Complete tool - the CRM module is a comprehensive marketing and analysis tool to help improve sales performance, business processes and customer management. It incorporates a range of carefully selected facilities and enhancements especially designed to assist you in capturing and analysing customer and prospect information.
Full integration - to Showroom, Vehicle Sales, Workshop Loading, Vehicle Rental and Accounts provides real-time information for all departments.
Campaign facility - this is a very easy tool to use, giving the user the ability to create or load a previous campaign; the RTF letter writer is also integrated into this application.
RTF letter writer - provides full Word functionality such as underline, bold, italic, font type and font size, allowing control over the format of every letter produced.
Organising campaigns - during the creation of campaigns, the running of an on-screen test output gives the user the option of selecting the 'ignore flag' on any records you do not want in the final print run.
Campaigns can now be sent via e-mail or SMS - this helps to deliver the information in an alternative professional medium at a reduced cost. This will also help increase customer satisfaction as they may prefer to be contacted in this way.
Mandatory and advisable fields - this will benefit towards the quality and completeness of the marketing database helping to control the quality of data when creating/amending new target records. This combined with the de-duplication tool will help to provide a more accurate database.
Contact management - any contact by a sales person can be recorded within CRM, providing the sales manager with full information on each customer.
Target contact codes - these are generated in a number of places such MOT/service reminders, campaigns, mail shots and estimates. These will appear on the contact history, case file and on overdue contacts. It is even possible to drill-down into the WIP for contacts created via an estimate, ensuring that all potential sales leads are followed up.
Customer lifestyle profiles - can be stored allowing accurate profiling and targeting of customers/prospects.
Meeting customer requirements - a customer's desired vehicle and existing part exchanges are now recorded within CRM, enabling you to look for the vehicle the customer requires and to try and find a buyer for their vehicle, resulting in a potential double sale.
Database cleansing tools - CRM has a full suite of database cleansing tools, to enable marketing de-duplication to be easily performed on screen. Sso should any customer be entered into the system twice, the de-duplication tools allows for the easy merging of the information into one record on screen, saving time and effort.
Marketing import/export tools - these can help expand the use of the Autoline CRM module, as the need for secondary databases is not needed.
Target Spend Analysis - This new tool will allow the user to view a customer's annual spend by three departments - parts, service and vehicle sales or a combined value of any of the three. This is an excellent analysis tool and will provide key information to enable targeting for specific mail shots/campaigns.
The ability to scan documents into the system - incoming correspondence, letters of complaint, finance company renewal forms and general finance documents can be scanned into the system, making record retrieval easier and quicker. It also means that every user has the information available to them on their desktop.
FSA - Complaints escalation procedure is standard with CRM.