Does your management team have key areas of the system they are responsible for maintaining on a daily basis? The training team at DealerPeak has put together the list below to assist you in maintaining a clean and efficient CRM. If you have any questions or would like to schedule training around this checklist please reach out to our support team at support@dealerpeak.com or 833-456-8117.


Critical Action Bar

  • Review "Customers Awaiting Response" and "Leads Without Response" in the Critical Action Bar on the left side of your home screen.    
  • Complete, ensure staff replies, or reassign to available staff.    

AMO (Link now in Critical Action Bar)

  • Load AMO under the Customer Tab, filter on "Yesterday" at the top of the screen, and review yesterday's lead opportunities.    
  • Correct any errors like wrong status or ensure notes for the visit are added so everyone knows where you stand with this customer.    
  • Leave this screen open and visit it throughout the day to manage appointments and store traffic.    

Appointments with AMO

  • Monitor AMO appointments and make sure all appointments are marked either Shown, Rescheduled, or No Show by the end of the day.    
  • Look for overdue appointments, customers who are coming in on vehicles already sold, or have a different customer coming in on the same car in the future.    

YTD Lead Status

  • Select either a grouping or specific status within the YTD Pod on your dashboard.    
  • Click on "No Future Activity" and run a search.    
  • Ensure all your active customers have a future action plan.    
  • If any customers are found, get with staff to do the same thing, but make sure they end up adding a task or changing the status appropriately for the customer who doesn't have a future action plan.    
  • Do this daily with Active and Future customer groupings.    

Lead Status Queue Pod

  • Clear the Lead Status Queue pod of all customers pending to be dropped or trashed.    
  • Review for approval or send back to the sales team to work the lead further.    
  • Repeat at least once more at the end of the day.    

Service Appointment Pod

  • Review incoming service appointments to see if any opportunities exist to flip a customer into a new vehicle.    
  • Tell salespeople to visit with their own customers in the service appointments, greet customers, and ask for referrals.    
  • Click on the appt date/time to see the details of the customer's appointment.    

Activity Snapshot Pod and Report

  • Use the Activity Snapshot so that today's numbers are reflected, and you can see your agents did complete their work.    
  • This work includes calls, emails, SMS/MMS, logging appointments, adding all leads, logging all trades, and logging all sales.    
  • This pod can be customized on a per-user basis to only show the data points you wish to see.
       

End of Day

  • If these key areas of the CRM have been monitored and controlled throughout the day, the data should be clean for checkout.    

Additional Notes:

  • The document emphasizes maintaining a clean and efficient CRM.    
  • If you have any questions or would like to schedule training around this checklist, please reach out to DealerPeak's support team at support@dealerpeak.com or 833-456-8117.