®

Customer Engagement & Business Reporting Automation

for Automotive Manufacturers, Distributors and Dealers

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 1 Customer Engagement
Sales, Service Marketing (SMR) & Insurance Renewal

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Why Dealership Need a CRM ?
For Sales, Service (After-Sales) & Insurance Renewal

Performance monitoring For effective Customer Engagement

Monitoring performance from excel based data In the absence of CRM, customer data for sales & service is
capture systems is challenging managed on MS Excel sheets, with limited or no control for
Dealer Principals and their Managers

Ability to upsell Finance,

Missing Follow-ups & Notifications
Insurance, VAS, EW, RSA etc. Follow-up notifications in Excel cannot be automated and
Absence of a 360 degree customer profile therefore leading to potential loss of leads.

Offers and Promotion Communication Platforms

Customized promotions for Vehicles cannot How about automated calling, SMS integration, WhatsApp
be managed without a CRM appl messaging etc. from same platform ?

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How AUTOSherpa® CRM Works ?
Install CRM on dealer’s server or CtrlS.
- Ensures data security

Source inputs from DMS/ERP with API or

Manual upload

Naveen Sharma CRM generates automated forecast for

Service reminders, Insurance Renewal,

DMS Warranty, RSA and other VAS upsell.

Enable customer service team (CSE) with

DMS
360° Customer Profile.

Automate customer specific Offers and

Promotions over Calls / SMS / WhatsApp

100% call recording for monitoring &

Improvement

Improve CSE team’s productivity by atleast

20%
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 Key Benefits for Distributors/Dealers
Customer
Retention

1 Drive Customer Retention

With automated follow-ups, timely notifications and
Workshop
Revenue

customized deals/offers based on service history

Customized Offers /
Promotion

2 Improve Up-sell
360° Customer Profile to refer history and upsell RSA, Extended
Warranty, Insurance Renewal, VAS, Exchange etc.

3 Improve Staff Efficiency

‘Click to call’ option for CRE. Improve efficiency by 20%. Mobile app
for SA & FSE to digitize information management.
WhatsApp
Messaging

Customer Profile

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Client Speak
“We appreciate the design and workflow of CRM app. It
BALAJI MOTORS CAUVERY FORD helps us to analyse ICRE performance and take corrective
steps for improvement.”
Mr. Venkatachal Sharma
SOMANI HYUNDAI VW Business Head - After Sales
BNG

SANDEEP HYUNDAI
“AUTOSherpa’s products, UI & support is
CHANDRA HYUNDAI excellent. Team’s domain knowledge &
thought process behind the development of
KUSHI FORD auto-business tools is exceptional.”
Mr. Ketan Somani
SHIVAM MOTORS CEO, Somani Hyundai

SAMTA HYUNDAI
“With targeted campaigns, your
ATUL AUTOMOTIVES CRM help us to focus on customer
retention. Monitoring CRE
AKSHARA FORD performance is now simplified.”
CRM Manager, Sanjay Hyundai
SANJAY HYUNDAI
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 Product Overview
Intuitive Intelligence on
Customer Interactions
Multichannel
Communication
(Call, SMS,
WhatsApp)

Interaction History Forecasting &

Referencibility Predictive
algorithms

Mobile App for

instant engagement
Upsell /Cross-sell
Opportunities
Scheduling and
Tag leads to Insurance, Finance,
allocation module
Sales, Warranty and Parts functions

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 2
CRM Platform

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CRE Screen
360 degree customer profile - Refer vehicle’s service history, Insurance renewal history, PSF status, EW and RSA
renewal, previous Call/SMS/WhatsApp interaction details on a single page.
Manager Screen
Access to all call recordings interactions at a ‘click’
CRE Screen
Customized WhatsApp & SMS - in Hindi, English and regional languages
WhatsApp Integration (One way)
 3
CRM Reports

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User Interface - reports
CRM Report (sample)
CRM Report (sample)
CRM Report (sample)
CRM Report (sample)
The data in this document contains trade secrets and confidentiality or proprietary information of AUTOSherpa®,
the disclosure of which would provide a competitive advantage to others. Therefore, this document shall not be
disclosed, used or duplicated, in whole or in part without written approval.

© AUTOSherpa® Systems is a brand incubated by WyzMindz Solutions Private Limited. All rights reserved.

If you require any further information, please contact :

Naveen Sharma
+91 90360 77766
naveen@autosherpas.com
www.autosherpas.com 19