Outbound Call Log Template - PDF

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Outbound Call Log Template document sample

Document Sample
scope of work template
							                 Effectively manage
                 the entire customer
                    lifecycle from
                      one suite…
DealerUps™           DealerUps™!

888.866.6999
dealerups.com   Meet the NEW DealerUps™
                Used for over 10 years by some of the nation’s most

                successful automobile dealers, DealerUps™ is the

                automotive CRM/ILM solution leading the dealership

                CRM pack. Featuring a new, robust set of easy-to-use

                tools, the new DealerUps is more powerful than ever.

                And, now, backed by even more support and offering

                automotive CRM training and consulting with the newest

                techniques proven to drive more customers into your

                store. DealerUps’ automotive CRM is sure to yield your

                dealership superior results.
 Effectively manage the entire customer lifecycle from one suite…Dealerups™!




Most dealers say their biggest
challenges are lead and prospect
management – whether they are
inefficient in handling them, or the
method by which they are being
captured.

DealerUps       enables     you   to
continually and effectively manage
and market to all types of customers and prospects, as well as;
internet leads, walk-ins, incoming telephone calls, service customers,
retention customers- all from one location.

We locate the pain points within your CRM process and tailor a
solution for them…it’s that simple.

Highlights                                                                  DealerUps’ 6 Control
                                                                            Levers Provide You…
     ◗ Mobile Internet Lead Management Tool
     ◗ Secure data transmission                                               ◗ High Visibility
     ◗ Bi-directional DMS integration                                           See every opportunity on your virtual DeskLog®. Know who’s
     ◗ No special hardware or software needed                                   calling, e-mailing, or walking into your store so you can proactively
                                                                                manage their needs.
     ◗ Desk log format ensures easy use
     ◗ Continual training after installation                                  ◗ Phone/Internet Quality Control
     ◗ Accurately work the deal without leaving DeskLog®                        Get integrated recording* and reporting of both inbound and
     ◗ Log on and interact in real time from anywhere                           outbound calls. Manage every customer that comes in contact
                                                                                with your dealership before they get to the showroom!
     ◗ One-screen application prevents the need to move in and
       out of records, or from screen to screen. All customer data            ◗ Sales Process Control
       and communication is accessible right from the log.
                                                                                Manage and measure your road to the sale:
Dealer Performance Consultants                                                  • Actively engage the customer through every step of your
                                                                                  sales process
Dealers using DealerUps Dealer Performance Consultants (DPC)
benefit from having the support of a highly trained Dealer                      • Keep current and past history at your fingertips
Performance Manager who works with                                              • Know where each customer is and who owns the next step
your dealership both on-site and over the
                                                                                • Identify where customers may be falling out so continuous
phone to improve performance within
                                                                                  process improvement can be made
your sales operation.

Our industry experienced professionals                                        ◗ Prospect and Customer Marketing
focus on best practices gleaned from                                            Maximize results on daily activity and customer retention efforts.
dealers across the nation and use this                                          Drive the right customers to your dealerships through targeted
expertise to help move your operation in                                        campaigns promoting the vehicles on your lot.
the right direction—quickly.
                                                                              ◗ Improved Communication

Mobile ILM                                                                      Inter-departmental transparency helps improve communication
                                                                                and cooperation between your Sales and Internet departments,
The DealerUps Mobile feature allows users to receive, view, and respond         and ensures your customers are hearing a consistent message
to their Internet leads and follow up emails on their Smartphone. Users         from your dealership personnel.
can customize templates with or without pictures. This gives them the
ability to respond to a lead anywhere, anytime. Users can customize           ◗ Dealer Results Management Support
templates or send pre-made ones. One of the great features is that any          Get continuous training and process improvement from industry
note or email sent is logged in their customers record and can be seen in       professionals who focus on best practices gleaned from dealers
the desktop version on DealerUps immediately.                                   across the nation. They move your operation in the right direction.
   FEATURE                                          FUNCTION                                               ADVANTAGE
DeskLog                 Electronically mirrors the utility of your current paper desk log with    Increases effectiveness and speed
                        unsurpassed functionality and reporting, including the ability to         with clear tracking control, further
                        automatically schedule mailings, calls and reminders. Produce daily       increasing your closing ratio and CSI
                        work plan reports with footprint trackability!                            through automation!

Mailroom                Fully integrated with DeskLog®, this sophisticated Internet lead          All leads for a single customer are
                        manager allows you to receive and respond to ALL your email with          combined into one record, thus
                        minimal training necessary. This new product will combines predictive     avoiding split deals and misquotes.
                        modeling and analytic capabilities with its rich automotive information
                        to impartially determine which Internet leads are likely to result in a
                        vehicle sale.

