Sales enquiry follow-up
Capture enquiries from the supported channels and route them to the sales team. Track the agreed next action after a question, visit or test drive.
We set up managed workflows for dealership enquiries, appointment coordination and follow-up. Sales and service staff keep responsibility for customers, availability and decisions while the routine administration follows agreed rules.
Example Workflow
A possible dealership service flow; connection and scheduling capabilities are confirmed during scoping.
Record the customer and the service enquiry.
Staff confirm the work, availability and booking approach.
Send the approved appointment information.
Route questions and the agreed post-visit communication.
A service appointment and a sales enquiry need different routes. The setup starts with your systems and staff responsibilities.
Capture enquiries from the supported channels and route them to the sales team. Track the agreed next action after a question, visit or test drive.
Configure booking hand-offs, confirmations and reminders around the service department’s actual availability and scheduling process.
Set up agreed follow-up, honest review requests and appropriate future-service reminders. Keep consent and customer preferences part of the rules.
Existing dealer systems and interfaces determine which connections can be configured. Financing, credit decisions, safety judgments and workshop capacity remain with the dealership; no unrestricted connection or automatic booking guarantee is implied.
We need to assess the system and its available interfaces first. Only confirmed connections are included in the proposed scope.
No automated credit or financing decision is offered here. Those decisions remain with the responsible dealership staff and providers.
Yes. Their routing, staff responsibilities and follow-up rules can be configured separately where the agreed tools support them.
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