Sold car details? How they bought? Lease for finance with details how much down ect...
under review
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Richard Von Braun
In the old crm we could see what we sold the car how they paid for it what they traded. when the lease expires and what the residual is? do you have a way of seeing this info?
Michele McCoy
under review
Richard Von Braun, thank you for writing in. Have you looked at the Deals tab of the Customer Card? Clicking on the delivered deals in that tab should offer you the information you are looking for. Let me know if this doesn't solve for what you're trying to accomplish.
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Richard Von Braun
Yes we use it to get payoff info or lease end info to try and move customers out of the purchases early. Like if they have a high rate and we can lower it. Or if their lease has equity we can end it buy them out and sell them or lease them a newer car.
We would need lender info, rate info, payoff, vehicle details including vin ect.
Shelby Parker
Hiya Richard Von Braun, thanks for this post! I have a few more questions for you:
- What specific details about the car sale are most important for you to access in the CRM?
- How frequently do you need to access this information, and in what scenarios?
- Are there any additional data points related to car sales that you would find useful in the CRM?