Skip to Main Content
Ideas Portal
ADD A NEW IDEA

Call Analytics

Showing 64 of 165

Add Text-SMS Alerts to our Alerts

It's evident that text messaging has become a primary mode of communication, yet its integration into dealership processes often lags behind. Many dealerships are unaware of text messages sitting in SalesVision, potentially missing out on valuable...
Heidi Braun 11 months ago in Alerts 0

Add Account name to inbound dashboard PDF Export

As part of this documentation we want to send an export of the 2.0 Dashboard>Inbound (which we can export to PDF) but the export does not include the dealer name and for all the OEM knows the information is not for the dealer that is applying f...
Guest almost 2 years ago in SalesVision 0

SVP Needs an easy way to access Unappointed Fixed Ops Calls

We need an easy way for dealers to access their unappointed Fixed Ops calls. In Sales Vision there is the appointment opportunity bar. In SVP the dealers need to click on all calls then sort by appointed and look for the calls that weren't by the ...
Gregory Vovak about 1 year ago in ServiceVision 0

review calls showing details of calls listened to/call reviewed tag or indicator

Customer would like the review calls to show the details of which calls they listened to. Currently it breaks out the department but not the actual list of calls they've listened to. They would like this so if they forget which calls they listened...
Jasmin Reynolds about 1 year ago in CallTracking CI 0

Call Times on Text Alerts should reflect the time zone of the account (all are currently CT)

Currently all call alerts sent via text show the time of the call in CT. We should show the time of the call based on the time zone of the account
Guest over 2 years ago in Alerts 0 No longer in consideration

Vehicle Report

A report that shows information about the Vehicle of Interest and Current Vehicles discussed in calls. The report would show how many calls did the agents collect current vehicle out of all sales opp calls. And how many collected VOI out of sales ...
Guest over 2 years ago in SalesVision 1

Show who is receiving alerts and what alerts they are getting

Dealers want to know who is signed up for what alerts. There is high staff turn over and this would allow them to self-admin their alerts.
Holly Rose over 1 year ago in SalesVision 1

Favorites

Client would like to be able to create a report once and then add it to favorites so it is stored in a menu option called favorites where they can then go and run that report easily without having to recreate it each time. Example would be running...
Kirstie Thomas over 2 years ago in SalesVision 1

Dealership Performance sort order

When you have multiple accounts selected, all the dealership display in the Dealership Performance section. There doesn't appear to be any rhyme or reason to their listing. The stores aren't listed alphabetically, or by call total, Agent Available...
Amy Shaffer over 1 year ago in SalesVision 0

Including the dealership name on Text Alerts

Requested by Charlie Hicks of the Ed Hicks Auto Group. When there is a group of dealerships, the GM says it will be easier for him to know who to forward the alert to if the store name is included in the original text.
Holly Rose almost 3 years ago in Alerts 0