• CRM Provider Evaluation: The work described in this section is optional. Dealership Name has already selected (ADP Web CRM) as their CRM provider. However, if Dealership Name desires we will conduct the work described to ensure (ADP Web CRM) will meet your CRM and BDC business requirements.

The CRM evaluation includes:

• CRM provider references includes interviews and on-site client evaluation
• CRM system development architecture
• CRM DMS and third party data integration technology and processes
• CRM Reporting capabilities
• CRM functionality review and reliability testing
• CRM set-up and configuration delivery compared to your requirements and expectations
• CRM installation agenda, training curriculum (remote, onsite and materials) 
• CRM provider post installation help-desk, technical support and service level agreements / commitments

•  Dealer Group Evaluation: Define the CRM and BDC business requirements for the client as a multiple point dealer group.  This ensures the CRM capabilities and established BDC processes are beneficial to the group once they expand into multiple dealership locations.

This includes defining requirements for:

• Enterprise level data management
• Cross store inventory search
• Cross store opportunity management
• Cross store customer visits or migration
• Cross store trade appraisal notification
•  Enterprise Level BDC Management:
• Centralized Internet Lead management
• Centralized Appointment Management
• Centralized letter processing and distribution
• Centralized campaign management with email broadcasting
• Centralized data management and list building
• Enterprise Level Reporting:
• Key performance Indicator (see sample)
• Scheduled and completed activity management
• Sales appointment management; scheduled, confirmed and visited vs. no show
• Service appointment management, scheduled, confirmed and visited vs. no show
• Sales process management, and sales cycle productivity

• Individual Dealership Evaluation: Define the CRM, Sales Processes and BDC requirements to meet the client’s business requirements. This ensures that the expectations between (ADP Web CRM), Dealership Name and dealership managers are established and in compliance with the CRM implementation.

This includes defining the requirements for:

• Sales processes and management milestones
• Automated process triggers, time-lines and tasks are standardized based on Wood’s’ specifications and or the OEM’s standards
• Lead  management processes for showroom, Internet, phone and DMS portfolios
• Appointment management process for both sales and service
• Data collection points within the sales process
• Desking and deal presentation mythology
• Standardized printed forms
• Segmentation of follow up task between sales staff and BDC fulfillment
• BDC rules for CSI and SSI
• Portfolio management rules for loan maturity, lease expiration, warranty expiration, extended warranty and lost service customers