• This thread is just the tip of the iceberg.The people ahead of the curve aren't Googling for answers — they're already in here, having the conversations you haven't found yet. DealerRefresh is free.Get the full picture →

ReyRey CRM Schedules and Process

DrewAment

Boss
Apr 30, 2009
518
373
Awards
8
First Name
Drew
Would anyone mind sharing their schedules and process for a PROSPECT? I would rather not reinvent the wheel. And, IMO, how hard ReyRey is to set-up process - would like to get some examples of what people have used and best-practice.

Post here (Better), or print out and email. Thanks!

Thanks!
 
Would anyone mind sharing their schedules and process for a PROSPECT? I would rather not reinvent the wheel. And, IMO, how hard ReyRey is to set-up process - would like to get some examples of what people have used and best-practice.

Post here (Better), or print out and email. Thanks!

Thanks!

Drew,

The CM team has scores and scores of pre defined schedules. Has anyone from the dealership called support? I lost count at the number in the library.

Working on the other stuff you sent over.

LB
 
Hmmm... this thread represents a long over looked and enormously profitable part of our biz. The lack of activity tells me that everyone is letting their schedules run and no one's out there tinkering and refining their CRM processes. Surely SOMEONE is out here sweating the details and seeing improvements!

Where is this brave and lonely soul?!!
 
I have found there are two types of responses to "what is your CRM process":

Check-writing dealer: "We can change that?"
Very involved dealer: "There is no way I'm giving up the long hours of thought and investment I have put into my CRM process. I don't care if you're my best friend from another country."

The other problem this thread has is that it is strictly asking for Reynold & Reynolds stuff. Many of us who can actually speak on this topic aren't on ReyRey's CRM.
 
Come on Alex (and Karen), sharing forum. We all have ideas and opinons.

If we were not willing to share, this forum would not exist.

I'm sorry, but our CRM Action Plans are just as safe-guarded as our financial statements. I know my competitors are reading DealerRefresh and there is no way in hell I would ever help them have a leg-up on us that is this vital.

That said, if you have any questions about yours, I am more than happy to help you sort yours out.
 

✨ AI Highlights

DrewAment requests shared examples of Reynolds & Reynolds CRM prospect schedules and processes, hoping to benefit from real-world dealer implementations rather than reinvent strategies from scratch. While LarryBruce points to pre-built templates available from support and joe.pistell expresses interest in the topic, Alex Snyder reveals the core issue: successful dealers treat their refined CRM processes as competitive trade secrets and refuse to share them publicly, even on industry forums. The thread ultimately exposes a fundamental tension in the dealer community between collaborative spirit and competitive self-interest.

Replies Views 19 7,254 Started Last Reply