Attendees will gain a further understanding of the CRM module and how it integrates with Autoline & Drive. Providing attendees with more detailed and skilled knowledge to manage and interrogate 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. This course is part of a series of phases and some attendees will benefit from attending Phase 1 before this course. 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
2 Days
Product
Autoline DMS
,
Drive DMS
Course Suitable for
Partners
,
Retailers
,
Manufacturers
Course contents
Short overview of CRM records to refresh
Creation of customer contact history
Recording of customer complaints
Following-up outstanding contacts including reporting
CRM desktop
Statistics.
Today’s performance
My WIPS
My enquiries
Using spend analysis
Design and produce individual customer letters
How to run user defined CRM letters
Analyse CRM database records for reporting (Ad-hoc)
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.
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