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Phase 1  Automotive Retail CRM Process Implementation Phased Series of CRM Process Implementations I  N  B  O  U  N  D O  U  T  B  O  U  N  D INTERNET PHONE SHOWROOM SERVICE UNSOLD  FOLLOW-UP SOLD FOLLOW-UP PROSPECTING
Phase 2  Automotive Retail CRM Process Implementation Phased Series of CRM Process Implementations I  N  B  O  U  N  D O  U  T  B  O  U  N  D INTERNET PHONE SHOWROOM SERVICE UNSOLD  FOLLOW-UP SOLD FOLLOW-UP PROSPECTING
Phase 3  Automotive Retail CRM Process Implementation Phased Series of CRM Process Implementations I  N  B  O  U  N  D O  U  T  B  O  U  N  D INTERNET PHONE SHOWROOM SERVICE UNSOLD  FOLLOW-UP SOLD FOLLOW-UP PROSPECTING
Daily Transactional CRM Process Execution I  N  B  O  U  N  D O  U  T  B  O  U  N  D INTERNET PHONE SHOWROOM SERVICE UNSOLD  FOLLOW-UP SOLD FOLLOW-UP PROSPECTING
Retail CRM Program Customer Contact Process Examples ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],15 Retail CRM Program Process Examples  (continued)
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],15 Retail CRM Program Process Examples  (continued)
Dealer-Specific Definition is Precursor to Process Execution No Show Show Update Unsold Activity Result Sale No Sale Confirm appointment Update customer welcome board Sold Follow - Up Contact Customer Set Appointment No Appointment Continue Unsold Follow - Up Activity Evaluate Status Close Account - CRM Department  - Example: UNSOLD FOLLOW-UP Update Unsold Activity Result Continue Unsold Follow Up Activity Evaluate Status Close Account Sold Follow Up Sale Show No Sale No Show Update customer welcome board Confirm appointment Update Appointment Board Set Appointment No Appointment Contact Customer
Dealer-Specific Definition is Precursor to Process Execution Update Appointment Board No Show Show Follow - Sale No Sale Confirm appointment Update customer welcome board Sold Follow - Up - - Customer Relations Department Capture Customer Data Set Appointment No Appointment Example: INBOUND PHONE Unsold Follow Up Capture Customer Data Set Appointment Sale Show Update customer welcome board No Sale No Show Confirm appointment Update Appointment Board No Appointment Sold Follow Up
Showroom Process Current National Close Rate 18% Realistic Planning Potential is 25% ©2004  The Reynolds and Reynolds Company ® - All Rights Reserved. Daily CM Showroom Traffic Report by Salesperson Metrics ,[object Object],[object Object],[object Object],Technology ,[object Object],[object Object],[object Object],[object Object],Process Collect and enter complete customer contact information into Contact Management. Tactical Objectives Deliver a consistently positive experience to all customers that result in the highest possible closing ratio. Strategic Goal Do you have a traffic control system? Measurement? What percentage of prospects receive demo, write up, turned to F&I… What is the sales process?  Who created it?  Training? Hiring strategy? New hiring strategy? Showroom Internet access? Use net to sell cars? Who talks to customers before they leave? Pains
Inbound Showroom Process Map Example #1
Phone Process Current National Close Rate 4% Realistic Planning Potential is 25% ©2004  The Reynolds and Reynolds Company ® - All Rights Reserved. Customized Sales Call Reports identify source and call volume by staff to track appointments to calls received ratio. Metrics Calls can be automatically entered into CM by 3 rd  party call tracking vendors to reduce keystroke entry and capture 100% of calls… CM allows dealers to cross reference each incoming caller and view all previous customer contact history CM integration with DMS reduces keystroke entry and allows sales people to recognize phone customers when they arrive at store Technology ,[object Object],[object Object],[object Object],[object Object],Process Use customized phone scripts and process that increase appointment ratios Collect and enter customer contact information into CM Tactical Objectives Deliver a consistently positive response to incoming sales and service calls, designed to generate the highest rate of conversion to dealership visits. Strategic Goal Half a dealers traffic is from the phone … but no system Do you track phone volume, appt %, show %, close % What is your incoming phone lead strategy and process? Do you have an appointment & appointment confirmation process? What type of follow up is done with non-appointment and no shows? What type of accountability is there for phone leads? What type of phone training have your people had? Pains
Inbound Phone Process Map Example #2
Internet Process Current National Close Rate 11% Realistic Planning Potential is 22% ©2004  The Reynolds and Reynolds Company ® - All Rights Reserved. Lead volume by ISM with response time, appointment & closing ratios Metrics ,[object Object],[object Object],Technology ,[object Object],[object Object],[object Object],[object Object],[object Object],Process Use a consistent inquiry response process, customized email templates and phone scripts that generate increased customer visits to the dealership Tactical Objectives Convert Internet leads into showroom visitors that buy cars Strategic Goal 20% of a dealer’s traffic is from the net… Does your strategy promote all profit centers including fixed operations (parts and service)? What is your current marketing strategy?  Lead providers? What is your submission ratio on your site?  Who updates it? Dedicated people?  Process?  Pricing strategy? Do you monitor and measure visitors, leads, response rate, appt%, show%, close%, profit, CSI, etc… What type of eBusiness training do your people receive? Pains
Inbound Internet Process Map Example #3
