We've worked with over 17 different auto CRMs, including the top automotive CRM training solutions: VinSolutions, ELead, Dealer Socket, Contact Management, & ProMax.
We at Dealer Synergy believe that a dealership’s CRM strategy is the most important tool that a dealership, and automotive professional possesses. It is because of that great importance that we built a CRM setup and stabilization strategy that includes a monthly CRM support and accountability program. The automotive CRM Academy can work independently, or in tandem with our core services for your dealership. Our automotive CRM training program setup addresses and mends the areas of deficiencies that 90% of dealerships fall victim to, while our CRM monthly support and accountability program protects and maintains those results.
Statistically Speaking, Your Automotive CRM is Broken
- Dealers are losing $1.4 Million per year on average because of their CRM!
- 90% of all dealerships have an improper Automotive CRM setup.
- Missing action plans and processes.
- Outdated templates (Lacking proper HTML & Video).
- No Proper Automotive CRM Training or Accountability.
- Dealerships are overspending on Marketing & Advertising by about $15,000 per month.
Receive a FREE automotive CRM audit! ($995 Value)
CRM University: The Phases of Our Automotive CRM Training Program
Phase 1: CRM Audit
The very first step in being able to identify the current state, and health of your CRM. We do this to do a CRM audit so we may identify your CRM’s current strengths, weaknesses, opportunities and threats (challenges). Once the SWOT assessment has been completed, we will perform a video conference meeting to discuss our findings, along with a discovery call to understand how the dealership operates, its mission, vision, values, goals and beliefs. This way, we can determine if they are all being perpetuated through the CRM.
Phase 2: CRM Setup & Stabilization
Once we understand where your CRM currently is and where it needs to be, our team of dedicated CRM specialists will go to work on stabilizing your CRM, based on the agreed plan of action. Beyond that, we will perform a comprehensive CRM setup where we add the industry’s most cutting edge and strategically designed action plans, processes, email templates, phone scripts, objections/rebuttals, voicemail scripts and work flows, handcrafted by our very own CRM guru, Sean V. Bradley, CSP.
Phase 3: CRM Evolution Service
Once the CRM is setup for maximum engagement with action plans, processes, templates and such, all of its content must be customized to reflect the dealership’s information and unique value package proposition. For example, depending on the third-party lead providers that you may be utilizing, Dealer Synergy will take their suggested action plan(s) and merge them with our standard strategy and philosophy to create a robust hybrid process. One that will give you the success that you and your dealership deserve. Additionally, we will create custom graphics for appointment confirmations, boarding passes, customized video content, custom APIs, lead assignments, and templates, for both sales and service. This customization will completely transform your CRM tool from good to great, for highest conversions!
Phase 4: CRM Accountability
Your CRM is completely setup and customized, now what? One of the biggest reasons why our clients experience massive success with their CRM, and literally turn their CRM into an ATM, is because we hold them accountable. We inspect what we expect and ensure that all team members are utilizing the CRM properly via proper notes, proper statuses, proper usage and more, to protect and insure the dealership’s investment. Making changes to the CRM impacts the entire dealership’s operations and we assist in taking on the responsibility of keeping the CRM tidy and productive, while management uses the additional time to focus on what they do best, making more money for the dealership! Below you will find a detailed overview of our CRM Setup and CRM Monthly Support and Accountability program services:
Our CRM Setup
Initial CRM Audit
Prior to conducting the actual setup, a Dealer Synergy CRM Specialist will log into your current CRM tool and review its content, action plans, processes, current setup, and usage. Based on that information, we will have a full understanding of where the tool currently is and where it needs to be and we will design a plan of recommendation, based on our profound experience of taking broken CRMs and turning them into a literal ATM for the dealership.
CRM Setup & Content
Dealer Synergy will setup your CRM tool with the most advanced action plans, processes and workflows. Once the skeleton of the tool is perfectly in place, we will load it with the appropriate content, which will serve as the voice of your dealership. We have developed a library of word tracks to help your team increase its engagement and conversion percentages. Our library include email templates, text message templates, voicemail scripts, and inbound & outbound conversational scripts.
CRM Customization
You can have all of the greatest action plans, processes, workflows and content in the game of selling cars, however the real differentiator is the actual customization of the tool to reflect the voice and intent of the dealership, the product, the people, and the brand. Specifically, email templates, video assets, action plans, workflows, value package content, and more. The customization is what really makes your CRM unique in purpose and value. We can also take your best processes and meld them with ours for the ultimate impact.
