What type of Phone Activity should be tracked?
1. Inbound New Sales Phone Leads
Currently AutoPlay don’t automatically capture phone leads (though it’s something we are exploring – read more below). This means the onus is on dealerships to record Phone leads to the Sales Pipeline to ensure a clear picture of real activity. You can easily do this by selecting the Lead Type as ‘PHONE’. Some dealerships have taken this a step further and had reception load the lead upon receiving the call – ensuring the lead was logged and streamlining the process for the salesperson that ultimately handles the call. If tracking phone leads is something that is important to you (and it should be!), then the best dealers find a way to incorporate this into their process.
It’s also important to track the phone calls your sales team make & receive in the course of following up existing sales leads. There are a couple of methods to achieve this within AutoPlay Sales Pipeline. At its most simple you can simply update the Lead Progress as you move the lead through the road-to-a-sale. Using the iOS Apps or the Desktop you can click on PROGRESS and select ‘PHONE CALL MADE’ to record that you have had the first interaction with the customer. The current progress of the lead can be seen on the Dashboard, or the Sales Pipeline Report (pictured below).
What Does The Future Hold?
This would involve additional costs from the other vendor and AutoPlay in order to facilitate this service. At present we are exploring options but if the automatic capture of phone leads is something you would be interested in please flick an email to email@example.com so we know this is a service worth pursuing.