Customer Relationship Management (CRM) vendors provide computer applications to assist dealers with managing information about their customers' needs, satisfaction, and preferences. Here is a comparison of sales force automation (SFA) features for CRM systems.
Sales Force Automation (SFA) CRM Summary Definitions
Lead Management
Route initial inquiries, provide effective responses, and support ongoing lead management.
Forecasting Tools
Leverage operational data to support effective reporting for marketing, sales, and financial analysis.
Territory Management
Establish sales territories to minimize overlap of staff assignments. Segment marketing and sales activity to analyze and report sales performance at all levels.
Account Management
Provide sales staff with meeting reminders and customers’ recurring contact data including birthdays, anniversaries, and favorite sports teams.
Historical Reports
Access to current and prior customer sales data for real-time comparative analysis of results.
Traditional and Mobile Access
Instant access from anywhere to schedule vehicle service, get operational and management reports and current service activity data.
Sales Tracking
Ability to monitor activities throughout the entire sales process.