Find demand.
Support every sale.
Find potential customers and deliver enriched leads to dealer CRM. Analyse the conversation, help sales managers improve and use the outcome to refine the next search.
- 01Find and deliver
Demand, contacts and an offer in CRM
- 02Call and understand
The dealer talks. The system analyses the outcome.
- 03Coach and refine
Guidance for managers. Feedback for discovery.
- ↶ Call outcome → next search
Each step builds on the last.
Lead generation puts a potential customer into the workflow. Speech analytics reveals what happened on the call. The outcome feeds back into selection.
01Find signs of demandIdentify potential customers who are likely to need a vehicle or commercial equipment.EXPLORE THIS STEP
Use fleet age, listings, procurement, hiring and enquiry history. Establish who the customer is and why now is a useful time to call.
Discovery and enrichment ↗02Deliver an enriched lead to CRMContacts, email where available, potential need, a suitable vehicle and reasons for the offer.EXPLORE THIS STEP
Assign the lead to a dealer using territory and agreed rules. Merge repeat records with existing history so the manager sees the full context.
Inside the lead record ↗03The dealer contacts the customerThe manager knows who to call, what to offer and why it might be relevant.EXPLORE THIS STEP
The conversation tests the demand hypothesis, clarifies the actual need and establishes the next step with the customer.
04Analyse the call and its outcomeDetermine customer fit, actual needs, how the conversation went and how it ended.EXPLORE THIS STEP
Capture the substance, vehicle, timing, objections, commitments and next step. Check findings against quotes and the recording.
Conversation analysis ↗05Help each sales manager improveGive individual guidance based on their conversations and develop specific sales skills.EXPLORE THIS STEP
Show where to clarify needs, explain an offer, handle objections and agree on a next step. Team leads get focused coaching topics.
Guidance and coaching ↗06Refine the next selectionUse real conversations to adapt discovery, enrichment and lead assignment.EXPLORE THIS STEP
Distinguish no demand, an unsuitable model, missing data and difficulties in the conversation. Each calls for a different adjustment.
Outcome feedback ↗
Sources, assignment rules and CRM exchange are configured for the dealership or network. Analysis uses available recordings and handling outcomes.
Start with a customer you have a reason to call.
Find signs of demand for new and used cars and commercial vehicles. Enrich the lead, suggest an offer and deliver it to the right dealer’s CRM.
Demand beyond a contact record
Fleet renewal, selling a current vehicle, procurement or business expansion help identify a reason to call.
Contacts and potential
Gather customer context, available phone and email, potential needs and reasons for the offer.
Work in the dealer’s CRM
Deliver enriched leads with priority and context. Account for duplicates and open enquiries in one customer history.
Context for the first conversation.
The lead record helps managers start with customer needs and a relevant offer. Source data is supplemented by what the conversation reveals.
- Customer
- Company or individual, company tax ID where relevant and enquiry history.
- Contacts
- Contact person, phone and email when available in connected sources.
- Potential need
- What vehicle may be needed and which signals indicate demand.
- What to offer
- A suggested model and reasons it may suit the customer.
- Why now
- The event or signal that makes a conversation timely.
- Who handles it
- Dealer territory, priority and the next action for the manager.
THE FIRST PART OF THE CYCLE
- 01
Find demand
Select a potential customer using demand signals.
- 02
Enrich
Gather contacts, context and potential need.
- 03
Suggest a model
Explain which vehicle to offer and why.
- 04
Deliver to the dealer
Assign the lead and send it to CRM.
FROM SOURCES TO ACTION
Sources and selection rules
Agree on available fleet, registration, listing, procurement, company and enquiry sources. Potential demand is a hypothesis to test in the conversation.
CRM and assignment
Configure delivery, territory and priority rules, duplicate matching and updates to existing enquiries. Include contact details when available in the sources.
Do-not-call exclusions and rejection rules inform selection. After the conversation, the outcome feeds into the next cycle.
After the call, understand what happened.
The dealer speaks to the customer. We analyse fit, actual needs, the manager’s approach and the outcome. Findings guide the next customer action and improve future discovery.
Customer fit
Test the demand hypothesis: actual needs, suitability of the offer, timing and constraints.
Substance and outcome
Identify needs, model, objections, agreements and result. Show what was learned and what to do next.
Conversation quality
Analyse the manager’s approach, identify strengths and provide guidance supported by quotes.
THE SECOND PART OF THE CYCLE
- 01
Receive the recording
The dealer’s conversation with the assigned customer.
- 02
Identify the outcome
Needs, customer fit and the contact result.
- 03
Support the manager
Call guidance and coaching topics.
- 04
Return feedback
Refine discovery, enrichment and assignment.
CONTEXT AND DEVELOPMENT
Recording and call summary
Role-based transcription, summaries, quotes and playback help verify findings. Base analytics can work with phone-system recordings.
CRM, deals and additional modules
For the complete cycle, connect the lead, enquiry and conversations. Contracts, handovers, 1C, service cases and other modules can be connected to fit the task.
Separate lead quality from handling quality. No purchase alone does not establish that the customer was a poor fit or the manager made a mistake.
A lesson from this call. A skill for the next.
Managers get analysis of their own conversations and guidance they can use on the next call. Team leads see where each person needs coaching.
Understand the need
Which questions were asked, what remains unclear and where to explore the customer’s task.
Explain the offer
Connect the suggested model and its capabilities to what matters to the customer.
Keep the dialogue moving
Handle objections, agree on an action and establish the next contact.
The conversation shapes the next search.
“Did not buy” does not explain why. We analyse customer fit, actual needs and what happened on the call, then refine three parts of the lead workflow.
Discovery
Which signals lead to real demand and which customers to search for next.
Enrichment
What information was missing, what to verify and how to make the offer more relevant.
Assignment
Which dealer should receive the lead, considering territory, needs and handling outcomes.
↶ Call findings → refined selection rules → next lead
BACK TO THE START OF THE CYCLE ↑A clear view for each role.
Distributor and network
Who is assigned to dealers, how leads are handled and where to change selection or assignment.
Dealership director
Potential of assigned leads, progress and reasons why customer follow-up stops.
Sales lead
Lead quality separately from conversation quality, with focused coaching topics for each manager.
Sales manager
Context before the call, analysis afterwards and specific guidance for the next conversation.
Build the cycle for your network.
Tell us who you want to reach, how you assign leads and where your team works with them. We will agree on sources, enrichment, CRM delivery and call analysis.
DISCUSS SETUP ↗- 01Demand and data sources
- 02CRM and dealer assignment
- 03Calls, coaching and feedback