Attendees will gain an understanding of the CRM module and how it integrates with Autoline & Drive, providing attendees with the initial knowledge and skills to effectively use, manage and maintain the CRM database. Course is recommended for personnel who are responsible for marketing duties within a dealership, and/or who use, manage and maintain the CRM database. At the end of this Learning Journey you will be able to accurately and successfully carry out the tasks covered in the Content list below:
Delivery Method
Virtual Classroom
Course Duration
1 Day
Product
Autoline DMS
,
Drive DMS
Course Suitable for
Partners
,
Retailers
,
Manufacturers
Course contents
Managing your CRM Desktop facility
Searching CRM records
Creation of customer, company and vehicle records and understanding their relationships
Recording of extra customer information
Using audit control to manage amendments to CRM records
Running database cleansing reports
How to delete CRM records
Assistance with minimum standards in CRM record creation
Prepare for the consultants visit (CRM Setup) if required
Advanced Preparation
In advance of attending the workshop element of the Learning Journey, users will need to have completed the eLearning lessons followed by successfully passing an online competency test.
How to book Training
For Training Subscription Plan customers, kindly contact customertraining@keyloop.com to enquire about availability of the respective workshops.
For non-Training Subscription Plan customers, kindly use the Contact form below to enquire about training workshop costs with our Sales Department.
To provide the best experiences, we use technologies like cookies to store and/or access device information. Consenting to these technologies will allow us to process data such as browsing behavior or unique IDs on this site. Not consenting or withdrawing consent, may adversely affect certain features and functions.
Functional
Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes.The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
Marketing