crm

  1. Pedram

    How do you evaluate a good CRM?

    Hey everyone! Hope you all had a Happy Thanksgiving! We are constantly striving to get feedback as we build product. Considering the size and importance of CRM I thought I ask this community on some methods used to evaluate a good CRM. During my days as a GM I thought these basic KPI's (IRT...
  2. Dan Sayer

    Internet Close Percentage Math - Two Formulas?

    Those of you familiar with the path of "Internet Sales" over the last 20+ years, whether Retail or Vendor, probably have a single KPI that sits atop your reporting: Internet Lead Close Percentage. This one metric has been the center of debate among the "nerd" department in dealerships for...
  3. Bill Hoerr

    FOCUS CRM from Reynolds and Reynolds

    Hello, Our group is looking at the Reynolds & Reynolds Focus CRM. Looking for some insight on how well it's worked for you if you currently use it or have used it in the past? Thank you!
  4. Tarry Shebesta

    Most robust CRM to digest lead fields

    Looking for a CRM that can digest deal structure fields, ie: buy rate, sell rate, monthly payment, TTL, down payment, trade info (inc payoff), vehicle details, scheduled appointments (test drive, call back), referral sources, etc, etc, etc. Similar to the attached.
  5. ideveroux

    Any companies that Deduplicate CRM Data

    Does anyone know of any company that can de-duplicate our records in VinSolutions? I am trying to clean up our CRM before we begin deleting records with the new FTC Regulations going into effect in December. We, and i'm sure everyone does, have tens of thousands of service records which do not...
  6. Dan Sayer

    VinSolutions isn't forwarding all your leads...and they know it.

    Earlier this year one of my employees discovered that VinSolutions has an issue with forwarding all ADF leads out to other 3rd party partners using their "Lead Forwarding" feature. Yes, kinda poking the bear on this one but we and our vendor partner keep getting put off to later and later API...
  7. Raine

    Best budget ($5-600 or below) CRMs?

    I work at a small family-owner dealership. We've only had a CRM for about a year and it's a pretty inexpensive budget version that we're not totally happy with. Maybe looking at some other options, but I don't know that our GM want's to go with one of the big guys if we can get one that is...
  8. Jeff Kershner

    PR & News Solera to Acquire DealerSocket and Omnitracs

    Somehow I missed this news last week. DealerSocket will be acquired by Solera, Inc. Terms of the deal were not disclosed. The deal is expected to close in the second quarter pending approval. Solera also plans to acquire Omnitracs, a fleet management software. All three companies are...
  9. Mid-Grade Ford

    How to set up email alerts to customer when price drops

    Hey guys, so we just got a new website provider. We switched from CDK/Sincro to DealerOn (couldn't be happier w the change). Anyways, both the old site and the new site have CTAs for price drop alerts. With the Sincro site, Sincro would handle sending the email to the customer whenever the...
  10. Dan Sayer

    Hey VinSolutions! If you're going to spam me for a survey, don't make it hard...

    Has anyone else seen this in the header of your Vin CRM? It was a question that drew me into the Survey request but was met with what felt more like a marketing or sales survey of considerable size with this being the 3rd question (and still no question or tone of the opportunity to provide...
  11. craigh

    DealerSocket Phone Leads Integration

    Posting here to see if anyone has any experience with integrating phone leads with DealerSocket. We've been stuck in an endless process of trying to get approved (for months), but their ADF parser seems to only work when the stars align. We are now at the point where they are telling me that...
  12. Brad Burlingham

    Latest thoughts on CRM vendors

    I realize this is a loaded question, but as of today, if you could and had the stomach for it, which CRM would you move to? Asking for a friend (He seems really frustrated with his current long time vendor) :)
  13. Dan Sayer

    Close Rates for Phone and Internet once they hit your door? Our CRM doesn't know...

    "What is your close rate?" is a popular thread on DR and there may be some face-palming that I'm bringing this up, again, but this is different. Hear me out on my conundrum. Years ago, when we had eLead, I started to break out our Internet and Phone leads into a "front half" and "back half"...
  14. Dan Sayer

    How many Categories of Internet Leads should there really be?

    I've mainly used DealerSocket, eLead, and VinSolutions and all seem to approach one issue a little differently. Managing sources by groups. At one point, because of NADA 20Group reporting/export each month, I grouped all Internet Lead sources into four categories (to match the NADA...
  15. Salete

    Looking for Carmax type Software / Process

    The sales persons at Carmax take you though entire process - Fill out Credit app / Rate / VSC / Close Back office just prints. Looking for customer facing package ( and Online) that will accomplish this Already demoed Roadster ( wont work ) Looking at Modal / Auto Fi etc to create this...
  16. Mike Lauf

    How are your CRM's routing leads to a salesperson?

    Hi all - I'm hoping you can help me with a bit of a research project. I'm trying to better understand how all the various CRM's out there assign a lead to the right salesperson based on the ADF email that's sent to the CRM. The latest standardized ADF format hasn't been updated since May...
  17. Dan Sayer

    In case you were wondering, Salesforce doesn't like us.

    Quick backstory - I've used DealerSocket, ELead, and currently use VinSolutions in a retail environment. I've used Salesforce while on the vendor side as well as a number of others while working with dealers (helping them use their own CRM's SMH). Our industry OG CRM solutions lack some major...
  18. Alex Snyder

    Resource How to buy your next dealership CRM 2020-03-12

    BUYING A CRM: A MASSIVE DECISION, SIMPLIFIED Buying a CRM is a massive undertaking. It takes a lot of research and requires knowing exactly what you want. Looking at a CRM demo represents your best chance to see how the system will work, and most importantly, how it will mesh with the way you...
  19. Staci van Wyk

    Deals4Dealers DealerRefresh Clients get 3 months of service for the price of one!

    Facebook Marketplace is the new Craigslist and right now it's free. With billions of users daily on Facebook, dealers that are posting on Marketplace are getting more leads and selling more cars. We helped thousands of dealers automate their posts to craigslist when it was free and we can do...
  20. DrewAment

    Calendar Invite and SMS Reminder?

    Sat in the corner at a CRM training session - where the CRM provider told the group that a "best practice" was to email the customer a calendar invite after setting the appointment and send them a reminder text the day before. WAIT... WHAT??? Shouldn't "your" CRM send the calendar invite...