Lead Management
The Lead Management feature allows dealers to record all leads, keep track of all enquiries, manage compliance, track follow-up activities, create and approve deals and view lead pipelines. This can all be easily managed through the Dragon2000 Portal Dashboard.
Lead Records
Leads can be added to DragonCRM by sales executives or through automated leads from Dragon2000 hosted websites and a number of 3rd party advertisers.
Automated leads will show as pending leads on the Dashboard, click on the link to view the pending enquiries, then click Create Lead and assign to a sales executive.
This will create the lead record and set the Lead stage to New Enquiry.
Manually creating a lead – from the dashboard, click on New Lead and follow the 5 step form.
Step 1 – Contact Details – record the contacts name and contact details.
Step 2 – Stock Vehicle Interest – record the vehicle(s) they are interested in, a deal will automatically get created for vehicle interests.
Step 3 – Part Exchange – record any vehicles they are looking to part exchange.
Step 4 – Activity – create a follow-up for future contact.
Step 5 – Compliance – record your compliance tasks
Compliance Tasks (Dragon2000 Portal only)
Dealers can enable their compliance tasks by going to Settings > DragonCRM Settings > Lead Management > Compliance Tasks. A number of default tasks are listed which dealers can choose to enable and make required.
The Initial Disclosure Document, and Terms and Conditions tasks require documents be uploaded in Settings > DragonCRM Settings > Lead Management > Documents.
Dealers can add their own Compliance Tasks and choose from the following type:
Question – free type box
File Upload – upload tool to allow document to be uploaded.
Send Document – a single document can be uploaded and an email template created.
Lead Activities
All activities are logged under Lead Activities. Sales executives can add notes, send SMS, email or sales videos and create follow-up activities. All will be listed and date/ time stamped.
Any follow-ups that are Due or overdue will be displayed at the top of the list.
Additional tab
In the additional tab the contacts details are recorded along with any vehicle interests, current vehicles and desired vehicles.
Vehicle interests – select any vehicles in stock that the prospect is interested in, when a vehicle interest is added, a deal will automatically be created in the lead record.
Current vehicles – record any vehicle(s) that the prospect owns that they are keen to part exchange. Valuations can be carried out on current vehicle records.
Desired vehicle – record the details of any vehicle the prospect is interested in that is not currently in stock.
Lead Stages
Each lead will be automatically moved through the following pre set lead stages:
New Enquiry > Contacted > Test Drive > Agreed Sale > Converted to Sale or Lost Sale
The Lead Pipleline on the dashboard displays the open leads, grouped by lead stages, showing the value of open deals.
