Empower agents to proactively engage with prospective customers and dealer partners, and exceed your business goals. Curate a prioritized list of similar prospects to design personalized, timely engagement initiatives. Agents can seamlessly engage with prospects and customers with meaningful guidance.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions. |
In Automotive Cloud, you can create actionable list definitions on Lead, Account, Vehicle, Asset. Contact, and Opportunity objects.
You can create outreach lists for these use cases.
- Create a list of prospects who are interested in test drives, and assign the list to service representatives who can schedule test drives to improve engagement.
- Create a list of vehicles with faulty parts eligible for recall, and assign the list to service agents who can prioritize the product recall communications.
- Create a list of customers who haven’t purchased any warranty, and assign the list to sales agents who can upsell products and services recommended for customers.
- Create a list of accounts who are defaulters on automotive loans or leases, and assign the list to financial service agents who can follow up on payments.
Learn more about the Actionable Segmentation components available with Automotive Cloud.
| Component | Use | Details |
|---|---|---|
| Actionable Segmentation | Sales managers can create a list of similar dealer or customer profiles to help agents deliver personalized, timely engagements. | Actionable Segmentation |
| Actionable List Members | Sales managers can prioritize the prospective customers and dealers that sales agents must engage with. | Actionable List Members |
| Outreach List | Sales agents can view a prioritized and consolidated list of prospects and efficiently engage with them. | Outreach List |
| Actionable List Engagement | Sales agents can get guidance through the various stages of engaging with a prospect or a customer, including precall, call, and wrap up. | Actionable List Engagement |