Name: OttoBee
Author: LinkedCar

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The OttoBee is an automotive multi-brand CRM application developed by LinkedCar BV. According to the vendor, this CRM solution is designed specifically for automotive dealerships and aims to streamline various aspects of dealership operations. It offers features such as order and quote management, lead and sales funnel management, integration with dealership management systems (DMS) and original equipment manufacturer (OEM) systems, data cleaning, email and VAT management, dealer performance management, omnichannel marketing flows and automation, CTI integration, GDPR consent management, and customizable dashboards and reports. These features cater to the needs of automotive sales, service, marketing, finance, and operations professionals across the industry.

**Order & quote management**: According to the vendor, the OttoBee CRM system allows for efficient management of orders and quotes. It aims to streamline the process of creating and tracking orders and quotes, while keeping all relevant information organized and easily accessible.

**Lead & sales funnel management**: The vendor claims that the CRM system enables the tracking and management of leads and the sales funnel. It allows users to monitor and analyze the progress of leads through the sales pipeline, with the goal of streamlining the lead management process and improving sales conversion rates.

**Easy integration to DMS and OEM systems**: The vendor states that OttoBee seamlessly integrates with dealership management systems (DMS) and original equipment manufacturer (OEM) systems. This integration allows for the retrieval and synchronization of data, providing a comprehensive view of customer information. The aim is to improve efficiency by eliminating the need for manual data entry and ensuring data accuracy.

**Data cleaning**: According to the vendor, the CRM system includes features for cleansing and maintaining the quality of customer data. It aims to identify and remove duplicate or inaccurate data entries, ensuring data integrity and improving the accuracy of customer insights and reporting.

**Email & VAT**: The vendor claims that the CRM system facilitates the management of customer email communications. Additionally, it provides the ability to track and record VAT (value-added tax) information for customers. The aim is to streamline email communication processes and ensure compliance with VAT regulations.

**Dealer performance management**: According to the vendor, the CRM system allows for the monitoring and analysis of dealership performance metrics. Users can track key performance indicators (KPIs) to assess sales and operational effectiveness. The goal is to identify areas for improvement and make data-driven decisions to optimize dealership performance.

**Omnichannel marketing flows & automation**: The vendor states that the CRM system enables the creation and automation of marketing campaigns across multiple channels, such as email, SMS, and social media. It aims to personalize marketing messages and target specific customer segments, with the goal of improving marketing efficiency and effectiveness through automated workflows and tracking.

**For all divisions and business units**: According to the vendor, the CRM system is designed to enable all departments and business units within the dealership to utilize its functionality. It provides access and tailored features to meet the needs of different divisions, fostering collaboration and streamlining processes across the entire organization.

**CTI integration**: The vendor claims that the CRM system integrates with computer telephony integration (CTI) systems to enhance call center functionality. It enables features such as click-to-dial and screen-pop for improved call management. The aim is to capture and log call data within the CRM system, providing a comprehensive customer interaction history.

**GDPR consent management**: According to the vendor, the CRM system includes features for managing customer consent and compliance with the General Data Protection Regulation (GDPR). It allows for the tracking and documentation of customer consent for data processing activities, ensuring adherence to privacy regulations and the protection of customer data.

Norada Solve360

Copper is a customer relationship management (CRM) built as an integration into Google Apps.

Basic - Paid Annually

Professional - Paid Annually

Business - Paid Annually

Starter - Paid Annually

Copper

OttoBee

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

LinkedCar

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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OttoBee

Overview

What is OttoBee?