Combine Sales and Service Filters in Mining
gathering votes
B
Ben Borlase
With a combination of Sales and Service filters, we would be able to find customers who have purchased from us with no closed RO.
Created by Emily Schaeperkoetter
J
Jacob Coleman
gathering votes
J
Jacob Coleman
HI Ben, thanks for the feature request! We'll continue to gather votes on this, and you'll receive any updates automatically.
Shelby Parker
Hello Ben Borlase! Following up on this:
- Can you provide more details on how you envision the combination of Sales and Service filters working?
- What specific information are you hoping to extract with the combined Sales and Service filters?
- Can you provide an example of a scenario where this feature would be particularly useful?
B
Ben Borlase
Shelby Parker Sure!
1,2,3. Sure so currently we can sort by deals, service, customers but once you click on one of those your in that section and the filters that are available are based on that section. Basically it would be nice to have all filters available in all sections so we could for example see what customers we sold that are servicing with us. Or what customers are servicing with us that we sold vehicles too. With our previous CRM we were able to see what customers we sold vehicles too that never came back for service. Then we could create a campaign around those customers to try and improve on our service traffic. We were also able to do searches like customers who where servicing with us then stopped so we could try to evaluate what happened with these people. Did they move or get a different vehicle? Stuff like that.