Streamline your data management process with the CSV Online File + Advent CRM integration

A CSV file is a type of file used to store your contacts data from different sources, such as your email marketing software, CRM, etc. For example, by downloading a CSV file of your leads, you can upload these data on other tools in order to better manage your follow up and sales processes. CSVs contain information separated by commas, saved in a .csv format.

CSV files can be used with any spreadsheet program, such as Microsoft Excel, Open Office Calc, or Google Spreadsheets. However, with CSVs you can’t define or save cells, columns, or rows. Moreover, you can’t save formulas.

CSVs are also used for managing ecommerces for importing and exporting product, customer, and order information.

Advent CRM is the management solution provided by Advent - leading automotive software provided. Advent CRM is designed to help dealers to better manage, capture, convert and retain their customers.

Lead Capture The lead can be acquired in many ways, including driver’s license scans, internet lead sources or manual data entry. Automated campaigns Advent CRM allows you to run sales and services campaigns to your leads, which can be set up manually or automatically.

Internet leads Advent CRM allows you to manage your internet leads by tracking and monitoring their activities and response. Planning and reporting Advent CRM lets you control and manage your team’s activities, by creating new tasks for your sale’s team and tracking your goals. Moreover, the reporting tool lets you manage all customer’s activity in real time, from the first call to the sale.