CRM Phase 1 - Flipbook - Page 109
23.
CRM Strategy
23.1
Minimum Standards
The Autoline system has many powerful tools which if considered prior to go-live can work towards making best
use of the CRM module. During the course a vast amount of fields which can be entered into a CRM record will
be shown. However, without communicating to dealership staff which fields are required as a minimum it will be
found that each user will end up entering different data.
The following is a list of 8suggested9 things to think about for minimum required fields.
This is by no means an exhausted list but should be tailored to the dealerships/groups requirements:
23.1.1
•
Customer Records
Title, Surname, Address and Postcode, E-mail, Gender, Source of Business, Telephone Numbers, Direct
mail flag (Status) and the Letters Flags:
Getting Started
02.014.01.L1 Revision 8.35 18/05/07
Page 109 of 115
