Opportunity management (CRM 360 ) – EN

CRM 360

Opportunity Management

Increase your revenue with a powerful customer relationship management tool for your internal sales teams and business development center.

CRM 360

Opportunity Management

Increase your revenue with a powerful customer relationship management tool for your internal sales teams and business development center.

Manage your customer relationships effectively today. Increase your income tomorrow.

Ensure efficient management and optimal business development with a single centralized platform with optimized functionalities for your sales teams that is unique in the market and adapted to mobile.

Manage your customer relationships effectively today. Increase your income tomorrow.

Ensure efficient management and optimal business development with a single centralized platform with optimized functionalities for your sales teams that is unique in the market and adapted to mobile.

Improved
Conversion
Transform more opportunities into customers with a powerful centralized tool.
Optimal Client
Experience
Meet the needs of your customers by leveraging your CRM data during the purchase process.
An efficient process focused on sales
Increase the performance of your sales teams by coordinating their actions with your Road To Sale module.
Personalized
Reports
Measure your success with customized reports, detailed to advanced configurations.

A single platform to manage everything

By consolidating your customers’ data from various internet sources (your site, the manufacturer’s site, external sites and pre-owned portals), your phone calls, and your walk-ins on a centralized platform, you manage more efficiently all types of opportunities.

  • Approved and certified by several manufacturers
  • Centralized, user-friendly
  • Manage your Business Development Center (BDC)
  • Creating follow-up tasks and email, SMS, and telephone response templates
  • Portfolio management of existing customers, depending on type of financing, term or vehicle
  • Evaluation of the performance of advertisements and different traffic sources
  • and more

A single platform to manage everything

By consolidating your customers’ data from various internet sources (your site, the manufacturer’s site, external sites and pre-owned portals), your phone calls, and your walk-ins on a centralized platform, you manage more efficiently all types of opportunities.

  • Approved and certified by several manufacturers
  • Centralized, user-friendly
  • Manage your Business Development Center (BDC)
  • Creating follow-up tasks and email, SMS, and telephone response templates
  • Portfolio management of existing customers, depending on type of financing, term or vehicle
  • Evaluation of the performance of advertisements and different traffic sources
  • and more
“The unification of processes and systems will allow tomorrow's dealers to offer a purchasing experience that meets the expectations of their consumers.”

 – Louis-Yves Cloutier

“The unification of processes and systems will allow tomorrow's dealers to offer a purchasing experience that meets the expectations of their consumers.”

 – Louis-Yves Cloutier

The “Road To Sale” module : A very effective tool

Increase your chances of selling a vehicle by 70 %

Define your personalized sales path by creating a series of tasks to increase your sales representatives’ performance.

The “Road To Sale” module : A very effective tool

Increase your chances of selling a vehicle by 70 %

Define your personalized sales path by creating a series of tasks to increase your sales representatives’ performance.

Discover your functionalities
Personalized your actions

Select and personalize from the 56 statutes and actions available, a series of steps to accomplish, allowing sales representatives to follow an efficient procedure.

Manage your events list

Clarify your process and remove irritants by clearing your status list and setting the order of actions to keep only those that are really useful to you.

Control access privileges

Clarify your process and remove irritants by clearing your status list and setting the order of actions to keep only those that are really useful to you.

Follow your activity

When a button is activated on a event, it’s logged in your activity history, and synced automatically and seamlessly for future follow-ups by everybody involved in the sales process: sales staff, BDC agents or managers.

Discover your functionalities
Personalized your actions

Select and personalize from the 56 statutes and actions available, a series of steps to accomplish, allowing sales representatives to follow an efficient procedure.

Manage your events list

Clarify your process and remove irritants by clearing your status list and setting the order of actions to keep only those that are really useful to you.

Control access privileges

You can control which users have access to which actions

Follow your activity

When a button is activated on a event, it’s logged in your activity history, and synced automatically and seamlessly for future follow-ups by everybody involved in the sales process: sales staff, BDC agents or managers.

More measure, more success

Measure your success by generating more comprehensive and detailed reports with advanced configuration options.

Discover your functionalities
personnalisation-stats-en
Customization

Customize your statistics according to your performance indicators. Cross and calculate your data according to the actions of agents in your call center and your sales representatives

export
Exportation

Export your reports in seconds to the desired format to allow you to backup your data or work offline.

envoi-automatise-en
Automation

Schedule and send your reports electronically with the “automated sending” feature to a selection of CRM Pro users.

More measure, more success

Measure your success by generating more comprehensive and detailed reports with advanced configuration options.

Discover your functionalities
Customization

Customize your statistics according to your performance indicators. Cross and calculate your data according to the actions of agents in your call center and your sales representatives

Exportation

Export your reports in seconds to the desired format to allow you to backup your data or work offline.

Automation

Schedule and send your reports electronically with the “automated sending” feature to a selection of CRM Pro users.

CRM Mobile 360.
A mobile version. Better productivity, more sales.

Find all the main features of your CRM tool on a mobile device created specifically to optimize the productivity, performance and transparency of your sales department, through YOUR business processes.

CRM Mobile 360.
A mobile version. Better productivity, more sales.

Find all the main features of your CRM tool on a mobile device created specifically to optimize the productivity, performance and transparency of your sales department, through YOUR business processes.

Discover your functionalities

Quickly retrieve a visitor’s information in your dealership and add them to your list of opportunities without affecting your customer’s shopping experience.

 

10 seconds to capture a lead

Retrieve his or her coordinates in 10 seconds.
Scan a driver’s license with your mobile phone.

No need to manually synchronize.
The CRM updates automatically

Discover your functionalities

Quickly retrieve a visitor’s information in your dealership and add them to your list of opportunities without affecting your customer’s shopping experience.

10 seconds to capture a lead

Retrieve his or her coordinates in 10 seconds.
Scan a driver’s license with your mobile phone.

No need to manually synchronize.
The CRM updates automatically

2 settings for improved user-friendliness
In “My Day” mode
  • Easily access and manage your tasks and appointments in the daily calendar
  • Go to the next steps with notifications alerts
In “Opportunities” mode
  • Manage, add and easily update your opportunities
  • Quickly access all vehicle information by scanning the VIN
  • Automatically keep track of all calls, emails, sms messages and created notes
2 settings for improved user-friendliness
In “My Day” mode
  • Easily access and manage your tasks and appointments in the daily calendar
  • Go to the next steps with notifications alerts
In “Opportunities” mode
  • Manage, add and easily update your opportunities
  • Quickly access all vehicle information by scanning the VIN
  • Automatically keep track of all calls, emails, sms messages and created notes
Discover the CRM Mobile 360 app today
Discover the CRM Mobile 360 app today

Want to improve your conversion rate ?

Want to improve your conversion rate ?