< Getting started with Dealership CRM

CHAPTER 1: Learn Dealership CRM basics

Learn Dealership CRM basics

Getting started with Dealership CRM is easy, in this chapter you will learn about the fundamental components of Dealership CRM, sales, marketing and more.

Dealership CRM homepage

Welcome to Dealership CRM!

Dealership CRM is the only motorcycle and powersports CRM software that connects dealership departments to optimize their sales pipelines, automate their marketing and customer service, and connect every member of a dealership’s team. 

Whether you and your team are starting something new or trying to get more organized with your existing work, Dealership CRM adapts to dealerships of all sizes. It helps you to simplify and standardize your team’s work process in an easy to use tool. But don’t let its simplicity fool you. Dealership CRM is user-friendly, yet still able to handle the most complex dealerships. 

This is a quick overview of the things you need to know when you are setting up Dealership CRM for the first time in your business. 

2 Import your contacts

3 Onboard your team

4 Create your sales pipeline

5 Create your first campaign

6 Create your first automation

7 Create your first automation

8 View your sales reports 

9 Create your first deal

CHAPTER 1

Learn Dealership CRM basics

Getting started with Dealership CRM is easy, in this chapter you will learn about the fundamental components of Dealership CRM, sales, marketing and more.

Dealership CRM homepage

Welcome to Dealership CRM!

Dealership CRM is the only motorcycle and powersports CRM software that connects dealership departments to optimize their sales pipelines, automate their marketing and customer service, and connect every member of a dealership’s team. 

Whether you and your team are starting something new or trying to get more organized with your existing work, Dealership CRM adapts to dealerships of all sizes. It helps you to simplify and standardize your team’s work process in an easy to use tool. But don’t let its simplicity fool you. Dealership CRM is user-friendly, yet still able to handle the most complex dealerships. 

This is a quick overview of the things you need to know when you are setting up Dealership CRM for the first time in your business. 

SECTION OVERVIEW

In this section you will learn:

  • What is a contact?
  • what is a list?
  • What is a campaign?
  • What is an automation?
  • What is a deal?
Let's go over the basics

There are only five key components to Dealership CRM but unlimited possibilities:

What is a contact?

A contact in Dealership CRM is defined by an email address. A contact can (and often does) have additional information, but it cannot exist without an email address.

To add contacts, go to the Contacts tab. On the top row, you’ll have the options to “Export,” “Import” or “+ New Contact.” You can import a list of contacts, add individual contacts, or download a list of contacts around your preferred parameters.

Keep your service bays full and your technicians busy

If you select “Import,” you will have the option to import your contacts via a .CSV file, copy & paste, or view recent imports. Additionally, you can connect to many services where Dealership CRM will automatically pull in your contact data.

If you just have a contact or two to enter, you can always click the green “+ New Contact” button and quickly type in the information. After you enter their information, you will have the ability to add them to lists, create a deal, add them to specific automations, add tags, or apply advanced list options.

What is a list?

Lists are also the primary way to group your contacts based on a common theme, for example it may be the type of unit that they own (e.g. Yamaha, Suzuki etc.), or on customer type (VIP, trade etc.) or whether they are online or in-store customers.

Campaigns can only be sent to contacts on a list, and you are required to have at least one list in your account before you create an automation.

Once you create a list in Dealership CRM, you can start adding contacts to it. 

What is a campaign?

Campaigns are part of the marketing core of Dealership CRM. The options are more robust than your basic email marketing platform. In its simplest form, a standard campaign enables you to “send a regular, one-time email campaign”. 

Let’s say you have an abundance of ageing inventory or seasonal parts, and you want to send a last-minute email blast to all of your shoppers about a 50% off sale. This isn’t the type of campaign you’ll run regularly, so no need for an automation. You just need to get your message out quickly.

The very first step when you are beginning any campaign is to select the list of people to whom you are sending your email. In this example, we’ll probably want to chose people who have made a purchase from you in the past, as these people will be more likely to convert with a coupon.

Dealership drag and drop email marketing tool

What is an automation?

An automation is a sequence of events that you create to help execute your dealership processes.

