BYD Guide - Manager

GUEST JOURNEY

Customers will book their test drives and make enquiries on https://bydeurostestdrive.co.uk/

After entering an address or post code, the nearest 3 BYD sites will show, giving customers a choice of site for the test drive.

• Book a test drive - Lets customers book a test drive at the dealership.

• Register your interest - Lets customers enter their contact details, including name, phone number, email address, physical address, and a section for any questions.

These will appear in your prospects as an Enquiry. You can allocate these to your Sales Executives for them to call, answer any questions, and book a test drive.

• Keep me updated - is very similar registering interest, although these queries will go to head office instead of going to a dealership. Head office can send the customer information to specific dealerships if needed.

When customers Book a test drive, they will confirm the model, the time and date, and their contact information. The test drive appointment will be booked to a random Sales Executive who is available for the chosen time and date, and both the customer and the Sales Executive will receive an email confirming the booking.

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GUEST JOURNEY

If a car isn’t available or there are no sales executives available, these timeslots will be greyed out so the customer can’t select them.

Once the customer clicks Confirm, both the sales executive and the customer will receive a confirmation email. The customer can also add the appointment to their Apple, Google, or Outlook calendar.

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HALO USER GUIDE

All users will receive an email from HALO Support <noreply@haloauto.io> with the subject of: Important: Password Reset Request for Your HALO Account.

Two-Factor Authentication

From the login page (https://app.haloauto.io) two factor authentication will be required.

To obtain the code, enter a mobile number and click to send a confirmation text (this won’t be required if it has already been done once).

Once you have received the code, enter it and log in. You will then see a list of all your events.

IF YOU ARE UNABLE TO LOG IN OR SEE YOUR EVENT(S), PLEASE CONTACT SUPPORT@HALOAUTO.IO.

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CALENDAR

Dealer Manager & Call Handler Role

are appointments already booked on the platform.

Available Appointments are timeslots where Sales Executives are free for an appointment.

Unavailable Appointments

are timeslots which aren’t available for a particular Sales Executive.

Confirmation Required

refer to appointments where the customer hasn’t been called to confirm the appointment yet.

Qualification Required

refer to appointments that need a Sales Executive or Call Handler to call the guest before an event. This would just be a short call to remind the guest about the event and confirm the appointment.

Outcome Required

are booked appointments which need an outcome (Sale, Lost Sale, Opportunity or No Show). A Sales Executive or Dealer Manager would record this after the appointment.

The calendar page will show every appointment slot for every Sales Executive.

The calendar can be viewed as either a list or a calendar; to switch this, click the toggle above the day selector. Similarly, the calendar can be viewed per day & Sales Executive. This is done by selecting a day on the left-hand side of the screen and the Sales Executives can be filtered by selecting the name of the person at the top of the page.

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CALENDAR

Calendar View

Click on the space under the relevant day and to the right of the relevant time to book an appointment or mark the Sales Executive as unavailable for that time.

The colour of the space represents which Sales Executive the timeslot is for.

The coloured space represents a timeslot where the Sales Executive is either unavailable or has an appointment with a customer.

The customer’s name will be listed if you have an appointment.

Unavailable will be shown if it’s a timeslot that the Sales Executive is unavailable for.

List View

An appointment with a green is a booked appointment.

Click the edit pen to view appointment details such as the vehicle they have selected, contact details etc.

The button shows an available appointment.

Click on this to open a window to book an appointment. From here the appointment can be booked for a guest in the original data, or by clicking on ‘New Guest’ for someone new.

Finally, a shows the appointment timeslot has been toggled as unavailable.

Available appointments are shown as yellow. When is clicked, the toggle switches to grey which indicates the appointment is unavailable.

ALL METRICS AT THE TOP ARE CLICKABLE.

Booked Appointments is the total number of appointments booked across all Sales Executives

Available Appointments is the total number of appointments that are available and have the in yellow as shown above. Unavailable Appointments is the number of appointments that have been marked as unavailable therefore they are not able to have an appointment booked at that time. Outcome Required is when an appointment that has been completed requires an outcome.

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*Please note – only Manager access displays the metrics for all Sales Executives. Individual metrics for specific Sales Executives can be viewed by selecting the Sales Executive’s name from the list along the top.

CALENDAR

Click on an appointment to view, edit, or cancel a test drive appointment. The sliders for Confirmation Done, Qualification Done, and Test Drive Complete should be toggled when they are completed.

After the test drive is complete, an Outcome should also be given.

• Sale - Refers to test drives which result in a sale.

• Lost Sale - Refers to test drives where the customer shows little or no interest in buying a vehicle.

• Opportunity - Refers to appointments which went well, and the customer did show interested in buying a vehicle, but they did not decide to buy one during or immediately after the test drive.

• No Show - Refers to appointments where the customer did not show up.

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PROSPECTS IN THE MANAGE TAB

Hover over the manage tab and click ‘Prospects’ or click onto the manage tab and go into prospects. This will take you to an allocation page like the below.

To Allocate prospects, select a priority. Priorities are chosen in the original data that is sent over to us under a header named ‘Priority’. Priorities of “Incomplete” are the incomplete bookings, which are the ones to prioritise. Then select the users to allocate the prospects to by using the and then use the slider to allocate a specific number to each person, or use the ‘Divide Equally’ button. Click confirm to allocate then the box to the left called ‘Prospects by Sales Exec’ will show a tracker as to how many each sales exec has called.

You can also allocate prospects individually. Scroll down to see a table of all guests and use the arrow on the right to allocate them to a particular Sales Executive.

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PROSPECTS IN THE MANAGE TAB

In this section you can unassign or reassign prospects. To do this, click on the tick box on the left and the Reallocate and Unallocate buttons will appear to the top right of the box. You can click on the drop-down menu on the top right to filter by how far in the customer journey a customer came or by their priority.

Scrolling to the very bottom of the page will show you a history of all previously allocated prospects, including who allocated the prospect and the number allocated.

*Please note, if you can only view incomplete bookings rather than your complete database, then you will need to upgrade to the full prospecting tool. If you would like to add this to your booking then please contact your co-ordinator.

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PROSPECTS

Once prospects have been allocated, they will show in each user’s prospects tab. Prospects only show if they have a mobile number or email address. Click one of the prospects and it will show the guest information to be emailed or called. From here an outcome can be assigned.

The different outcomes are: Not Interested, Follow Up, No Answer & Booked. Once an outcome has been assigned it will go from the ‘Not Called’ column into the ‘Called’ column so it is easy to track which require a phone call, and which may need an outcome. Each column can be filtered by clicking on the headings. These will filter in ascending or descending order.

Prospects have 3 different types:

• Prospect - These are guests from any guest data supplied to us.

• Enquiry - These are guests who have made an enquiry from https://bydeurostestdrive.co.uk/.

• Incomplete Booking - These are guests who started booking an appointment but stopped before finishing.

Enquiries and Incomplete Bookings are higher priorities than a regular Prospect, as the customer has already shown interest in booking the test drive and so they’re much more likely to test drive and buy a car from you.

Notes can be added to each lead to keep track of anything along with an outcome history box at the bottom so we can keep track of any outcome that has been assigned and what has changed with the lead.

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