Automotive · Sales

Month-End Incentive Push

Fill the last days of the sales month/quarter using manufacturer incentives and in-stock aged units.

Apps this needs

CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup
DMS Keyloop, CDK or DMS export for customers & appointments. Connect during setup
SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup
WhatsApp Business Send confirmations and let customers reply on WhatsApp. Connect during setup

How it works

  1. Five days before month-end, a scheduled job pulls the open/warm pipeline and cross-references aged units (60+ days on lot).
  2. Segments contacts by proximity to a decision and by which aged units they'd realistically qualify for.
  3. Checks current manufacturer incentive data against each matched unit before quoting, so nothing is stale.
  4. Reaches out with the specific unit + incentive combination, offering a same-week appointment.
  5. Response and close outcome is logged to the CRM to measure incremental lift.

Data sources

CRM pipeline data DMS aged-inventory feed Manufacturer incentive data

What it targets

  • Aged units sold from the push Target 25%
  • Pipeline contacts converting within the push window Target 12%