CRM Phase 1 - Flipbook - Page 114
•
Does the MOT due date need inputting manually from the registration date if an MOT has not been
carried out? Does the Next Service date need to be changed for the first visit due to the customers
annual mileage?
23.1.4
Extra Details
The Extra Details screens hold a vast amount of information. It is suggested that if minimum standards are
adhered to here too.
23.2
Other Things to Think About
•
If the CRM prospects are to be entered from an enquiry form a review of the current dealership enquiry
form may be needed to capture all the relevant information required.
•
Confirm the dealership/group policy for marketing activity.
•
Decide on what regular database maintenance is needed; review the Kerridge Database Cleansing
Menu which can be found in the Reports and Enquiries menu. A decision should be made on how often
various reports should be run. A suggestion is listed below but it must be stressed that other reports could
be added and can be run to tailor to the individual needs:
DAILY
• Inputting of Contacts/Follow-ups
• Checking created CRM records – Incorrect Customer, Company and Vehicle reports will look for missing
information.
• CRM Letters
WEEKLY
• Overdue Contact Report
• Duplicate Customer, Company and Vehicle Reports
• CRM Letters
• Unattached vehicles report
Getting Started
02.014.01.L1 Revision 8.35 18/05/07
Page 114 of 115
