In this enlightening episode of the Millionaire Car Salesman Podcast, host Sean V. Bradley, joined by Dealer Synergy’s Director of CRM and Technologies, Jonathan Schrieber, delves deep into the intricacies of Customer Relationship Management (CRM) systems in the automotive industry. The discussion highlights the evolving roles within the dealership environment and the crucial importance of CRM systems as a cornerstone for modern automotive businesses. The episode begins with an exploration of Jonathan's extensive background, emphasizing the value of his varied experience from education to high-ranking dealership roles and through to his tenure at LotPop.

"I fell in love with the CRM because you can't hide from it. You either do or you don't." – Jonathan Schrieber

Throughout the episode, Sean and Jonathan stress the significance of effectively leveraging CRM systems to ensure dealership success and growth. They explore common shortcomings and strategies for enhancing CRM processes, from setup and employee training to AI integration with tools like Podium AI. 

"Information without application is just information. Information with application equals transformation." – Sean V. Bradley

Key insights include the necessity of customizing CRM processes to align with dealership specifics, promoting accountabilities such as making CRM usage a condition of employment, and the underutilized potential of CRM in reducing dealership dependency on expensive third-party lead providers. During the conversation, the seamless integration of AI with CRM systems is identified as a vital step towards optimizing customer engagement and dealership efficiency.

"The hardest part about this job is just getting customer engagement." – Jonathan Schrieber

 

Key Takeaways:

✅ The seamless integration of CRM systems with AI holds significant potential to enhance dealership efficiency, especially beyond regular business hours.

✅ Customized CRM processes are vitally important for the unique needs of each dealership, particularly in managing the lifecycle of leads from various sources.

✅ Proficient use of CRM can dramatically reduce unnecessary expenditure on third-party lead services by maximizing existing databases.

✅ Consistent training and management accountability are essential to encourage proper CRM use by employees, enhancing dealership profitability.

✅ Innovative applications of AI within CRM not only streamline dealership operations but also improve customer engagement and management decision-making processes.

About Jonathan Schrieber

Jonathan Schrieber is a seasoned automotive professional with over 20 years of diverse experience in the industry. Jonathan is a graduate of the NADA University and has held various pivotal roles, including Internet Director and GSM. His career spans several key areas, including sales, service, parts, and management in dealerships, which provided him a holistic understanding of automotive operations! Jonathan currently serves as the Director of CRM and Technologies at Dealer Synergy, where he leads initiatives to maximize dealership efficiency and customer relationship management globally. His expertise has been honed further through a significant tenure at LotPop, where he analyzed and enhanced dealership processes across the country.

 

Mastering the Art of CRM Integration: Strategies for Automotive Dealership Success

 

Key Takeaways:

• Outsourcing and AI integration are pivotal for thriving CRM strategies.

• Comprehensive CRM training is essential for maximizing dealership potential.

• CRM is not just a tool but a culture that needs top-down commitment and execution.

 

Innovative CRM Strategies for Automotive Dealerships

The landscape of the automotive industry is rapidly evolving, with customer relationship management (CRM) as a linchpin for success. As dealerships strive to sell more cars, customer engagement remains the hardest part of the job. The introduction of AI and dedicated call centers has revolutionized how dealerships manage leads and customer interactions. Sean V. Bradley, president of Dealer Synergy, underscores the importance of CRM by stating, "One of the biggest challenges that I keep hearing from dealers across the United States is, man, I don't have enough people."

Outsourcing is a game-changer in this context. By expanding their operations across three countries, including Belize and the Philippines, Dealer Synergy leverages skilled agents ensuring no customer is left unattended. This operational efficiency not only addresses the perennial complaint of insufficient staffing but also enhances customer engagement through continuous, round-the-clock service. Such strategies allow dealers to focus more on profitable engagements, rather than scrambling to maintain their current workloads.

The advent of AI, especially solutions like Podium's AI BDC, amplifies this strategy. Podium's Jerry provides 24/7 lead conversion powerhouses, engaging customers even after hours. "Meet Jerry Podium's new AI BDC. Jerry is a lead conversion powerhouse designed to respond instantly to every incoming lead," offers a practical glimpse into leveraging technology for superior customer management without direct human intervention. Such integrations streamline processes, ensuring a smooth handover to human staff without disrupting customer interaction.

 

The Importance of Robust CRM Training and Processes

While sophisticated tools and AI are invaluable, the human factor remains central to CRM success. Dealerships often overlook thorough training for their teams, leading to suboptimal use of available technology. Jonathan Schrieber, an automotive veteran and Director of CRM and Technologies at Dealer Synergy Global, emphasizes the need for a sound training structure. "I think the hardest part about this job is just getting customer engagement," he echoes, highlighting how a well-trained staff is instrumental in overcoming this challenge.

Schrieber's personal journey from the floor of a dealership to overseeing CRM at an executive level underscores the value of comprehensive training and experienced leadership. His background in every facet of the dealership—from driving a parts truck to handling finance—shows how familiarity with all processes enriches CRM strategy and execution. His insight into the importance of analytics ensures that dealership's sales, service, and parts departments align seamlessly, fostering an environment where CRM is not just a database, but a dynamic tool driving meaningful customer interactions.

