S. No SRM RM Dealer Code
S. No SRM RM Dealer Code
S. No SRM RM Dealer Code
S. No Code SRM RM
Variant (Automatic
Customer Name Mobile Model Preference )
Quote
Buyer Type Opting for Finance /
(F/A/R) Enquiry Date Enq No Enquiry Source Cash given
(Y/N)
Finance Yes
F 1-May-19 ENQ19000462 Web Enquiry
Finance Yes
F 1-May-19 ENQ19000463 Web Enquiry
Finance Yes
R 1-May-19 ENQ19000443 Web Enquiry
Finance Yes
F 1-May-19 ENQ19000444 Web Enquiry
Finance Yes
F 2-May-19 ENQ19000485 Web Enquiry
Cash Yes
F 2-May-19 ENQ19000492 Cold Visits
Route
Expected Date of
Offered Expected Followed
period of Date Price Price Date (Short / Date first follow-
Purchase up
Long)
30 days Long
2-May-19 5/2/2019
30 days Long 5/3/2019
8-May-19 3-May-19
Long
15 days 2-May-19 170000 200000 2-May-19 2-May-19 5/3/2019
> 30 days Long
8-May-19 8-May-19 5/1/2019
30 days Long
8-May-19 3-May-19 5/2/2019
15 days Long
3-May-19 5/2/2019
Long
30 days 8-May-19 4-May-19 2/3/2019
Long
> 30 days 8-May-19 8-May-19 4-May-19
30 days Long 5/4/2019
8-May-19 3-May-19
Long 5/4/2019
30 days 7-May-19 7-May-19
Long
30 days 4-May-19
Long
> 30 days 7-May-19 7-May-19
Long
> 30 days 7-May-19 7-May-19 6-May-19
Long
30 days 5/6/2019 5/6/2019
Long
30 days 5/11/2019
Long
15 days 7-May-19
CONVERSION EFFORTS
Additional
FU 2 FU 3 Last Follow Up Status Remarks
Customer want
more discount
above the Cold Self
consumer
Customer has
scheme
CIBIL problem ,
Postponed for 2 Warm Self
months
5/8/2019 Customer CIAZ
Delivered wantA Hot Self
more discount
2/4/2019 above the Warm Self
consumer
Enquiry assing
scheme
to another RM ( Cold Self
Tarak Panchal )
Customer
looking for True Cold Self
Value Car
Enquiry assing
to another RM ( Cold Self
Chintan Shah )
Cold Self
Not Planning , wi
Enquiry assing
to another RM ( Cold Self
Tarak Panchal
Enquiry assing)
to another RM ( Cold Self
Chirag
Bhambhani )
Cold Self
12-May-19 Customer will de
Cold Self
Customer not in
Cold Self
5/8/2019 Customer number
Warm Self
5/16/2019 Tommorw test dri
Hot Self
Tommorw test driv
Hot Self
Booking Cancelle
BASIC INDICATOR OF CUSTOMER NEED
Why customer want to buy (Need Analysis) Decision Making
Who is
Main Need 1 Main Need 2 Minor Need 1 Minor Need 2 decision
maker?
Other model
Date of consideration (put
Meeting with What may stop customer
Decision from buying car? name of competition
model which
Maker customer is looking)
5/12/2019
10-May-19
10-Aug-19
9-May-19
9-May-19
9-May-19