Example project
Westbrook Auto Group
Keep web and marketplace inquiries connected to the next follow-up.
Large project. Typically three to six months, billed by milestone. Custom software with a real database behind it, designed with the people who will use it every day. The figures are illustrative.
The problem
worth solving.
A customer can inquire through several channels while the sales team sees separate records and duplicated tasks.
Try a related working exampleThe system behind the solution
Keep one customer journey across vehicle changes
Reconcile marketplace inquiries, vehicle availability and dealership follow-up so a new listing or changed vehicle does not create a second disconnected customer record.
A proposed system. The working example covers part of it.
Bring the information together
- Marketplace and website inquiry IDs
- Vehicle inventory and availability changes
- CRM conversations and appointment outcomes
The decision it supports
Merge only verified contact matches while preserving separate vehicle interests and their original campaign sources.
When a person steps in
Staff review uncertain matches, unavailable vehicles and conflicting salesperson assignments.
What happens next
Release one approved follow-up plan with the current vehicle status and record each accepted appointment handoff.
How to measure the improvement
Compare duplicate contacts, follow-up about unavailable vehicles and inquiry-to-visit handling time, keeping sold vehicles separate from appointments.
Build it in stages
- Normalize incoming contact and vehicle-interest details.
- Check existing CRM records before creating a new one.
- Assign the next follow-up to the appropriate team member.
- Keep appointment and sales status with the original source.
Example numbers
What improvement
could look like.
These are example figures, not results or guarantees.
- Initial response time
- 21 minutes → Under 2 minutes
- Booked appointments
- +44%
- Unworked inquiries
- −88%
- Internet-channel sales
- +26%
From example
to your business.
Start with the actual workflow
Confirm how your team works today, which systems contain the records and how you measure the result. Test the idea against your real constraints before agreeing the scope.
Build, connect and test
Start with one complete workflow. Connect approved systems, test permissions and failures, and review the result with the people who will use it. The examples on this site do not connect to business accounts.
Keep the system useful
Agree who owns access, monitoring and day-to-day changes. Document the handover and define the maintenance and improvement work that fits the engagement.