Automotive CRM Feature list

by Dquip Team · September 9, 2016

Scenario of the Automotive industry & CRM for Automotive business

It’s obvious that speed is the name of the game for the Automotive industry. Businesses in India, Australia, Hong Kong, UK, U.S.A, etc. have had a high tempo market dominance. Nonetheless, the automotive industry has its internal rhapsody called competition where every individual business longs to strike the most effective note. They perennially need to motor through an obstacle course to maintain their current client base & increase fresh conversions simultaneously. An automotive crm actually holds the key to these concerns. It can effectively help in improving business performance with sales process automation. Automotive CRMs will increasingly help businesses prove their market capabilities for the next 3-7 years; let’s say it’s a safe drive for automotive crm till 2020.

The 100+ things that you can do with an Automotive CRM, this detailed booklet briefs you about all the modules.

Download Booklet on 160 plus Features of Automotive CRM

Modules of Automotive CRM:

1. Sales Target Module
This module helps you:
Set, track and monitor sales targets for your business and sales people respectively.
Monitor your financial growth.
Monitor & manage the sales performance of your business and sales teams.

2. Lead Management Module
This module lets you:
Add multiple leads.
See the status of each lead follow-up and prioritize leads to close more deals quicker.
Categorize and allocate leads as per your desire.
Foresee your business scope of growth with sales forecasts.

3. Follow-up Modules: Call, Email, SMS & Meeting Module
These modules help you:
Make follow-up calls, emails, sms and meetings with leads.
Schedule follow-up calls, emails, sms and meetings with leads.
Set reminders for follow-ups, calls and meetings.

4. Showroom Module
This module lets you:
Add and manage details of cars sold from your showrooms.
See the status, priority and details of insurance / loan taken by the showroom car owners.

5. Workshop Module
This module lets you:
Add and manage details of all the cars coming into your workshop.
Create discount booklets for car servicing.
6. Insurance Module
This module lets you:
Add & manage multiple insurance details.
View and update their status and perform relevant actions like follow-ups, etc.

7. Reconciliation Module
This module lets you:
Add discrepancy details of multiple policy vendors.
See all discrepancies categorically and resolve them.

8. Quotation Management Module
This module lets you:
Create and send multiple quotations with comparative pricing charts.
Know the quotation status, add closing dates, save versions and payment collection details.
Users can share quotations with other users in the CRM.
Send quotations to higher authorities of your organization for quotation approvals.

9. Loans Module
This module lets you:
Add multiple loans and details of documents required.
Know the loan and document collection status.

10. Agents Module
This module lets you:
Add and manage multiple agents’ details.
View the commission details, payment dates and status.

11. Incentives / Commission Module
This module lets you:
Add and manage incentive details and payments of sales people

12. Payment Module
This module lets you:
Add and manage incentive and commission payments via NEFT, cheques, etc.

13. Payment Collection Module
This module lets you:
View client’s payments, cheque & courier details.
Send sms & email reminders to clients.

14. Renewals Module
This module lets you:
View all the policies.
Know & prioritize policies to be renewed.

15. Client module
This module lets you:
You can add contact details of clients.
Assign, categorize, and communicate seamlessly with your clients via calls, emails and sms.

16. Vendor Payout Grid Module
This module lets you:
Add & view multiple vendors’ details.
Know the payout for vendors as per the policy type.

17. Calendar Module
This module lets you:
Serves as a calendar.
Let’s you mark important dates relevant to your business, employees, leads and clients.

18. Import Data Module
This module lets you:
Import your existing data clients, contacts, policies, renewals, showroom car details, workshop car details, etc.
Know who imported the data.
Helps you avoid data duplication.

19. Tags Module
This module lets you:
Create & customize tags.

20. Announcement Module
This module lets you:
Make and schedule announcements internally to the people within your organization and system.
21. Company module
This module lets you:
Add and manage your company and branch details; save and know basic contact details.
Add, modify and remove contact details & designations of employees according to departments.

22. Tasks module
This module lets you:
Add multiple tasks and their descriptions.
See the completion status, priority and end date of every task.

23. Pending Data Module
This module lets you:
Know exactly what data is pending throughout your leads, clients and contacts.

24. Mass Email / Greeting Module
This module lets you:
Send mass emails to clients and leads.
Helps you run email marketing campaigns.
25. Birthday & Anniversary Module
This module lets you:
Wish Clients via emails & sms
Set reminders for the same

26. Reports Module
This module lets you:
Get real-time insights into the finest details of your business sales.

27. User Module
This module lets you:
Add new users in the system.
Specify and know their roles & titles.
Grant access permissions to various modules.
Also, categorize the users as per their departments, branches and designations.
28. Contacts Module
This module lets you:
Store, modify and delete contact details of clients.
Save important dates regarding products and services purchased.
Set reminders for payments, etc.

Conclusion

In our humble effort to provide the maximum information & help Automotive businesses select a CRM, we hope we’ve succeeded.

Eager to see these modules in action? Get registered for a demo of our Automotive CRM.

You can see more posts on Automotive CRM here.

Resources & sign-up: