Benefits across roles – convertix.in

Lead Management Benefits Across Roles

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

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

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

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

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

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

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

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

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