No more back and forth: access active quotes from your CRM.
Customer Only | May 2, 2018
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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.
Good news for busy AutoLoop Quote™ users: the Quote CRM Helper is here. CRM Helper is a custom extension for the Google Chrome web browser, developed just for Quote users and available for free from the Chrome App Store here.
The Quote CRM Helper allows users to access Quote from within an AutoLoop XRM™, VinSolutions Connect, or ELEAD1ONE CRM for even more efficiency in the service lane. First, the Quote CRM Helper accesses the Customer Details screen in Quote via your CRM. Then, it automatically searches Quote for the customer you’ve selected. If an active quote exists, a small pop-up window with a detailed quote overview will appear on the right side of your CRM.
Getting started with Quote CRM Helper is as easy as a few clicks. After installing the helper, you will need to log in to your Quote account if you aren’t already. Then, refresh the page if needed, and a Quote icon will appear on the upper right corner of your browser. Now, just use the same Quote username and password you just used to access Quote to link the CRM Helper tool to your Quote account. Then, you can navigate to your CRM to begin using the tool!
For questions or assistance using the Quote CRM Helper, please contact your Performance Manager.