Adding Advisors and F&I Managers to Deals
gathering votes
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Niko McClellan
It would be helpful to be able to see who the advisor was on closed ROs in the system. Currently, if I want to see who the advisor was, I have to log in to the DMS. Also, having the F&I manager attached to the delivered deal would be helpful.
Shawn Goebel
Merged in a post:
Adding the Finance Manager to the Customer's Deal's Profile...
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Nelson Paulino
Adding the Finance Manager to the Customer's Deal Profile will let us follow up with the person who handled the deal without having to "run like a chicken without a head" to find out who that Manager is. In the Customer's Profile, we have the Sales Person, the Sales Manager, and even the BDC Agent assigned to the customer. Why not include the Finance Manager as well?
Shelby Parker
Hey Nelson Paulino, thanks for your feedback! I have a few more questions for you:
- How often do you need to contact the Finance Manager after a deal is closed?
- What specific information about the Finance Manager would be most helpful to include in the Customer's Deal Profile?
- Are there any other roles or individuals you think should be included in the Customer's Deal Profile for better follow-up?
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Nelson Paulino
Shelby Parker
1) It varies, could be several times or never. Sometimes the customer calls asking for his/her Finance Manager and we have to say "let me find out, I'll call you right back", because we do not have that IMPORTANT INFORMATION which we should have "a click away". Sometimes we have to follow up with a Registration, a Temp-Tag about to expire, a Referral Check, or an Equity Check;
2) Only the NAME of the Finance Manager; and
3) So far, that'd be all. When the Finance Manager is included, we will have the four people who interact directly with the Deal/Customer: the BDC Agent, the Sales Person, the Sales Manager, and the Finance Manager...
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Nelson Paulino
Shelby Parker Merged!?
W
William Newby III
This would be very beneficial for our team as we have service advisors and BDC and the F&I would simplify
Drew Adler
gathering votes
Drew Adler
Hey Niko McClellan - thank you so much for the feedback! We will continue to monitor this request and you will receive any updates automatically.