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DealerSocket is one of the premier CRMs used by automotive dealerships in the U.S. and Canada.

Any dealership that has a CRM should have on staff at least one "Power User". This Power User should be an expert at using the CRM. They should administrate the CRM, train other employees and manage the marketing setup and complete database management. These duties are essential to a fully functional system. Most stores decide to have an existing employee take on these duties in addition to their own, but that person can get overwhelmed. Either their original duties suffer or the CRM doesn't get managed to the full extent because of lack of knowledge and/or time. Our dealers use CRM CPR as the solution and hire us to be their Power User. We are an extension of your staff and with our combined experience of over 25 years using DealerSocket we can quickly and efficiently handle all of your CRM administration and database management needs while your team focuses on what they do best, selling and servicing cars.

CRM CPR offers a wide range of services to support DealerSocket CRM

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CRM CPR Administration Services

CRM CPR will provide dealerships with services consisting of the administration of DealerSocket CRM, including but not limited to:

Create and deactivate dealership users
Reassign customers to other users (as needed)
Manage inbound text emails not attached to events (sales and service)
Ensure proper setup of users and email accounts

CRM CPR System Support

CRM CPR Administration Services

CRM CPR will address any system related support issues and work with DealerSocket Support to resolve

Document with appropriate screenshots and open cases that need to be resolved by DealerSocket
Follow up with DealerSocket Support to ensure timely resolution
Monitor for global issues and notify our customers if anything arises that affects them

CRM CPR Customer Support

CRM CPR Administration Services

CRM CPR Database Services

CRM CPR will act as Support to dealership staff regarding usage of DealerSocket CRM including but not limited to:

Available for phone calls or to respond to email inquiries
Available for occasional WebEx training or meetings

CRM CPR Database Services

CRM CPR Additional Services

CRM CPR Database Services

CRM CPR will monitor your DealerSocket CRM for duplicate events and common mistakes

Monitor for Dealer Management System deals that are imported as Sold, find the duplicate prospect deal and merge together
Review all new leads inserted in previous 90 - 120 days to find and merge duplicate events
Monitor inbound phone ups in Unqualified status and update to Contacted as appropriate
Monitor for inbound emails on Unqualified events and update event to Contacted as appropriate
Monitor for appointments inserted on an old sold deal instead of new prospect event and update as appropriate

CRM CPR Additional Services

Beyond the Administration, Database and Support Services offered above, the services below highlight additional services offered by CRM CPR

Insert custom Business Rules to help cleanup and correct common mistakes
Create and distribute daily, weekly and monthly reports (customized for dealership needs)
Provide detailed analysis of reports with recommended action items
Maintain "Do Not Call" List
Monitor marketing tools and recommend/execute changes
Work with DealerSocket Consultant to coordinate and maintain user training
Onsite Dealership DealerSocket user training
Create business rules/campaigns/documents as needed
Import Manifest Lists for follow-up
Create custom filters to improve employee usage of the CRM.