion (04-09), Pontiac Vibe (03-10)

12 1515 12 Chrysler Family of Cars/Trucks (57-70), Ford Family of Cars/Trucks (57-00), Mazda Trucks (94-00), Toyota Landcruiser (71-96)

12 1516 17 Ford/Lincoln/Mercury (81-09), Chrysler/Jeep/Mitsubishi (02-09), Various Mazda (94-16)

12 1522 15 AMC (82-86), Buick (80-11), Cadillac (81-11), Chevrolet, GM (99-12), Saturn (93-10), Jeep (81-86), Isuzu (03-09), Saab (06-09)

12 7047 13 Various Toyota, Lexus (05-19)

12 7060 1 Various Buick, Chevrolet, GM, Hummer, Saturn, Saab, Dodge, Chrysler, Jeep (07-19), Alfa Romeo

12 7356 5 Acura, Honda (01-19), Hyundai (07-09), Mazda (10-11), Infiniti, Nissan (96-19)

12 7502 4 Ford, Lincoln, Mercury, Mazda (09-19)

12 100010 9 Chrysler,Dodge, Jeep, Ram (14-19)

12 100255 7 Various GM (11-19)

GET THESE FREE INCLUDED IN THE ASSORTMENT

12 1040 16 Daewoo (99-02), Chevrolet - GM Cars/Trucks (76-17), Saab (94-98)

12 1348 3 Various Chrysler/Dodge/Jeep (82-11), Various GM, Saturn (85-07), Lexus (90-10), Saab (67-09), Suzuki (86-02), Toyota (88-18), Various Ford, Lincoln, Mercury (03-19), Land Rover (12-18), Mazda (05-18), Yugo (86-89), VW (09-11)

ASSORTMENT QUANTITY PART NUMBER PRINCIPLE APPLICATION

6 41040 Daewoo (99-02), Chevrolet - GM Cars/Trucks (76-17), Saab (94-98)

6 41042 Various GM Cars & Trucks (75-76) (96-12) - Various Light Duty applications - Chevrolet, Buick, Cadillac (75-12)

6 41085 Chrysler/Dodge/Jeep Vehicles (91-10), Mitsubishi Eclipse (95-99)

6 41334 Acura (88-05), Chevrolet (85-88), Dodge (91-96), Ford (88-96), Honda (72-09), Hyundai (89-19), Isuzu (85-04), Kia (01-19), Mercury (87-91), Mitsubishi (89-98), Subaru (87-19)

6 41348 Various Chrysler/Dodge/Jeep (82-11), Various GM, Saturn (85-07), Lexus (90-10), Saab (67-09), Suzuki (86-02), Toyota (88-18), Various Ford, Lincoln, Mercury (03-19), Land Rover (12-18), Mazda (05-18), VW (09-11)

6 41358 Honda (87-12), Kia (95-05), Infiniti-Nissan (96-19)

6 41372 Ford/Lincoln/Mercury (91-19), Mazda (00-09), Cadillac STS-V, XLR-V (06-09)

6 41394 GM (85-09), Daihatsu (88-92), Infiniti (91-96), Nissan (91-95), Toyota (80-19), Scion (04-09), Pontiac Vibe (03-10)

6 41515 Chrysler Family of Cars/Trucks (57-70), Ford Family of Cars/Trucks (57-00), Mazda Trucks (94-00), Toyota Landcruiser (71-96)

6 41516 Ford/Lincoln/Mercury (81-09), Chrysler/Jeep/Mitsubishi (02-09), Various Mazda (94-16)

6 41522 GM Family of Cars V-8 (77-92)

6 47047 Various Toyota, Lexus (05-19)

6 47060 Various Buick, Chevrolet, GM, Hummer, Saturn, Saab, Dodge, Chrysler, Jeep (07-19), Alfa Romeo

6 47151 Ford F-Series Super Duty PU w/ 6.7L diesel (11-19)

6 47202 Chev-GMC Vehicles w/ 6.6L Duramax Diesel (01-19)

6 47356 Acura, Honda (01-19), Hyundai (07-09), Mazda (10-11), Infiniti, Nissan (96-19)

6 47502 Ford, Lincoln, Mercury, Mazda (09-19)

