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Enquiry Management

Our Enquiry Management module as part of exstoSales is a powerful sales lead management platform allowing sales executives to control their pipelines while providing sales managers with overviews and valuable data insights.

Connected Enquiry Management

Enquiry Management is integrated not only with the usual OEM and third party systems, but also with eDynamix own suite of solutions meaning users can do things like start an enquiry in Enquiry Management from the VIDEO1st app when sending a personalised video to the customer, from online bookings when a customer requests a valuation, from CRM when the customer is identified as a potential sales lead and from Web Master when the customer enquires on a vehicle.

Enquiries can also be accepted from 3rd party sources such as AutoTrader or a manufacturers own website and then managed within the exstoSales platform.

Create personalised videos directly from Sales Desk as part of the enquiry using VIDEO1st.

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Offer sheets

The in-built offer sheet includes upsell items, part exchange information and integration with Codeweavers for HP and PCP finance calculators which can then be delivered directly to customers.

FCA Integration

Having full FCA integration ensures that the correct sales process is followed by all employees, each and every time.

Vehicle Valuation Survey

As part of a customer engagement through VIDEO1st a customer can request to value their current vehicle, completing a valuation request survey and uploading media which is then attached to the relevant enquiry to ensure an accurate quote is delivered.

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2-way Communication

Send and receive email and SMS to and from customers using our built in 2-way communication facility.

Message Centre

The built-in Message Centre is used to manage and respond to all incoming SMS and email messages directly from Enquiry Management.

Exportable Datasheets

Our powerful datasheet view allows managers to display, filter and group data in any way they want to see it and then export to Excel.

Stock Master

Search group stock to ensure the customer has the choice of all your vehicles using tight integrations with Stock Master with any open enquiries also showing within the Stock Master record.

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The next generation Showroom system.

Stock Master

GDPR Compliance

Manage contact preferences for each customer to ensure full GDPR compliance using iConsent.

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Activities

Activities

Schedule, manage and monitor upcoming and overdue activities and delivery logs.

Initial Discovery Document

Initial Discovery Document

Create the IDD directly from Sales Desk through the connections to the FCA.

Service Plans

Service Plans

See if the customer has an active service plan or quote a new plan directly from Sales Desk to highlight cost of ownership and improve plan sales.

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Part Exchanges

Part Exchanges

Record all part exchange information, including CAP valuations and vehicle appraisal documents, against each enquiry.

Performance Dashboarding

Performance Dashboarding

Analyse and export sales performance and enquiry to delivery funnels by group, dealership and executive.

Role Based View

Managers get a view of their dealership or group leads with sales executives focussing just on their own pipeline.

Pipelines

The sales pipeline is broken into 3 buckets for open enquiries, confirmed appointments and scheduled deliveries so sales executives can see their current activity at a glance.

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