Dealer is a HubSpot app that automatically assigns incoming deals to the right sales or service contact based on postal code, location, travel time, and custom rules. Allocation happens through workflows or the API, and you can edit criteria directly in the CRM.
Introducing Dealer, a simple yet powerful deal allocation app for HubSpot.
Dealer lets you.
Allocate your incoming inquiries registered as deals.
In HubSpot based on the geolocation of.
The customer address and the responsible sales entity or service entity you provide. With Dealer, you can define the traveling time, the distance and also the segment you would like to allocate your deal to. Once installed, you can easily assign your individual sales or service contacts or even your sales or service companies to your deal. All you need to do is make sure you ask for your client's postal code region and or the segment that they wish to get services from. Your enquiries can be transferred to Deals through a simple workflow. In this case, you need to copy all the relevant fields to deal properties. You can also generate deals through the HubSpot API when using external configurators or any other software solution on the front end. Once the app is installed you will find new company properties in your portal that are used as allocation criteria.
You can now easily add all companies.
Or contacts responsible handling deals. Each so called servant company can be edited individually so that you have the.
Possibility to adjust the maximum travel distance.
The maximum travel time as well as the segment that your servant provides. The actual allocation is triggered through a simple workflow action within a deal based workflow.
You will find it at the bottom.
Of your action items. All adjustments are done within the action. You will find it just as easy as any other known HubSpot action.
You can define your allocation method, your.
Segment and you can decide whether you want to associate just companies or even contacts. This workflow action will then set the deal owner, the servant company and the contact on your deal based on the postal code and country of your deal. Dealer also provides you with a simple CRM card on each object related to the deal. Here you will be able to seal a responsible servant with with all the allocation criteria. You can even change the criteria through the CRM card. After the deal was allocated by Dealer, you can continue to work with all.
The standard HubSpot features that allow you.
To automate your client communication the communication with your servant company or the deal owner.
This way you can really automate deal.
Handling and sales automation in order to reduce response times and increase sales. Get Dealer today and benefit from this simple yet powerful deal allocation app for HubSpot.