Training should not simply involve checking off a list. Instead, it requires ongoing commitment from all levels of management. "It's not what you preach, it's what you tolerate," a quote from Extreme Ownership as referenced by Schrieber, encapsulates the idea that CRM proficiency must be embedded in the dealership's culture. Overcoming CRM hesitance requires robust leadership that practices what it preaches, making CRM compliance and training a non-negotiable part of dealership operations.

 

Elevating CRM from Tool to Cultural Cornerstone

The successful execution of CRM strategies stretches beyond technology and tools; it requires a paradigm shift in how dealerships perceive CRM. Sean V. Bradley advocates for viewing CRM as fundamental to dealership operations, not just an optional tool. "Information without application is just information. Information with application equals transformation," he states, urging dealerships to transform data into actionable insights.

Transitioning CRM from a supportive tool to an operational cornerstone involves aligning AI, human resources, and backend processes. The trifecta approach—human resources, CRM automation, and AI—ensures all dealership functions operate synergistically. When set up correctly, these elements prevent duplicate efforts and ensure smooth customer interactions.

Achieving this integration requires a commitment to cleanliness and optimization of existing CRM processes. As Schrieber advises, "The first step…is just clean up and optimize what you do have first." By eliminating redundancies and enhancing process flows, dealerships can fully leverage AI capabilities, ensuring customer interaction fidelity and real-time engagement.

Crafting a future-proof CRM strategy in the automotive industry necessitates a blend of advanced technology, diligent training, and a cultural shift in CRM perception. As experts like Schrieber and Bradley illustrate, converting CRM from a task-driven utility to an integral cultural component is crucial. This ensures not only enhanced customer experiences but also maximizes profitability in an increasingly competitive market. Through embracing technology, fostering comprehensive training, and committing to a culture of accountability, dealerships can thrive in the complex ecosystem of modern automotive sales.

 

 

Resources:

Podium: Discover how Podium's innovative AI technology can unlock unparalleled efficiency and drive your dealership’s sales to new heights. Visit www.podium.com/mcs to learn more!

 

NCC: Credit-Driven Retailing - NCC delivers industry-best credit-driven retailing for auto dealerships, combining a powerful credit and compliance engine and fully integrated CRM/Desking platform for maximum profitability.

 

Complete CRM: Complete CRM is a streamlined, all-in-one system that simplifies your dealership software and processes so you can manage every aspect of your operation with ease; from tracking and following up on leads, desking deals, managing inventory, marketing to your customers, and more.

 

Dealer Synergy & Bradley On Demand: The automotive industry’s #1 training, tracking, testing, and certification platform and consulting & accountability firm.

 

The Millionaire Car Salesman Facebook Group: Join the #1 Mastermind Group in the Automotive Industry! With over 28,000 members, gain access to successful automotive mentors & managers, the best industry practices, & collaborate with automotive professionals from around the WORLD! Join The Millionaire Car Salesman Facebook Group today!

 

Win the Game of Googleopoly: Unlocking the secret strategy of search engines.

 

 

The Millionaire Car Salesman Podcast is Proudly Sponsored By: Podium: Elevating Dealership Excellence with Intelligent Customer Engagement Solutions. Unlock unparalleled efficiency and drive sales with Podium's innovative AI technology, featured proudly on the Millionaire Car Salesman Podcast. Visit www.podium.com/mcs to learn more!

 

NCC: Powered by proprietary solutions such as Intelligent Credit Engine™ and LenderSelect™, NCC transforms the car-buying experience for dealers and their customers. From compliance and lender selection to CRM and desking, to marketing and data mining—NCC integrates them all in a single, seamless platform to deliver better customer experiences, maximum efficiency and maximum profit.

 

Complete CRM: As an innovative leader in the industry for the last 30 years, Complete CRM is designed to give your dealership the competitive edge in a demanding marketplace. Powered by Complete Credit™ and award-winning desking, Complete CRM™ is the industry’s only credit and compliance-enabled CRM that lets dealers achieve maximum profitability on every deal. Built on modern technology, Complete CRM seamlessly integrates credit, compliance, inventory, data mining, lead generation, enterprise functionality, and customized reporting in one tool with a single login.

 

Dealer Synergy: The #1 Automotive Sales Training, Consulting, and Accountability Firm in the industry! With over two decades of experience in building Internet Departments and BDCs, we have developed the most effective automotive Internet Sales, BDC, and CRM solutions. Our expertise in creating phone scripts, rebuttals, CRM action plans, strategies, and templates ensures that your dealership's tools and personnel reach their full potential.

 

Bradley On Demand: The automotive sales industry’s top Interactive Training, Tracking, Testing, and Certification Platform. Featuring LIVE Classes and over 9,000 training modules, our platform equips your dealership with everything needed to sell more cars, more often, and more profitably!