Customer details (DMS)

Dealer
S. No SRM RM Customer Name Mobile
Code

SANJAYSINH
1 01NC PARMAR

VAIBHAV C SHETH MANISH 9173007743

SANJAYSINH
2 01NC PARMAR

VAIBHAV C SHETH NISHA YADAV YADAV 9173007743

SANJAYSINH
3 01NC PARMAR VAIBHAV C SHETH AMISH PATEL 9898036405

SANJAYSINH
4 01NC PARMAR

VAIBHAV C SHETH ARPITA JOSHI 9173007743

SANJAYSINH
5 01NC PARMAR JIGNESH MODI HARISH MAKWANA 9924366899
SANJAYSINH
6 01NC PARMAR JIGNESH MODI JANVI PATEL 8469454745
SANJAYSINH
7 01NC PARMAR PRANAV M DABGER GAUTAM BHAI 9601474567

SANJAYSINH
8 01NC PARMAR

VAIBHAV C SHETH JENIT SHAH SHAH 9173007743

SANJAYSINH
9 01NC PARMAR JIGNESH MODI PRAGNESH PATEL 9913901112
 SANJAYSINH
10 01NC PARMAR JIGNESH MODI VASIM ANSARI 9374896968
SANJAYSINH
11 01NC PARMAR PRANAV M DABGER BHURA BHAI DESAI 9879318991

SANJAYSINH
12 01NC PARMAR
VAIBHAV C SHETH DHAVAL PATEL 9173007743
SANJAYSINH
13 01NC PARMAR JIGNESH MODI dr. bijal kadia 9925075444

SANJAYSINH
14 PARMAR

01NC VAIBHAV C SHETH HETAL BEN 9173007743

SANJAYSINH
15
01NC PARMAR JIGNESH MODI CHETAN RAVAL 8140938709
SANJAYSINH
16
01NC PARMAR PRANAV M DABGER BIREN CONTRACTOR 9824011539
SANJAYSINH
17
01NC PARMAR VAIBHAV C SHETH VIREN 9173007743

SANJAYSINH
18 PARMAR

01NC VAIBHAV C SHETH JENIT SHAH SHAH 9173007743

SANJAYSINH
19
01NC PARMAR JIGNESH MODI BHAVIN K SHAH 8140938709

SANJAYSINH
20 PARMAR

01NC VAIBHAV C SHETH KUMASH 9173007743

SANJAYSINH
21
01NC PARMAR PRANAV M DABGER MAHAVIR JAIN 9377712115
SANJAYSINH
22
01NC PARMAR VAIBHAV C SHETH NARENDRA MEHTA 9898014926
SANJAYSINH
23
01NC PARMAR VAIBHAV C SHETH CHANDRESHKUMAR P 9173007743
SANJAYSINH
24
01NC PARMAR PRANAV M DABGER VRUSHANG KHATRI 8E+09
 SANJAYSINH
25
01NC PARMAR VAIBHAV C SHETH AARZU_BTD 9173007743
SANJAYSINH
26
01NC PARMAR VAIBHAV C SHETH ALVIS Salve 8401628417
SANJAYSINH
27
01NC PARMAR VAIBHAV C SHETH dIVYESH 9924901707
SANJAYSINH
28
01NC PARMAR PRANAV M DABGER RAJEEV SING 8827207096
SANJAYSINH
29
01NC PARMAR JIGNESH MODI PALAK HETUL SANGHVI 9898113331
SANJAYSINH
30
01NC PARMAR VAIBHAV C SHETH HEMALI HARSHIT PATEL7575045959
31 01NC
32 01NC
33 01NC
34 01NC
35 01NC
36 01NC
37 01NC
38 01NC
39 01NC
40 01NC
41 01NC
42 01NC
43 01NC
44
45
46
47
48
49
50
51
52
53
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57
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73
 Customer Details

Enquiry details (from DMS) Quotation

Opting
Variant Buyer Type for
Model (Automatic Enquiry Date Enq No Enquiry Source
(F/A/R) Finance /
Preference ) Cash