6 47620 Cummins 5.9L “B” Series Eng, Dodge PU w/Diesel Eng. (89-02)

6 47899 Various Dodge, Chrysler, Jeep, Ram (08-19)

6 4100255 Various GM (11-19)

MAY 2024
NAPAPlatinum™ ASSORTMENT —
$879.99
20EXPLATOil
JO BEADIE PORTFOLIO ASSORTMENT QUANTITY PART NUMBER PRINCIPLE APPLICATION 21042 Various GM Cars & Trucks (75-76) (96-12) - Various Light Duty applications - Chevrolet, Buick, Cadillac (75-12) 21085 Chrysler/Dodge/Jeep Vehicles (91-10), Mitsubishi Eclipse (95-99) 21334 Acura (88-05), Chevrolet (85-88), Dodge (91-96), Ford (88-96), Honda (72-09), Hyundai (89-19), Isuzu (85-04), Kia (01-19), Mercury (87-91), Mitsubishi (89-98), Subaru (87-19) 21358 Honda (87-12), Infiniti-Nissan (96-19) 21372 Ford/Lincoln/Mercury (91-19), Mazda (00-09), Cadillac STS-V, XLR-V (06-09) 21394 GM (85-09), Daihatsu (88-92), Infiniti (91-96), Nissan (91-95), Toyota (80-19), Scion (04-09), Pontiac Vibe (03-10) 27047 Various Toyota, Lexus (05-19) 27055 Subaru (11-19) 27060 Various Buick, Chevrolet, GM, Hummer, Saturn, Saab, Dodge, Chrysler, Jeep (07-19), Alfa Romeo 27082 Various GM, Saturn (01-17), Saab (03-12) 27356 Acura, Honda (01-19), Hyundai (07-09), Mazda (10-11), Infiniti, Nissan (96-19) 27502 Ford, Lincoln, Mercury, Mazda (09-19) 27674 Various GM, Saturn (09-19) 2100010 Chrysler,Dodge, Jeep, Ram (14-19) 2100255 Various GM (11-19) PART NUMBER RANK PRINCIPLE APPLICATION 1042 10 Various GM Cars & Trucks (75-76) (96-12) - Various Light Duty applications Chevrolet, Buick, Cadillac (75-12) 1085 11 Chrysler/Dodge/Jeep Vehicles (91-10), Mitsubishi Eclipse (95-99) 1334 6 Acura (88-05), Chevrolet (85-88), Dodge (91-96), Ford (88-96), Honda (72-09), Hyundai (89-19), Isuzu (85-04), Kia (01-19), Mercury (87-91), Mitsubishi (89-98), Subaru (87-19) 1358 14 Honda (87-12), Infiniti-Nissan (96-19) 1372 2 Ford/Lincoln/Mercury (91-19), Mazda (00-09), Cadillac STS-V, XLR-V (06-09) 1394 8 GM (85-09), Daihatsu (88-92), Infiniti (91-96), Nissan (91-95), Toyota (80-19), Scion (04-09), Pontiac Vibe (03-10) 1515 12 Chrysler Family of Cars/Trucks (57-70), Ford Family of Cars/Trucks (57-00), Mazda Trucks (94-00), Toyota Landcruiser (71-96) 1516 17 Ford/Lincoln/Mercury (81-09), Chrysler/Jeep/Mitsubishi (02-09), Various Mazda (94-16) 1522 15 AMC (82-86), Buick (80-11), Cadillac (81-11), Chevrolet, GM (99-12), Saturn (93-10), Jeep (81-86), Isuzu (03-09), Saab (06-09) 7047 13 Various Toyota, Lexus (05-19) 7060 1 Various Buick, Chevrolet, GM, Hummer, Saturn, Saab, Dodge, Chrysler, Jeep (07-19), Alfa Romeo 7356 5 Acura, Honda (01-19), Hyundai (07-09), Mazda (10-11), Infiniti, Nissan (96-19) 7502 4 Ford, Lincoln, Mercury, Mazda (09-19) 100010 9 Chrysler,Dodge, Jeep, Ram (14-19) 100255 7 Various GM (11-19) PART NUMBER PRINCIPLE APPLICATION 41040 Daewoo (99-02), Chevrolet GM Cars/Trucks (76-17), Saab (94-98) 41042 Various GM Cars & Trucks (75-76) (96-12) Various Light Duty applications Chevrolet, Buick, Cadillac (75-12) 41085 Chrysler/Dodge/Jeep Vehicles (91-10), Mitsubishi Eclipse (95-99) 41334 Acura (88-05), Chevrolet (85-88), Dodge (91-96), Ford (88-96), Honda (72-09), Hyundai (89-19), Isuzu (85-04), Kia (01-19), Mercury (87-91), Mitsubishi (89-98), Subaru (87-19) 41348 Various Chrysler/Dodge/Jeep (82-11), Various GM, Saturn (85-07), Lexus (90-10), Saab (67-09), Suzuki (86-02), Toyota (88-18), Various Ford, Lincoln, Mercury (03-19), Land Rover (12-18), Mazda (05-18), VW (09-11) 41358 Honda (87-12), Kia (95-05), Infiniti-Nissan (96-19) 41372 Ford/Lincoln/Mercury (91-19), Mazda (00-09), Cadillac STS-V, XLR-V (06-09) 41394 GM (85-09), Daihatsu (88-92), Infiniti (91-96), Nissan (91-95), Toyota (80-19), Scion (04-09), Pontiac Vibe (03-10) 41515 Chrysler Family of Cars/Trucks (57-70), Ford Family of Cars/Trucks (57-00), Mazda Trucks (94-00), Toyota Landcruiser (71-96) 41516 Ford/Lincoln/Mercury (81-09), Chrysler/Jeep/Mitsubishi (02-09), Various Mazda (94-16) 41522 GM Family of Cars V-8 (77-92) 47047 Various Toyota, Lexus (05-19) 47060 Various Buick, Chevrolet, GM, Hummer, Saturn, Saab, Dodge, Chrysler, Jeep (07-19), Alfa Romeo 47151 Ford F-Series Super Duty PU w/ 6.7L diesel (11-19) 47202 Chev-GMC Vehicles w/ 6.6L Duramax Diesel (01-19) 47356 Acura, Honda (01-19), Hyundai (07-09), Mazda (10-11), Infiniti, Nissan (96-19) 47502 Ford, Lincoln, Mercury, Mazda (09-19) 47620 Cummins 5.9L “B” Series Eng, Dodge PU w/Diesel Eng. (89-02) 6 47899 Various Dodge, Chrysler, Jeep, Ram (08-19) 6 4100255 Various GM (11-19) EXPO SHOW ASSORTMENT SPECIAL NAPA ProSelect™ ASSORTMENT $399.99 NAPAGold™ ASSORTMENT — $799.99 NAPAPlatinum™ ASSORTMENT — $879.99 GET THESE FREE INCLUDED IN THE ASSORTMENT GET THESE FREE INCLUDED IN THE ASSORTMENT 21040 Daewoo (99-02), Chevrolet - GM Cars/Trucks (76-17), Saab (94-98) 21348 Various Chrysler/Dodge/Jeep (82-11), Various GM, Saturn (85-07), Lexus (90-10), Saab (67-09), Suzuki (86-02), Toyota (88-18), Various Ford, Lincoln, Mercury (03-19), Land Rover (12-18), Mazda (05-18), Yugo (86-89), VW (09-11) 1040 16 Daewoo (99-02), Chevrolet - GM Cars/Trucks (76-17), Saab (94-98) 1348 3 Various Chrysler/Dodge/Jeep (82-11), Various GM, Saturn (85-07), Lexus (90-10), Saab (67-09), Suzuki (86-02), Toyota (88-18), Various Ford, Lincoln, Mercury (03-19), Land Rover (12-18), Mazda (05-18), Yugo (86-89), VW (09-11) THIS WEEK ONLY! 20EXPSOil 20EXNGOil 20EXPLATOil
MAY 2024 JO BEADIE TECHNICAL PORTFOLIO FOR MORE CREATIVE EXAMPLES OF WORK, VISIT ATOMIC82.WEBFLOW.IO CONTACT: JO@ATOMIC82.COM 864-991-5553

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