• 888.518.5513
CRM

Loyal relationships through visibility and insight.


What separates Dealertrack CRM from the competition?
Intuitive dashboards that organize customer information, the power of visibility into every level of the dealership and a mobile-first design that makes CRM use easy.
  • Visibility.
    Get a total view on appointments, scheduling and metrics via custom and easy-to-use dashboards.
  • Control.
    View and enhance operations in real time, and easily configure the tools and analytics that matter most.
  • Simplicity.
    Free your staff with a mobile interface that includes managing tasks to speed deals and financing.


CRM

Intuitive insight and lead management.


Dealertrack 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 the ability to see how each salesperson is measuring up against their peers. The Manager Dash displays everything that’s going on in the dealership – from salespeople to customers – including up-to-date profit numbers and a fully automated desklog showing exactly where customers stand in the sales funnel.

Increased control.


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. CRM Premium’s Executive Dashboard provides General Managers, Vice Presidents, Chiefs, and Dealer Principals with 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.

CRM

Total mobility.


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”.

CRM

Premium pencil tool.


The CRM Premium 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. Plus, the entire customer history is clearly visible without leaving the tool making negotiations easier for both parties. 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”.

CRM

Call recording.


With CRM Premium’s Call Recording feature, you can truly know that calls are actually being made, and listen to the results.

Every call is stored in the customer history, with clear reports showing 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.

Finally, 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.

CRM

Data and DMS integration.

Starting fresh with Dealertrack 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.

To learn more about CRM, fill out the form on this page or call 888.699.9024

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  • Dealertrack Sales
  • 888.518.5513
  • Dealertrack Customer Service
  • 877.357.8725
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