Unsold Follow-Up Process Current National Close Rate 2% Realistic Planning Potential is 8% ©2004  The Reynolds and Reynolds Company ® - All Rights Reserved. Contact volume by staff with appointment/conversion/show/closing ratios Metrics ,[object Object],[object Object],[object Object],Technology ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Process Utilize daily customer contact action plan scripts and templates to execute phone, mail and email contact that is designed to prompt a visit to the dealership that results in a sale Tactical Objectives Convert Unsold opportunities into showroom visitors that buy Strategic Goal 80-90% of prospects do not buy on their first visit… What is your unsold prospect follow up strategy? How do you capture, record and follow up with prospects? Use prospect cards? Gather email addresses? 2 nd  phone numbers?  2 nd  email address? Best time? Do you send letters? Emails? Multimedia emails? Do you provide automated daily follow-up work plans?  Do you monitor and measure contacts, appts, show, sales?  Training on customer follow-up skills and handling questions & objections? Pains
Outbound Unsold  Follow-Up Process Map Example #4 Business Development Center
Sold Follow-Up Process Current National Close Rate 27% Realistic Planning Potential is 55% ©2004  The Reynolds and Reynolds Company ® - All Rights Reserved. Contact volume by staff with appointment & closing ratios Metrics ,[object Object],[object Object],[object Object],Technology ,[object Object],[object Object],[object Object],[object Object],[object Object],Process Execute a consistent process of customer contact. Utilize schedules, scripts and templates to simplify and automate process execution Tactical Objectives Manage a lifetime relationship with each customer that builds customer satisfaction and ensures a pattern of repeat business. Strategic Goal Do your salespeople ask customers for permission to maintain contact? Do you gather customer interests for information marketing? Sales personnel always sets first service appointment using dealer web site? Sales personnel sign sold customers up for their personal web page? What is your contact strategy beyond the 1-3 day calls? Letters?  Emails?  Phone calls? Concern resolution process?  Off-lease strategy?  Off-retail strategy?  Orphan customer strategy? Training?  Do you have a loyalty management sales process?  Pains
Outbound Sold  Follow-Up Process Map Example #5
Service Follow-Up Process 70% of Customers do not continue to Service with their Selling dealer ©2004  The Reynolds and Reynolds Company ® - All Rights Reserved. Service customer completion and appointment rate Service penetration for vehicles sold Metrics ,[object Object],[object Object],Technology ,[object Object],[object Object],[object Object],[object Object],[object Object],Process ,[object Object],[object Object],Tactical Objectives Manage a lifetime relationship with each service customer that builds customer satisfaction and ensures a pattern of repeat business. Strategic Goal Typically, Dealer contact w/customer decreases as repairs increase, and loyalty decreases… Service Contract Strategy?  Service Reminder via letter, phone and email?  Service CSI contacts?  Service process in service aisle? Incoming phone process?  Appointment confirmation? Special Order Parts? Completed service surveys? CRM Staff Training?  Pains
Outbound Service  Follow-Up Process Map Example #6
Prospecting Targeted Customer Segment Marketing is Proven to be more Cost Effective than Mass Media ©2004  The Reynolds and Reynolds Company ® - All Rights Reserved. Prospect contact completion and appointment rate Metrics ,[object Object],[object Object],Technology ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Process Target market segments, then acquire prospect data Execute a consistent process of prospect contact Utilize schedules, scripts & templates to simplify/automate process execution Tactical Objectives Target new prospects to increase conquest sales and market share. Strategic Goal What is your Targeted  Prospecting Strategy?  Do you have the ability to create high quality prospective customer lists? Strategy to handle Manufacturer generated leads? Monitor and measure contacts, appointments, shows, sales… Does your team prospect previously sold customer households & ask for referrals? What about Pricing? Dedicated people?  Prospecting Lists? Pains
Business Development Center Outbound Sales  Prospecting Process Map Example #7
Service CRM  Opportunities Inbound Outbound New & Used Vehicle Sales Walk - In Internet Phone
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
CRM Benefits to Fixed Operations ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Inbound   Service Declined Recommended Service Authorized Recommended Service Completed Service CSI Follow-Up Service Reminders Unsold ANR Unsold ANM Follow-Up
Improving Fixed Operations with CRM ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Outbound Service Follow-Up
OUTBOUND SERVICE FOLLOW-UP ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Service CRM Business Development Points of Opportunity SERVICE Welcome to ABC Motors UNSOLD SERVICE FOLLOW-UP SOLD SERVICE FOLLOW-UP SERVICE PROSPECTING SERVICE PHONE SERVICE INTERNET SERVICE DRIVE SALES TO  SERVICE
Top performing Service CRM Dealerships Today: ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Process Mapping that clearly identifies the Service BDC’s activities and tasks related to Special Order Parts customer contacts Examples of Dealership Best Practices
Examples of Dealership  Best Practices Inbound Service Phone Call Process Mapping
BEST PRACTICE: Performance Metrics that focus on Customer Contact Results  providing R.O.I. validation

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CRM Process Implementation For Car Dealers

  • 1.  
