IDS Infographic: The Steps to a Sale Using CRM Automation – RVBusiness – Breaking RV Industry News
A lot of people can walk through your dealership in a day — your brick-and-mortar and your online storefront. You don’t want any potential opportunities walking back out before you’ve recorded them in your business system. Of course, that’s where Customer Relationship Management software comes in, according to a release from IDS.
The problem? Even with a CRM in place, your team needs to be diligent about keying in details about every up and customer they interact with.
That’s why it’s worth taking a look at your dealership’s sales processes to see where you can automate inputting customer details, leads assignments, follow-up messages, and other tasks that tend to fall through the cracks.
The team at IDS put together this flowchart to show what a streamlined sales process that leverages automation looks like.
