When Adding a New Deal, Delay Genius
gathering votes
C
Caroline Poe
When adding a new deal, Genius sends an opt-in text immediately before I have the opportunity to. This causes confusion with the customer I just spoke to. Can you delay Genius so that she doesn't engage until x amount of days. This is the biggest complaint I get from my sales team. Thank you!
Jonathan Schultz
gathering votes
L
Lee Salmela
Same problem at our store, genius engagement is to quick or slow when manually entering a new opportunity. Send a email right before or after the sales rep.
M
Mike Gomes
Same problem at our store, genius engagement is to quick when manually entering a new opportunity.
M
Matt Like
There's a ton of times when we are adding a customer to CRM that is already engaged and doesn't need Genius getting in the middle of it, and for those situations it makes sense to just use the Fire Genius button immediately upon adding them to the CRM. For this other situation described, it really comes down to our store performance and % of leads that receive a text opt-in from our team right away. I would bet that there are little-to-no dealerships that achieve 100% SMS opt-in within a minute of receiving the lead. I would personally keep it on and reply as Genius as soon as the customer engages and then setup a TO to myself (and send a second text opt-in later in the day or next day). I have a feeling we'd connect with more customers overall by letting the Genius send 100% of the immediate SMS opt-ins and use the "Send As: Genius" reply to their opt-in. I don't disagree that we should have the ability to toggle the time though, so we can see which method performs better.
B
Brett Nolan
I agree, and I get the same complaints from our sales team.
N
Natalie S
100% Agree a delay in genius opt in is needed!
Shelby Parker
Hello Caroline Poe! I have a few more questions for you:
- Can you specify the 'x' amount of days you would like Genius to be delayed after adding a new deal?
- Could you provide more details about the confusion caused to the customer due to the immediate opt-in text?
- Are there any specific times or situations where you would prefer Genius not to send an opt-in text?