How to forward leads to a CRM

How to forward leads to a CRM

There are 3 ways to forward leads to a CRM:

  1. You can easily import your data into a CRM from CSV or any other format. It is a simple migration process. Most CRMs provide you with extremely easy data migration process.
  2. Many CRMs provide you with a functionality to sync your email with your CRM. Also, they usually provide a specific email id and create functionality to automatically treat it as a new lead.
  3.  If someone fills out a form on your website it will auto-generate the lead into your CRM.

What is a CRM?

CRM stands for customer relationship management system which allows you to focus and keep track of your clients and potentials clients history with your organizations. It organizes the sales history, the contact, and it reinforces your sales process. CRMs also allow you to pull data information, its a database of marketing and decision making efforts.

Car Dealer CRM applications

If you’re working with automotive leads, then you’ll most likely need to have all the leads converted into the ADF format prior to sending the lead to the CRM. ADF or auto-lead data format is an XML based format that’s sent via email or API. You’ll need to discuss with your CRM representative on what email or email id are needed in order to submit leads. Normally, you will discuss methods of integrating a round robin (a technique for ensuring everyone gets a turn at the next customer) for your showroom sales staff, and how your service leads will be tagged and the names of all your service, sales and BDC staff.

Here’s a list of top Automotive CRM companies

Automobile or car CRMs have different process demands than standard B2B CRMs. Not every dealership uses an automotive CRM, but recommended as its easier to interact with a dealership’s management system or DMS. For example, the level of communication is drastically different between the customer and the dealership than between a regular brick and mortar store and its customers. Dealerships may need to provide quotes, financing, images and/or just specifications of a vehicle. A dealership may need to respond via email, text or SMS and do it quickly or have it automated. Then there’s the big factor of inventory, which is constantly changing or needing to be updated daily.

Then there’s the industry terminology used such as “phone-up” and “floor-up” which mean that same thing: a person that wants to buy a vehicle. But in their world, these mean completely different things. There aren’t many car dealers that understand or code their own software, so there’s a gap between tech-talk and car-talk. One of the major challenges is that automotive dealerships don’t use their CRM as seriously as they should. They don’t enter data in a timely fashion or sometimes not at all. Good CRM utilization requires time and attention, the more attention paid to entering correct data the more you’ll get from your CRM in the long run.

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By | 2018-05-11T17:45:00+00:00 May 7th, 2018|Solutions|

About the Author:

Specialist in Automotive Marketing and ADF leads. If you like this post, you can follow on LinkedIn at https://www.linkedin.com/in/nancymhernandez/

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