What: Leads are essentially another way to describe "touchpoints" - which is every time a potential buyer comes in contact with one of your marketing efforts. The best leads are customer records that contain emails and phone numbers, or as much personally identifiable information as possible. From an email click, to a phone call from paid search, to a shopping session on an inventory listing site - we gather as much intel as we can!
Why: Our mission is to map out your customer's entire purchase journey so that we can tell which of your marketing tactics are actually leading to sales. To do so, we need insight into every touchpoint along the way (not just the first or last touch). The more complete leads we collect - the more likely we are to find your buyer behavior and match it to a sale!
How: If you use any of the following CRMs, please click to see specific step-by-step instructions.
- Activix
- DealerPeak
- DealerSocket
- DriveCentric
- CDK CRM (Formerly ELEAD)
- Foureyes
- Momentum
- NewTech
- OpLogic
- ProMax
- Reynolds & Reynolds
- Tekion
- VinSolutions
Otherwise, please use the chart below as your guide to build your leads report.
CRM Leads Files - Requirements
- Please ensure that the required fields are present in your file.
- Please filter in your CRM to pull all leads created during the specified months.
- Please name your exported file with the dealership name, month(s) and year(s).
Example: ABC Automotive - Jan-Feb 2022 - CRM Leads.csv
Once you have built the report, please export the data and securely upload the file at https://upload.clarivoy.com/mtsa
| Dealership Name | Name of Dealership | Only required if multiple rooftops are combined in one file |
| Date | Date of lead origination | YES |
| Lead Source |
Specific vendor/marketing source associated with the lead (e.g. AutoTrader, CarFAX, etc.) |
YES* |
| Lead Source Detail |
More detailed source for the lead (e.g. AutoTrader Phone Lead, Edmunds Chat, etc.) |
Highly Recommended |
| Lead Type |
A broad description of the Lead Source category (e.g. Phone, Web, Walk In) |
NO |
| Full Name | Full Name of prospect | YES |
| Street | Street address of prospect | YES |
| City | City of prospect | YES |
| State or Province | State of prospect (or Province for Canada) | YES |
| Zip or Postal Code | Zip code of prospect (or Postal Code for Canada) | YES |
| Phone - Home | Home phone number of prospect | YES** |
| Phone - Mobile | Mobile phone number of prospect | YES** |
| Phone - Work | Work phone number of prospect | YES** |
| Email 1 | Email of prospect | YES** |
| Email 2 | Email of prospect | YES** |
** At least one phone number OR one email is required but please provide all that are available for best results