Connect Workflow
Lead Acquisition
Sources:
- Capture lead information from various sources such as the website, social media, aggregators, etc.
Information Gathering:
- Collect detailed information about the lead, including customer details, vehicle preferences, and vehicle type (New or Used).
Duplicate Lead Check:
- Check for duplicate leads to ensure each lead is unique and not previously entered into the system.
Lead Routing
Identify the appropriate dealership and its sales team for the lead.
Business Hours Verification:
- Check Timing: Verify the business hours of the identified dealership.
- Queue Management: If the lead is received outside of business hours, queue it for the next business day.
Sales Executive Assignment
Allocate the lead to a specific sales executive using a defined distribution strategy (e.g. round-robin, call-all, skill-based routing etc).
Call Initiation and Connection
Call Setup:
- Prepare call parameters, including the sales executive's and Customer's contact information, and vehicle details.
Connect API Call:
- Initiate a call connection using the Logimeter Connect API.
- Specify the sales executive (Leg A) and the customer (Leg B) as call participants.
Initial Response:
- Receive an immediate acknowledgment from the Connect API indicating whether the call attempt was initiated successfully.
- Implement a retry mechanism in case of failure.
Call Handling and Response
Call Event Reception:
- Receive real-time updates on the call status through the configured webhook.
Event Data Extraction:
- Parse the call event data to identify the call status, call ID, and participant details.
LMS Update:
- Update the lead record in the Lead Management System (LMS) with the call event information, including status, timestamps, and any relevant notes.
Status-Based Actions:
- Take appropriate actions based on the call outcome.
Notification Management:
- Send notifications to relevant parties (sales team, management) based on call outcomes or predefined criteria.