
|
CRM Resources Postcard Services - about $850 for a 2500 mailing - including postage 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
|
||||||||||
|
|
![]() |