Dashboards
- Sales, manager, executive views
- Task based, data-rich
Pencil Tool
- Faster transactions
- Greater customer insight
Activity Ranking
- View staff performance
- Inspire teamwork
CRM - Complete Visibility and Control...Simplified
Take operations to new heights.
Designed by car dealers, CRM reflects how today's automotive professionals interact with their customers and their data. Intuitive dashboards efficiently organize critical information and tasks for staff at every level of the dealership. Plus, the product is built with mobility in mind, so you’ll always get a seamless CRM experience, no matter where you need it.
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Configurable Dashboards
Get the insight you need, how you need it.
Dealer.com’s CRM is anchored by dashboards specifically tailored for users at every level of the dealership. The Salesperson Dash is built for quick navigation of daily follow-ups, easy appointment tracking and scheduling, and comparison with peers. The Manager Dash displays everything that’s going on in the dealership, including up-to-date profit numbers and a fully automated desklog showing exactly where customers stand in the sales funnel.
Focus on what matters.
Through an Executive Dashboard, General Managers, Vice Presidents, Chiefs, and Dealer Principals get a top-down view of their overall store or group’s sales volume, gross, pipeline, and rankings. There’s even a configurable “report card” to quickly measure the results that matter most — whether that’s group-wide performance or a side-by-side comparison of individual store sales, task completion, or appointment-setting.
Experience total mobility.
Our automotive CRM is built from scratch with mobility in mind, for a consistent and intuitive CRM experience on any screen. Manage tasks, view operations, even speed deals and enhance customer service by running through financing options with customers anywhere in the dealership, instantaneously and “under glass” on your tablet.
Pencil Tool
Get the data. Lose the data entry.
The pencil tool brings financial, vehicle, and customer-specific information together in one streamlined interface, making it possible to desk deals faster than ever before. Worksheets can be printed with infinite payment options for loans and leases. The entire customer history is clearly visible. When a customer wants to negotiate, a manager can weigh the monthly payment the customer seeks against the gross that the dealership needs to hold, then roll payments to meet “in the middle.”
Activity Ranking
Power your people.
CRM doesn’t just give you insights into your customers, it shows you exactly how the staff is doing in real time, from their daily appointments and tasks to their CRM database upkeep. For the first time, staff can see exactly how they’re measuring up to each other, and managers can see who’s a star and who might need some coaching. This visibility helps improve the whole dealership, encouraging healthy competition among sales staff and helping managers expedite better performance.
Call Recording
Own the phone.
Now you can truly know that calls are actually being made, and listen to the results. Calls are stored in the customer history and reports show how many calls your sales agents made and how long they spent on the phone. Call recordings can be made from any phone, so no special system is required. If you’re in a “two-party” state, the audio recording can be turned off, but you will still know how much time was spent on the call, assuring that customers are still being contacted.
Training
Learn from fellow dealers.
Just as the Dealer.com CRM was designed by dealers, our CRM users are also trained by dealers. Your CRM installation will be performed by a specialized CRM Architect with years of dealership experience. Dealer.com’s CRM Architects will work with you from the moment you say, “I’d like to take a tour.”
For additional CRM resources, visit Click2Curb.com, a CRM blog written by our CRM architects.
Data and DMS Integration
Enjoy complete consistency and tracking.
Starting fresh with Dealer.com CRM does not mean you also have to start all over again. CRM automatically delivers your hard-earned customers and prospects with a data import and/or a historical DMS pull. Imports are performed regularly to ensure finalized or booked opportunities are tracked within CRM and used to keep follow-ups flowing and reporting up to date. The combination of this DMS data integration and the pencil tool puts complete deal history onscreen when presenting payments, so managers have all the insight they need to put deals together.