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            Convert Leads Into Opportunities and Distribute with Dealers

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            Convert Leads Into Opportunities and Distribute with Dealers

            Expand your customer pipeline by successfully qualifying and converting leads into opportunities. With automatic conversion of lead products and lead preferred sellers to opportunity products and opportunity preferred sellers, retain key information about a prospect’s preferences until a deal is finalized. If a sales rep knows which dealership or products the customer is interested in, the rep can base their sales efforts and engagements on the information. OEMs can also assess the quality of leads better at the opportunity stage if they know which sources provided a specific lead. OEMs can match leads with preferred dealer groups and share the lead information. While most OEMs distribute leads with dealer groups, some OEMs convert leads themselves and distribute opportunity records with dealer groups.

            Required Editions

            Available in: Enterprise, Unlimited, and Developer Editions.
            • Create and Deploy Mappings for Automotive Lead Management
              Convert lead line items into opportunity line items and lead preferred sellers into opportunity preferred sellers automatically when you convert a lead into an opportunity. For custom fields ad additional attributes, use the ObjectHierarchyRelationship metadata API to create and deploy field mappings.
            • Map Custom Fields for Lead and Opportunity Products and Preferred Sellers
              Create custom fields on Lead Line Item and Lead Preferred Seller objects to suit your business requirements. Create similar custom fields on Opportunity Product and Opportunity Preferred Seller objects. Then, use the ObjectRelationshipHierarachy Metadata API to map the custom fields between the source and target objects. If the lead is converted to an opportunity, these custom field values are automatically populated when the Lead Line Item and Preferred Seller records convert to Opportunity Line Item and Preferred Seller records.
            • Manage Opportunity Products and Preferred Sellers
              When a Lead is converted into an Opportunity, the related Lead Line Item and Lead Preferred Seller records are also automatically converted into Opportunity Product and Opportunity Preferred Seller records. A dealer working on the opportunities can easily refer to the products that the lead is interested in, the type of transaction the lead wants, the dealers the lead prefers, and the source that provided the lead. Persisting lead information throughout the opportunity lifecycle ensures focused and effective engagement with the customers.
            • Distribute Leads or Opportunities with Dealer Groups
              Automotive original equipment manufacturers (OEMs) can distribute leads or opportunities with dealer groups based on information such as the type of items the lead is interested in or the type of dealers they prefer. Use lead line items and lead preferred sellers to capture and share lead preference information.
             
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