CustomerTrax August 2017


At CustomerTRAX, we’re always seeking dealer feedback to help make Handle better at addressing users’ needs. One common request has been a screen that allows sales staff and management to assess deal details with minimal clicks in a systematized way. To meet this need, we are excited to announce the rollout of the new Deal Management function in Handle. Dealers spend a lot of money on marketing and advertising, but it can be difficult to differentiate which methods are bringing people in the door. With Deal Management, no matter where a lead comes from, whether

to achieve your goals. It can also be integrated with quotes and appraisals. Once you input information, you can set up automated follow- up contact based on the individual needs of a customer. After you’ve amassed information through Deal Management, you can mine it for data to recognize trends. Maybe one type of marketing is generating more business than another. As a result, you’ll know to focus your efforts in that area. Deal Management gives you the information you need in one easy-to-access place. It will increase knowledge and efficiency, and it will empower your employees to get the most out of every interaction. We look forward to putting it in your hands.

that be walk-in traffic, phone calls, or web leads, it will end up in the same place. Centralizing information makes for easy access and an end to dropped leads. You can also input the nature of a customer’s request, such as whether they are looking to trade or need a stock unit you don’t have on hand. There’s also a section for notes from salespeople or management. The next time that customer calls, all of this information will show up automatically. Deal Management also fosters collaboration by allowing you to assign tasks across departments and to specific individuals. It can be incorporated into your existing process to help move customers through your sales funnel


RITZ CRACKER Ice Cream Sandwiches

Ingredients Make the most of these last few summer weeks and wrangle the kids for this fun, easy dessert! You can even save the leftovers in the freezer for those busy back-to-school nights.

1 pint of your favorite ice cream

24 Ritz (or generic butter round) crackers

4 ounces dark chocolate pieces, melted


1. Melt chocolate pieces in a double boiler or in the microwave. Stir until smooth and drippy. 2. Arrange crackers, bottom side up, on a cookie sheet. Use fork to drizzle melted chocolate over crackers, then place them in freezer to cool quickly. 3. Remove crackers from freezer and place small ice cream scoop in the center of 12 crackers. Press remaining crackers, chocolate side down, onto the ice cream scoop. 4. Freeze at least 4 hours before serving. Wrap individual sandwiches in plastic wrap to store in freezer for up to 7 days — but they’ll never last that long. | 3

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