Leads Mapping Guide

Purpose of Leads Mapping in Vistadash

CRM reports have a very granular, non-standardized source segmentation

The main purpose of leads mapping is to reduce complexity and consolidate sources. This provides better visualization across Vistadash widgets, which helps users analyze trends easier and quicker.

Additionally, correct lead mapping will ensure that data is shown accurately for Third-Party vendors under the Third Party Analysis tab and the Enterprise Third Party dashboard.

How are leads mapped in Vistadash?

Edit mapping screen can be accessed through the “My Story” tab or the “Reports / CRM Overview” tab.

There are two major groups where leads can be mapped in Vistadash: Vendor and Category

Vendor: specific digital vendors: 

• Website vendors (e.g. Dealer.com)
• Third-Party vendors (e.g. Cars.com)
• Call vendors (e.g. Car Wars)
• Chat vendors (e.g. Gubagoo)
• Leads vendors (e.g. Lotlinx)
• OEM Leads (e.g. Toyota, Ford)

Category: generic traditional sources, miscellaneous digital sources and other: 

• Generic traditional sources (i.e. Radio, TV, Newspaper)
• Miscellaneous digital sources (i.e. Email, social media)
• Other sources (i.e. Drive-by/Showroom ups, Referral, Previous customers, Service, Events)

Tips for mapping Vendors

Website Vendors: these leads usually appear in CRM reports as: “Website”, “Dealer Website”, “Dealer Site”, “www.dealername.com”, Website vendor name (e.g. Dealer.com, Dealer Inspire).

• "DealerOn", "Dealer On", "DealerOn Website", etc.: All of these should be mapped under DealerOn
• "Dealer.com", "DealerCom", "DDC", etc.: All of these should be mapped under Dealer.com
• "Cobalt", "CDK Website", "CDK", etc.: All of these should be mapped under CDK Global
• “Dealer E-Process", “DEP", “Dealer eProcess", etc.: All of these should be mapped under Dealer eProcess
• “Dealer Inspire”, “DI Site”, “Dealer Inspire - Web”, etc.: All of these should be mapped under DealerInspire

Note: all these leads should be mapped in Vistadash to the dealer’s website vendor, under the Web type. 

Third-Party Vendors: Inventory vendors usually appear with slight naming variations in both CRM reports and Vistadash. Please find below how these should be mapped:

• “Autotrader”, “Autotrader.com”, “Auto Trader”, “Autotrader New”, etc.: All these should be mapped in Vistadash to Autotrader.com
• “KBB”, “KBB.com”, “KelleyBlueBook”, “Kelley Blue Book Used”, etc. = All these should be mapped in Vistadash to Kelley Blue Book
• “Cargurus”, “CarGurus”, “Car Gurus”, etc.: All these should be mapped in Vistadash to Cargurus
• “True Car”, “Truecar”, “Truecar/USAA”, etc.: All these should be mapped in Vistadash to TRUECar
• “Edmunds”, “Edmunds Price Promise”, “Edmunds.com”, etc.: All these should be mapped in Vistadash to Edmunds.com
• “Car Fax”, “Carfax”, “Car Fax Inc.”, etc.: All these should be mapped to Carfax

Note: Always map these vendors under the Inventory type in Edit Mapping..

Call Vendors: Call vendor that is explicitly named in the CRM report (e.g. Car Wars, CallRevu, Call Source, etc.)

Note: Always map these vendors under the Call type in Edit Mapping.

Chat Vendors: Chat vendor that is explicitly named in the CRM report (e.g. Gubagoo, Contact at Once, CarNow, etc.)

Note: Always map these vendors under the Chat type in Edit Mapping.

Leads Vendors: Any other digital vendors that are explicitly named in the CRM report.

OEM Leads: Leads coming from the OEM should be mapped under the specific brand vendor (e.g. “Audi USA” under Audi, “Choosenissan.com” under Nissan, “Subaru Brand Site” under Subaru, etc.)

Note: Always map these vendors under the Leads type in Edit Mapping.

Tips for Mapping Categories

Generic Traditional Sources:

• TV: Any TV-related sources (e.g. “Television”, “TV”, “CBS Local”, etc.)
• Radio: Any Radio-related sources (e.g. “Radio”, “ESPN LA 710 AM”, “104.5 FM”, etc.)
• Newspaper: Any Newspaper-related sources (e.g. “Newspaper”, “Edmonton Sun”, “Boston Globe”)
• Magazines: Any Magazine-related sources (e.g. “Magazine”, “Automotive Magazine”, “Magazine XYZ”)

Miscellaneous Digital Sources:

• Email: Any source related to email marketing (e.g. “Email”, “Email blast”, “Email newsletter”)
• Social media: Any source related to social media (e.g. Facebook, Twitter). You can create specific vendors if the client wants to see this broken down.
• Secondary Website: Any source related to a secondary website, sub-domain, microsite, etc.
• Corporate Site: Leads coming from a corporate site, if available.
• Lead Provider: Any 3rd party lead source that is not named explicitly in the CRM report (e.g. “Third Party”, “Third Party Leads”, etc.)

Other Sources:

• Referral: Any referral lead (e.g. “Referral”, “Employee referral”, etc.)
• Repeat Business: Any source related to returning customers (e.g. “Repeat Business”, “Repeat Customer”, “Previous Customer”, etc.)
• Event Marketing: Any source related to an event (e.g. “Special event”, “Truck sale”, “Thanksgiving event”, etc.)
• Service Lane: Any source related to service (e.g. “Service”, “Service customer”, “Service department”, etc.)
• Phone Up: Any source related to phone calls, where a call vendor is not explicitly named (e.g. “Phone Up”, “Phone Call”, “Call Center”, etc.)
• Drive-By/Showroom-Up: Any source related to a visit to the dealership (“Drive by”, “Showroom”, “Location”, etc.)
• No Category Found: Any source that can’t be categorized at all (e.g. “Other”, “Unknown”, “Unavailable”, “No Track Code”, etc.)

 
 

Note: If you have sources in your CRM that you DO NOT WANT MAPPED, please select “Skip” in the leads drop down. Suppressing leads from Lead Mapping will not affect the overall Lead Activity Report visible within the Executive summary and the CRM Overview. 

Contact [e-mail] with any questions.