auto dealer in black and red logo
MenuMENU
SearchSEARCH

Invest in the Right CRM

As our economy reopens, there’s never been a better time to embrace the technology that can give customers the experience they have become dependent on — and fond of — to take business to a new level.

by Mark Vickery
November 11, 2020
Invest in the Right CRM

As our economy reopens, there’s never been a better time to embrace the technology that can give customers the experience they have become dependent on — and fond of — to take business to a new level.

IMAGE: ANDRESR via GettyImages.com

4 min to read


Though every car shopper is different, three general types have emerged: Shopper A who wants to do everything online; Shopper B who wants to complete some steps online; and Shopper C who prefers the traditional, in-person buying process. With dealership foot traffic down or in some cases, not an option due to health mandates, even Shopper C is being forced online. Many Shopper Bs, who want to do some of their deal online, are quickly transforming into Shopper As, who are happy to purchase their vehicle without even stepping foot in the showroom. The most recent Cox Automotive COVID-19 Consumer Impact Study revealed that 43% of car purchasers who bought since mid-March did more steps online than they have in the past. But, 71% of consumers who intend to make a car purchase say they want to do even more of the steps online then they did the last time they purchased a vehicle.

Ultimately, the right CRM will help transform a dealership’s business, especially at a time when it might need a boost.

Ad Loading...

Needless to say, the buying journey is no longer linear. So, how can dealers successfully navigate the maze and guide customers through unique car-buying journeys? For salespeople not equipped with psychic abilities, the right customer relationship management (CRM) technology can make the difference between a record rally and a record loss. Helping your dealer clients invest in a CRM is a big decision, especially in tight times. However, dealers can mitigate the risk and reap the rewards by following a some thoughtful steps: 

  1. Form a committee: It’s important to make those using the software part of the selection process. Select a diverse lineup with team members from different departments across the dealership to gather different perspectives. CRM selection will impact everyone from fixed ops to the top sales rep, so it’s crucial to ask for and consider their input, whether through surveys or all-hands meetings. 

  2. Create your criteria: Now its time to ask your dealer some tough, but critical, questions. For example: What do we hope to accomplish? Is it campaigning the right offer to your database to generate repeat sales or service business? Better follow-up or greater accountability? Next, what do you expect from your team? How much are you willing to spend to achieve the results you want? Try not to base the budget on how much is currently being spent if you’re looking to upgrade a current system that leaves something to be desired. Finally, what do you expect from the vendor? Make sure to define what kind of support is needed and make those expectations known. The right vendor will not only be capable of convincing you to buy but also offer excellent customer service, including pointing out areas of opportunity that can and do make a difference before, during, and especially after the final decision. Look for a CRM partner, not just a vendor.

  3. Compare and contrast your options: It’s your right to be picky about this decision and even a little nosy. Look into what CRMs competitors or sister dealerships are using. Take advantage of consultants and ask questions like whether the vendor is reputable, how often the CRM is updated with new technology, whether your peers have any bad experiences, or if there are any hidden costs. This should help narrow down some top options. 

  4. Don’t be afraid to demo: After conducting thorough research, it’s time to demo the top options. Think of this like the test drive you offer customers. Contact each of the vendors and request an overview that works for the selection committee’s schedule. This is an appropriate time to ask any final questions. Good providers will also record the sessions so you can weigh your options side by side before making a final decision. 

  5. Decision day: Consult the committee, remember your criteria, and decide which option is the best fit for your dealer and staff. Make sure to be fully aware of and prepared for the contractual obligations. A lengthy, complex contract could be a deal-breaker if you’re not ready for the commitment. Consider taking a vote with the committee if you’re torn between options. Buy-in from the team is crucial for the long-term success of the investment so their opinion really does matter. 

Like a car is made to be driven, a CRM is made to be used. The CRM will be in the best running condition and yield the most profitable results when all of its parts are engaged. The dealers who are realizing greater efficiency are those who are adapting their business to get the most out of their investment and who are willing to work collaboratively with their partners to execute change. The same rules for good business apply with or without using a CRM, like customer service, communication and transparency. The CRM will make all of these things, which today’s customer increasingly values, easier to manage. 

