Configure CRM for Luxury Car Sales
Budget: £250 – £750 GBP
I run a luxury car showroom and am ready to leave spreadsheets behind. I need a seasoned CRM professional to help me choose, license, and fully configure an off-the-shelf sales tracking platform—Salesforce, HubSpot, or Zoho CRM are all acceptable if they cover my needs, but i would like advise and also if theres others i am flexible.
Core requirements
• Lead tracking from first enquiry through purchase
• Clear, real-time sales performance reports for management
• Automated follow-ups (email/SMS) that feel personal to high-net-worth prospects
The system must work flawlessly on our front-desk desktops and on the mobile phones that my salespeople carry during test drives and off-site events. We use auto trader for our advertising linking to that would be a bonus.
Scope of work
1. Discovery session to understand our current workflow and data.
2. Written recommendation of the best license tier and any add-ons.
3. Hands-on setup: pipelines, custom fields (model, trim, trade-in value, finance option), user roles, and permissions.
4. Dashboards and scheduled reports for daily, weekly, and monthly performance.
5. Automated follow-up sequences that trigger after a test-drive, quotation, or inactive period.
6. Data import of existing leads and deals (new business so very small amount).
7. Two-hour live training (desktop and mobile apps).
8. 30 day of post-launch support to iron out issues.
Acceptance criteria
• New lead can be logged in under 30 seconds on both desktop and mobile.
• Manager dashboard shows current month target vs. actual at a glance.
• Follow-up automation triggers correctly for all three defined scenarios.
• All users can log in and complete a test sale without assistance.
If you have demonstrable experience rolling out CRM for automotive or high-ticket retail, I’d like to hear how you would tackle this and how quickly we can be live.
Core requirements
• Lead tracking from first enquiry through purchase
• Clear, real-time sales performance reports for management
• Automated follow-ups (email/SMS) that feel personal to high-net-worth prospects
The system must work flawlessly on our front-desk desktops and on the mobile phones that my salespeople carry during test drives and off-site events. We use auto trader for our advertising linking to that would be a bonus.
Scope of work
1. Discovery session to understand our current workflow and data.
2. Written recommendation of the best license tier and any add-ons.
3. Hands-on setup: pipelines, custom fields (model, trim, trade-in value, finance option), user roles, and permissions.
4. Dashboards and scheduled reports for daily, weekly, and monthly performance.
5. Automated follow-up sequences that trigger after a test-drive, quotation, or inactive period.
6. Data import of existing leads and deals (new business so very small amount).
7. Two-hour live training (desktop and mobile apps).
8. 30 day of post-launch support to iron out issues.
Acceptance criteria
• New lead can be logged in under 30 seconds on both desktop and mobile.
• Manager dashboard shows current month target vs. actual at a glance.
• Follow-up automation triggers correctly for all three defined scenarios.
• All users can log in and complete a test sale without assistance.
If you have demonstrable experience rolling out CRM for automotive or high-ticket retail, I’d like to hear how you would tackle this and how quickly we can be live.