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:lol: right. I can promise you I am not writing a new one in the current state of CRM offerings. This one here How to Buy a Dealership CRM is still relevant.  That piece is in the DealerRefresh Resources for your download folks.


And I'll opine a bit further...


The larger marketshare CRM systems were originally developed in the late 1990s and early 2000s.  They're old AF in technological terms :unclejoe:


They're also used poorly because they're not as relevant to today's way to doing business.  Linear process plans are the key issue.  Too many dealerships run with the default process the CRM provider bakes into their install and that was made well before COVID hit our world.  Things have changed significantly in the last year and old tech is feeling way more outdated than ever.


TLDR:  don't get too hung up on CRM features.  Look at the simplest to use interface in doing daily SMS messages and secondly emails.  Process plans will fill your sales people with irrelevant tasks while clogging your customers' inboxes with irrelevant emails.  Look elsewhere for assistance in these areas.