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NEW FEATURES IN DEALERSIGHT LEAD MANAGER VER 2.0
For salespeople we've added...
A Sleek New Graphic Design - Designed to be easy on the eye, using contrast to minimize fatigue.
Batched Lead Reassignment - Now, if a batch of leads need to be reassigned to one or more salespeople, because of turnover,
vacations, or personnel changes, under Manager's Tools go to Global Lead Reassignment and leads can be transferred en masse.
Phone Call Tracking - We've provided a quick, convenient way to keep phone call records with a quick mouse click.
Daily "To-Do" List - In this new section we assembled all the important tasks for your day... displayed on a single web page.
Broadcast Email History - Use this new feature to keep track of mailings, when they went out and the subject matter and content. Use it
to call up old mailings for repeated use.
90 Day Counter for Do-Not-Call Tracking - Displayed on each sales lead "file card" view is a counter which counts down
from 90 days to the original date of the lead and lets you know when you've reached to time limit for Do-Not-Call regulations.
Updated Template Handling - The upgraded tool for visually creating and managing your email letter templates has a host of new features.
Stock Photo Image Library - Look into your Image Library that comes with your DealerSight account - you'll find a stock image
for every new car vehicle in your line so that you can enhance your letters with images.
9 Letter Automated Emailing System - Want automated marketing that goes on and on? Our new 9 letter system lets you
set up all your letters, customize the time period for the email transmissions and automatically send out a string of letters to your prospective
customers. If you modify the lead to "Appointment" or better status, or if the customer ops-out, the emails automatically cease.
After Sale Email Scheduler - Now stay truly connected to your customers after the sale! This feature allows for 6 stored
email templates to be saved and sent out in a given number of days after the sale has been made, helping you stay in touch with customers throughout
the life of their vehicle ownership.
Tips & Tricks Page - After three years of real life experience, we're assembling a hot list of valuable tips and tricks for
getting the most out of your DealerSight subscription.
Improvements for Managers...
New, High Power, Dedicated Servers - Our brand new, industrial class dedicated web and database servers power
DealerSight Version 2.0 much, much faster.
Improved Email Tracking - We've done away with visible email tracking ID's. Emails now track back and forth between
you and your customers with no visible tracking ID which can be inadvertently erased.
New Sales Performance Reporting - Provides sales conversion metrics for: Appointments/Leads, Connects/Phone Calls, Appointments/Connects, Sales/Appointments,
Sales/Leads.
Historic Lead Reassignment - Now, if a batch of leads need to be reassigned to one or more salespeople, because of turnover,
vacations, or personnel changes, under Manager's Tools go to Global Lead Reassignment and leads can be transferred en masse.
Add, Delete, Modify Users - Managers control who is using the system. A new person can be added instantly.
Broadcast Email Permission Control - Managers can choose which sales people/staff do or do not have permission to send broadcast emails.
DealerSight System Features
Your Dealership will Benefit from a DealerSight Subscription:
Real-World Focus - Designed for real dealership salespeople. DealerSight isn't a product for organizations that are
pursuing total organizational change. DealerSight is a product designed to compliment the way you do business today and the way
you have been doing business for years - not replace your way of doing business. DealerSight doesn't require your people to
adopt major cultural change in order to be using the product, to be processing more leads, and selling more cars today.
Helps You Handle More Leads - If you can simply handle a greater quantity of Internet sales leads without letting the solid ones drop
"through the cracks" - you'll make more appointments and move better numbers. DealerSight is designed to help you do just that -
without reinventing your business.
Focuses Your Work on Your Most Important Leads - Using simple, visual cues to focus your workday on your most important
prospects DealerSight helps you use your time more wisely - communicating with your best prospects and keeping the conversions from Internet Up to
Appointment - to Closing.
Feature Rich & Low Cost - The DealerSight product has been specifically designed to be feature rich and bring a wide assortment of sales tools to dealership personnel.
We've carefully designed the focus of the product - not to reinvent your existing DMS, but to offer an extensive suite of tools to manage leads handling and
distribution, marketing communications and lead organization. In this way the product compliments your operation and can be offered - not for thousands of
dollars per month, but for wonderfully low costs - and on a month-to-month basis!
Makes Dealership-Wide Professional Level Email Communication Possible -
One of the greatest challenges any dealership faces - regardless of franchise type - is the
transmission of emails and other digital communications by dealership personnel. These communiques must be professional,
and when freedoms are given to any sales person, these professional standards can suffer. DealerSight gives managers
and the professional communicators at the dealership the power to dictate which letters anyone may send, oversight of
emails being sent, and the ability for managers to push sales letters to all employees. The DealerSight support team is
an active participant in email monitoring and letter quality. We also provide custom "Online Letterhead" templates for each
clients' use.
