CRM Questions
- brianp87
- 3K Time Lord Contributor
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CRM Questions
Ive been seeing a lot or email and postcards being sent out that should not have been. Like say a vehicle was in in November at 140,496 miles then in January they send a reminder for 141k service? Its kinda of embarrassing really. Ive noticed a lot of these lately. I looked at mileage changes etc but the ones that get me are the ones that were within a thousand miles and only 2-3 months. 6 months is understandable at least in my opinion.
- brianp87
- 3K Time Lord Contributor
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Re: Crm
I have sent info using the feedback button. Id call my crm rep but my old one is no longer around and honestly I do not have confidence in my new one as she has said she would call me about other things at certain times and not called when she said she would. Im a man of my word if I say I will do something I do it and not a day later but when I sad I would.
- timbre4
- System Guru / Moderator
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Re: CRM Questions
Brian, the agent called for you at your shop and Kathy let them know you would be out for a few hours; left number for a call back. Also sent you an email that stated they saw you had some questions and we were reaching out to you.
Tim McDonnell -
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
- brianp87
- 3K Time Lord Contributor
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Re: CRM Questions
Ive been out but did just email back. I am in and out a lot. That's why it was frustrating when she gave me a time frame to call back last time I set aside the time then she never called.
- timbre4
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Re: CRM Questions
Understood, keep me posted that you are getting squared away.
Tim McDonnell -
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
- brianp87
- 3K Time Lord Contributor
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Re: CRM Questions
Will do she is going to call me after 2 pm tomorrow. I was also wondering about the crm sure critic reviews. I was wondering why they would call the same person so soon after they have already given a review. Id think once one customer has given one they would be exempt or at least for a given period of time like a year? I had one guy get called like twice or three times in a few months.
- timbre4
- System Guru / Moderator
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Re: CRM Questions
It was my understanding that an effort is made during those select calls to collect the customer's email address; then they wouldn't need to be called again.
Tim McDonnell -
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
- brianp87
- 3K Time Lord Contributor
- Posts: 3133
- Joined: Tue Oct 10, 2006 6:11 am
- Location: Arizona
- Contact:
Re: CRM Questions
The customer in question has an email on file and was contacted 5 times for reviews in 2014.
- brianp87
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Re: CRM Questions
Update on this. I guess there system is operating like its intended. Hmmm
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Re: CRM Questions
We dropped it for reasons such as this. Even had experiences where a customer, which I already had scheduled, would get an update reminder for repair work needed, and included the wording I used in my schedule. Meaning the "notes" section on my schedule and the email reminder were worded the same
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Re: CRM Questions
The Shop Notes are only on the email the shop receives - specifically the Appointment Confirmation and Appointment Rescheduled request emails.
The Shop Notes are not on email to Consumer.- Attachments
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- Appointment Reminder to Consumer
- Appointment Reminder - Consumer.png (152.14 KiB) Viewed 7073 times