All Leads Dashboard
Project Case
A Multifranchise Automotive Dealership was bent on expanding its customer base and hired a CRM team to help in engaging with customers more effectively. From the get-go, the CRM team started multiple digital campaigns and provided digital offers to attract different personnel. However, they noticed that they were unable to see how effective their digital efforts were.
VALUE HIGHLIGHTS
Solution
The Dealership’s current ERP & Tool was complex and disjointed. Data was unstructured, unorganized and scattered across different platforms due to the CRM team’s Business Nature. The vagueness in data led to poor stakeholder experience for deriving insights. Techmax Technology brought a solution to connect & organize data from different important CX Systems to understand the customer’s digital journey. We proposed a lead dashboard to assist in tracking all leads generated from various digital sources and monitor their advancement. The primary purpose of the dashboard is to display the number of leads
generated, their source, and the conversion rate.