New This Month: Report Builder Enhancements
Customer Only | August 24, 2017
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A great customer experience is everything.
Creating brand loyalty in today's computerized world requires excellence and speed at every step of the automotive customer lifecycle, from first contact to repurchasing. If your dealership can't keep pace, we can guide you through a digital transformation to streamline your operations.
We provide a comprehensive and tailored solutions suite that converts manual tasks and face-to-face interactions to the digital applications you need to create a fantastic customer journey.
Find the Right Totals
Eliminate users having to manually total up team or line items to obtain report totals with new AdHoc Reports. You can access and view both team totals and grand totals, depending on how the report is grouped.
See the Specifics
In addition, you can now validate/list the report details without building a separate listing report: we provided the ability to drill down on the AdHoc reports to get a list of customers/events for that total. Underlined numbers are those that allow you to drill to the results. Drill Downs are automatically added based on the column selections in the report.
Sample Drill Down View
To access your reports and see the upgraded capabilities, click through as follows:
Main Menu → Reports → Report Builder
Continually Enhancing XRM
Your XRM is designed to make management easy and efficient – and our ongoing enhancements help it deliver everything you need. If you have questions about these recent changes or any other XRM areas, contact your Performance Manager.