Adding the amount of sold vehicles to the top of customer profiles
gathering votes
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Tyler Wallace
We're new to DriveCentric, and so far I'm loving the platform, one thing I do miss about Focus (reynolds / Reynolds) Was it was very quick to find if someone purchased here before by showing how many sold vehicles they had at the top of someone's profile with just the amount. You wouldn't have to change the process of having to search to find who sold them, but would be nice to be able to quickly glance how many they've purchased from us before to have that information. We're a dealership that sells 700+ a month and its a great tool to look at quickly.
Michele McCoy
gathering votes
I'm going to move this one to Gathering Votes to see what other users think about it. I did want to mention, since you said you were newer to DriveCentric, that you can quickly find the customer's delivered deals under the Deals tab on the Customer Deal Card.
Shelby Parker
Great to hear your perspective, Tyler Wallace! I have a few more questions for you:
- How frequently do you need to access the number of sold vehicles for a customer?
- Would you prefer this information to be visible on all customer profiles or only on specific ones?
- Is there any other information you would find useful to have at a glance on the customer profile?
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Tyler Wallace
Shelby Parker, 1. Every day, just helps when glancing to help build value for a customer and also help quickly see how many vehicles have been purchased before.
- Would be on all customers and business. All profiles, no need for it to not be displayed.
- An estimated trade value for their vehicle, we have used an old system that had that and it helped also just at a quick glance to check to get a ball park idea on value.