Outbound Call Log Template - PDF
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Outbound Call Log Template document sample
Document Sample


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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