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SalesVision

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Text Alerts - Send a DealSaver alert when a consumer texts in off of one of our lines

Currently a dealer has to be in the portal to see when a text message comes in, Penske has requested that we send them an alert when a consumer texts one of our text enabled lines so they have near real time visibility into that message and can lo...
Kimberly Simko 20 days ago in SalesVision 0

Make Outbound Dashboard All Calls List Drillable

Robert Smoczynski from Canada One reached out wanting to know if we can add hyperlinks to the options in Outbound that would show only those calls. Image is showing where he is requesting the hyperlinks be added. He wants to be able to see only th...
Cameron Woodfork 5 months ago in SalesVision 0

Hour of Day Filter

Please add a filter in to the enterprise reporting that would allow you to search by hours of the day for all of the data that we provide.
Gregory Vovak 3 months ago in SalesVision 0

Move Location of Alert Activity, Text, and Voicemail Report Reports

File Attached: Visual of Proposed Changes To "Other Tab" Based on conversations that I have been having with Dealers I suggest moving the location of the items that currently sit in the "Other" tab on the left-hand rail of the platform. Alert Acti...
Dustin Snyder almost 2 years ago in SalesVision 0

Reporting for Agent 1

Schumacher Group (10 stores), they are asking for reporting on Agent 1 and how well their receptionist/Cashier/operators are doing. Moving to SalesVision 24, they will be losing visability to Agent 1
Amy Shaffer about 1 year ago in SalesVision 0

Single report - combine inbound/outbound employee performance

Total Employee Performance report that shows inbound and outbound performance and volume by employee on one dashboard or report. Client would like to see reports that show an employee's total performance on both inbound and outbound calls on one r...
Kirstie Thomas over 3 years ago in SalesVision 1

Broken Promise Calls on Action Dash

We have a category in our Department report called Broken Promise which highlights calls where a caller states... "someone promised to do something (call, email, send, ect) and they didnt" These are high priority calls for dealerships. These calls...
Kirstie Thomas about 3 years ago in SalesVision 0 Already exists

Access to data of cancelled customers so we can see usage

Last 90days of activity: Minute Usage Calls by Number Number of missed calls by dept. Thanks
Jim Menard over 2 years ago in SalesVision 0

SalesVision > Dealership > Staffing Report Include Abandoned Calls

Currently the SalesVision > Dealership > Staffing Report only displays the Total Calls, Appointments, and Reached Voicemail data. Adding the Abandoned Calls will provide them a better perspective for what happens during the different hours.
Guest over 3 years ago in SalesVision 0

Goals - allow accounts to set their own goals

In the employee report card and on the department report allow the goals that are displayed to be set by each account. Currently all goals are static and set by CallRevu and not by the client based on the clients needs, goals or expectations of th...
Kirstie Thomas about 3 years ago in SalesVision 0