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I wish this thread would have taken on more life but I know we talk a lot about CRM's here on DealerRefresh. But I love it when [USER=9105]@JuliePetree[/USER] speaks up and communicates with the community

[USER=60]@Shawn Morse[/USER] - Momentum has come a LONG way since I first used it 10+ years ago. At the time it was more of a Service CRM.

Ironically I had to sit through a "Dealerbuilt DMS / DESKING / CRM" DEMO today. Dealerbuilt has basically partnered with Momentum to be their CMR. I'm not sure of all the ties. I don't really care. After sitting through the DEMO, I asked ONE question and the answer made me stand up, thank them for their time and exit the room.

That question being -- does the Desking Tool TALK to the CRM? The answer was NO.

I looked at the GSM of our Toyota dealer and said "If your desking tool doesn't reside within of the CRM, your sales managers will NEVER use the CRM." IMO I just wasted an hour of my freaking time.

[USER=9105]@JuliePetree[/USER] I'm going to point to an archived series of articles written by [USER=2]@Alex Snyder[/USER].

Read these articles:

Part 1: Introduction

Part 2: Process

Part 3: Marketing

Part 4: Decision-Making

Part 5: Conclusion

Then download this PDF - https://wp-files.dealerrefresh.com/wp-content/uploads/2017/04/07170506/DealerRefresh-CRM-Whitepaper-2.pdf

Print it out. Read it. Then read it again. Keep it on your desk!