CRM Maintenance
Increase phone accountability and follow up with more customers through automated CRM lead assignment.
Dealers spend a lot of money driving quality sales leads. Much of the workflow that converts those leads into sales depends upon a phone up being logged and assigned in CRM.
Here's where things typically go wrong: you've got hundreds of calls showing up in CRM and only a handful of them are actually true leads. Listening to all of the Service, Parts, and Vendor calls to find the sales leads would take forever, so no one does it.
Our dedicated team logs into your CRM and does the work for you:
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Searches for new sales opportunities that come in over the phone and assigns calls to the appropriate agent
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Appends calls into an existing prospect or creates a new prospect
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Indicates the source based on the tracking line label
Get Started Today
Schedule a call with a consultant to learn how CRM Maintenance can save you time and help you do more with existing leads.