Transcend Retail
Communication Tools
Customer email and text, internal notifications, CRM, chat, and co-browsing.
01 · Transcend Retail
Customer communication
Email and text updates keep the customer in the deal without over-messaging.
- Signing session completed
- Documents added to the deal
- Credit decision received
- Send order link is manual
Keep the message short. One next step is easier to follow than a full recap.
02 · Transcend Retail
Internal notifications
Some events belong to the dealership team instead of a CRM lead.
- Chat requested by the customer
- Appointment scheduled
- Payment successful or declined
- Signing session completed
Keep the message short. One next step is easier to follow than a full recap.
03 · Transcend Retail
CRM lead events
Know which moments create a lead so the team can build a workflow around them.
- Credit submission
- Chat requested
- Appointment scheduled
- Deal submitted by the customer
Keep the message short. One next step is easier to follow than a full recap.
04 · Transcend Retail
Dealer initiated chat
Reach out from the Active Shopper dashboard when a customer is online.
- Open the shopper menu
- Choose Contact Customer
- Send a short message
- Continue the chat from the inbox
Keep the message short. One next step is easier to follow than a full recap.