Chat feature
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Sonny Aivazian
It would be nice to be able to chat with other users in the store outside a particular deal. Maybe as a manager I want to ask one of my guys to pull a car up, go into the CRM and do all of his follow up ranther than tag an @ inside every deal in his workplan, or even remind them to punch in or out from lunch. Just being able to communicate outside a particular customer record would come in handy.
A
Alex Weidenbenner
Merged in a post:
We need to have a feature where we can talk to the dealership internally vs just using @ in the deal sheets.
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Matt Keefer
We need to have a feature where we can talk to the dealership internally vs just using @ in the deal sheets.
A
Alex Weidenbenner
Merged in a post:
Internal chat feature to @ a person and send a message
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Matthew Kellar
Would there be a way to have an internal chat feature? It would be nice to @ a salesperson about a topic such as needing to complete their follow up activities without having to go into a specific customer card. It would be a nice feature to have to send messages internally to team members.
A
Alex Weidenbenner
Merged in a post:
Chat Feature for Sales Rep Communication
Y
Yulissa Barradas
Add an internal chat option that allows sales reps to message each other directly within the CRM without having to tag teammates on every note or lead. This would make communication faster, reduce clutter in lead activity logs, and help teams coordinate more efficiently.
A
Alex Weidenbenner
Merged in a post:
Add chat option between co-workers
C
Christian Giha
Would be nice to add a chat similar to Microsoft Teams in DriveCentric.
A
Alex Weidenbenner
Merged in a post:
Internal Chat
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Nick Kitner
Question, is there a way to build a "Sales Team" Chat within drive, so I don't have to go back and forth between google chat? Like an internal chat room?
Shelby Parker
Thanks for the idea, Nick Kitner — totally hear you on wanting to keep everything in one place instead of bouncing over to Google Chat. To make sure we’re thinking about the right kind of “Sales Team” chat, can you share: who would need access (just sales vs. managers/BDC/service), and would you want one shared room or multiple rooms by team/store? Also, what types of conversations are you hoping to move into DriveCentric (quick questions, lead/customer-specific threads, announcements, handoffs), and what’s the biggest pain with the current switching? Lastly, do you need chats tied to specific leads/customers in DriveCentric, or would a general team room cover it?
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Nick Kitner
Shelby Parker Honestly just an option between External and Internal communication would be nice. I have multiple teams in Google Chat (i.e. Sales Team, Manager Team, BDC Team, Service Team. etc.) It would be useful on the sales side to communicate with my BDC and sales team all at once, or break them out into individual threads sort of like Facebook Messenger chats/ Google Chats. It would really be like having instant messaging integrated, maybe even a separate side bar instead of leaving a note, where all team members involved with that specific lead can talk to each other internally and bounce ideas off each other. As it sits It just buries information in the "feed"
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Nick Kitner
Then I have to go line by line by line to see all the internal communcations (Notes), I'd rather see them listed in a conversation format no diifferent than an external communication (text) thread with a client
A
Alex Weidenbenner
Merged in a post:
INSTANT MESSAGE FEATURE!
P
Peter Tedesco
We could really use a instant messaging platform with DriveCentric. There are timess I maybe with a customer and need an answer to a question or help. Instead of yelling across the Showroom floor, IM would be a beneficial tool for us to use. There are times you many need to discretely speak with a co-worker or management while customer is in close proximity.
Shelby Parker
Thanks for posting this, Peter Tedesco — really appreciate the feedback. Totally hear you on how useful instant messaging would be in the moment (especially when you need a quick answer without shouting across the showroom or speaking out loud near a customer). I’m sharing this with the team for review so we can evaluate it, and we’ll follow up if we need a bit more detail on your workflow to make sure we’re solving the right problem.
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Peter Tedesco
Shelby Parker Thanks Shelby for agreeing about the need for an IM platform on DriveCentric. Reach out to my anytime regarding a potential to DC.
M
Matt Keefer
We just want to have a chat channel for internal talks that may not pertain to a deal. Just a way for our owner and upper managers to address the dealership as a whole. but also be able to have everyone in the dealership be able to chat with in drive and not have to clog up a deal sheet
Shelby Parker
Thanks for flagging this, Matt Keefer — totally hear you on wanting a better way to communicate internally than relying on @ mentions in the deal sheets. To make sure we’re scoping the right solution, can you share a bit more about (1) when you’re trying to have these internal conversations (within a specific deal vs customer-related vs dealership-wide) and what you’re trying to accomplish, (2) who typically needs to be included (specific roles/teams) and whether messages should be visible to everyone or only selected people, and (3) what’s breaking down with the current @ mention approach (easy to miss, hard to follow, privacy/visibility, not tied to the right context, etc.)? That context will help us evaluate the best path forward.
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