Foureyes pulls data directly from your CRM, but there are a couple of reasons the numbers may not match your CRM reports perfectly:
1. Single Customer Profiles
Foureyes merges customer records into a single profile based on email, phone number, and website visitor ID to get a true count of leads and sales. This means we require at least one valid phone number or email address for a customer to be included in reporting, and duplicates won’t be counted twice.
2. Exclusion Criteria
Some dealers have custom exclusions set up within their CRM reporting to omit particular lead sources, types, etc., which may not be reflected in Foureyes reporting. Additionally, some CRMs automatically exclude certain leads (e.g. leads manually marked “Bad”) from reporting.
Why we include "Bad" leads
Many CRMs filter out "Bad" leads by default in reporting. However, we find that "Bad leads actually break down into three categories:
Leads without valid contact information
Duplicates
Leads manually marked "Bad" by a salesperson.
By default, Foureyes excludes leads in categories #1 and #2. Leads in category #3 are by nature subjective - one store's "Bad" is another store's "Lost - Not in Market" or "Out of State."
Therefore in the spirit of facilitating a true apples-to-apples comparison across stores, we include "Bad" leads as long as they are otherwise valid.
While there may be minor discrepancies between Foureyes and your CRM for these reasons, you can expect reporting to be closely aligned and accurately reflect performance trends at your stores.