Needs discovery, test drive, trade-in, accessories and F&I — every stage of the dealer funnel lives inside a salesperson's conversation. NUMU CX makes those conversations visible and manageable.
In most walk-outs the salesperson never even offered the keys — and that is the single strongest converter of a deal.
Insurance, accessories and financing get lost in conversation — thousands of dollars of margin on every deal.
The CRM shows “did not buy” but never why. A debrief from the salesperson's memory is not a debrief.
Every consultation recorded and scored: needs discovery, presentation, objection handling, next step.
Monitoring of the make-or-break step: was the test drive offered, how was the refusal handled, was a follow-up appointment booked.
You see who actually sells financial products and accessories, and who just processes the paperwork.
100% of inbound and outbound: call-to-visit conversion, follow-up on marketplace leads, lost enquiries.
Service advisor conversations: upselling additional work, explaining the estimate, NPS of the service visit.
Debriefs on real deals, won and lost. The best techniques get scaled to the whole team.
“For the first time we saw why customers really walk away: the test drive was offered on a third of visits. One quarter later, on nine out of ten”
Showroom greeting and needs discovery, the test-drive offer, F&I presentation, service-lane advisories and the follow-up call. Each stage has its own checklist, because losing a six-figure deal to a skipped test-drive offer is the expensive kind of silence.
Yes — that single line item is often the rollout's first finding. The offer rate per salesperson, its conversion into drives, and drives into deals become visible numbers instead of assumptions.
Service advisories are scored for explanation quality, add-on offers and commitment clarity. Warranty and maintenance upsell stops depending on which advisor happens to answer.
Signage plus configurable consent mechanics per jurisdiction, with masking of personal data before storage. The compliance model is the same one used in our banking deployments.
30-Day Service Audit: we launch on a subset of locations, tune checklists to your standards — and come back with a comprehensive report and insights. How the audit works →