Make a way for returning salespeople to access their sold customers from when it used to be eleads
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Roger Cuevas
Add a way for returning salespeople to get back in contact with their previous sales activity while they were at the dealership previously.
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Roger Cuevas
Wow, I'm impressed by the thoroughness of your response, I can tell that you guys take this business very seriously.
- The salesperson's notes should be visible, as this will assist them with remembering things about that individual. Any trade ins should also be visible to quickly assess the customer's buying habits. Vehicles purchased are a must as well, service records would be gold. Details about the purchases would also be helpful, such as price, rate, payment amount, warranties purchased. Again, to quickly assess what the person values most. Customer home address (history if possible) would be a great way to A. more efficiently fill out paperwork, and B. quickly regain rapport with the customer.
- The returning salesperson should have access, as well as at the minimum their sales manager in order to keep tabs. But the more people in management / admin that have access, the better I'd say in order to understand if this salesperson knows what they're doing or is trying. I would exclude other salespeople only if the lead has been activated by the returning salesperson. But if it's not in the sales pipeline then it should be fair game. But definitely people don't really change and if a person bought from their salesman once, they are likely to buy again all things being equal. Sold customers is how salespeople are able to retire into "appointments only".
Shelby Parker
Thanks for raising this, Roger Cuevas — totally get why this would be important for returning salespeople. To make sure we’re scoping the right solution, can you share a bit more on: (1) what exactly they need to see from their prior time in eLeads (sold-customer list, contact info, notes/communications, deal history, etc.), (2) who should have access to that history (just the returning salesperson vs. managers/others), and whether any customers should be excluded (like ones that have since been reassigned), and (3) what you’re ultimately trying to enable by restoring access (repeat purchase follow-up, service retention, referral outreach, etc.) and what “success” would look like for you?