Lead Management Benefits Across Roles

How Lead Management Drives Success from Group Head to Sales and Customer Relation Executives

Automates

  • Import of leads through API integration, assignments and time limit reminders, completely eliminating delays in attending to leads
  • Combining data from multiple dealerships, sources and channels required for accurate Performance Metrics
  • Alerts for any escalations or customer queries, thereby avoiding delayed response which can hurt chances of closing the deal

Simplifies

  • Consolidated performance view & report across dealerships, including comparative analysis
  • Enforcement of standardized lead management processes across all dealerships
  • Comparison of lead conversion rates and sales metrics across dealerships leading to performance benchmarking and setting realistic, data-driven targets

Additional Functionalities

  • Unified and real-time view of daily operations & events with aggregation as well as drill-down across dealerships
  • Complete control over test rides with schedule view, automated reminders and feedback
  • Improved calling resource utilization by lead consolidation on single platform and automated lead assignment
  • Facilitates common calling team working across dealers and brands, reuse of leads across different brands
  • Automated call status feedback and audit trail of every activity for complete control and transparency

Automates

  • Cumbersome & repetitive manual task of lead import from various lead platform and digital sources
  • Repetitive manual task of assigning leads every time leads are added, including balancing of assigned leads
  • Proper distribution of assignment of qualified leads by customer relation executive to sales executives

Simplifies

  • Monitoring if assigned leads & enquiries are timely attended and various tasks like test rides & sending quotations are completed on time
  • Lead re-assignment on account of CRE absence or resignation; with options of bulk rescheduling, bulk reassignment to another executive or distribution across multiple executives
  • Verification of lost leads and enquiries, including the “No response” cases
  • Daily planning for the team members at start of day and daily reporting at end of day

Additional Functionalities

  • Real-time team aggregates and member status of leads and enquiries
  • Notification and alerts for overdue tasks
  • Real-time view of actions and events related to leads and enquiries
  • Real-time view of lost leads and enquiries for quick intervention and confirmation
  • Single point quick access to lead or enquiry history and detailed profile

Automates

  • Registering call outcomes for all calls, thereby eliminating task of manual entering the outcome for non-productive calls line “call not answered” or “disconnected”
  • Real-time updates of work progress, which becomes immediately available to team lead & managers, thereby eliminating need for maintaining & submitting work progress report at end of day
  • Setting of reminders for calls or specific events like test ride, thereby eliminating need to set mobile alarms and the anxiety associated with missing the schedule

Simplifies

  • Contacting prospects, by facilitating making calls directly from Mobile App without need to copying the number to mobile’s calling app
  • Viewing lead profile and complete history; and adding comments, even while on the call

Additional Functionalities

  • Eliminates need to use both a desktop for lead details and a mobile for calling, or returning to the back-office to check enquiry details while interacting with prospect on the showroom floor
  • Live update of assigned leads in order to make call as soon as lead is assigned along with notification
  • Notification and alert if scheduled calling is delayed beyond stipulated period which helps avoid escalations
  • Visual indicator and list of overdue leads for quick attention and resolution
  • Quick and easily selection (by customer relationship executives) of Sales Executive for assignment of qualified leads based on vehicle skill and availability
  • Quick access list of qualified leads which were forwarded to Sales Consultants for easy followup by Customer relationship executive, with live view of status update by sales consultant
  • Enables Sales consultants to continue working even when outside the office in the field or on event site
  • Easily send multi-vehicle comparative quotation with flexibility of selection of models and variants