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CRM Resources

Postcard Services - about $850 for a 2500 mailing - including postage

Ultimate Campaign Guide

Free CRM Self Evaluation

Free Contact Manager Pay Plan and Job Description

 

  Ultimate Campaign CRM/BDC Guide Overview

About the Author 6

How to Get Help with the Guide 7

Why your CRM Software Doesn’t Work 7

Quick Steps to Performing a Campaign 7

Tutorial of Campaign #1 Orphan Customers 8

Quick Steps Campaign #1 – Orphan Customers 9

Step-by-Step Guide on How to Do the Orphan Campaign 9

Downloading your Customer file 10

Creating a pivot table - View Salesperson counts 11

Find a salesperson(s) who would like to do this campaign 13

Find a salesperson who is gone 13

Your giveaway 13

How many can he/she have per day? 14

Have a meeting with service and sales to introduce the campaign to make sure everyone is “on board” 14

Create your export file – AutoFilter 14

Take a picture of the new salesperson 16

Creating your Postcard 16

Uploading your Customer CSV File to Postcard Services 20

Understanding the Postcard Pricing 21

Print a list for the new salesperson 22

Two months later, determine your success and costs 22

Campaign # 2 – Winterizing Special 23

Tutorial – How to Create your Own Campaign 23

Step 1: What is the product? 23

Step 2: What is the offer? 23

Step 3: Who would be interested in this service special? 24

Step 4: How will you contact your customers? 24

Step 5: What is it in for me? 24

Step 6: How will you measure the success of this campaign? 24

Two Years of Campaigns-Making your Marketing Plan 26

Campaign #3 New Financing Program 26

Campaign #4 Tire Tread 29

Campaign #5 Extended Warranty Campaign – Mail Merge Example 30

Campaign #6 Payment Customers 31

Campaign #7 Summer Service Special 32

Special ** 33

Campaign #8 Aftermarket Products 33

Campaign #9 – Detail Special 33

Campaign #10 High Mile Customers 34

Campaign #11 Garage Sale 34

Campaign #12 New Model Introduction to your Best Customers 37

Campaign #13 Car Seat Inspections 39

Campaign #14 – Zip Codes 39

Campaign #15 Birthday Campaigns 40

Campaign #16 Special Order Parts 40

Campaign #17 New Rebate Program 40

Campaign #18 Used Vehicle (off-line) Clearance 40

Campaign # 19 Working the Recalls 43

Campaign #20 Body Shop Customers 43

Campaign #21 Declined Service 43

Campaign #22 Fill your Used Inventory with Trade-ins 44

Campaign #23 Employees, Family, Vendors and AR Statements 44

Campaign #25 Service Department Appointments 44

Campaign #26 Parts Department Campaigns 46

Campaign #27 Your Dead Deal File 48

How to Contact Customers 50

Calling your Customers 51

Phone Calls by the Salesperson 51

Getting Salespeople to Call their Customers 51

Paying Salespeople for CRM 51

How much Salary for Salespeople? 51

CRM Commissions for Salespeople 53

Making Sales Commissions Easy 53

Simple Plan for Paying Salespeople on CRM 54

Internet Manager to Customer Contact Manager 54

Job Description – Customer Contact Manager 56

Pay Plan Customer Contact Manager 58

Should you set up a BDC to Call Customers? 59

Pay Plans for your BDC Manager and Representative 60

BDC/CRM Manager –Job Description 62

Outsourced BDC Call Centers 62

Starting an Emailing Program at your Dealership 64

How to get Email Addresses from Prospects 64

Collecting Email Addresses in the F&I Department 64

Collecting Email Addresses in the Service Department 65

Collecting Email Addresses in the Parts Department 65

The Best and Most Effective Place to Collect Email Address 65

Why using Outlook, Act! and Goldmine are Difficult 65

Constant Contact and IntelliContact 66

Subject Line 69

Avoiding Spam Blockers 69

Adding Pictures to Your Email 72

Compliance with Can’t Spam Laws 76

Adding your List to Subscribers 79

Sending your Email Campaign to the Subscriber List 84

Mailing to your Customers 87

Postcard Mailing Services 87

Direct Mail Companies 87

Mail Merge for “Do it Yourself” Letters, Labels, and Postcards 88

Understanding CRM 89

Sample CRM Plan 89

Who is Responsible for CRM? 90

Why your BDC Manager has no Time for Campaigns 91

Your Plan –Prospect Control 92

Easy Prospect Control and Internet Lead Tracking 93

Monthly Prospect Analysis Report 94

Using Campaigns to Improve your Prospect Closing Ratios 95

Bought Elsewhere 95

Bad Credit 95

No Down Payment 95

Buried in Trade 96

Didn’t Have the Vehicle they Wanted 96

Price 96

The Perfect Campaign 97

Your DMS System Database and Follow-up 98

Name File 98

Service Vehicles File 98

Understanding Duplicates 98

Creating a Database Analysis Report 99

Who are your Best Customers? 101

Understanding Marketing for Dealerships 102

Training your Marketing Manager 102

Developing a Marketing Plan 103

Saving on Postage with Centralized Marketing 104

Appendix A 105

Sample CRM Plan for Follow up of Sales and Service 105

Sample CRM Plan for Campaigns – Data Mining 107

Appendix B – Files on the CD 109

Pay Plan for a BDC/CDC Manager 109

Pay Plan for a Customer Contact Manager 109

Job Description for Customer Contact Manager 109

Blank CRM Plan Forms 109

Vehicle Sold vs. In Stock Mix Spreadsheet 109

Sample Letters 109

Thank you 7-day New 109

Thank you 1 day New 109

Thank you 1-day Used/PreOwned 109

Thank you 7 day Used 109

14 Day New Survey 109

First Service Appointment 109

First Service didn’t buy here 109

New Features 109

Prospect Letter 109

Service Contract – didn’t buy 109

Service reminder 109

State Inspection Reminder 109

Thank you with Referral 109

Thank you with coupon 109

Vehicle anniversary with free cash wash 110

Thank you free LOF 110

New Model 110