3 Min ReadMay 31, 2022

Get What You Want From Your Next Automotive CRM With This Checklist

Get What You Want From Your Next Automotive CRM With This Checklist

Most dealers are painfully aware of what part of their current system they are unhappy with, but far fewer have considered exactly what they want or need. This makes it incredibly difficult to make an effective apples-to-apples comparison when evaluating dealership CRM software systems. As a result, buyers are more susceptible to being sold a complicated system that doesn’t meet the organization’s needs, or purchasing an off-the-shelf tool that only offers a surface level of functionality.

To help you gain a greater understanding of your needs, complete the following three-part automotive CRM buyer's checklist. In just a few minutes, you'll be able to make a more informed decision while feeling better prepared for the challenges that come with change.

Part One: Debate Why You Are Considering a Change

  • What main challenge with your current system is driving you to invest in a different CRM?
  • What operational challenges do you need to solve?
  • What features does your Sales team want in a CRM?
  • How do your customers want you to improve the ways you communicate?
  • Why did you choose your digital retailing partner, and what integration is there with your CRM?
  • How does your team leverage the mobile app?
  • What processes do you lack that would improve the customer experience?
  • How much customer data do you have, and what condition is it in?
  • What information do you need to collect for actionable insights, and how is it gathered?
  • Who is your call tracking partner and what level of integration do they have with your CRM?

Part Two: Decide What You Would Like to Get From Your New CRM

  • Can you provide a connected, modern online to in-store shopping experience?
  • Is data easily imported/exported or shared in real time via API?
  • What mobile functionality is available for your employees and customers?
  • What texting capabilities are offered, and how are they tracked in the customer record?
  • How is video integrated into communications and into the customer record?
  • Is it possible to quickly and easily segment customer lists for marketing campaigns?
  • Are both Sales and Service data and transactions tracked in the customer record?
  • Do the digital retailing, desking and F&I tools fully integrate with penny-perfect accuracy?
  • What types of reports and dashboards are available, and are they easy to create and customize?

Part Three: Determine What Using the New System Will Be Like

  • Is it easy to customize the system and workflows to support your business model and processes?
  • How long does implementation take?
  • Does the CRM integrate with tools you already use?
  • What are your training and long-term support options?
  • Who is your call tracking partner, and what level of integration do they have with your CRM?
  • Do you have access to an open API network to seamlessly share data with your vendors?
  • Are you leveraging Artificial Intelligence and machine learning?
  • Can you easily leverage your customer database to acquire inventory?
  • Can the new CRM help your team turn Service customers into Sales opportunities?

The Choice Is Yours
Working through this checklist will help you determine what you’ll need to streamline your business, increase profitability and strengthen your customer relationships. And while changing your CRM may seem like a big project, once you’ve made the right choice for your dealership, it’ll pay dividends for years to come.

Share This

CDK Global
By CDK Global
Staff

Recent Insights

Car Buyer Satisfaction Tanks in June

Car Buyer Satisfaction Tanks in June

CDK’s three years of tracking car shoppers’ opinions on the purchase process has never seen a monthly drop as large...
3 Min ReadJun 26David Thomas
How Car Dealership Photography Can Maximize Vehicle Sales.

How Car Dealership Photography Can Maximize Vehicle Sales

Gone are the days of grainy newspaper classifieds. CDK data shows that nearly 90% of shoppers are enticed to start...
3 Min ReadJun 18CDK Global
Road Tripping and Overcoming EV Range Anxiety.

Road Tripping and Overcoming EV Range Anxiety

With electric vehicles inching closer and closer to price parity with gas-powered and hybrid vehicles, interest in EVs has skyrocketed....
4 Min ReadJun 13CDK Global
Don’t Flub the Dealership Test Drive.

Why Dealerships Can't Afford To Flub the Test Drive

Nearly everyone who buys a car takes it for a test drive before they close the deal, 91% of all car...
2 Min ReadJun 11CDK Global
How A I Can Help Secure Your Dealership Service Marketing Spend.

How AI Can Help Secure Your Dealership Service Marketing Spend

U.S. auto dealerships spent $4.46 billion in advertising expenditures last year, averaging thousands per month per dealership. Advertising expenses aren’t...
2 Min ReadJun 9Jeanie Cairo
Inventory Dip Alters One Crucial Metric in May

Inventory Dip Alters One Crucial Metric in May

Inventory picked up slightly in May but still remains lower than what was witnessed last year. Overall, shoppers are just...
2 Min ReadJun 2David Thomas
How to Spot Generative A I in Automotive Retail.

How To Spot Generative AI in Automotive Retail

Every vendor in the automotive retail industry is touting artificial intelligence and innovation. From marketing tools to sales assistants, dealerships...
3 Min ReadMay 21Amber Good
How Dealership A I Tools Can Help Service Team Productivity.

How Dealership AI Tools Can Help Service Team Productivity

Eight minutes and 12 seconds may not seem like a long time, but for dealership customers stuck on hold trying...
3 Min ReadMay 14CDK Global
Make Your Entire Dealership’s Phone System Smart.

Make Your Entire Dealership’s Phone System Smart

A dealership’s phone system is integral to generating business and if it’s not up to today’s challenges it may be...
3 Min ReadMay 9Natalia Mischenko
How Your Dealership Can Prepare for Auto Parts Tariffs.

How Your Dealership Can Prepare for Auto Parts Tariffs

Navigating the world of tariffs is no easy task. It seems there’s news of changes nearly every single day. But...
3 Min ReadMay 7Adam Bigelow