1. (Utilize My Day feature on Dealer CRM)

2. My Day
 Is your home page when logging in to Dealer CRM
 Is your to-do list containing all activities and tasks

3. My Day
 Stellar customer service will be provided to each
potential buyer by using the following Dealer CRM
customer contact tools:
 Action Plans
 Templates
 Phone Scripts

4. My Day – Scheduled Activities
 All your scheduled Activities/Tasks appear on the My
Day page
 To open/complete any of these, simply click on the
customer name in BOLD
 Completed activities will automatically be removed
from your My Day page
 Incomplete activities will automatically roll over to the
next day until completed

5. Action Plan
 Shows all future scheduled Actions per customer
 Manages all customer contact

6. Templates
 Templates are provided
to ensure consistent,
professional messaging
 Email types:
 Inquiry
 Presale/Interest
 After sale/thank you
 Service updates

7. Phone Scripts
 Phone Scripts are provided to
ensure consistent messaging
and industry best practices
 Phone Script types:
 Inquiry
 Presale/Interest
 After sale/thank you
 Service updates

8. Customer Contact Instructions
 Click on the link below to view a demonstration of
customer contact
 Within one hour of completion, you will be able to
document contact efforts and results
 http://www.youtube.com/watch?v=sqH7q4qLeUA