CRM for Automotive Dealers

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Customer Engagement & Business Reporting Automation
for Automotive Manufacturers, Distributors and Dealers
®

Customer Engagement
© 2017 WyzMindz Solutions Pvt. Ltd. All Rights Reserved
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Sales, Service Marketing (SMR) & Insurance Renewal
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For effective Customer Engagement
In the absence of CRM, customer data for sales & service is
managed on MS Excel sheets, with limited or no control for
Dealer Principals and their Managers
Missing Follow-ups & Notifications
Follow-up notifications in Excel cannot be automated and
therefore leading to potential loss of leads.
Communication Platforms
How about automated calling, SMS integration, WhatsApp
messaging etc. from same platform ?
Performance monitoring
Monitoring performance from excel based data
capture systems is challenging
Ability to upsell Finance,
Insurance, VAS, EW, RSA etc.
Absence of a 360 degree customer profile
Offers and Promotion
Customized promotions for Vehicles cannot
be managed without a CRM appl
Why Dealers Need CRM ?
For Sales, Service (After-Sales) & Insurance Renewal
3

Naveen Sharma
DMS
DMS
How AUTOSherpa® CRM Works ?
Install CRM on dealer’s server or CtrlS.
- Ensures data security
Source inputs from DMS/ERP with API or
Manual upload
CRM generates automated forecast for
Service reminders, Insurance Renewal,
Warranty, RSA and other VAS upsell.
Enable customer service team (CSE) with
360° Customer Profile.
Automate customer specific Offers and
Promotions over Calls / SMS / WhatsApp
100% call recording for monitoring &
Improvement
Improve CSE team’s productivity by atleast
20% 4

3 Improve Staff Efficiency
ImproveUp-sell2
Drive Customer Retention
1 With automated follow-ups, timely notifications and
customized deals/offers based on service history
‘Click to call’ option for CRE. Improve efficiency by 20%. Mobile app
for SA & FSE to digitize information management.
Key Benefits for Distributors/Dealers
Customer
Retention
Customized Offers /
Promotion
Customer Profile
Workshop
Revenue
WhatsApp
Messaging
360° Customer Profile to refer history and upsell RSA, Extended
Warranty, Insurance Renewal, VAS, Exchange etc.
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Client Speak
“AUTOSherpa’s products, UI & support is
excellent. Team’s domain knowledge &
thought process behind the development of
auto-business tools is exceptional.”
Mr. Ketan Somani
CEO, Somani Hyundai
“With automated calling, your CRM has
helped us to focus on customer retention.
Monitoring CRE performance is now easy.”
CRM Manager, Sanjay Hyundai
CAUVERY FORD
VW
BNG
SHIVAM MOTORS
SAMTA HYUNDAI
SANDEEP HYUNDAI
CHANDRA HYUNDAI
HARPREET FORD
SANJAY HYUNDAI
ATUL AUTOMOTIVES
SOMANI HYUNDAI
AKSHAYA FORD
“We appreciate the design and workflow of CRM app. It
helps us to analyse ICRE performance and take corrective
steps for improvement.”
Mr. Venkatachal Sharma
Business Head - After SalesSTAR HYUNDAI
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Product Overview
Multichannel
Communication
Interaction History
Referencibility
Upsell /Cross-sell
Opportunities
Tag leads to Insurance, Finance,
Sales, Warranty and Parts functions
Intuitive Intelligence on
Customer Interactions
Forecasting &
Predictive
algorithms
Mobile App for
instant engagement
Scheduling and
allocation module
(Call, SMS,
WhatsApp)
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CRM Platform2

CRE Screen360 degree customer profile - Refer vehicle’s service history, Insurance renewal history, PSF status, EW and RSA
renewal, previous Call/SMS/WhatsApp interaction details on a single page.
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Manager Screen
Access to all call recordings interactions at a ‘click’
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CRE Screen
Customized WhatsApp & SMS - in Hindi, English and regional languages
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WhatsApp Messaging (One way)
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CRM Reports3

User Interface - reports
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4
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CRM Report (sample)
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CRM Report (sample)
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CRM Report (sample)
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CRM Report (sample)
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No part of this document may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic,
mechanical, photocopying, recording or otherwise, without prior written permission. For permission requests, please contact
hello@autosherpas.com
Naveen Sharma
If you require any further information, please contact :
+91 90360 77766
naveen@autosherpas.com www.autosherpas.com
ZEESHAN SHARIFF
+91 9148906916
zeeshan@autosherpas.com
© 2017,WyzMindz solutions Private Limited.All rights are reserved.

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