How does axleo find them?

Leo reads each call together with the customer’s earlier calls and your open cases. When a customer was ready to move forward and nobody acted, it creates an opportunity with an owner, a due date and the moment in the call.

What if we already followed up another way?

axleo can only see your calls and connected email. If someone already followed up another way, a person closes the case with a note and it leaves the active list.

Does axleo tell us how much money we recovered?

No. When a person marks an opportunity done, axleo records that. It doesn’t treat it as a sale or add up revenue it can’t prove.

What’s the difference between an opportunity and a follow-up?

A follow-up is a promise your team made on a call. An opportunity is a customer who was ready to buy where nobody acted. See follow-ups.

axleo

Opportunity cases

Opportunities

The customer who said “I’d like to drive it”, and never heard from you again. Leo finds them in your calls and gives each one an owner and a date.

What an opportunity is

A customer was ready to buy. Nothing happened next.

Leo listens to every call. When a customer is ready to move forward, like a test drive, a price or a part-exchange, and nobody acts on it, Leo makes an opportunity. It says who should act, by when, and gives the exact words.

How it works

Watch Leo find one.

A call ends.

Tom, Redbridge Motor Group
Good morning, Tom speaking.
Daniel
Hi Tom, I’m after a Volvo XC60 Recharge.
Tom
Great choice. What are you looking for?
Daniel
I’d want to drive the plug-in hybrid before I commit to anything.
Test drive asked for. Nothing booked.
Tom
No problem. Thanks for ringing.

An example call, with made-up names.

What counts

What a customer says when they’re ready, and nothing happens next.

“I’d want to drive the plug-in hybrid before I commit to anything.”

Test drive· Nobody booked it.

“I’ll pop in this week.”

Appointment· No time was set.

“I’ve got a 2019 Golf to trade in.”

Part-exchange· Nobody gave a value.

“Another dealer’s offer runs out on Friday.”

Competitor or deadline· No offer was made.

“Could you send me the finance figures?”

Asked for figures· Nothing was sent.

“I need a seven-seater by March.”

Buying need· Nobody showed her one.

What you get

An owner, a day,and the exact words.

Every opportunity lands with a person and a due date. They play the moment the customer said it, then act. Managers see them all added up in Radar, most urgent first.

Leo reads the whole story: this call, the customer’s earlier calls and your open cases, so it knows what was already promised
A person closes it, or dismisses it with a note
axleo never counts it as a sale. See Radar

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