For example, let’s say you wanted to automatically send your customers a birthday email 1 week before their big day. Well, with Dealership CRM, you would set up an automation to do this on your behalf, automatically. So you do need to remember to this, and you don’t need to spend any time thinking about it. Dealership CRM will take care of it for you. It never forgets.

You can create as many automations as you want. All you have to do it to choose the function of the actions and the order they sit in each sequence. You get complete control. 

What is a deal?

Think of deals as a way of identifying qualified leads as sales opportunities. Deals are contacts that no longer sit dormant in your database; they’re actually in your sales pipeline and are on track to become customers. 

Pipelines are your dealership’s sales process. For example, you have three sales pipelines set up for you. Showroom, Website and Phone Calls. You can create as many pipelines with as many stages as you like. 

Pipelines contain stages. If pipelines are your processes, stages are the steps that deals must advance through to complete those processes (and in many cases, for you to close sales). For example, stages could be “Need To Contact” and “Currently In Contact” and “Send Quote” etc.

Dealership CRM has three pipelines with stages ready made for you. You can change the stages to reflect exactly how your sales team prefers to sell their units.  

Dealership sales software for closing more deals faster
Let's go over the basics

There are only five key components to Dealership CRM but unlimited possibilities:

What is a contact?

A contact in Dealership CRM is defined by an email address. A contact can (and often does) have additional information, but it cannot exist without an email address.

To add contacts, go to the Contacts tab. On the top row, you’ll have the options to “Export,” “Import” or “+ New Contact.” You can import a list of contacts, add individual contacts, or download a list of contacts around your preferred parameters.

Keep your service bays full and your technicians busy

If you select “Import,” you will have the option to import your contacts via a .CSV file, copy & paste, or view recent imports. Additionally, you can connect to many services where Dealership CRM will automatically pull in your contact data.

If you just have a contact or two to enter, you can always click the green “+ New Contact” button and quickly type in the information. After you enter their information, you will have the ability to add them to lists, create a deal, add them to specific automations, add tags, or apply advanced list options.

What is a list?

Lists are also the primary way to group your contacts based on a common theme, for example it may be the type of unit that they own (e.g. Yamaha, Suzuki etc.), or on customer type (VIP, trade etc.) or whether they are online or in-store customers.

Campaigns can only be sent to contacts on a list, and you are required to have at least one list in your account before you create an automation.

Once you create a list in Dealership CRM, you can start adding contacts to it. 

What is a campaign?

Campaigns are part of the marketing core of Dealership CRM. The options are more robust than your basic email marketing platform. In its simplest form, a standard campaign enables you to “send a regular, one-time email campaign”. 

Let’s say you have an abundance of ageing inventory or seasonal parts, and you want to send a last-minute email blast to all of your shoppers about a 50% off sale. This isn’t the type of campaign you’ll run regularly, so no need for an automation. You just need to get your message out quickly.

The very first step when you are beginning any campaign is to select the list of people to whom you are sending your email. In this example, we’ll probably want to chose people who have made a purchase from you in the past, as these people will be more likely to convert with a coupon.

Dealership drag and drop email marketing tool

What is an automation?

An automation is a sequence of events that you create to help execute your dealership processes.

For example, let’s say you wanted to automatically send your customers a birthday email 1 week before their big day. Well, with Dealership CRM, you would set up an automation to do this on your behalf, automatically. So you do need to remember to this, and you don’t need to spend any time thinking about it. Dealership CRM will take care of it for you. It never forgets.

You can create as many automations as you want. All you have to do it to choose the function of the actions and the order they sit in each sequence. You get complete control. 

What is a deal?

Think of deals as a way of identifying qualified leads as sales opportunities. Deals are contacts that no longer sit dormant in your database; they’re actually in your sales pipeline and are on track to become customers. 

Pipelines are your dealership’s sales process. For example, you have three sales pipelines set up for you. Showroom, Website and Phone Calls. You can create as many pipelines with as many stages as you like. 

Pipelines contain stages. If pipelines are your processes, stages are the steps that deals must advance through to complete those processes (and in many cases, for you to close sales). For example, stages could be “Need To Contact” and “Currently In Contact” and “Send Quote” etc.

Dealership CRM has three pipelines with stages ready made for you. You can change the stages to reflect exactly how your sales team prefers to sell their units.  

Dealership sales software for closing more deals faster
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