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Created by Katie Wagner
Created on Jun 8, 2023

One phone number for agents - Texting into CRM (Mirror DriveCentric)

Goal: Have 100% of the agent communication tracked for Dealerships in the CRM by utilizing CallRevu's agent-specific numbers.

Missing Piece: Dealerships are encouraged to get every ad source monitored when they are demo'd/onboarded with CallRevu to ensure processes/accountability are fufilled; however, we are missing one of their largest sources... their sales agents.

Opportunity: While CallRevu has made great lengths in capturing agent's inbound call back data; imagine the strength a client of CallRevu would have if we could facilitate the communication of texting into their CRM (beyond DriveCentric) as well!

In 2019 (4 years ago) insidesales.com, said "..Texting after prior contact increases conversion rates (or the rate of transformation from prospect to paying customer) by up to 100% https://www.insidesales.com/text-sales/#:~:text=Sending%20text%20messages%20to%20a,)%20by%20up%20to%20100%25.

While texting has many benefits of increasing connectivity and communication, many times it is currently being housed in personal devices leaving it up to the agent to hopefully copy/paste a recap into the CRM. Some stores do text through their CRM; however, just to confuse the prospect as to which number is text-able. General Leaders are striving for the buy-in from agents to provide prospects with the 'CallRevu Tracking/CallBack number' just to have the prospect text "who's this" after a voicemail is left to then have it land in a virtual abyss.

Solution: While the client may need to increase their minutes with CallRevu by having texting capabilities due to the increased communications, it would benefit them 10fold by showing the full conversation in one safe/reliable location for proper handoffs and future opportunities.

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