Basic Features
Traction is a software-as-a-service (SaaS) customer relationship management (CRM) system designed specifically for dealerships. Complementing your existing data management system (DMS), our digital solutions cover all aspects of your dealership management and customer journey.
An all-in-one tool!
Client profile
The most important part of the CRM, the Client profile. This is where you will find all the fields necessary to complete a sale or simply follow up with a customer. The salesperson or even the parts clerk will be able to enter customer information, type of interest, home address, email, cell phone number, etc. A customer has an interest in a displayed vehicle, don't wait a second and enter it in his client profile. This will allow you to track exactly what type of vehicle the customer is looking for.
Keep complete history on this client with traces of calls, emails, texts and any other contact there may be. Even if the information comes from outside, Traction doesn't miss a thing!
Client follow-up
You are away and you want to follow your opportunities remotely? Collect as much information as possible with this module. Quickly, you will be able to see the number of opportunities created, the number of opportunities coming from a specific source or even from a channel such as email. It's a fabulous tool for carrying action across multiple maps at the same time.
The marketing team can easily use it to pull out a specific customer list for marketing follow-up or just customer follow-up.
Client process
Establishing specific rules to improve customer service is no problem for Traction. With its client process module, you can build your own filter to select customers who have a common interest or simply customers who bought on a specific date. Assign tasks so salespeople can follow up with customers, add comments directly to the customer card to explain a situation, or simply use it for a customer satisfaction survey.
Forms
Build a form tailored to your event, credit application, information request, or any other type of request. You can create your own form using a URL, which can be used on any platform. Assign specific employees or a specific department, and you're good to go! Let your imagination run wild and gather all the information you need. All the data collected will be automatically transferred to Traction, even for service appointments. Isn't that great?
Contracts
With this module, you can build your contract from scratch or provide a quote to the customer. Set your price, add accessories, add basic fees, and you will be able to give your customer the exact amount. No need to go see your manager; they can track everything from their screen and approve the transaction.
What's more, with Lautopak, you can export the contract to Traction. No more duplicating work. We offer the option of providing a financing scenario with different formulas.
Agenda
Using the task calendar, each employee can plan their schedule with this module. They can schedule their next deliveries, follow-ups, and plan reminders if the customer has decided to postpone the project until next year. It is important to create tasks to ensure accurate follow-up with our customers. It is just as important for managers to monitor their team on upcoming tasks, tasks to complete, and overdue tasks.
Tasks can be created by the employee or by another employee. Subscribe to the task, modify your task—it's your work tool, don't forget it. Traction works with a precise color chart, so there's no chance of forgetting a task.