admin: inspect what you expect - dealer.com us · 2019-09-10 · dms to crm sales/customer matching...

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Ensure Showroom Visits are Closed Daily By the end of each day this should be blank and if not, these customers are not getting any follow-up. Managers should be closing in real-time as much as possible and ensuring all are closed at the end of the day. Are Managers & Salespeople Completing Tasks Daily? If done today the task is never late! All Manager and Salesperson tasks should be “0” at the end of each day or you are potentially losing deals! DMS to CRM Customer Matching Managers should be cleaning this up weekly. If not these customers’ DMS sales data will not exist in CONNECT. Active Leads with No Future Follow-Up Money Report! Customers on this report are not getting active follow-up! Unanswered Email Replies No customers should be on this report! Responding ASAP can increase Sales. Admin: Inspect What You Expect

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Page 1: Admin: Inspect What You Expect - Dealer.com US · 2019-09-10 · DMS to CRM sales/Customer Matching Match DMS ... View Lead View Lead View Lead View Lead Sales Person John Doe John

Ensure Showroom Visits are Closed Daily

By the end of each day this should be blank and if not, these customers are not getting any follow-up. Managers should be closing in real-time as much as possible and ensuring all are closed at the end of the day.

Are Managers & Salespeople Completing Tasks Daily?

If done today the task is never late! All Manager and Salesperson tasks should be “0” at the end of each day or you are potentially losing deals!

DMS to CRM Customer Matching

Managers should be cleaning this up weekly. If not these customers’ DMS sales data will not exist in CONNECT.

Active Leads with No Future Follow-Up

Money Report! Customers on this report are not getting active follow-up!

Unanswered Email Replies

No customers should be on this report! Responding ASAP can increase Sales.

Admin: Inspect What You Expect

Page 2: Admin: Inspect What You Expect - Dealer.com US · 2019-09-10 · DMS to CRM sales/Customer Matching Match DMS ... View Lead View Lead View Lead View Lead Sales Person John Doe John

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