Understanding the Wishlist Feature in DriveCentric
The Wishlist feature in DriveCentric is a powerful tool designed to help sales teams track customer interests in specific vehicles and receive timely notifications when matching vehicles become available. This article provides a comprehensive overview of how the Wishlist operates, its notification mechanisms, and its functionality across various deal statuses.
Overview of the Wishlist Feature
The Wishlist is tied to the customer card in DriveCentric, allowing users to add specific vehicles that a customer is interested in. This feature operates independently of the deal status, ensuring that customer interests are tracked and notifications are sent regardless of whether a deal is active, snoozed, dead, or delivered. The Wishlist remains active for up to a year after creation.
Notification Mechanisms
DriveCentric sends daily notifications about Wishlist matches via feed and mobile push notifications at 9:00 AM dealership time. These notifications are sent to all users assigned to the customer, including primary and secondary sales representatives and the BDC team. Each customer generates one notification per day, summarizing the number of matches found.
Key Points About Notifications:
Notifications are tied to the customer card, not the deal status.
Notifications are sent regardless of whether the deal is marked as dead or snoozed.
Users must be assigned to the customer to receive notifications.
Impact of Deal Status on Wishlist Functionality
The Wishlist feature is independent of the deal status, meaning it continues to function and send notifications regardless of whether a deal is active, snoozed, dead, or delivered. Here are some specific scenarios:
Dead Deals: - Notifications are still sent for vehicles matching the Wishlist criteria. - Users are prompted to start a new deal if there is no open deal when a match is found.
Snoozed Deals: - Notifications are sent even when a deal is snoozed, ensuring no opportunities are missed.
Lost Deals: - Marking a deal as lost does not remove the customer from the Wishlist or stop notifications.
User Assignment and Notification Eligibility
To receive Wishlist notifications, users must be assigned to the customer. This includes primary and secondary sales representatives and the BDC team. Notifications are sent daily, summarizing all matches for the customer.
Frequently Asked Questions
Does the Wishlist reference the entire group’s inventory or just the store’s inventory?
The Wishlist references only the inventory of the store associated with the customer profile. For example, if the profile is under Cadillac, it will reference only Cadillac's inventory.
Where can I find the Wishlist section in DriveCentric?
The Wishlist section is located on the left side of the customer card in DriveCentric. This is where you can add items to the customer’s Wishlist, indicating specific vehicles they are interested in.
Does marking a deal as dead remove the customer’s Wishlist vehicle?
No, the Wishlist vehicle remains visible on the customer’s card regardless of the deal status.
Conclusion
The Wishlist feature in DriveCentric is a robust tool that ensures customer interests are tracked and notifications are sent regardless of deal status. By tying notifications to the customer card and maintaining functionality across all deal stages, the Wishlist helps sales teams stay informed and responsive to customer needs.