888.992.9689DEALERSOCKET.COM/IND

8 SECRETS TO MAXIMIZE YOUR

CRM INVESTMENT

2

888.992.9689DEALERSOCKET.COM/IND

According to

DealerSocket

data, more

than 80 percent

of a store’s

success is

based on

how many

appointments

are set,

whether

for service

or sales.

Choose a CRM that focuses on user experience.

Without an exceptionally user-friendly interface, you’re likely missing

out on features you don’t even realize are available.

Commit to a daily checkout process in your CRM for whatever actions

you want to encourage in your employees. Most importantly, be sure

your CRM allows you to see whether your managers are accessing

these reports to hold their team members accountable.

Have your managers manage out of your CRM.

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80%Of a store’s success is based on how many appointments are set.

What if you could squeeze out more profit from your business without spending a dime on new software? It’s absolutely possible by taking a long, hard look at your CRM use. Here’s how to maximize your investment.

8 SECRETS TO MAXIMIZE YOUR CRM INVESTMENT

1

3According to DealerSocket data, more than 80 percent of a store’s

success is based on how many appointments are set, whether for

service or sales. Set your metrics to reflect this objective, and you’ll

get more bang for your buck.

Manage the right metrics.

888.992.9689DEALERSOCKET.COM/IND

With mobile

CRM, your

employees

should be

able to

accomplish

anything

outside the

dealership

that they can

do at work.

8 SECRETS TO MAXIMIZE YOUR CRM INVESTMENT

4Tailor your marketing content.

What if you could pull a list of all customers who recently spent more

than $500 in your service shop in order to offer them $500 toward a

new vehicle? The right CRM can give you this kind of data and make

your marketing campaigns exponentially more effective.

1

36%Of consumers feel it is very important to be notified whether or not they are in an equity position before car shopping

5It may be impossible to review all individual communications sent

by your team, but you can evaluate their response rates to gauge

whether you need to dig deeper. Employees who implement best

practices in their communications receive more favorable responses

than those who put in less effort.

Review one-on-one communication.

6With mobile CRM, your employees should be able to accomplish

anything outside the dealership that they can do at work. When a

friend or family member reaches out with a trade-in inquiry, your

salesman can move the deal forward right then and there.

Encourage your team to be salespeople outside of the dealership.

888.992.9689DEALERSOCKET.COM/IND

Today’s

technology

allows

dealers to

build custom

marketing

campaigns

based on a

CRM lead’s

behavior

when he or

she visits

your website.

For more information on DealerSocket’s integrated solutions customized for independent dealerships, visit dealersocket.com/ind.

Percentage of consumers who would like to receive personalized emails based on their research on a dealership’s website

Age

18–24

65+

15% 35%

16%30%

8 SECRETS TO MAXIMIZE YOUR CRM INVESTMENT

7

8

Fully integrate your CRM and website.

The data available from your CRM and website is plentiful. The only

question is whether you leverage it effectively. Today’s technology

allows dealers to build custom marketing campaigns based on a

CRM lead’s behavior when he or she visits your website.

Enhance your internet lead management.

Make sure each lead is matched with the right salesperson. For

example, if a lead enters your queue for one of your highest-grossing

vehicles, will it go to your newbie salesperson or your tried-and-true

closer? Today’s most sophisticated CRMs allow you to route leads

based on year, make, model, stock number, and more.