Resource topic

CRM

Six CRM Data-Quality Controls That Make Your Dealership Reports Defensible

You'll know exactly which six CRM fields to control, how to define each one so two reps enter it the same way, and what weekly exception report keeps the standards from decaying. Includes the stage definitions, loss-reason list, and rollout sequence to use at your store.

Reassign Stalled Dealership Leads on a Rule, Not a Mood

Build a written rule for moving stalled dealership leads to a new owner — inactivity triggers based on activity rather than age, a required handoff note, and a monthly outcome check. You'll finish with a process you can run in an afternoon and edit with real numbers.

Sort Your CRM Follow-Up by Engagement and Stage, Not Lead Age

Replace your age-sorted CRM task list with five work queues built on buyer engagement and deal stage, each with its own touch cadence and exit rule. You'll also get three manager exception views that tell you which deals to step into today.

The Five Fields Every Unsold Showroom Customer Should Leave Behind

You'll be able to replace vague "wants to think about it" notes with a five-field exit record any rep can act on cold. And you'll get a weekly audit that shows whether the agreed next step actually happened.

Three Lead Sources, Three Follow-Up Standards, One Audit That Proves It

You'll write three separate follow-up standards — one each for internet leads, phone ups, and showroom traffic — with speed targets, channel order, and stop rules. Then you'll run a 90-minute CRM audit on ten records from each source to find out which standard is actually being executed.

Reconcile Your Closed-Lost Records Before You Believe Them

You'll get a weekly process for verifying what really happened to unsold showroom customers, correcting the loss reason in your CRM, and rolling the recurring breakdowns into one process change. It takes about 45 minutes a week and 10 records.

The 15-Minute Daily CRM Check That Keeps You From Chasing Your Reps

A 15-minute daily CRM routine built on three saved views that surfaces untouched leads, overdue tasks, and ownerless follow-up. You'll route work without turning yourself into the team's personal reminder system.