What an auto dialer for car shipping brokers needs

Car shipping sales run on the phone and on text. A quote goes out, the follow-up plan sends its texts and emails, and the salesperson calls the customers who are still deciding. The dialer sets how many of those calls a salesperson gets through in a day, and how ready they are for each one.

A call queue that shows each customer's last message

Before each call, the salesperson needs to know where the customer left off. Did they ask about a pickup date, say the price was high, or stop answering three days ago? A dialer that shows only a name and a number starts every call cold. The queue should show the customer's last message on each row, so the salesperson reads one line and knows how to open the call.

Working the call list without dialing by hand

Dialing by hand means finding the number, typing it, waiting, writing down the result and finding the next customer, on every call. A dialer should line up the people to call and move to the next one when the salesperson is ready.

Every call should also leave a record. The salesperson marks the outcome on the row in one click, and the next person who opens that customer sees what happened. On the quote, the salesperson logs the call and sets the next follow-up. In Leader CRM that is a tap on Left message or Spoke to someone, then 1 day, 2 days, 3 days or 1 week.

Voicemail drop for car shipping calls

Many calls to quoted customers end in voicemail. A salesperson who leaves the same message by voice all day ends up rushing it by the afternoon. A voicemail drop lets them record a good message once and leave it whenever a call goes to voicemail, so the last customer of the day hears the same message as the first.

Leader CRM has recorded voicemail drops built into the dialer. Record your voicemail once, then drop it when a call goes to voicemail.

A missed-calls board for every caller still waiting

A missed call from a customer with an open quote may be the call where they wanted to book. The dialer handles calls going out. A missed-calls board handles the calls that came in and got no answer. It should list every caller nobody has called back, texted or answered since, newest first, and open the customer's record from the number.

The owner also needs to know how many calls were missed this week, what share got a call back or a text, how long callers waited for an answer, and how many called after hours.

One-button calling and texting through RingCentral or your own app

Your desk already has a phone system, and the CRM should use it. A salesperson should be able to call or text a customer with one button on the customer's record, and every call and text should be saved on that customer without anyone copying notes out of the phone app.

Leader CRM connects to RingCentral or another calling and texting app you already use, so you do not need a new phone system. With RingCentral connected, the CRM places calls from the browser, sends text messages and reads your call history. Salespeople call or text with one button, and every call and text is saved on the customer.

What owners should see about calls

An owner should not have to ask who made their calls today. The dashboard should compare calls today with yesterday at the same time, and a team page should show each salesperson's calls next to their leads, quotes, orders, texts and follow-ups. The same dashboard should say whether the phone lines and texting are working at all.

The Leader CRM owner dashboard does all three, and the owner dashboard guide covers the rest of what an owner should check each morning.

Calls nobody on the desk can pick up

When every salesperson is already on a call, or the office is closed, an incoming call still needs an answer. Leader CRM has an AI receptionist for that. It answers calls at once, finds the caller's records, answers what those records say, takes messages and quote requests, and puts callers through during the hours you set. The AI sales responder guide covers what AI should and should not do on a broker's desk.

Auto dialer checklist for car shipping brokers

Try the dialer on a real call list

On a demo, ask the vendor to load a call list, press start and work three calls while you watch. Check that each row shows the customer's last message before the phone rings. Then open the missed calls board and find one caller who is still waiting, and see how many clicks it takes to call them back.

See the dialer on the auto dialer and missed calls page.