Finance

BALENO N F 1-May-19 ENQ19000462 Web Enquiry

Finance

CIAZ N F 1-May-19 ENQ19000463 Web Enquiry

Finance
CIAZ N R 1-May-19 ENQ19000443 Web Enquiry

Finance

BALENO N F 1-May-19 ENQ19000444 Web Enquiry

BALENO N F 1-May-19 ENQ19000448 Showroom Walk-In Finance

BALENO N R 1-May-19 ENQ19000455 Showroom Walk-In Finance

BALENO N R 1-May-19 ENQ19000468 TeleCalling Finance

Finance

CIAZ N F 2-May-19 ENQ19000485 Web Enquiry

BALENO N R 2-May-19 ENQ19000473 References Finance

BALENO N F 2-May-19 ENQ19000477 Showroom Walk-In Finance

BALENO N F 2-May-19 ENQ19000488 Showroom Walk-In Finance

Cash

CIAZ N F 2-May-19 ENQ19000492 Cold Visits

BALENO Y F 3-May-19 ENQ19000497 Web Enquiry Finance

Ignis N F 3-May-19 ENQ19000499 Web Enquiry Finance

BALENO N R 3-May-19 ENQ19000503 Showroom Walk-In Finance

CIAZ N R 3-May-19 ENQ19000504 References Finance

Ignis N F 4-May-19 ENQ19000518 Web Enquiry Finance

Finance

CIAZ N F 4-May-19 ENQ19000508 Web Enquiry

BALENO N A 4-May-19 ENQ19000506 References Finance

BALENO N F 4-May-19 ENQ19000514 Web Enquiry Finance

Ignis N F 4-May-19 ENQ19000516 Showroom Walk-In Finance

CIAZ Y F 4-May-19 ENQ19000523 References Finance

Ignis N R 5-May-19 ENQ19000530 aCRM Finance

CIAZ N R 5-May-19 ENQ19000526 References Finance

BALENO N F 6-May-19 ENQ19000533 Web Enquiry Finance

Ignis N A 6-May-19 ENQ19000534 Web Enquiry Finance

Ignis N A 6-May-19 ENQ19000545 Web Enquiry Finance

BALENO N F 6-May-19 ENQ19000546 Showroom Walk-In Finance

S-CROSS N R 6-May-19 ENQ19000550 References Cash

BALENO N F 7-May-19 ENQ19000557 References Finance

 BASIC INDICATOR OF HOTNESS OF LEAD

Quotation Evaluation Test Drive Home Visit FU 1

Route
Quote Expected Date of
Offered Expected Followed
given period of Date Date Date first follow-
Price Price (Short /
(Y/N) Purchase up
Long)

Customer
want more
discount
Yes 30 days Long above the
consumer
scheme
2-May-19

Customer
want more
discount
Yes 30 days Long above the
consumer
scheme
8-May-19 3-May-19

Yes Long
15 days 2-May-19 170000 200000 2-May-19 2-May-19 Delivered CIAZ Alpha Petrol W

Customer
want more
discount
Yes > 30 days Long above the
consumer
scheme
8-May-19 8-May-19

Long
Yes 30 days 2-May-19 2-May-19 Customre want more discoun

Long
Yes 30 days 3-May-19 50000 75000 2-May-19 2-May-19 Customer want better exchan

Long
Yes 30 days Out of town, will meet as on

Enquiry
assing to
Yes 30 days Long another
RM ( Tarak
Panchal )
8-May-19 3-May-19

Long
Yes > 30 days 3-May-19 45000 90000 6-May-19 6-May-19 Customer want better exchan
 Long
Yes 30 days Customre want more discoun

Long
Yes 30 days 4-May-19 4-May-19 Not answering the call
Customer
looking for
Yes 15 days Long True Value
Car
3-May-19

Long
Yes 30 days Customre want more discoun

Enquiry
assing to
another
Long RM
( Chintan
Shah )
Yes 30 days 8-May-19 4-May-19

Long
Yes 30 days 100000 125000 6-May-19 6-May-19 Customer want better exchan

Long
Yes > 30 days 5/6/2019 170000 250000 6-May-19 6-May-19 Customer comparing market

Long
Yes > 30 days 8-May-19 8-May-19 Not Planning , will call when

Enquiry
assing to
Yes 30 days Long another
RM ( Tarak
Panchal )
8-May-19 3-May-19

Long
Yes 30 days 4-May-19 4-May-19 Booking done Baleno Delta M

Enquiry
assing to
another
Long RM ( Chirag
Bhambhani
)
Yes 30 days 7-May-19 7-May-19

Long
Yes 30 days Customer out of staion will m

Long
Yes 30 days Customer will decide next 2d

Long
Yes > 30 days 7-May-19 7-May-19 Customer not intreseted

Long
Yes > 30 days 5-May-19 5-May-19 Customer will meet on Sunda
 Long
Yes > 30 days 7-May-19 7-May-19 Customer number not reacha