CardSwipe Optical       Scans driver’s license information and automatically puts it in the       Increases your input speed and
                        proper fields in DeskLog®. Drivers’ licenses can be scanned optically,    accuracy. Capture more customer
                        creating a color image of the license that can be attached to the         information, more often.
                        customer’s record.

Payment Presentation    You can desk deals right in DeskLog®. Work both lease and finance         Saves time and effort by working the
Capability              deals, and then transfer information directly to your DMS with no         deal several ways simultaneously,
                        double entry required. You can follow your customer history from the      while never leaving the DeskLog®
                        first phone or Internet contact all the way through working the deal,
                        the close, post-sale contacts – right in to the next sale.

Credit Reporting        Pull a customer’s credit report directly into their DeskLog® record.      Saves time and money by eliminating
                        No surcharge on your pre-negotiated Equifax, TransUnion, or               “second pulls”!
                        Experian rates.

DirectResponse          60-day automated sequence of personalized emails for every                Decrease your response time and
Email Templates         manufacturer’s brand. This process also includes a branded auto           increase your effectiveness!
                        responder and a quick quote template for each vehicle model.

TrueCall                A multi-level CTI (Computer Telephony Integration) that gives you the     Use the system to train your person-
                        option to either integrate with your current PBX or use our Web-based     nel on an on-going basis for continu-
                        service to track and record both inbound and outbound calls. Our          ous improvement. Also, track the
                        system is fully integrated so calls are tracked right to the customer’s   success of your marketing initiatives!
                        record where you can listen to the recordings.

Call Center and         We offer full-service telephony coverage through our on-site              Decrease your response time and
E-mail Response         Customer Interaction Center. Our trained professionals communicate        increase your effectiveness!
Services                effectively with your prospects and customers, gathering market
                        intelligence to increase customer satisfaction and loyalty, while
                        increasing closing ratios and gross profit as well.

Lease Countdown™        Tracks expiring leases by the day, in addition to standard schedules      Never lose track of a customer

GroupLeader Reporting   Enterprise roll-up reporting and single-point accessibility for dealer    Our permission-based system gives
                        groups and centralized BDCs                                               you the power to choose who sees
                                                                                                  what in each of your stores!

Skate Control Tool      The Skate Control functionality allows users to enter and interact with   You can’t skate the system!
                        their own customers in the system, while effectively preventing
                        another user from altering an entry – all while maintaining an accurate
                        count of customers entered.

PhoneticSearch™         Searches the database using phonetics                                     Helps prevent duplicate entries

Email Verification      Verify e-mail addresses on the fly and in real time                       Prevent bounced e-mail before you
                                                                                                  send them

RoundUp™                Assists with closed-floor customer distribution                           Increases customer appointments

DMS Integration         Push and pull integration with leading dealer management systems          Data is always up-to-date!

Customizable Platform   Highly customizable platform enables you to rearrange screens to          Customizable platform and forms flex
and Forms               better accommodate your dealership’s preferred layouts, while             to suit your needs.
                        dynamic forms enable you to have virtually any form customized into
                        the system, and documentation and entry can occur right on the form.
                        Changes to forms write directly back to the database.
      We Cover Your                                          State-of-the-Art
       Dealership                                            CRM/ILM System
◗ Completely dynamic, fully functional, Web-based desk    ◗ Secure data transmission
 log. It eliminates the time and effort of writing on a
 paper log.                                               ◗ Bi-directional DMS Integration

◗ Functionality to scan drivers’ licenses optically and   ◗ No special hardware or software needed
 then enter the information seamlessly into the
 customer record                                          ◗ Desk log format ensures easy use

◗ Integrates e-mail-ready movies that can be              ◗ Free on-line training after installation
 incorporated into customer scheduling and
 full CRM functionality                                   ◗ Accurately work the deal without leaving Desklog

◗ Fully integrates inbound and outbound call tracking     ◗ Log on and interact in real time from anywhere
 down to the specific user, with recording capability in
 both directions.                                         ◗ One-screen application prevents the need to move in
                                                           and out of records, or from screen to screen.
◗ Total CRM solution!                                      All customer data is accessible right from the log




                Service                                                   BDCl & Internet
                • Full Service CRM                                        Department
                • Online Appointments                                     • ILM-Mailroom
                • Declined Service Campaigns                              • Mail Mailroom
                • Electronic Service Menu                                 • Virtual Internet Department
                • Missed Opportunity                                      • Electronic Marketing
                  Campaigns                                               • Lead Scoring
                • 2 Way Texting                                           • Fully Customizable Templates




                Showroom & F&I
                • Full Sales CRM
                • Electronic Menu
                • Electronic Desk Log
                • Desking
                • Phone Control-Inbound
                  & Outbound Tracking
                • Data Depend
                • Automated Scheduled Follow-up

						
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