Our CRM Support
CRM is a culture. Sales and service trends are constantly changing and it’s essential that your CRM tool follow along with those changes. Also, technology is continuously improving. This is why we have designed a full CRM Monthly Support service to accommodate those needs. If you are a part of our CRM Support program, you will receive any updates that we make to Dealer Synergy’s processes, action plans, templates, scripts, etc. You are also entitled to a monthly CRM audit and unlimited CRM Support. Additionally, your staff will have access to attend our Dealer Synergy Academy courses. Below are some of the services you can expect as a CRM Monthly Support client:
Monthly CRM Auditing
We want to ensure that you and your staff are utilizing your CRM to its full potential. There are multiple types of audits that we may conduct. Whether it is a written audit, or an audit conducted via Zoom, Dealer Synergy is here to help hold you and your team accountable so that we may inspect what you expect. We will provide you with actionable feedback and assist with any necessary updates and changes, whether through us directly, or as a liaison with your performance manager. We will also find areas of low productivity.
Monthly CRM Training/Support
Throughout the entire month, Dealer Synergy will work with your team to make sure they all have the appropriate CRM knowledge and skills necessary to thrive in their positions when it comes to utilizing the CRM. Each month your team has the ability to train with our team of CRM specialists via a one-on-one zoom meeting, as well as through our Dealer Synergy Academy classes. Through the conducted audits, our CRM team is able to assess the strengths of your team members, as well as the deficiencies and train with specific purpose.
Ongoing CRM Process Updates
Included in your monthly package is the ability to keep your CRM not only current with the times, but ahead of the curve. Dealer Synergy is known for its cutting edge philosophies, strategies, concepts, and processes and we never settle for average. That is why you can count on us to be the constant change you need. As we create and/or update action plans, processes, scripts, forms of communication, and more, we will notify you of these recommended changes and if you approve, we will take care of the rest!
Why Us for CRM?
The Best CRM Surgeon in the Industry
Sean V. Bradley, CSP is your total solution for CRM content, auditing, accountability and so much more.
- Conducted thousands of CRM audits, personally.
- Immersed in automotive CRM for over 21 years.
- Has worked with over 17 plus automotive CRM companies.
- Sits on the advisory board for the top automotive CRM companies.
- NADA convention speaker expert for CRM.
- Digital Dealer speaker expert for CRM.
Cutting Edge CRM Strategies
- The most advanced CRM processes, templates, scripts and more.
- A preferred partner of VinSolutions with our own Private Major Account Performance Manager Team, Special Privileges, and our own VinSolutions store.
- COVID-19 Strategies, Scripts and Action Plans.
- Post pandemic Strategies, Scripts, Action Plans and Processes.
- Full and Partial Virtual Sales Strategies, Scripts and Processes.
24/7 On-Demand CRM Training Platform
- Dealer Synergy has the Industry’s FIRST Online Training, Tracking and Certification Program for CRM.
- Ongoing reinforcement training readily available to your team.
- No other company in the Industry has a CRM on-demand system like this.
- Certify your Sales Reps, BDC Reps and Managers on CRM.
- Bradley On Demand offers an abundance of CRM, VinSolutions, and Elead content.
- Exclusive CRM content from the top automotive CRM companies in the world.
Dealer Synergy's CRM Specialists
- Dealer Synergy has DS Certified CRM specialists on staff.
- Our CRM specialists can liaison with you and your PM.
- Certified in all of the TOP automotive CRMs.
- Perform weekly, monthly, and end of the month recaps!
- Spot check your CRM often, for lost productivity.
- Train your team on DS processes and how to maximize productivity.
Tailored Content for Your Dealership
- Over $50,000 worth of custom content.
- CRM companies provide the infrastructure, we provide the tailored content.
- Sales and Service processes are tailored to your dealership.
- Lead assignments and templates are designed specifically to you.
- CRM should be upgraded and enhanced FREQUENTLY.
- Dealer Synergy automatically places new content into your dealership’s CRM.
Ongoing Training, Support & Accountability
- Weekly Audits & Action Plans
- Weekly DS Academy Classes
- 1-on-1 CRM Process Training
- 24/7 On-Demand Training
- CRM Usage/Lost Productivity Accountability
- Ongoing CRM Changes & Updates