Allow Business Rules to create Deals
A
Adam Miller
Lease Return customers have predictable buying timeframes, and we can currently use the business rule feature to create a series of tasks for relevant sales staff to contact them at crucial points leading up to the end of customers' lease periods. However, without a deal to track, it's hard to make sure that the salesperson is handling these customers' buying process beyond the individual task completion level.
The ability to create lease return DEALS, rather than relying on a series of otherwise unconnected tasks, would more accurately reflect the way that this resource is utilized in the dealership environment.
Truthfully, this is applicable to any predictable or rule-based method for identifying customers within a dealership's existing customer base. Adding the ability to create deals to mining (a button next to "Assign Tasks"?) would further amplify the ability of the mining tool, allowing it to create fully trackable, long-term, salesperson-driven campaigns with accountability.
Shelby Parker
Hello Adam Miller! I have a few more questions for you:
- What specific information or fields should be included in a 'deal' to effectively track the lease return process?
- How do you envision the transition from tasks to deals improving the workflow for sales staff?
- Are there other predictable customer scenarios, besides lease returns, where creating deals would be beneficial?
A
Adam Miller
Shelby Parker 1. The specific information that we need is to know that this customer's lease return process is being handled via the salesperson's pipeline, as that's how we understand our opportunities. Reviewing a salesperson's list of active deals should include all potential lease return customers who have not been vetted out via conversation or the vehicle being elsewise disposed of, just like any other customer.
- Tasks and Deals are both crucial to sales, and there's not a "transition" required. Salespeople manage their Deals by making sure a task is appended to each one that they're trying to sell. If a manager sees a customer who doesn't have a task attached, they can ask the salesperson about it; however, if there's no deal to indicate a lack of follow-up on the salesperson's part there's no ability for the manager to understand the shortfall.
- Potentially, however at the moment it's very easy to calculate e.g. 6 months prior to lease date and have a campaign of tasks develop; we would just like the ability to have that trigger deal creation, as each lease return represents a type of deal that actually closes at a higher rate than just about any of the other source types that automatically trigger deal creation (e.g. a weblead coming in).