How one dealership lead or service visit moves through FDE, Profiles, Workflows and Conversations
FDE connects the dealer management system, the CRM and the lead sources to Profiles. The profile holds the vehicle, the inquiry, the trade-in and the service history. Workflows checks whether the customer asked a question or replied; if so a Conversations agent answers by text, otherwise a scheduled reminder goes out. Every outcome is written back to the profile.
FDE
Connect the stack
DMS, CRM, lead sites
Profiles
One customer profile
vehicle, inquiry, service history
Workflows
Question or reply?
checks the lead or the visit
Conversations
Agent answers by text
trade-in, test drive, booking
Workflows
Scheduled reminder
service due, recall, follow-up
Profiles
Outcome on the profile
appointment, sale, reply
Yes
No
Legend
Automated step
Human step
Route to a person
Tag = the VYG product that owns the step