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Overview
Slide 1
The Design Focus
Lead Management
Prioritization & Matching
Offer Creation & Customer Journey
Inventory-First Flow
Portal Suite
TrueCar

Unifying the full dealer deal lifecycle.

Unified portal enabling dealer teams to manage leads, inventory, and offers in one hub.

Dealer Web Portal

TrueCar’s revenue relies on dealer lead conversions. The Dealer Web Portal served as the unified suite for dealerships to manage leads, inventory, and offers, bridging CRM data with vehicle inventory to match buyers with cars.

The Design Focus

Offers originated from two key entry points: finding a vehicle for a buyer, or finding a buyer for a vehicle. The portal design targeted three core objectives:

  • Flexible Entry Points: Preserving full deal context regardless of entry path.
  • Centralized Funnels: Enabling dealership teams to collaborate within a shared workspace.
  • Data-Driven Prioritization: Empowering sales reps to prioritize high-intent customer leads.

Lead Management

Customer leads management

The main customer management experience, designed as a web companion to the mobile app.

Customer leads management

Customer search & reverse lookup

Customer search, which also allowed reverse lookup, starting with a make and model to find matching customers.

Customer search with reverse lookup

Prioritization & Matching

Deal prioritization dashboard

A surface to help dealers understand prioritization, determined by customer funnel stage and propensity to meet customer needs based on configuration and available inventory.

Deal prioritization dashboard

System match recommendations

System match recommendations based on customer configurations and available inventory.

System-generated match recommendations

Side-by-side inventory matching

When no high match existed, dealers could search their inventory while referencing the customer's original configuration side-by-side.

Inventory search with customer config reference

Offer Creation & Customer Journey

Offer preview experience

A preview showing dealers exactly what their customer would see in the offer they were about to send.

Dealer preview of customer-facing offer

Customer status and sales journey

Previously unavailable, this provided concise context to help inform sales strategy with each individual customer. Teams could work more effectively together through decentralized visibility.

Customer status and journey timeline

Inventory-First Flow

Inventory-first management

Inventory management leveraging the same patterns and data constructs as the CRM experience, but through the lens of inventory-first.

Inventory management experience

Inventory-driven reverse-lookup

When entering through inventory, the reverse-lookup experience helped find a customer for a car, especially useful when dealers were prioritizing specific vehicles for business reasons.

Reverse-lookup: finding customers for inventory

Portal Suite

Portal suite navigation

Entry point for other vertical apps within the dealer web portal suite.

Portal suite navigation

Full portal app ecosystem

Full portal app ecosystem