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

How it works

  1. Valuation request captured from the website.
  2. Agent calls to confirm vehicle condition and answer questions.
  3. Books an in-person appraisal at the chosen branch.
  4. Sends prep documents by email.

Data sources

Website valuation form CRM Branch calendar

What it targets

  • Valuations turned into appraisals Target 30%