The Workshop Visitors Report is used to view the CRM records for customers who have been
invoiced for work carried out by the After Sales departments within the specified date range.
This report is useful for spotting areas of the business where data collection is failing to reach
the standard required.
To access the Workshop Visitors Report, select the option from the left hand menu.
Using the ‘Company Structure’ field, it is possible to view CRM records created by the Aftersales departments within the business or to view at Division or Enterprise level (subject to the
access level of the user). In this way, the report can be narrowed to assess the quality of data collection by the Aftersales departments. The date range fields are used to allocate a time
frame to the report.
Once the requirements have been specified as needed, select the “Generate” option to create the
report. The CRM records returned populate the lower half of the screen. The customer name is displayed, along with the company name, address, telephone and mobile telephone numbers and a main email address. The number of vehicles owned is also displayed.
The report layout provides users with an at-a-glance opportunity to view the quality of the CRM
data being recorded on Pinewood DMS. For example, it would be advised that where applicable, that
customer mobile phone numbers are being captured to fully utilise the SMS facility to inform
customers of any bookings made at the dealership.
Any resulting customers displayed can be double clicked, allowing the user to access the CRM
record to which it relates, and to discover which user was responsible for the creation of the
record. It is best practice to check this report regularly to ensure that the information held by
the system is useful for prospecting purposes and that data capture of customer information is
of a uniformly high quality across the business.
The Workshop Visitors report can be printed by selecting the “Print” option from the bottom of
the screen – alternatively the “Export” option can be used to download the content of the report
into Excel as a .csv file.