Dealer
S. No Code SRM RM
1 01NC SANJAYSINH PARMAR
VAIBHAV C SHETH
2 01NC SANJAYSINH PARMAR
VAIBHAV C SHETH
3 01NC SANJAYSINH PARMAR
VAIBHAV C SHETH
4 01NC SANJAYSINH PARMAR
VAIBHAV C SHETH
8 01NC SANJAYSINH PARMAR
VAIBHAV C SHETH
12 01NC SANJAYSINH PARMAR
VAIBHAV C SHETH
14 SANJAYSINH PARMAR
01NC VAIBHAV C SHETH
17 SANJAYSINH PARMAR
01NC VAIBHAV C SHETH
18 SANJAYSINH PARMAR
01NC VAIBHAV C SHETH
20 SANJAYSINH PARMAR
01NC VAIBHAV C SHETH
22 SANJAYSINH PARMAR
01NC VAIBHAV C SHETH
23 SANJAYSINH PARMAR
01NC VAIBHAV C SHETH
25 SANJAYSINH PARMAR
01NC VAIBHAV C SHETH
26 SANJAYSINH PARMAR
01NC VAIBHAV C SHETH
27 SANJAYSINH PARMAR
01NC VAIBHAV C SHETH
30 SANJAYSINH PARMAR
01NC VAIBHAV C SHETH
Customer Details
Customer details (DMS) Enquiry details
Variant (Automatic
Customer Name Mobile Model Preference )
MANISH 9825444130 BALENO N
NISHA YADAV YADAV 85119881106 CIAZ N
AMISH PATEL 9898036405 CIAZ N
ARPITA JOSHI 9974347730 BALENO N
JENIT SHAH SHAH 9016169010 CIAZ N
DHAVAL PATEL 9427059659 CIAZ N
HETAL BEN 9173007743 Ignis N
VIREN 9426516477 Ignis N
JENIT SHAH SHAH 9016169010 CIAZ N
KUMASH 9879060349 BALENO N
NARENDRA MEHTA 9898014926 CIAZ Y
CHANDRESHKUMAR PARMAR 9898870147 Ignis N
AARZU_BTD 9173007743 BALENO N
ALVIS Salve 8401628417 Ignis N
dIVYESH 9924901707 Ignis N
HEMALI HARSHIT PATEL 7575045959 BALENO N
s BASIC INDI
Enquiry details (from DMS) Quotation
Quote
Buyer Type Opting for Finance /
(F/A/R) Enquiry Date Enq No Enquiry Source Cash given
(Y/N)
Finance Yes
F 1-May-19 ENQ19000462 Web Enquiry
Finance Yes
F 1-May-19 ENQ19000463 Web Enquiry
Finance Yes
R 1-May-19 ENQ19000443 Web Enquiry
Finance Yes
F 1-May-19 ENQ19000444 Web Enquiry
Finance Yes
F 2-May-19 ENQ19000485 Web Enquiry
Cash Yes
F 2-May-19 ENQ19000492 Cold Visits
F 3-May-19 ENQ19000499 Web Enquiry Finance Yes
F 4-May-19 ENQ19000518 Web Enquiry Finance Yes
Finance Yes
F 4-May-19 ENQ19000508 Web Enquiry
F 4-May-19 ENQ19000514 Web Enquiry Finance Yes
F 4-May-19 ENQ19000523 References Finance Yes
R 5-May-19 ENQ19000530 aCRM Finance Yes
F 6-May-19 ENQ19000533 Web Enquiry Finance Yes
A 6-May-19 ENQ19000534 Web Enquiry Finance Yes
A 6-May-19 ENQ19000545 Web Enquiry Finance Yes
F 7-May-19 ENQ19000557 References Finance Yes
BASIC INDICATOR OF HOTNESS OF LEAD
tion Evaluation Test Drive Home Visit FU 1
Route
Expected Date of
Offered Expected Followed
period of Date Price Price Date (Short / Date first follow-
Purchase up
Long)
30 days Long
2-May-19 5/2/2019
30 days Long 5/3/2019
8-May-19 3-May-19
Long
15 days 2-May-19 170000 200000 2-May-19 2-May-19 5/3/2019
> 30 days Long
8-May-19 8-May-19 5/1/2019
30 days Long
8-May-19 3-May-19 5/2/2019
15 days Long
3-May-19 5/2/2019
Long
30 days 8-May-19 4-May-19 2/3/2019
Long
> 30 days 8-May-19 8-May-19 4-May-19
30 days Long 5/4/2019
8-May-19 3-May-19
Long 5/4/2019
30 days 7-May-19 7-May-19
Long
30 days 4-May-19
Long
> 30 days 7-May-19 7-May-19
Long
> 30 days 7-May-19 7-May-19 6-May-19
Long
30 days 5/6/2019 5/6/2019
Long
30 days 5/11/2019
Long
15 days 7-May-19
CONVERSION EFFORTS
Additional
FU 2 FU 3 Last Follow Up Status Remarks
For Example : Driving
Date of Date of Third Hot Competition type
Second follow-up Remarks /Warm/Cold preference , (self /
follow-up Evaluator remarks chauffer)
Customer want
more discount
above the Cold Self
consumer
Customer has
scheme
CIBIL problem ,
Postponed for 2 Warm Self
months
5/8/2019 Customer CIAZ
Delivered wantA Hot Self
more discount
2/4/2019 above the Warm Self
consumer
Enquiry assing
scheme
to another RM ( Cold Self
Tarak Panchal )
Customer
looking for True Cold Self
Value Car
Enquiry assing
to another RM ( Cold Self
Chintan Shah )
Cold Self
Not Planning , wi
Enquiry assing
to another RM ( Cold Self
Tarak Panchal
Enquiry assing)
to another RM ( Cold Self
Chirag
Bhambhani )
Cold Self
12-May-19 Customer will de
Cold Self
Customer not in
Cold Self
5/8/2019 Customer number
Warm Self
5/16/2019 Tommorw test dri
Hot Self
Tommorw test driv
Hot Self
Booking Cancelle
BASIC INDICATOR OF CUSTOMER NEED
Why customer want to buy (Need Analysis) Decision Making
Who is
Main Need 1 Main Need 2 Minor Need 1 Minor Need 2 decision
maker?
More pick-up More safety Low Maintenance Comfort-driving Self
More pick-up More safety Low Maintenance Comfort-driving Self
More space More safety Low Maintenance Comfort-driving
Self
Better Features More safety Low Maintenance Comfort-driving Self
Comfort-driving More safety Low Maintenance Comfort-driving Self
More pick-up More safety Low Maintenance Comfort-driving Self
More pick-up More safety Low Maintenance Comfort-driving Self
More pick-up More safety Low Maintenance Comfort-driving Self
Comfort-driving More safety Low Maintenance Comfort-driving Self
Comfort-driving More safety Low Maintenance Comfort-driving Self
Comfort-driving More safety Low Maintenance Comfort-driving Self
Comfort-driving More safety Low Maintenance Comfort-driving Self
Comfort-driving More safety Low Maintenance Comfort-driving Self
Comfort-driving More safety Low Maintenance Comfort-driving Self
Comfort-driving More safety Low Maintenance Comfort-driving Self
Comfort-driving More safety Low Maintenance Comfort-driving Self
R NEED
Decision Making Limiting criteria
Other model
Date of consideration (put
Meeting with What may stop customer
Decision from buying car? name of competition
model which
Maker customer is looking)
5/12/2019
10-May-19
10-Aug-19
9-May-19
9-May-19
9-May-19
