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Contact Process Control
Dealership follow-up processes automatically establish a predefined contact schedule for each customer.
A system utility allows management to design a contact schedule such as:
7 days after sale Salesperson follow up call
30 days after sale GM thank you letter/e-mail
45 days after sale Customer Survey
50 days after sale Salesperson Referral telephone call
1 year after sale Anniversary letter
33 mo. after sale Lease expiration telephone call
In addition, a follow-up contact is scheduled each time a repair order is closed in the service department.
Daily Activity Plan
A "daily planner" lists tasks to be completed each day for your individual salespeople. Current sales prospect activities, future off lease
vehicle customers and follow-up calls to customers who recently visited the dealership's service department are a few of the actions that
will appear on each daily work plan.
The Daily Activity Plan can be viewed on a PC or printed and distributed to the salespeople. Each completed action is entered into the
I-CRM Customer Notes by the salesperson or a sales administrative assistant. The customer contact records are immediately updated and
made available to everyone using the system.
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