How Do You Like CRM?

SocialCRM markets with data from Manager SE
Post Reply
michaiel
25 Club: Starting Contributor
Posts: 33
Joined: Thu Aug 13, 2015 5:17 am

How Do You Like CRM?

Post by michaiel »

We are considering using CRM. Does anyone have an opinion on how it has been working for them?
thanks
User avatar
ricmorin
5K Holy Smokes Contributor
5K Holy Smokes Contributor
Posts: 5967
Joined: Mon Jul 25, 2005 10:11 am
Location: New Hampshire
Contact:

Re: How Do You Like CRM?

Post by ricmorin »

I'll put in my 2 cents.......


No matter what you do, you need a way to stay in contact with your customers. I am a huge user of reminder mailings and process them once a week. If things got busy for me and a few weeks passed without sending the mailings, we noticed it in our schedule.

You can do them yourself, or you can hop on the electronic bandwagon and do them through email. I have CRM and there's so much there I couldn't possibly list it all. Here's some....

Thank You email after each service.
Reminder emails synchronized to your reminders in Manager
Reminder emails based on mileage service intervals.
Reminder emails for appointments based on the schedule in your Manager product.
Welcome emails for first time customers.
Timing belt reminders based on mileage for vehicles that have them.
Blast emails that you and your support contact craft together based on what YOU want to say.
Access to web based history for your customers synchronized to your Manager.
Access to Sure Critic rating service integrated to your Manager product.
Website design and upkeep.


The interface to all this is real nice. Front page is a summary of all activities you've signed up for. All the graphs are clickable so it takes you right to the subsection you want.
Welcome screen
Welcome screen
welcomescreen.png (228.62 KiB) Viewed 9954 times
Dashboard
Dashboard
dashboard.png (157.22 KiB) Viewed 9954 times
There's tons of reports. I like the KPI reports that compare your shop to state and industry standards. A real eye opener.
Benchmark
Benchmark
benchmark.png (30.55 KiB) Viewed 9954 times
That's the short tour.
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com

I find my life is a lot easier when I use Special Orders
michaiel
25 Club: Starting Contributor
Posts: 33
Joined: Thu Aug 13, 2015 5:17 am

How is CRM working for everyone so far?

Post by michaiel »

We are considering usiing CRM. Does anyone have an opinion on how it has been working for them?
thanks
User avatar
Rich
4K Ultra Amazing Contributor
4K Ultra Amazing Contributor
Posts: 4041
Joined: Tue Sep 06, 2005 10:16 am
Location: Somewhere in Michigan
Contact:

Re: How Do You Like CRM?

Post by Rich »

Ric, Does the CRM program send the typical "you have 10,000 on your car. You need to have your brake fluid flushed"? As a recommendation?

Demand Force is beating our door down. I am hoping to keep us steering toward CRM.

Can you PM me a "ball park" price. I know it is different for each person. But is it $10.00 a month or $500.00.
Rich Hays
Work 9-11 or 616-696-0020
Being able to get CAPE off a Skew T chart is important in this hobby.
User avatar
ricmorin
5K Holy Smokes Contributor
5K Holy Smokes Contributor
Posts: 5967
Joined: Mon Jul 25, 2005 10:11 am
Location: New Hampshire
Contact:

Re: How Do You Like CRM?

Post by ricmorin »

Yes, mileage based service intervals are sent out.
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com

I find my life is a lot easier when I use Special Orders
User avatar
Rich
4K Ultra Amazing Contributor
4K Ultra Amazing Contributor
Posts: 4041
Joined: Tue Sep 06, 2005 10:16 am
Location: Somewhere in Michigan
Contact:

Re: How Do You Like CRM?

Post by Rich »

Thanks. I want to go CRM if possible as I believe the "support" will be there. Not so sure with DF.
Rich Hays
Work 9-11 or 616-696-0020
Being able to get CAPE off a Skew T chart is important in this hobby.
User avatar
ricmorin
5K Holy Smokes Contributor
5K Holy Smokes Contributor
Posts: 5967
Joined: Mon Jul 25, 2005 10:11 am
Location: New Hampshire
Contact:

Re: How Do You Like CRM?

Post by ricmorin »

The support agent that gets assigned to you acts like part of your team, at least the one I have. Never pushy, but always helpful. It's like having your own dedicated marketing person on staff.
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com

I find my life is a lot easier when I use Special Orders
User avatar
Rich
4K Ultra Amazing Contributor
4K Ultra Amazing Contributor
Posts: 4041
Joined: Tue Sep 06, 2005 10:16 am
Location: Somewhere in Michigan
Contact:

Re: How Do You Like CRM?

Post by Rich »

1. I see you mention appointments. Right now we do not use the Mitchell Scheduling. Is that going to be an issue with CRM??

2. Can anyone tell me if you are using CRM and are "near" me?

We are located in Big Rapids Michigan (North of Grand Rapids about 55 miles). I would LOVE to look at the system, how you are using it, and get a "non-salesman" look at it. I am willing to travel. I was thinking about going to Ric's, but it will take about 18 hours to get there. LOL
Rich Hays
Work 9-11 or 616-696-0020
Being able to get CAPE off a Skew T chart is important in this hobby.
User avatar
ricmorin
5K Holy Smokes Contributor
5K Holy Smokes Contributor
Posts: 5967
Joined: Mon Jul 25, 2005 10:11 am
Location: New Hampshire
Contact:

Re: How Do You Like CRM?

