[ghen]

After a huge ordeal getting our new website up and running, I just signed up for another huge ordeal getting a CRM functional. Why do I do this to myself???! Oh well.


Any tips or suggestions changing CRM's? Anyone been through the process with Vinsolutions and have tips?

[DrewAment]

Congratz!

First thing...read this post and change your email address with ALL your providers, lead generators, etc NOW to an email address YOU control, something like webleads@DEALERNAME.com .

Dealership lead routing procedure for CRM and ILM

Then once you get the new CRM email address from VinSolutions, it will be a simple change.

Also, make sure you can EXPORT your current customer base (and emails) from your current CRM to VinSolutions, find out now what the export process is and make sure to do it within a couple of days AFTER changing CRMS's/

--Drew

[mattwatson81]

Originally Posted by ghen

After a huge ordeal getting our new website up and running, I just signed up for another huge ordeal getting a CRM functional. Why do I do this to myself???! Oh well.


Any tips or suggestions changing CRM's? Anyone been through the process with Vinsolutions and have tips?

Send me a message if you ever need anything and I'll make sure it gets taken care of!

[ghen]

Actually I'd rather have the pain in the ass of changing my lead emails in all locations and just better document those lead providers. Going through my email system will not only mean slower response time but also one more thing that could go wrong. Since I don't control my own email server that's not something I'm willing to mess with.