  • 2. Phase 1 Automotive Retail CRM Process Implementation Phased Series of CRM Process Implementations I N B O U N D O U T B O U N D INTERNET PHONE SHOWROOM SERVICE UNSOLD FOLLOW-UP SOLD FOLLOW-UP PROSPECTING
  • 3. Phase 2 Automotive Retail CRM Process Implementation Phased Series of CRM Process Implementations I N B O U N D O U T B O U N D INTERNET PHONE SHOWROOM SERVICE UNSOLD FOLLOW-UP SOLD FOLLOW-UP PROSPECTING
  • 4. Phase 3 Automotive Retail CRM Process Implementation Phased Series of CRM Process Implementations I N B O U N D O U T B O U N D INTERNET PHONE SHOWROOM SERVICE UNSOLD FOLLOW-UP SOLD FOLLOW-UP PROSPECTING
  • 5. Daily Transactional CRM Process Execution I N B O U N D O U T B O U N D INTERNET PHONE SHOWROOM SERVICE UNSOLD FOLLOW-UP SOLD FOLLOW-UP PROSPECTING
  • 6.
  • 7.
  • 8.
  • 9. Dealer-Specific Definition is Precursor to Process Execution No Show Show Update Unsold Activity Result Sale No Sale Confirm appointment Update customer welcome board Sold Follow - Up Contact Customer Set Appointment No Appointment Continue Unsold Follow - Up Activity Evaluate Status Close Account - CRM Department - Example: UNSOLD FOLLOW-UP Update Unsold Activity Result Continue Unsold Follow Up Activity Evaluate Status Close Account Sold Follow Up Sale Show No Sale No Show Update customer welcome board Confirm appointment Update Appointment Board Set Appointment No Appointment Contact Customer
  • 10. Dealer-Specific Definition is Precursor to Process Execution Update Appointment Board No Show Show Follow - Sale No Sale Confirm appointment Update customer welcome board Sold Follow - Up - - Customer Relations Department Capture Customer Data Set Appointment No Appointment Example: INBOUND PHONE Unsold Follow Up Capture Customer Data Set Appointment Sale Show Update customer welcome board No Sale No Show Confirm appointment Update Appointment Board No Appointment Sold Follow Up
  • 11.
  • 12. Inbound Showroom Process Map Example #1
  • 13.
  • 14. Inbound Phone Process Map Example #2
  • 15.
  • 16. Inbound Internet Process Map Example #3
  • 17.
  • 18. Outbound Unsold Follow-Up Process Map Example #4 Business Development Center
  • 19.
  • 20. Outbound Sold Follow-Up Process Map Example #5
  • 21.
  • 22. Outbound Service Follow-Up Process Map Example #6
  • 23.
  • 24. Business Development Center Outbound Sales Prospecting Process Map Example #7
  • 25. Service CRM Opportunities Inbound Outbound New & Used Vehicle Sales Walk - In Internet Phone
  • 26.
  • 27.
  • 28.
  • 29. Inbound Service Declined Recommended Service Authorized Recommended Service Completed Service CSI Follow-Up Service Reminders Unsold ANR Unsold ANM Follow-Up
  • 30.
  • 32.
  • 33. Service CRM Business Development Points of Opportunity SERVICE Welcome to ABC Motors UNSOLD SERVICE FOLLOW-UP SOLD SERVICE FOLLOW-UP SERVICE PROSPECTING SERVICE PHONE SERVICE INTERNET SERVICE DRIVE SALES TO SERVICE
  • 34.
  • 35.
  • 36.
  • 37.
  • 38.
  • 39.
  • 40.
  • 41.
  • 42.
  • 43.
  • 44. Process Mapping that clearly identifies the Service BDC’s activities and tasks related to Special Order Parts customer contacts Examples of Dealership Best Practices
  • 45. Examples of Dealership Best Practices Inbound Service Phone Call Process Mapping
  • 46. BEST PRACTICE: Performance Metrics that focus on Customer Contact Results providing R.O.I. validation

Notas del editor

  1. We first attacked the issue with CRM technology. We saw that from time to time, our processes would be altered or ignored, as the sales pressure grew. Salespersons and managers under stress to sell something will become single minded. When this happens, accurate, consistent tracking and follow-up suffer and become disconnected from the business model. With a business model that is turbo charged by a CRM , improvements in areas of accurate consistent, follow-up, marketing, merchandising, stocking, trend analysis, discipline, etc., become the tool to allow your staff to be flexible and the organization to handle constant ever changing pressure.