Add more Detailed Service RO information to the Customer Card
gathering votes
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Nicole Ritter
Currently, the functionality of Drivecentric is to only show mileage, Y/M/M of the vehicle and RO Number. When BDC is calling to follow up with these service customers, they have no indication of whether the customer really came in, which advisor they worked with, or what the vehicle was seen for (oil change, warranty, diagnosis,etc). This is simple data that can be pulled from the DMS on a nightly basis. Many times, we are also missing followup because DriveCentric pulls closed ROs in batches instead of daily. Our BDC needs thsi functionailty as soon as possible- we are required by our OEM to perform followup call to these guests to ensure their satisfaction, and just imagine how moronic our staff looks when we dont know what they even came to the dealership for, or worse yet, that they didnt actually come by because the appointment was cancelled. The functionality for handling service opportunities in this platform is not what I had hoped. See images for a difference in what another CRM offers in level of detail compared to DriveCentric.
Shawn Goebel
gathering votes
Shawn Goebel
Nicole Ritter Thank you for the feature request! I am going to move this one to Gathering Votes to see what other users think about this request! Thank you again and have a great day!
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Nicole Ritter
Shawn Goebel thank you for considering it for future development. We enjoy Drivecentric very much as a sales tool, but would love to see this built out for better functionailty for service as well. Hoping for bountiful votes in support of this request!
Shelby Parker
Hello Nicole Ritter! I have a few more questions for you:
- Can you provide more details on the specific data fields you would like to see for service visit information?
- How frequently would you like the system to update the service visit information?
- Can you share more about how the lack of this functionality is impacting your business operations and customer relationships?
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Nicole Ritter
Shelby Parker Hi, Shelby! Thank you for your reply. All of these questions are answered in my initial feauture request and the attached imagery. I would like to see more detailed information about what advisor worked with the customer, which technicians completed the repair, the VIN of the vehicle serviced, and the line items of work completed on that unit, and the total amount of money paid by the customer to have that work completed. There simply isnt enough information available to even complete followup calls to these guests without sounding completely ignorant. It impacts our business because our staff looks uninformed, as we have nothing to reference that illustrates why they visited our service department. This information should be pulled from the DMS records on a daily basis, just as it does with sales, so we can provide prompt and informed followup with our guests.