Once digested, would like to slice and dice it for various purposes. It will also be used to communicate with the lead on the path to the sale.
Tarry Shebesta seeks a CRM capable of importing and organizing detailed deal structure data (buy/sell rates, payments, trade information, vehicle details, appointments, etc.) and then leveraging that data for analysis and customer communication throughout the sales process. Collin Pedersen clarifies the distinction between simply displaying imported data versus actually using it within the CRM's workflow, suggesting the solution depends on whether the dealer needs advanced ADF format integration with dynamic field support or just data visibility. The thread identifies the core challenge: finding a CRM that not only accepts complex lead field data but actively operationalizes it for segmentation, reporting, and sales follow-up.
