Automotive CRM
When the sale is at the dealership, the service record is somewhere else and the customer correspondence is on the advisor's personal phone, the history of the same vehicle is fragmented; and the customer whose service is due appears on nobody's list.
The sale, the handover, the servicing and the complaint for the same vehicle are written onto one vehicle record; because the service interval is calculated from it, no reminder list is made by hand.
- Compare the sales and service performance of your dealer network by dealership and against regional targets
- Take service appointments online; drop the vehicles whose service interval is due onto a list and tie the reminder going out to that list to a rule
- Open the entire history of every vehicle, from the moment of sale to the last service record, on a single screen
- Run the points system and campaigns by customer segment
- Gather the WhatsApp messages arriving at a single business number in the team inbox and assign conversations by the rule you define
| Dealer Network | Every dealership is a separate user group; the regional target and the sales achieved sit in that group's fields, and a dealership can be given permissions so that it sees only its own customer records. |
|---|---|
| Service Appointment | An appointment is an activity attached to the vehicle record; the date, the service type and the owner sit in fields, and past appointments are listed under the same vehicle. |
| Vehicle Life Cycle | The vehicle is its own record; the chassis number, the sale date, the service interval and the service history are fields on that record, and which dealership it came from is read from the same record. |
| Loyalty Points | Points are a field on the customer record; the campaign target audience is drawn out by filtering on that field and the segment field. |
| Test Drive Record | A test drive request is an appointment record attached to the model of interest; the vehicle, the time and the advisor sit in fields, and the evaluation survey sent after the drive is attached to the same record. |
In automotive the customer buys once and then comes in for service for years afterwards. When these two contacts are kept in separate places, who owns the vehicle whose periodic service is due, which dealership it came from and what was last done to it never come together on anyone's screen. The result is that the place where the vehicle was sold gets no signal at all with which to win back its own customer.
Rapitek CRM keeps every vehicle as a single record; the sale, the handover, the service and the complaint are written onto the same history. Because the service interval is calculated from that record, the reminder list is not drawn up by hand; you tie when the reminder goes out and over which channel to a rule during setup, and the channel is read from the customer's preference field. When an advisor leaves, the correspondence does not go with their personal phone either; the conversation history and who promised what stay with the company, and the manager sees response times from the same place.
