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Automotive Configuration Overview: Sales Centers
Automotive Configuration Overview: Sales Centers

Recommended platform setup for Automotive Sales Centers

Updated over a year ago

Use Medallia Concierge in your sales center to communicate with prospective buyers, update clients on inventory or new cars on lot, follow-up after initial visit, post-sale follow ups, and capture post experience surveys.

Here is our recommended configuration for sales centers:

KEY INTERACTIONS to think about:

  • Welcome message

  • Follow-up after initial visit

  • Car delivery/car is ready notification

  • Post-sale (one week after sale)

  • Experience survey

  • Trade-in value of car

TEMPLATES to create to quickly respond to customer FAQs:

  • Hours

  • After-visit “Thank you”

  • Directions

  • Vehicle pick-up/Ready

  • Currently assessing trade-in

TAGS that can be temporarily applied to individual contacts:

  • Prospect

  • On-lot

  • Current customer

  • picked-up

SEGMENTS to setup to help target your communication:

  • 1 Day before Appointment

  • One week after appointment

  • Sales Associates

  • One week after sale

ZINGS to create to help automate your communication and processes:

  • Unknown contact registration

  • 5 minute escalation

  • Appointment Reminder

  • After visit Survey

Want to see a step by step walkthrough of this and other Automotive use cases? We've got you covered, check out the video section of our knowledge base for our in depth video tutorials.

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