
Introduction to the sales training program and the objectives of using Keyloop.
Explanation of the main system interface and available tools for users.
How to enter a sales enquiry and convert it into a formal sales order.
Creating a new enquiry for an existing customer in the CRM system.
Steps to reserve a vehicle for the customer and confirm stock availability.
How to adjust the price list or change the sales type according to company policy.
Logging a trade-in request for an old vehicle in exchange for a new one.
Modifying or replacing the vehicle linked to an enquiry or sales order.
Setting up a schedule for vehicle handover and coordinating with relevant departments.
Managing and processing sales leads or requests received from the call center.
The Keyloop Sales Training course is designed to give sales teams the knowledge and practical skills needed to manage the entire sales process with confidence and accuracy. The training follows a step-by-step approach, guiding participants through each stage of the workflow – starting from creating a sales enquiry and converting it into a sales order, to reserving vehicles, modifying sales types, and managing customer handovers.
A key focus of the course is the integration of CRM functions within the sales process. Participants will learn how to create new customer profiles when records are not found in the system, as well as how to efficiently generate enquiries for existing customers without duplicating data. The course also covers the process of managing trade-in requests, ensuring smooth evaluation and accurate recording of customer vehicle exchanges.
Additionally, the training highlights how to handle sales leads and events received from the call center, empowering sales staff to respond quickly and convert opportunities into successful sales. Special attention is given to practical tools such as finding and updating enquiries, changing attached vehicles when required, and coordinating handover schedules to deliver vehicles on time.
By the end of the course, participants will have a comprehensive understanding of Keyloop’s sales functions and will be able to apply these skills to improve efficiency, reduce errors, and deliver a better customer experience. This training ensures that sales professionals are not only confident in using the system but also capable of achieving higher sales performance through structured and effective use of Keyloop.