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5 crucial CRM Tasks your car dealership can automate

An automotive CRM can automate many tasks to improve sales by making it easier to serve your customers.

With dwindling inventory, a dealership’s success largely depends on its ability to serve the needs of its customers. In the past, you did this through personal interaction with each customer. However, with the growth of technology and a move to customers doing most of their research online, dealerships need to automate many processes to serve their customers better. To help you figure that out, let’s see what an automotive CRM can automate for your dealership and how it can help you improve sales.

An automotive CRM can automate many processes for your dealership without too much programming. Let’s look at five of them:

  • Efficiently manage and follow up with leads
  • Organize customer data
  • Track customer interactions
  • Schedule appointments
  • Generate reports

These tasks aren’t glamorous but essential in serving your customers and bringing efficiency to your dealership operations. Small details can make a massive difference when serving the customer. So, let’s take a closer look at each one.

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1. Lead Follow Up

Of course, efficiently managing and following up with leads is essential to any sales process. An automotive CRM can help you do this by automatically: 

  • Capturing lead information and contact details
  • Tracking your interactions with each lead
  • Lead scoring
  • Lead segmentation

This way, you can ensure that no lead falls through the cracks, your sales department has the information they need, and that every customer feels valued.

2. Organizing Dealership Customer Data

Organizing customer data is another important task that an automotive CRM can automate. This includes everything from customer contact information to vehicle preferences and buyer intent to purchase history. Having all this Big Data in one place makes it easy for sales to keep track of your customers and their needs. And it will revolutionize your dealership.

3. Tracking Customer Interaction

Tracking customer interactions is vital for understanding what your customers want and need. An automotive CRM can help you by automatically recording every interaction you have with a customer, whether it’s a phone call, email, or meeting. This way, you can always look back and see what worked well and what didn’t.

If you track interaction with the customer, you’ll have highly targeted information on their journey. And if you have enough information on enough customers, you can: 

4. Scheduling Appointments and Service

Scheduling appointments is another time-consuming task that an automotive CRM can automate for you. An automotive CRM can automatically schedule appointments for you and your team by syncing with your calendar. This way, you can focus on selling cars instead of scheduling appointments.

For the service manager, when used effectively, automating service recommendations can bring more personal interaction through the channel each customer wants. You’ll keep the customer informed and encourage a positive relationship.

5. Generating Reports

Generating reports is the last task we’ll discuss that an automotive CRM can automate. By automatically generating information on your sales, leads, and customers, you can save yourself a lot of time and effort. These reports can also help you understand your dealership’s performance and where improvements need to be made.

As you can see, there are many tasks that an automotive CRM can automate for your dealership. These tasks can help you improve sales by making it easier to serve your customers and bring efficiency to your operations. So, if you’re looking for ways to improve your dealership’s performance, an automotive CRM is a great place to start.


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