Welcome to Aimbase University
Class is in Session: Contact Management
Hosted by: Amanda Friedrich, Product Owner
What is Aimbase Contact Management?
- A new way for OEM-level users to manage prospects, tasks, and track conversations
- Before releasing the lead to dealers, warm the lead up, help them pick the right product, and get them ready to buy
- Ability for users to send emails and texts directly to prospects
- Create and complete tasks to manage your time more efficiently and focus on what matters
- Real-time, in-application notifications
- New dashboards highlight what matters most
- A better way to release leads to the right dealer - ensuring the best experience for the prospect
Features
Conversations
- Email and text from a personalized email and phone number within Aimbase
- Single conversation view that includes email and text
- New actions for email and text right from prospect details
- All conversations automatically tracked through Aimbase
- Ability to manually log activities that happen outside of Aimbase (calls, appointments, etc.)
Message
- Personalized message that goes to the prospect
- Send by email or text
- Keep it simple with just text, or add email branding within the template
Attachments
- Send attachments in email and text
- Manage attachments
Signatures
- Include signatures in emails
- Two types of signatures
- Use the simple markup tools to craft your signature
Tasks
- Create tasks to focus on follow-up and contact activities
- Schedule ahead as a reminder
- Complete when they occur
Tasks
- Visibility of outstanding tasks
- Completed task are added to prospect timeline
In-App Notifications
- Real-time notifications of new messages right when they come through
- Click to view and respond
- Accessible everywhere
Quick Indicators
- Visual indicator for read / unread
- Visual indicator for response
- Quickly identify the messages that still need action
Qualify the Lead
- Manage the lead prior to sending to the dealer
- Assign local or corporate dealer
- Qualify based on Lead Score and Content
- Customize your lead queues i.e. Lead Type, Brand, Purchase Timeframe, etc
Example Lead Flows
- Internally Qualify
- High value prospects
- Qualify the product
- Select the dealer
- Prevent flipping
Nurture Only
- Higher in the funnel
- Unsure about their interest
- Keep your brand top of mind
Send Immediately
- Contact Dealer
- Select Local Dealer
- Enable Lead Re-Route
Release the Lead
- When the prospect is ready, release their lead to the right dealer that can meet their needs.
- Choose to send to CRM and to send a notification
- Add a comment for the dealer to see immediately on receipt
- Sends a customized note to the dealer – they will know this is a qualified lead
Dashboard
- Actionable dashboard with widgets of helpful information
- Access unread messages, upcoming tasks, top prospects, and recent leads
- View metrics
How does Contact Management help you?
Interact with the prospects that mean the most to your company
- Contact Management can be set by lead type – meaning the leads that really matter to you will be sent to you to prequalify
Eliminate uncertainty by prequalifying leads
- Sending leads directly to dealers works in many cases, but there’s a loss of visibility
Prequalifying leads before sending to dealers ensures the prospect knows the best product for them from your manufacturer and helps prevent flipping to a competitive brand
- Allows a personal touch from the manufacturer, which helps the prospect with their decision to buy
Share conversations with dealers
- Dealers will understand this is a pre-qualified lead and will be able to view comments and notes for a seamless transition for the prospect