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Selly CRM Integration with EverLogic

Selly CRM integration with EverLogic provides the ability to track your leads and help you communicate with Customers, with automated systems, as well as first-in-class templates and text marketing.

 

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  • EverLogic Integration: Ability to access the Selly Platform and allows you to import your Leads directly into EverLogic.
  • Communicate with Customers: Record all communication and store details in the Client History Tab.
    • Text – Text directly from the Selly platform, without the need of a personal cell phone. Text templates available for easy communication and convenience. No worries about losing messages. ALL text messages will be available for viewing on the Selly platform.
    • Email – Email directly from the Selly platform. Email templates available for easy communication and convenience. ALL emails will be stored on the Selly platform.
    • Phone – record phone calls
  • Tasks & Appointments: Set reminders to ensure you do not miss following through with a Customer.
  • Inventory: Inventory will be imported from your website. Tracking tools are available, Customer Interests, popularity with DOL.
  • Automated Workplan: The Automated Workplan will send text and emails, based on Deal Stage, and can be customized.
  • Opportunities Board: Manage Opportunities, and avoid deals falling through the cracks. The Drag & Drop function is used to move Opportunities into different Stages, to trigger automation. Managers can use this tool to monitor the Salesperson’s Opportunities.
  • Desking Tool: The Desking Tool is available for use, directly from the Opportunities Board, allows you to share a professional proposal with your Customer.
  • Text Marketing: Text Marketing offers text campaigns, based on the Client’s in the market, Sold Customers, and Clients in specific stages. Includes a price drop notification campaign.
  • Documents Storage:  Keep relevant Customer information / documents; ie driver's license, insurance card, etc.
  • Mobile App: Most all functions are available on your mobile device, including the Driver’s License Scanner, Clients, Inventory, Text, Email, Appointments, Tasks, Scan Documents.
  • Analytics: Shows stats on general activity happening within the dealership; ie vehicles sold, opportunities, appointments and tasks.

 

 

 

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