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It is actually my own CRM Company.


The way that you are doing it (in my opinion) is ideal. The UCM manually assigns based upon whatever criteria he sees. Maybe the next guy up is out on a delivery or has a customer with another one waiting. Maybe he looks and seed 35 open reminders/tasks and says nope, not making that number into a 36. The problem is that most Independent Dealerships don't have someone sitting around at all times to handle the assignment of leads.


In my own dealership, the sales people keep up with their reminder and tasks (which of course they would because I own the CRM Company). We don't use Round Robin in my store either. The sales people simply communicate with one another and know who is next. They will pass sometimes because they know that they have a customer out on a test drive or whatever reason.  Any lead form that comes from a Contact that is already in my CRM automatically flows to the employee that is already attached to the Contact Record.


I appreciate the comment. I like the way that you handle it. It may not be perfect  but it is in the best interest of the dealership.