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Momentum for Sales Managers

  • 30 minutes
  • Online

Service Description

Class Duration: 30 mins. This webinar shows sales managers how to monitor key activities throughout Momentum to ensure their staff are staying on top of their opportunities as well as learning how to review key performance metrics. The following topics are covered: • Checking showroom activity and reviewing stats to ensure showroom traffic is being captured • Monitoring activity and completion of scheduled follow-up such unsold showroom traffic calls, lease retention follow-up, or anniversary calls. • Reviewing eCommerce activity and reporting • Monitoring prospect activity and locating prospects without salesperson follow-up. • Viewing upcoming sales or delivery appointments and updating appointment activity (mark show, confirm, reschedule, etc.) • Reviewing appraised vehicles and pushing to 3rd party appraisal tools • Understanding the "Possible Duplicates" function to merge prospects • Review of useful Momentum reports: - Enterprise Report - eCommerce - Unsold Showroom Traffic * Q&A Time * At the end of the online training session, time is allotted for questions managers may have about any feature in Momentum. To participate in this class, ensure you have a reliable high-speed internet connection. Your computer must be able to access Zoom meetings (If your internet access is restricted, consult your IT department for assistance). After signing up, you will receive an email containing a link. This link will be used to join the class at its scheduled start time. NOTE: For a thorough understanding of Momentum, a Sales Manager should have completed the following Momentum webinar(s): "Momentum 101 for Salespeople and eCommerce Staff"

Upcoming Sessions

Booking Notice

If we do not have a minimum of one sign up at least 24 hours before the online class time, the class will be cancelled.

Contact Details


23422 Mill Creek Dr #125, Laguna Hills, CA 92653, USA

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