Are you using your CRM company's provided lead address? Are your leads being sent to leads@crmcompanyname.yourname.com?
Maybe you should rethink this setup... Dealership lead routing procedure for CRM and ILM
I use my CRM company and have to make big changes if we switch
We have our own address, so it takes me 5 minutes to change things
Are you using your CRM company's provided lead address? Are your leads being sent to leads@crmcompanyname.yourname.com?
Maybe you should rethink this setup... Dealership lead routing procedure for CRM and ILM
Pot-Stirrer and Writer at DealerRefresh
Research & Development at Dealer.com
We have our own (1) lead addresses (per dealer). And before being with a group I always excised this practice as well.
Something very simple and but often overlooked. This also provides and easy way to get an additional copy sent to your phone for backup. There are some CRM's that somehow, sometimes are not dependable enough to rely solely on their inbox for accuracy or speed of delivery.
I have been preaching this for YEARS (since the mid 90's when using the old MS SalesPoint), always use your own email address for leads and then have it forward/redirect to your CRM address - all for the reasons you pointed out Alex.
I also send an email to the the lead providers with something like:
The second line makes sure that you don't have a salesman call up and say "please CC all leads to my personal address at salesmanname@yahoo.com" - leave the store and now have all your leads being sent to his account.Please change the lead email address for XXX Dealer to salesleads@XXXdealer.com in ADF/XML format only.
Leads should not be sent or cc'ed to any other email address, nor sent in any other format. Any changes need to be requested by myself or the General Manager on file for the store. Please note this request in our dealership file.
--Drew
Drew Ament
Press1toTalk.com
Cell: 602-405-9630
Office: 1-(866)-553-1859
dament@press1totalk.com
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