1. The document discusses the integration between ADP BuzzTrak and ADP CRM, allowing leads generated through internet, phone calls, or showroom events to be synced between the two systems. 2. Leads entered into BuzzTrak from the internet or phone calls can either be automatically sent to CRM or manually selected for transfer. Salesperson assignments will sync between the two systems. 3. As lead statuses and activities are updated in CRM, this information is sent to BuzzTrak to update lead history, automation schedules, and statuses. Buzzmails can also be accessed and used from within CRM.

1. 1
ADP BuzzTrak-CRM-IP Phone Interaction
Internet Lead
Phone Lead Generator
BZ Digital Mktg / BuzzTrack
Website Web Lead Buzzmail
Phone Lead
Showroom Event
ADP CRM
Lead Mgt BDC Campaigns
Desking Credit
Menu F&I
Digital Contracting
Vehicle Mgmt
Deal Management
Solution Suite

2. 2
INTERNET LEADS

3. 3
ADP BuzzTrak & ADP CRM Interface
#1 ADP BuzzMails are available in ADP CRM:
Available in (Demo available in ADP booth):
 BDC Templates
 Email Reply screen (select the template)
#2 Lead Transfer Process:
From the ADP BuzzTrak perspective, dealer is offered 2 options.
 1. All leads automatically sent to ADP CRM upon arrival
 2. Leads can be hand selected to go to ADP CRM (like the misc tab's -> store transfer)
#3 Salesperson assignments:
When lead arrives into ADP BuzzTrak and is assigned to the salesman with the established business relationship, or
goes into the ADP BuzzTrak round robin rotation. It is to the dealer’s advantage to have as many of their staff listed in
both systems as possible. Leads are transferred via of 1 of 2 processes to ADP CRM.
 ADP CRM adds the lead to their system, if customer is new and no conflict, the ADP BuzzTrak salesman is assigned to the
lead in ADP CRM (so the two systems are in sync)
 If the customer has an existing ADP CRM business relationship with this customer, ADP CRM assigns the lead to the
original person, and sends notification to ADP BuzzTrak that the salesman should be <whomever>. If <whomever> exists
in the ADP BuzzTrak system, he is assigned to the lead.—OR-- If <whomever> does not have a ADP BuzzTrak account,
the ADP BuzzTrak assigned salesperson is unchanged
#4. Status Updates:
As statuses are changed and activities are taken in ADP CRM, that info is sent to ADP BuzzTrak which:
 Records the action in the lead history
 Makes changes to the automation schedule based on the activities from ADP CRM
 Changes the current status (if applicable and appropriate)
Available for Joint CRM / BZ Customers
– BZ Lead Integration
• Lead Assigns to CRM Salesperson if No Conflict
– Buzzmails Available for Use in CRM
• BDC Templates
• Email Reply screen

4. 4
BuzzTrack  CRM Flow
BuzzTrack Customer Page BuzzTrack Automated Buzzmail Marketing
CRM Inbox
CRM Log My Lead CRM Contact History

5. 5
BuzzTrack Customer Page

6. 6
BuzzTrack Bulk Mail

7. 7
CRM Inbox

8. 8
CRM Log My Lead Screen

9. 9
CRM Contact History

10. 10
PHONE LEADS

11. 11
Network Phone Lead Generator

12. 12
Scenario 1: On Phone with Lead
Sales person speaks
with a lead on the phone
Sales person enters lead’s
phone number
Sales person generates
new Lead to CRM
Lead sent to CRM is
confirmed
Sales person can view
lead’s vehicle information

13. 13
Scenario 2: Walk-in Leads
Sales person obtains
customers phone
number
Lead sent to CRM is
confirmed
Sales person generates
new Lead to CRM
Sales person enters lead’s
phone number
Sales person locates an
available desk phone