Follow Up Workflows

[Jason Oswald]

I recently switched CRM's and our follow up process disappeared.. I know the basic set ups but I am looking for something a little more creative and was wondering if anyone would be interested in some suggestions.. I am looking for complete workflow's for not sold customers and follow up for sold customers.. Any suggestions or worlflow examples would be greatly appreciated.. I work at a new car Honda dealership.

 

[Alexander Lau]

There was some talk on this here, not long ago, but I can't find it. Not to promote competitors here, but there was tons of this talk over at http://www.automotivedigitalmarketing.com, last year.

 

[craigh]

There was some talk on this here, not long ago, but I can't find it. Not to promote competitors here, but there was tons of this talk over at http://www.automotivedigitalmarketing.com, last year.

Not to disparage the competitors here, but how in the hell do you manage to navigate that website?
All I see is spaghetti.

 

[Alexander Lau]

Not to disparage the competitors here, but how in the hell do you manage to navigate that website?
All I see is spaghetti.

Unfortunately, it's pretty awful, I do agree. The content is pretty good, but usability is dreadful.

It's a NING site I think.
https://www.ning.com

 

[Rick Buffkin]

Not to disparage the competitors here, but how in the hell do you manage to navigate that website?

@craigh

 

[simpledealersuite]

So if I understand your needs correctly, here is what you are trying to do

Build a workflow with automated emails and actions for your sales rep, bdc rep, sales manager and bdc manager to work a lead pre-sale

If the deal closes, do a different workflow?

Or something beyond that?