Aggregates All Leads - From All Sources - in One Place - Manages Duplicate Leads - In addition to XML/ADF compliance and custom parser ingestion of leads, DealerSight also
handles incoming "orphan" email leads. This means that all your leads, from all sources can be sucked into the database, checked for duplicates - both for previous assignment to any salesperson and against
all of the sources you are using - for duplicity.
Manages Sales Floor Conflict Between Internet and Walk-In/BDC Customers - The automatic reverse lookup of a walk-in's phone number makes it easy for a greeter, receptionist
or floor salesperson to enter a walk-in or phone customer. The system then checks the database for pre-assignment and alerts your employees if any particular customer
is already working with your Internet department, or other salesperson.
Accelerates Intra-Dealership Communications - DealerSight's built in, private instant messaging permits all of your dealership personnel to
instant message each other - and no one else. Unlike AOL or MSN instant messengers - the DealerSight IM only permits users that you assign. It also connects directly to your customer care
and support contacts here at the DealerSight office.
Accelerate Lead Distribution & Follow-Up - Precious moments are lost when any system of distributing takes longer than a few seconds.
By providing both Autoresponders and pre-written sales letters and online letterhead, the DealerSight
system helps you accelerate the active communications process which is proven to give you the advantage over competitors for online business. Additionally,
any system of sales lead distribution that counts on an individual to hand-distribute web leads is doomed. Don't do it by hand! Automate lead distribution
with DealerSight tools.
Enables Background Management Monitoring of Sales to Customer Communiques - With a DealerSight subscription managers at your dealership will be able to
jump in and take a look at the email exchanges between a salesperson and customers with whom they are working. Managers can "push" prewritten letters for everyone to use. Managers can
print both spreadsheet and graphical reports to monitor both individual and group results over time.
General Features & Functions
Accessible from any MSIE web browser - Broadband connection reccommended.
Real-time updates for user settings & preferences, including email footer.
FAQ section for answers to common questions.
File Card, and spreadsheet formatted reports based on single or multiple filters.
Multiple source sales lead ingestion - All your leads in one place!
ADF/XML format compatible, custom "parsers" created as you need them.
Handles non-formatted incoming sales leads.
Phone "ups" and walk-ins may be entered - and automatically checked against Internet ups.
Real-time alerts from customers who are contacting you.
48 Hours alerts for customers who have not answered you back.
Personalized Online Letterhead Autoresponder with on-off capability.
Manual lead entry - automatically checked against existing leads.
Incoming leads checked against existing leads and salesperson assignment.
Manual lead entry - automatic form fill via telephone number reverse lookup.
Visual, MS Word-like rich email interface.
Real-time, on-demand lead data back up download.
Private, locked-down Instant Messaging within dealership and to customer support.
Features & Functions For Sales People
24 pre-written sales letters.
Offline composition and storage of unlimited email templates.
Direct links to dealership new and preowned online inventory.
Uptrack™ - the visual sales lead management tool.
Broad spectrum search-ability for finding lead records fast.
Condensed and expanded "file card" view of leads.
Condensed and expanded print format output.
Lead Aging display.
Alerts for orphan leads, responses, and non-responding leads.
Lead autoresponder email (plain text or online letterhead).
Personal lead view and "all leads" view to review dealership-wide assignments.
Lead "Status" and "Next Action" settings.
Printed - Traditional Worksheet View for Printing Upsheets
Pre-Formatted Email View for Printing to Letterhead and Mailing
Email trail - history display and entire email history display.
Unlimited email template storage.
Online Letterhead template provision.
Complete trade-in information storage.
Deleted lead recovery.
24 pre-written sales letters.
Broadcast email application built in for mass opt-in mailings of plain text or html emailings.
Automated insertion of personalized salutations in broadcast email.
SSL encrypted customer credit application information storage.
Manager Functions
Multiple salesperson comparison performance graphs for managers.
Lead assignment for web, or non-web only or both for salespeople.
Lead assignment settings by new cars or used cars or both.
Round robin lead assignment ratio setting.
Lead distribution - manual, round robin, w/ or w/o manager.
Manual override of automatic lead assignments by designated manager.
Salesperson graphical performance reports - filtered by data.
Sales lead and sales source reports with date and data filtering.
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