Turn Your CRM into a High-Performance Sales Enabler
It’s time to unlock the full potential of your CRM. Our expert customization services ensure your CRM is structured for seamless operations, increased conversions, and superior customer engagement.
Key Features That Make the Difference
Streamline Processes
Automate and optimize workflows.
Maximize Sales Efficiency
Guarantee that every lead is tracked and followed up.
Enhance Customer Experience
Personalize communication at every touchpoint.
Let’s turn your CRM into a revenue-generating machine!
Why CRM Customization Matters for Your Dealership
Most CRMs come with default settings that don’t match how your dealership actually sells. We tailor your CRM so it works for you, not against you.
The Problem
Leads slip through the cracks due to poor follow-up processes
Sales reps struggle with complex or inefficient CRM workflows
Customer communication is inconsistent or lacks a personal touch
The Solution
Customized Workflows
From lead capture to final sale, we optimize every step
Automated Follow-Ups
Never miss an opportunity with smart reminders & alerts
Pre-Built Scripts and Templates
Save time and convert more leads
What’s Included in Our CRM Customization?
We go beyond simple CRM setup—we build a system that sells for you.
Tailored CRM Setup & Configuration
- 120-Day Follow-Up Process – A structured plan to engage leads and past customers.
- User Roles & Permissions – Set access levels for efficiency and security.
- Custom Email Signatures – Professional branding across all customer communications.
- Alert & Notification Setup – Never miss an important follow-up again.
Communication & Engagement Enhancements
- Custom Email & Text Templates – Standardized, high-converting messages for all customer touchpoints.
- Telephone Scripts – Proven call scripts to guide sales and service conversations.
- Video Email & Text Templates (Optional Upgrade) – Stand out with personalized video messaging.
Automated Workflows & Reporting
- CRM Training Sessions – Expert-led training to ensure seamless adoption.
- Sold Deal Reconciliation – Keep your CRM data accurate and up to date.
- Custom Reports & Dashboards – Track performance and identify opportunities.
- Scheduled Reports – Automated reports for tracking performance and identifying growth opportunities.
- Orphan Owner Reassignment – Ensure no customer is left without follow-up.
- Automated Survey Creation – Gather valuable customer feedback effortlessly.
CRM Vendor Collaboration
- We work directly with your CRM provider to implement changes smoothly, ensuring full compatibility and functionality.
Proud Partners of Industry-Leading CRMs
We have partnered with the automotive industry’s leading software systems to implement high-impact strategies that deliver measurable results.
Ready to Transform Your CRM?
A well-optimized CRM is the backbone of a high-performing dealership. Let us customize your system to work smarter, not harder.
Call us today or fill out the form to schedule your free CRM Customization Analysis.