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<< Click to Display Table of Contents >> S-L-2 CRM Leads |
  
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<< Click to Display Table of Contents >> S-L-2 CRM Leads |
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CRM setup:
To use the integration between your CRM provider and Frazer, you'll first need to be signed up with a CRM Company.
Frazer integrations available:
If you're already signed up with one of our providers (and have been using it) or would like to learn more, you simply need to find our integration box. This is located in Miscellaneous > 1 - System Options > 10 - Integrations
Clicking on "CRM" will open the CRM information window.
Once you select your vendor's tab and enter their information you're ready to start using the integration!
CRM integrations work a little differently than other integrations. You will not actually use Frazer to create the prospect OR manage the deal until the sale is imminent. Once the deal is imminent you will send the deal to Frazer from within your provider's portal:
Once a customer is sent to Frazer, we'll hop into the Frazer system, select Sales > K - CRM Leads and pull that customer into Frazer.
Once a customer is selected you can use the "Review Lead" button to make sure all of the information entered is accurate.
Frazer breaks down the prospect into 5 tabs. Click on the tabs below to learn what's on each one!
The tabs are self-explanatory, just tell me how to add the prospect!
The summary section will give you minor Buyer / Co-buyer information as well as any vehicles that the customer(s) is interested in. This screen will also provide some trade information as well.
The Vehicles section will give you information about the vehicles that you've been working with when talking to the customer. You also have the ability to "find a vehicle" from inventory if the given vehicles from your CRM provider have changed.
This screen allows you to select trade vehicles that were previously entered into your CRM application and apply them to the prospect.
This screen allows you to view the Buyer's information.
This screen allows you to view the Co-buyer's information. This screen also gives you the ability to swap the buyer and the co-buyer.
Once you've verified the information (don't worry you will be able to change it in the Frazer prospect screen if something is minor), you can click on "Create Prospect".
This will push the deal to the "Enter Sales" screen and will automatically save a prospect for you. From here you can manage the deal and the paperwork as you normally would inside the Frazer Program.
