DataCar CRM fact sheet Creating a contact

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Josephine Hutchinson
6 years ago
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1 DataCar CRM fact sheet Creating a contact This fact sheet tells you how to create a contact. Module: Sales, F&I, Secretarial Target: All 1 Procedures There are two types of contact: - "Private" contacts - "Professionals" contacts Link between contacts The user of a professional contact is a private contact which will be linked to a professional contact. The link professional / Private is created. A professional contact can have multiple private contacts linked. Within these private and business contacts, we distinguish between: - Prospects: Contacts who have not placed an order - Customers: Contacts who have placed at least one order Page 1 of 7

2 We also have a "Wrong address" category for contacts who no longer live at the address on file. These contacts can be included or excluded from the lists of contacts presented in the application. "Wrong address" contacts are displayed on lists of contacts in italics and highlighted in orange. "Wrong address" contact: 2 Creating a contact We can create a contact via: - Contact management - Creation of an opportunity From the contact list: Step 1 Type of contact Data field Mandatory Description Private or business Yes Type of customer Source Yes Source of contact (marketing list, campaign, etc.) Tracked by Yes By default, the employee who created the contact VIP No Used to identify very important persons for marketing operations. "Wrong address" No Identification of "Wrong address" contacts Do not target No The contact does not want to receive marketing communications Use of data by third parties No The contact does not want his/her contact details to be passed on to third parties for external use Page 2 of 7

Warning: The way to enter the contact information is not the same for a private contact or a professional contact.

3 Step 2 - Contact details The fields that must be completed are shown in yellow. A communication method must also be entered when a contact is created. Warning: The way to enter the contact information is not the same for a private contact or a professional contact. Professional contact: Private contact: The private contact information screen has two part available to enter the private contact information and the professional information.. Page 3 of 7

4 Step 3 Profile The information in this step is not mandatory but helps to improve the quality of the file. This information is used to target marketing operations. This step is the last one for a private contact. Professional contact: For professional contact the next step allow to enter pool information regarding vehicles owned by the company. Page 4 of 7

5 The next step is about to select a private contact which will be linked to the professional contact: Rules: The IECS function is not available Only private contacts are listed. It is not possible to link a professional contact to another professional contact. If the contact is listed, select it with the blue arrow, this will end the creation process. If the contact is not listed, the possibility is given to create a new contact directly from this step. 3 Contact form Once a contact has been created, the contact form will be displayed. This page contains all of the information entered when creating the contact. The "Qualification" pane indicates the quality of the contact information entered in the "Contact details" and "Profile" sections. Page 5 of 7

Possible actions via the contact form: - Create a vehicle offer for the contact - Create a test drive: schedule a vehicle test drive for the contact - Create an appointment: set up an appointment,

6 Possible actions via the contact form: - Create a vehicle offer for the contact - Create a test drive: schedule a vehicle test drive for the contact - Create an appointment: set up an appointment, which will be visible in the diary, with the contact - Create a follow-up: set up a reminder, which will be visible on the home page for the customer - Send a text message to a contact. A mobile telephone number must be entered in the contact form in order to use this option. - Send an to a contact - Modify the contact form - Delete the contact - Amend rights. PDF document to be signed by the customer specifying the usage rights for his/her information (CNIL - French data protection and civil liberties commission). - Customer data sheet. PDF document summarising all the information contained in the form. Tabs on the contact form Tab Description Actions on tab Comments Vehicles History Preferences Profile + Comments added to the contact form (type: Customer) or on opportunities (type: Opportunity) List of vehicles belonging to the contact. The history displays the vehicles sold. The following are shown in the history: opportunities, offers, orders, follow-ups, vehicle test drives and appointments. We distinguish between two types of contact preference: new product and pool. All of the information entered in step 2 of creating a contact is displayed here. This information is used to target marketing campaigns. "Add comments (type: Customer). These comments can be modified and deleted via the contact form. "Add" vehicles. No actions "Add" contact preferences, which can be modified, deleted or finalised via the contact form. No actions on tab. "Modify" the contact form to enter this information. Page 6 of 7

7 Attached documents Incidents Management of documents for contact. Incidents relating to the contact are shown here. The history enables closed incidents to be viewed. Add documents "Add" contact incidents, which can be viewed and finalised. Page 7 of 7

User support Marketing Director profile Management of manual campaigns DataCar CRM, Expert version

User support Marketing Director profile Management of manual campaigns DataCar CRM, Expert version Contents 1 Manual campaigns... 2 1.1 - Creating a manual campaign... 2 1.2 - Campaign supervision page... 6 Page 1 of 14 1 Manual campaigns The application's manual campaigns enable you to meet specific