Post by ricmorin »

1. I see you mention appointments. Right now we do not use the Mitchell Scheduling. Is that going to be an issue with CRM??
Yes. You need entries into the schedule for the appointment reminders to work.
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com

I find my life is a lot easier when I use Special Orders
marcdaniels
100 Club: Active Contributor
100 Club: Active Contributor
Posts: 156
Joined: Mon May 21, 2007 8:12 am

Re: How Do You Like CRM?

Post by marcdaniels »

Hello everyone. Just a heads up on the Demandforce. Was just at a shop owners mastermind group and the talk of CRMs came up. There were 4 guys all using demand force. Well they have been informed that demand force who is owned by Intuit and acquired customerlink earlier this year is on the block for sale. Intuit doesn't want them anymore. Just a heads up as to signing on with them may want to give that some thought. Three of the 4 shops service with them was discontinued because of that as well. Frankly I have had demand force, customer link, mechanicnet and while had their good points we have been using Mitchell's for a few years now because it seems to work the best, the review gather has been the best, and the reports are fantasic when I'm holding my weekly meetings with my managers. I have not tried Kukui but what I have seen and heard is they want everything including website and it is very pricy.
User avatar
brianp87
3K Time Lord Contributor
3K Time Lord Contributor
Posts: 3133
Joined: Tue Oct 10, 2006 6:11 am
Location: Arizona
Contact:

Re: How Do You Like CRM?

Post by brianp87 »

We use the crm program. I do not use the scheduler its not very good as it is. I will use the new one when its available. We have used crm for as long as I can remember maybe 10 years or so. I like it for our needs. Im sure I could utilize it better but im so busy as it is I just kinda roll with it. We do have a lot of turnover when it comes to our reps in fact as of lately it seems worse that way(I do not even know who my current one is). I do not have a website through them(may later). If you have any specific questions ill try to answer.
User avatar
ricmorin
5K Holy Smokes Contributor
5K Holy Smokes Contributor
Posts: 5967
Joined: Mon Jul 25, 2005 10:11 am
Location: New Hampshire
Contact:

Re: How Do You Like CRM?

Post by ricmorin »

We do have a lot of turnover when it comes to our reps in fact as of lately it seems worse that way(I do not even know who my current one is).
Just to be clear, the CRM support agent is not the Sales rep. They are two different positions/people.
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com

I find my life is a lot easier when I use Special Orders
User avatar
brianp87
3K Time Lord Contributor
3K Time Lord Contributor
Posts: 3133
Joined: Tue Oct 10, 2006 6:11 am
Location: Arizona
Contact:

Re: How Do You Like CRM?

Post by brianp87 »

Correct ive not seen a sales rep come by for Mitchell in like 15+ years. My crm rep was the same for a long time but the last 1-2 years its been a revolving door.
GUTHTIRE
400 Club: Mega-Star Contributor
400 Club: Mega-Star Contributor
Posts: 467
Joined: Thu Dec 10, 2015 5:19 am
Location: Glenmoore, PA
Contact:

Re: How Do You Like CRM?

Post by GUTHTIRE »

This thread doesn't seem to have been bumped in a while. Does anyone have any further insight into DF vs. Mitchell CRM? In addition, I thought that I heard Mitchell CRM has a customer website per vehicle...is that accurate?
Dan
User avatar
timbre4
System Guru / Moderator
System Guru / Moderator
Posts: 4456
Joined: Tue May 25, 2004 5:47 pm
Location: TN - Volunteer State

Re: How Do You Like CRM?

Post by timbre4 »

GUTHTIRE wrote:This thread doesn't seem to have been bumped in a while. Does anyone have any further insight into DF vs. Mitchell CRM? In addition, I thought that I heard Mitchell CRM has a customer website per vehicle...is that accurate?
Yes - Social CRM shops also have OwnerAutosite.com where each customer has their own page with tabs for each vehicle they bring into that shop. They can even add a new vehicle and marketing starts up for it even before they bring it into the shop for it's first visit. :wink:
Tim McDonnell -
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
GUTHTIRE
400 Club: Mega-Star Contributor
400 Club: Mega-Star Contributor
Posts: 467
Joined: Thu Dec 10, 2015 5:19 am
Location: Glenmoore, PA
Contact:

Re: How Do You Like CRM?

Post by GUTHTIRE »

Is there a dummy or mock up of the OwnerAutosite.com that we can see?
Dan
User avatar
timbre4
System Guru / Moderator
System Guru / Moderator
Posts: 4456
Joined: Tue May 25, 2004 5:47 pm
Location: TN - Volunteer State

Re: How Do You Like CRM?

Post by timbre4 »

GUTHTIRE wrote:Is there a dummy or mock up of the OwnerAutosite.com that we can see?
Here is a demo account that you can use at the link below to look around. :wink:

https://ownerautosite.com/Security/Inde ... eSupport=1

Username: socialcrm@mitchell1.com
Password: mitchell1
Tim McDonnell -
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
Post Reply

Return to “SocialCRM”