CRM Phase 1 - Flipbook - Page 107
Getting Started
22. Introduction
During the installation process you will be visited by a Kerridge CRM/Marketing Consultant. The purpose of the
day is to ensure that all parameters are in place and to assist you in setting up your continuous marketing activity,
e.g. letters, labels and reports.
Prior to the CRM Set Up day it is essential that the following have been considered by the dealership before the
Consultant9s arrival.
22.1
Letters and Reports
•
What letters/reports/labels need to be set up?
•
How are the letters/reports/labels to be split – new and used?
•
When do they need to be sent e.g. 8Thanks for Buying9 letter 3 days after delivery?
•
Do the letters need to generate contact follow-ups?
•
Once the letters have been set up instruction will be given on how to enter the letter text.
Getting Started
02.014.01.L1 Revision 8.35 18/05/07
Page 107 of 115
