Streamline your data management process with the CSV Online File + Lead Information Services 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.

The goal of Lead Information Services is to help employees to use this intuitive CRM tool to improve sales and the support process. This training will definitely improve the profitability of your business.

With one-on-one, in-store training, Lead Information Services works directly with your managers, BDCs and sales and support staff to support their effective use of all features to achieve maximum results.

The LIS CRM tool is not just a step in the sales process but must become part of the dealership culture. Experienced Lead Information Services professionals will work with all users in your store who touch the CRM tool to improve your profits.