Automotive · Sales

Trade-in Valuation Follow-up

Turn online trade-in valuations into booked appraisal appointments.

Apps this needs

SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup
CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup
Inbound Email Let the agent read and answer email enquiries. Connect during setup
DMS Keyloop, CDK or DMS export for customers & appointments. Connect during setup

How it works

  1. Valuation request captured from the website.
  2. Agent calls to confirm vehicle condition and answer questions, via the connected telephony platform.
  3. Pulls a valuation estimate from the connected valuation API — KBB, Black Book, or equivalent — stated clearly as an estimate pending in-person inspection.
  4. Books an in-person appraisal directly into the DMS at the chosen branch.
  5. Logs the estimate, source and response to the CRM for the sales team's follow-up.
  6. If the customer wants to negotiate the number itself, routes to a salesperson rather than adjusting it.

Data sources

Website valuation form Vehicle valuation API DMS appointment calendar CRM

What it targets

  • Valuations turned into appraisals Target 30%