Long
Yes 30 days Tommorw test drive

Long
Yes 30 days Tommorw test drive , Evalutio

Long
Yes > 30 days 7-May-19 7-May-19 Customer will meet on Saturd

Long
Yes 15 days 7-May-19 515000 575000 7-May-19 7-May-19 Booking done S Cross Alpha N

Long
Yes 15 days Booking done , but customer
 CONVERSION EFFORTS
Additional
FU 2 FU 3 Last Follow Up Status Why customer
Remarks

For Example : Driving

Date of Date of Hot Competition type
Second Third Remarks Main Need 1
/Warm/Cold preference , (self /
follow-up follow-up Evaluator remarks chauffer)

Cold Self More pick-up

Warm Self More pick-up

More space
Delivered CIAZ Alpha Petrol White Hot Self

Warm Self Better Features

Customre want more discount above the consumer s Warm Self Mileage

Customer want better exchange value of its old car Warm Wagon R Self Mileage

Out of town, will meet as on 11May2019 Cold Self Comfort-driving

Cold Self Comfort-driving

Customer want better exchange value of its old car Self Fed-up of old car
Customre want more discount above the consumer s Warm Self Mileage

Not answering the call Call 2morow Cold Self Better Features

Cold Self More pick-up

Customre want more discount above the consumer scheme Grand i10 Self Ease of drive

Cold Self More pick-up

Customer want better exchange value of its old car Warm Grand i20 Self Ease of drive

Customer comparing market evalutionCall 2morow Cold Volkswagan Passat Self More space

Cold Self More pick-up

Not Planning , will call when needed

Cold Self Comfort-driving

Booking done Baleno Delta Mama Grey Cold Self Mileage

Cold Self Comfort-driving

Customer out of staion will meet to Call 2morow Cold Honda Amaze Self Mileage

Cold Self Comfort-driving

Customer will decide next 2days

Cold Self Comfort-driving

Customer not intreseted

Customer will meet on Sunday with faCall on 10/05/20 Warm Honda CITY AT Self More space
 Cold Self Comfort-driving
Customer number not reachable , always switch of

Warm Self Comfort-driving

Tommorw test drive

Hot Self Comfort-driving

Tommorw test drive , Evalution of Fiat Linea

Customer will meet on Saturday with Call on 10/05/20 Warm Self Mileage

Booking done S Cross Alpha Nexa Blue Hot Self Mileage

Hot Self Comfort-driving

Booking done , but customer got 6k more disount form

will finalise in 2 days

 BASIC INDICATOR OF CUSTOMER NEED

Why customer want to buy (Need Analysis) Decision Making

Date of
Who is Meeting with
Main Need 2 Minor Need 1 Minor Need 2 decision Decision
maker? Maker

More safety Low Maintenance Comfort-driving Self

More safety Low Maintenance Comfort-driving Self

More safety Low Maintenance Comfort-driving

Self 5/12/2019

More safety Low Maintenance Comfort-driving Self

Comfort-seating Style/Looks Low Maintenance Self 5/9/2019

Comfort-seating Style/Looks Low Maintenance Self 5/10/2019

Comfort-driving Comfort-driving Comfort-driving Self 5/11/2019

More safety Low Maintenance Comfort-driving Self

Comfort-seating Style/Looks Low Maintenance Self 5/12/2019

Comfort-seating Style/Looks Low Maintenance Self 5/9/2019

Comfort-driving Low Maintenance Better Features Self 5/9/2019

More safety Low Maintenance Comfort-driving Self

Comfort-seating Style/Looks Low Maintenance Self 5/9/2019

More safety Low Maintenance Comfort-driving Self

Comfort-seating Style/Looks Low Maintenance Self 11-May-19

Comfort-driving Comfort-driving Better Features Self 5/11/2019

More safety Low Maintenance Comfort-driving Self

More safety Low Maintenance Comfort-driving Self

Comfort-seating Style/Looks Low Maintenance Self 5/10/2019

More safety Low Maintenance Comfort-driving Self

Comfort-seating Style/Looks More safety Self 5/11/2019

More safety Low Maintenance Comfort-driving Self

10-May-19

More safety Low Maintenance Comfort-driving Self

10-Aug-19

Comfort-seating Comfort-driving Better Features Self 12-May-19

More safety Low Maintenance Comfort-driving Self

More safety Low Maintenance Comfort-driving Self

9-May-19

More safety Low Maintenance Comfort-driving Self

9-May-19

Comfort-seating Comfort-driving Better Features Self

Comfort-seating Style/Looks Low Maintenance Self

More safety Low Maintenance Comfort-driving Self

9-May-19
 Limiting criteria

Other model
consideration (put
What may stop customer name of competition
from buying car? model which
customer is looking)