Contact Management

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