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What are the TOP CRM Reports are you looking at each day?

Discussion in 'CRM, ILM, and Desking Support & Best Practices' started by Jeff Kershner, Feb 23, 2017.

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  1. Jeff Kershner

    Jeff Kershner
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    First Name:
    Jeff
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    DealerRefresh & Mercedes-Benz of Hagerstown
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    I don't care what CRM you're using... what are the most important reports that you MUST review each day?

    The GO TO reports you MUST review each morning in order to track your team's performance - on "internet" leads. And not so much "marketing reports", unless it corresponds to tracking a particular lead source.

    Example: TrueCar (for some dealers) can be defined as a "marketing source" but in reality it's a "lead source," and nothing more.

    These are the reports that let you know when shit IS or, IS NOT getting done...

    Feel free to share what CRM you're using and the name of the report, but MORE IMPORTANTLY, what's included in these reports that allows you to take action?

    What averages are you looking at that help determine a change OR edit in your process?

    I'm excited to read your responses. Feel free to post screen shots, explanations, etc. But importantly, go into detail WHY these particular reports are what helps you move the needle at your dealership.

    Side note: these reports don't necessarily need to be from your CRM. Where ever the reports are from is okay, as long as they are process driven and allow you to effect change!!

    Have at it!!
     
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  3. Jeff Kershner

    Jeff Kershner
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    First Name:
    Jeff
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    DealerRefresh & Mercedes-Benz of Hagerstown
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    I guess no one reviews their reports...
     
  4. Rick Buffkin

    Rick Buffkin
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    Sr. Refresher

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    Rick
    Dealer or Company Name:
    Beaman Automotive Group
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    Sorry @Jeff Kershner@Jeff Kershner. I missed this one.

    For me, the CRM reports I focus on is:

    Daily Appt's

    Todays contacts (We have all of ours broken out into Priority boxes). It shows how many contacts due each rep has for today.

    Communication Effectiveness report (It shows all the communications that have occured MTD for each rep. All outbound Calls, emails and text messaging sent out. Then it shows all inbound communications for each channel and then scores outbound to inbound comm's. It gives us a good idea of where the rep is strong and week on their comm's.

    Our Save a Sale Dashboard is vital. It shows all the unsold opp's and breaks it out into various groups. EX:
    UNSOLD FLOOR UPS LAST 7 DAYS| NO FOLLOW UP IN 1 DAY
    OUTBOUND CALLS| SPOKE W/ CUSTOMER| LAST 7 DAYS- NO SALE
    UNSOLD FLOOR UPS LAST 8-14 DAYS| NO FOLLOW UP IN 3 DAYS

    This particular dashboard has 12 reporting module's / reports on it that reference activity stats on various opportunity's (walkin, phone and leads) thats broken out by sales rep. It's alot diff than Eleads. You can place up to 18 diff reporting module's on a single dashboard. Every module is completely customizable and you can have as many dashboards in the CRM as you want.

    With our current platform, It's very hard to break it down to a handful of reports because there's so many report widgets on one dashboard. On the main dashboard, it has everything at a glimpse. Leads ct for today. Whos been contacted, who hasn't, Who is manually logging calls and who's using the system to make calls and alot more.

    Not sure if this answered your question.

    upload_2017-2-27_18-30-46.png

    upload_2017-2-27_18-35-3.png



     
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  5. Jeff Kershner

    Jeff Kershner
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    First Name:
    Jeff
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    DealerRefresh & Mercedes-Benz of Hagerstown
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    Good stuff Rick - thanks for sharing. That is a lot of different reports but at least they are all there to easily see.
     
  6. Harry Kasparian

    Harry Kasparian
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    Harry
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    HGregoire
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  7. Rick Buffkin

    Rick Buffkin
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    Sr. Refresher

    First Name:
    Rick
    Dealer or Company Name:
    Beaman Automotive Group
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    Location:
    America

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