5 Factors To Significantly Increase The Success Of Your CRM Campaign

In my fairly short time as a consultant I have seen about 2 dozen CRM campaigns fail because of a variety of factors which I found to be “common sense” not being implied.

Here are some of the most crucial mistakes being made:

1 DON’T start with Step 2!
Step ONE of every successful CRM campaign is determining and documenting the business processes inside your organization. Although you are one of several dealerships in the USA, your business and the things taking place are unique. And this since the first hour! The processes you have developed have to be figured out and have to be brought to paper.
This could include the “free oil change coupon” your customers get for their birthday, the special newsletters they receive if you have sales on vehicles or units they prefer or whatever else is going on.
Thinking about changing something in your work-flow to improve customer satisfaction, etc.? The time is NOW! Because after the CRM is in place the effort to do so will be incomparably higher and more costly. So things you my consider are, whether you also want to include the next generation of customers. See 5. about what I mean.

2. Choosing the right CRM system AND! vendor
Now, that we’ve invested this considerable amount of time into jotting down how our business works and interviewed every staff member about what they do all day long, it’s time to interview even more people. The CRM vendors. Each and everyone will promise you heaven on earth. So you have to evaluate which product suits your business best. Talk to colleagues and which system they have and then place your decision wisely. Why is the vendor more important than the system you’re going to install? Simple: the vendor offers you the support you need if you don’t have the tech-staff in-house to solve immediate problems.

3. Fill the empty shell
Sitting in front of a system with no content is depressing. And has other downsides like the question you’re going to get from your employees:”How does this thing work?”.
Since you have already invested a lot of money into the system the best way to go is to drop the change to have someone import or manually create the existing customers your company has. This will most likely lead to a higher acceptance of the system by your staff and thus to a higher ROI. Trust me, if your staff is motivated they will figure out how the system works.

4. Motivate the team to contribute
Now that we have filled the shell with information about customers we have to convince our team to continuously contribute to the system get them to understand the value of information.

5. What information is valuable – or: See the customer behind the customer
Birthrates are rising again. So a constantly growing amount of households you call your customers has kids. Seriously: do you know when they turn 16 and get their drivers licenses? Why not make the information available with a follow up. Even if it’s not for you it’s for the success of the sales person which follows in your footsteps. And of course mandatory for the success of the whole organization.
Another example would be customer’s birthdays and using this opportunity to generate business. This could very well a coupon for discounted or complementary oil-change or whatever you prefer to give away to loyal customers. Have a customer with a special birthday? Give them a special present.
And why not write down which type of vehicle your customer prefers? Whether it’s a sedan, suburban/truck, sporty limousine. You thus generate tons of opportunities to re-establish post-sales contact opportunities to these people!
Bottom line: the more valuable information you have about your most valuable assets, your customers, AND! the people they know, the more likely it is that you generate business out of it.

Thank you and I hope to see you here again soon

Lars Hilse (download full resume here)
Web Strategist | Speaker | Social Media Expert | Entrepreneur
USA +1 206-203-5212 | UK +44 (0)870 9749050 | Germany +49 (0)1801 5557775788 |
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