Automotive Sales Pipeline Management

Início do fluxo de trabalho/processo.

Retrieve the initial lead information from the 'Leads' data model to begin the pipeline process.

Change the status of the Lead entry from 'New' to 'Contacted' once the first interaction occurs.

Create a task for the assigned Sales Rep to perform a discovery call with the lead.

Fetch available cars from the 'Inventory' data model that match the customer's requirements.

Execute a formula involving vehicle price, interest rate, and loan term to estimate monthly costs for the customer.

Create a task for the showroom coordinator to prepare the specific vehicle and confirm the appointment.

Send an automated email to the customer with the date, time, and location details.

Generate a new entry in the 'Quotations' data model containing the negotiated price and terms.

Update the quotation entry to reflect that the offer is now with the customer.

Create a task for the Finance Department to verify the customer's creditworthiness.

Retrieve approved interest rates and loan durations from the 'Finance' data model.

Update the Lead entry status to indicate the customer is actively negotiating the deal.

Create a new entry in the 'Contracts' data model once terms are agreed upon.

Send an SMS to the customer 24 hours before the scheduled vehicle delivery.

Finalize the lead process by updating the status to 'Closed Won' upon contract signing.

Create a task in the 'Customer Success' model to check satisfaction 30 days after delivery.

Aggregate the 'Total Sale Price' from all 'Closed Won' entries in the current month.

Create a report summarizing conversion rates and total revenue from the Sales Pipeline data.

Fim do fluxo de trabalho/processo.