This page will guide you through how to manage the finance leads generated from your website through your lead management system.
Your Finance Calculator on your website
Codeweavers provide the finance calculations on your website. To capture the customers personalise finance quotes on your website included with the calculator are lead generation buttons.
Buttons on your website may include 'Apply for Finance', 'Email Me This Quote' and 'Motor Credit Check'.
Finance leads from your website
The finance leads from your website are automatically fed into Codeweavers lead management system which is called 'Showroom System', so you can react fast and respond to the customers’request at the point they are at their most receptive.
Customer information is saved line by line, meaning that if a customer is interrupted or decides not to complete the form, you will still have enough information to contact them and discuss their application.
Approaching your finance leads
When initially contacting your finance leads we strongly advise you to reference the specific finance lead generation button the customer completed and the finance offer and vehicle they are interested in.
Setting up users at your dealership
If anyone leaves your company who receives the finance leads or if you would like another person set up you can use our User Management within showroom.
Details can be found here: User Management
If you do not have this feature please contact Codeweavers support team on firstname.lastname@example.org and they will be happy to make the relevant changes for you.
Finance lead notifications you receive
When a customer starts to complete your finance forms you are notified instantly. There are two ways that you can receive leads. Via Email or through Codeweavers lead management mobile app.
Receiving leads via email
You will receive a notification that you have a new finance lead generated from your website.
The email notifications subject lines will differ depending on the type of finance form the customer completed.
When a customer has started to complete a finance form on your website, in this case, it's a *finance application* you will receive the following email –
The subject line will contain your company name followed by the type of finance lead, in this case, it's a finance application and the customer's name.
Once and if (they may get interrupted), the customer completes the finance form you will be notified that the customer has completed the finance form.
If your customer completes an 'Email Me this Quote' you will receive just their email address and possibly their full name dependant on how your email form is set up. It will look like the following -
To follow up your finance leads from your email, it's very important that you MUST click the customer profile link so you are provided with all of the customer information including the vehicle and finance offer they are interested in. You will be taken to the lead management system login page.
Use the username and password that you set up. If you do not have login details please contact Codeweavers support team on: email@example.com
Once logged in
The information provided will depend if the customer completed the finance form on your website or not or if the lead type is an Email Me This Quote. You will be provided with a customer profile as per the below -
You can print the proposal and amend any of the information if required. Click on the proposal details to determine how much of the form has been completed. Click on the summary tab to view the status of the lead/proposal. This will provide you with a summary of the proposal.
When a lead has been generated from your website or showroom: You will receive a notification on your phone (this will also be sent to your email). Simply open the notification and it will take you to the customer profile, finance, and vehicle information. The app allows you to view customer profiles, finance, and vehicle information, search deals to find previous customers and contact customers directly from your device.
Leads area of Showroom
This is where all of your leads are stored. To search for a specific lead use the search function, you can also filter leads by date.
The ‘Assign’ feature’ in the leads area of showroom enables you to assign a lead to yourself. The dealer needs to click on the ‘Assign to me’ button against the lead they would like to follow up in the ‘Assigned’ column.
This will let other members of your team know that you are managing this lead. By looking at the column ‘Assigned’, you can determine who is assigned to individual leads and which leads still need assigning.
To determine the type of finance leads in your system and what form the customer completed hover over the icons on the leads and proposal pages.
By clicking on the ‘Customer’ tab, this will enable you and your business to view previously approved customer finance proposals and find out notes and specific information about the proposal. Helping with customer retention by enabling you and your business to ‘quick quote’ based on the previous proposal.
If you would like further information on any of the points mentioned above please contact Codeweavers by email on: firstname.lastname@example.org