Automatic tracking of sales stage progression and reporting

Purpose

1.1. Enables systematic real-time monitoring of sales leads’ transition through sales stages such as new, contacted, demo scheduled, qualified, proposal sent, closed-won, closed-lost for Acura vehicles.
1.2. Ensures each sales counselor’s lead is advanced appropriately and reporting dashboards are instantly updated for sales management and compliance.
1.3. Delivers actionable analytics, stage-change insights, and process bottleneck alerts, supporting dealership performance reviews and operational visibility.

Trigger Conditions

2.1. Lead creation/modification in CRM or DMS.
2.2. Change in lead status field (e.g., from “contacted” to “test drive scheduled”).
2.3. Sales rep actions (task completed, notes updated, call logged).
2.4. External webhook notices (e.g., inquiry submitted via Acura website form).
2.5. Periodic scheduled batch checks (e.g., every 15 minutes).

Platform Variants

3.1. Salesforce CRM
• Feature/API: Process Builder/Flow with Change Data Capture enabled; Trigger on lead status field update
• Config: “Lead.Status” field event → Custom Flow to report, notify, and update dashboard
3.2. HubSpot CRM
• Feature/API: Workflow Automation → “Deal Stage” triggers
• Config: Pipeline stage change triggers webhook or internal notification
3.3. Zoho CRM
• Feature/API: Workflow Rules plus Webhooks
• Config: Rule: “Lead Status is updated” → Call webhook to reporting system
3.4. Microsoft Dynamics 365
• Feature/API: Power Automate Flow; Common Data Service Triggers
• Config: On record update where “Lead.Status” changes, call HTTP API for reporting
3.5. Pipedrive
• Feature/API: Automation “Deal moved to stage”
• Config: When deal moves, trigger reporting module via API call
3.6. DealerSocket
• Feature/API: Custom Reports + API Push
• Config: Event: Stage Progression; API Push to analytics layer
3.7. VinSolutions
• Feature/API: Process Rules & API Integration
• Config: Lead stage change rule triggers sync API for reporting
3.8. CDK Global
• Feature/API: Business Process Automation Tool
• Config: Status field update triggers internal or external API
3.9. Elead CRM
• Feature/API: Action Plan Automation
• Config: Status update event sends report to management email API
3.10. Slack
• Feature/API: Incoming Webhook
• Config: Notifies sales channel on lead stage changes
3.11. Twilio
• Feature/API: Programmable Messaging API
• Config: Sends SMS alert to sales managers on pivotal stage transitions
3.12. Gmail / Google Workspace
• Feature/API: Gmail API “Send Email”
• Config: Outbound alerts upon status move
3.13. SendGrid
• Feature/API: Email API “Transactional Send”
• Config: Automatically dispatches status-change summary reports
3.14. Monday.com
• Feature/API: Automation “When status changes”
• Config: Moves item, posts update to board, pushes via webhook
3.15. Trello
• Feature/API: Butler Automation
• Config: Card moved to list triggers webhook/notification
3.16. Asana
• Feature/API: Rules “Task custom field changes”
• Config: Push update to reporting tool via webhook
3.17. Google Sheets
• Feature/API: Apps Script “On Edit” Trigger
• Config: When status column changes, append log entry and push to summary
3.18. Quick Base
• Feature/API: Pipeline “Record updated”
• Config: Field change triggers report API
3.19. Notion
• Feature/API: Automation integrations
• Config: Page property change posts webhook for reporting
3.20. SAP CRM
• Feature/API: Workflow Engine
• Config: Sales phase transition triggers notification/JDBC call

Benefits

4.1. Ensures consistent, real-time sales data accuracy for Acura dealerships.
4.2. Eliminates manual reporting, improving sales rep productivity.
4.3. Increases visibility for sales management with instant stage analytics and trend identification.
4.4. Accelerates response to bottlenecks and lost opportunities by automated stage monitoring.
4.5. Integrates alerts, dashboards, and compliance reporting seamlessly across digital channels.