We at Dealer Synergy believe that a dealership’s CRM is the most important tool that a dealership, department and automotive professional possesses. It is because of that great importance that we built a CRM setup/stabilization/evolution service, and a monthly CRM support and accountability program, to work independently, or in tandem with our core services. Our CRM 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 CRM is Broken

  • Dealers are losing $1.4 Million per year on average because of their CRM!
  • 90% of all dealerships have an improper CRM setup.
  • Missing action plans and processes.
  • Outdated templates (Lacking proper HTML & Video).
  • No Proper Training or Accountability.
  • Dealerships are overspending on Marketing / Advertising by $15,000 per month.

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The Phases of Our CRM Program


Phase 1: CRM Audit

The very first step in being able to identify the current state and health of your CRM is 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 so that 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

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. We will provide you with actionable feedback and assist with any necessary updates and changes.

CRM Process Creation

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.

CRM Template Creation

Dealer Synergy has a library of word tracks to help your team increase your engagement percentages. Our library includes – email templates, text message templates, voicemail scripts, and inbound & outbound conversational scripts. Dealer Synergy along with your dealership’s goal is to entice the customer to respond. These are constantly being updated and changed.

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. We will provide you with actionable feedback and assist with any necessary updates and changes.

CRM Process Creation

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.

CRM Template Creation

Dealer Synergy has a library of word tracks to help your team increase your engagement percentages. Our library includes – email templates, text message templates, voicemail scripts, and inbound & outbound conversational scripts. Dealer Synergy along with your dealership’s goal is to entice the customer to respond. These are constantly being updated and changed.

CRM Specialization

We have master accounts in all of the following CRMs – VinSolutions, ELEAD, Dealer Socket, and ProMax. If you do not have one of these CRMs, don’t fret! Dealer Synergy would be more than happy to build our processes from scratch in the CRM that you utilize, and work with, at your store.

CRM Support

Ever have issues connecting with your CRM Performance Manager? If your CRM is not working properly, we believe you should obtain immediate assistance. Dealer Synergy’s CRM team is knowledgeable in multiple CRMs. So if you have any questions, problems, or glitches; Dealer Synergy is another source to help with anything that may arise.

Dealer Synergy Academy

Dealer Synergy offers monthly courses that include (but isn’t limited to) – phone training, CRM training, relationship management, and time management. If you are a part of Dealer Synergy’s CRM Support program, you will have access to our monthly scheduled classes.

Why Us for CRM?

The Best CRM Surgeon in the Industry

Sean V. Bradley, CSP is you total solution for CRM content, auditing, accountability and so much more.

  • Conducted thousands of CRM audits, personally
  • Uses audits to tailor a Dealership-Specific solution
  • Immersed in Internet Sales for over 20 years
  • Creator of the 8 Ways to Sell program
  • The Best CRM Professional in the Industry

Cutting Edge CRM Strategies

  • The Ultimate CRM processes, templates, scripts and more
  • Dealer Synergy has a Private Major Account Performance Manager Team and its own VinSolutions store
  • Shared special privileges with VinSolutions
  • Dealer Synergy can load everything into their account, expediting the process with VinSolutions clients
  • Over $50,000 worth of content

24/7 On-Demand CRM Training Platform

  • CRM is the MOST important tool
  • Dealer Synergy has the Industry’s FIRST Online Training, Tracking and Certification Program for CRM
  • No other company in the Industry has a resource on this scale
  • Certify your Sales Reps, BDC Reps and Managers on CRM
  • Bradley On Demand offers an abundance of CRM and VinSolutions content

Dealer Synergy's CRM Specialists

Dealer Synergy has CRM specialists on staff that specialize EXCLUSIVELY in VinSolutions.

Jasmine, the Senior CRM Specialist is here to make sure YOUR CRM is running properly. The CRM team has created a Weekly, Monthly and End of the Month Recap to make sure everything is as smooth as possible!

Tailored Content for Your Dealership

  • While CRM Companies provide the infrastructure, they do not provide tailored content for YOUR dealership
  • Sales and Services processes are tailored to your dealership
  • Lead assignments and templates are set up
  • Dealer Synergy provides Full Blown CRM support, accountability, training and enhancements
  • The Dealer Synergy CRM team is here to advise you, problem solve and support you with strategies, processes and content
  • CRM should be upgraded and enhanced FREQUENTLY
  • Dealer Synergy automatically places new content into your Dealership’s CRM and you will receive an in depth CRM audit every month

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