Ultimately, the right CRM will help transform a dealership’s business, especially at a time when it might need a boost. As our economy reopens, there’s never been a better time to embrace the technology that can give customers the experience they have become dependent on, and fond of, to take business to a new level. 

Mark Vickery is VinSolution’s senior director of performance management.

Ad Loading...

Originally posted on Agent Entrepreneur

Subscribe to Our Newsletter

More Dealer Ops

Auto Dealer Today, Dealer Debrief, 07/15/2026, with Lauren Lawrence
Dealer Opsby Lauren LawrenceJuly 15, 2026

Dealer Debrief: Defection Data & EV Updates

In this week's debrief, host Lauren Lawrence discusses how to use defection data to your advantage and the latest on EV sales and charging infrastructure.

Read More →
Two professionals shake hands while exchanging a car key fob beside a vehicle, symbolizing a vehicle sale, lease agreement, or dealership transaction.
SponsoredJuly 8, 2026

How Defection Data is Bridging the Dealership Conversion Gap

Lead volume is flat, cross-shopping is up and brand loyalty is in retreat. As confident sales teams keep losing buyers they thought they had, daily industry sales data is showing dealers exactly where their funnel is breaking and how to fix it without buying a single new lead.

Read More →
Auto Dealer Today, Dealer Debrief, 07/02/2026 with Lauren Lawrence
Dealer Opsby Lauren LawrenceJuly 2, 2026

Dealer Debrief: Where are you losing customers?

In this week's debrief, host Lauren Lawrence discusses the hidden leaks in dealerships where you might be losing customers without even realizing it.

Read More →
Ad Loading...
Auto Dealer Today, Dealer Debrief, 06/25/2026, with Lauren Lawrence
Dealer Opsby Lauren LawrenceJune 26, 2026

Dealer Debrief: Improving Your Inventory Management

In this week's debrief, host Lauren Lawrence covers a new survey that shows what service technicians really want and two launches that could help improve your inventory and vehicle life cycle management.

Read More →
group of people standing in a circle holding puzzle pieces together
Dealer OpsJune 1, 2026

Ladies and Gentlemen, This Is a Dealership: Why the Fundamentals Still Decide Who Wins

A teaching moment by a legendary football coach happens to apply perfectly in the auto retail space. Learn what it is and how to use it to your store’s advantage.

Read More →
Cover image for a BOK Financial report titled “Timing the market: How avoiding volatility entirely can hurt long-term reinsurance program performance.” The image shows several road construction barricades with flashing amber warning lights lined up in a nighttime work zone. Beneath the image, red text explains that avoiding volatility can mean falling behind inflation and missing market rebounds that drive long-term surplus growth. The BOK Financial logo appears at the bottom right.
SponsoredMay 8, 2026

What Market Timing Mistakes Mean for Your Reinsurance Program

When volatility hits, dealer-owned reinsurance programs face a familiar temptation: pull back and wait for calmer waters. New data from BOK Financial shows why that instinct can quietly cost you years of surplus growth.

Read More →
Ad Loading...
two cars on a billboard, No Hidden Fees
ComplianceMay 1, 2026

Dealer Ads and the FTC

The agency has made it clear in recent enforcement actions and warnings, in auto retail and other industries, that advertised prices must include all nonoptional costs to the consumer.

Read More →
Closeup of white car's headlight, front end
Dealer Opsby Hannah MitchellApril 17, 2026

Used Autos Supply Dwindles

The March shopping surge, despite high prices, cut into inventory by the most since the thick of the pandemic, Cox Automotive analysts calculated.

Read More →
hands making protective frame over red car, Risk Reality Check, Be Proactive, Auto Dealer Today logo
Dealer OpsApril 1, 2026

Managing Risk Effectively Through Changing Times

The variables influencing risk pricing have changed significantly over the past five years. Being proactive and responsive to emerging trends is not optional but essential.

Read More →
Ad Loading...
Car key, stacks of coins, and a paper car cutout with AutoPayPlus logo, representing auto financing, loan terms, and vehicle affordability trends.
Dealer Opsby StaffMarch 31, 2026

Survey Reveals What Won't Fix What's Breaking Car Sales

AutoPayPlus says extra-long auto loans are trapping consumers and threatening the dealer trade-in cycle, and that the industry is leveraging the wrong tools to combat high MSRPs.

Read More →