Notification/Visual Indicator When Another User is in the Same Customer Card
gathering votes
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John Paul Buttermore
If someone else is in the same customer card I am in trying to help it would be nice to have a visible alert on the top right corner of the header on the customer card that alerts me that someone is actively in the same card as I am in to avoid any duplication.
Michele McCoy
Merged in a post:
Active Interaction Status with Real-Time Icon
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Christian Beaver
Feature Proposal: Active Interaction Status with Real-Time Icon for Sales Team Engagement
Proposed Feature: We propose the implementation of an Active Interaction Status feature within DriveCentric, which would visually indicate when a salesperson is actively texting or calling a lead. The feature would include a real-time activity icon displayed on the lead’s page, showing who is currently engaged with the lead. Managers and other team members would be able to click on this icon to see the active salesperson and the type of interaction they are having with the lead (texting or calling). This would help prevent redundant efforts and improve overall lead management by providing clear, real-time visibility into the status of each lead.
- What will the feature solve?
Prevent Redundant Communication: With this feature, managers and team members will be able to see exactly who is actively working with a lead, whether it’s through a text message or a phone call. This will help prevent other team members from duplicating efforts or unnecessarily tagging salespeople in notes when the lead is already being handled.
Clear, Real-Time Visibility: Managers will have immediate access to who is currently engaging with a lead, which will improve coordination and avoid multiple team members stepping on each other’s toes with the same lead.
Easy Access to Active Salesperson Information: The inclusion of an icon next to the lead’s name will allow team members to quickly identify who is active and even click on the icon to see who is currently engaged in the interaction.
- Why will this feature make DriveCentric better?
Improved Transparency with Active Interaction: By adding this feature, DriveCentric will provide a real-time view into who is currently working on which lead and what kind of interaction is taking place. This increased transparency will foster better communication and more efficient sales processes.
Enhanced Efficiency and Coordination: Salespeople and managers will be able to quickly see the status of a lead and ensure that no one is unknowingly working on the same lead at the same time. This will prevent overlaps, ensure leads aren’t left unattended, and improve the overall customer experience.
Quick and Easy Navigation: The addition of a clickable icon will make it easier for anyone viewing the lead to quickly find out who is active and even check the activity details, improving accessibility and reducing time spent searching through notes or activity logs.
- How will this help you sell more cars?
Streamlined Lead Management: Salespeople will be able to focus on leads they are actively working with without concern for overlapping or redundant efforts by others. This leads to a more efficient use of time and better conversion rates from active engagement.
Better Resource Allocation: With managers having real-time visibility into which salesperson is working on which lead, they can more effectively assign or reassign leads based on the current workload. This ensures leads are handled promptly, without confusion, and that no opportunity is missed due to a lack of communication.
More Focused Sales Efforts: Salespeople will benefit from knowing exactly who is engaging with which lead. This clarity allows them to focus their energy on leads that need attention and to avoid interrupting a colleague who is already working on a lead. The result is fewer missed opportunities and a smoother workflow, which ultimately leads to higher sales.
Conclusion
By implementing the Active Interaction Status feature with real-time indicators and an interactive icon, DriveCentric will empower both sales teams and managers with clearer visibility into lead activity. This feature will eliminate redundant efforts, improve lead management, and enhance team coordination—all of which contribute to increased efficiency and higher conversion rates.
With this addition, DriveCentric will become even more effective as a CRM tool, helping salespeople sell more cars by improving workflows and ensuring leads are managed in the most effective way possible.
Shelby Parker
Thank you for posting, Christian Beaver! I have a few more questions for you:
- What specific information should be displayed when clicking on the real-time activity icon?
- How should the system handle situations where multiple salespeople are interacting with the same lead simultaneously?
- Are there any specific privacy or data security concerns that need to be addressed with this feature?
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Christian Beaver
Shelby Parker Hey Shelby, thank you for getting back to me.
- When a user clicks on the real-time activity icon, the system should display several pieces of information:
-Name of Active Salesperson, Type of Interaction Happening, Interaction Duration, and Timestamps.
-Clearly display the name of the salesperson or manager currently engaging with the lead as well as, who is currently viewing the customer profile (similar to how it looks in a chat room).
-Indicate the type of interaction taking place (active phone call, text message, or other modes of communication).
-Show the duration of the current interaction ("10 minutes on call" or "Actively texting icon")
-Provide the timestamp of when the activity started, so team members and managers have insight into the recency of the interaction.
- The system could handle the situation in multiple ways:
-Multiple Icon or Indicators, Activity Status Updates, Conflict Alerts, and even Interaction Hierarchy.
-If multiple people are actively engaging (one texting, one calling), the system could display specific user icons (such as their profile pic) to notify others not only of their activity but of the type of activity being done.
-If a salesperson or manager attempts to engage with a lead that is being actively worked, the system could provide an alert notifying them that someone else is already handling said lead. This would help prevent overlap and avoid later issues.
-For Interaction Hierarchy, the system could see that a manager is actively in a lead and not allow a salesperson to send a text, email, or attempt a phone call until the manager's task is completed.
- I do not see any potential privacy or data concerns arising with this being added into the CRM. This would not add another potential risk for data theft to me, personally.
-Christian Beaver
Drew Adler
Merged in a post:
Texting in Progress Notification
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Jason Daniel
To prevent multiple texts being sent at the same time to the same customer, show a "texting bubble" as in an indicator that someone else is texting this customer at the same time. An example would be the three texting "bubbles" on an iMessage.
Shelby Parker
Hello Jason Daniel! I have a few more questions for you:
- Can you provide more details on how you envision the 'texting bubble' notification to function? For example, should it appear only when a text is being actively composed, or should it also show when a text is scheduled to be sent?
- Would you like this feature to be enabled for all users or should there be an option to turn it on or off?
- How long should the 'texting in progress' notification last after the user has stopped typing?
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Jason Daniel
Shelby Parker The texting bubble appears when someone at the dealership is texting a customer. The same fashion that when someone on an iPhone is texting and you can see the three dots showing that someone is actively sending a text on the other end. What this would do is prevent two people texting the same customer at the same time without the other knowing and send two different texts. The customer end doesnt need a bubble but the dealership does to prevent the double texts. Does that make sense?
Drew Adler
gathering votes
We are moving this back to Gathering Feedback. We are still planning on implementing this in the future but do not have exact timeframe! We will move back to Planned once we do.
Drew Adler
Merged in a post:
Notification of someone in deal
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Nick Degnan
When opening a customer workscreen/deal it would be helpful to know if another sales rep/bdc agent/ or manager is already in the workscreen.
This would be greatly beneficial to dealerships who have an internet/bdc department, to ensue simultaneous communication isn't occurring.
Drew Adler
Merged in a post:
Icon/Initials for People Viewing Client Profile
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Nick Sandoval
just a quick product suggestion: You should add an update in each client's profile that shows if another member of our team is looking at that lead at the same time. Just like google docs shows the name of whoever is viewing a document at the same time.
You could just put the person's initials who is viewing the profile next to their name at the top of the profile. It would help when we have mulitiple people who are viewing leads that the same time. That way we are not all working the same lead at the same time.
10:51 am
The only way to know is if someone is actively typing a text. It doesn't help for emails or calls that need to be made.
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Kaylee Simons
This would be extremally helpful!
Jonathan Schultz
planned
Jonathan Schultz
Love this idea
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