User Review
( votes)Hi, I work in a somewhat niche industry. My business is a franchised model, there are numerous dealerships experiencing the inefficiency problems we have. If anyone is familiar with car dealerships, I feel the life cycle of a customer is VERY similar to car sales. Initial large purchase, regular maintenance or recurring buys. Trade in after 10+ years. I would NEED the crm to do:
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sales & follow up workflow
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delivery workflow, separate from sales
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service dispatching, scheduling
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customized quoting, estimating, invoicing for large products (think exactly like a car dealership)
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integrated into quick books. We use quickbooks for the normal maintenance and recurring products.
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foldered notes for clients. There are numerous details / files critical for initial delivery / installation. They become almost irrelevant once they become and existing client. Their service history then becomes most important.
Nice to have:
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kpi metrics / tracking
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automated Emailers at certain parameters.
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ring central or twilio integration
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digital signing, would like to go paperless in an easy fashion.
Any suggestions would be great. Currently we're considering infor and Salesforce. Our corporate site uses a locked zoho but we find it very limiting.
submitted by /u/Akarashi
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