• What is CRM
• CRM Expertise

• Training agenda
• Training Costs

CRM for automotive companies

Implementation

Terrasoft CRM enables to automate the customer relations and relationship with vehicle and service suppliers. In the CRM database the customer preferences in color and vehicle parameters, service place, insurance provider, number of own cars and car change frequency can be registered. For the dealers and partners you can store the information about the salon size, services provided, vehicles assortment and competitor brands, sold by the dealer, as well as dealership conditions (payment and delivery terms).

Customer data

In Terrasoft CRM you can track the vehicles stock. The software enables to create base model templates and optional parts for each model that help quickly enter the vehicle information to the system. The vehicle form contains detailed information about the vehicle configuration, engine type, body type, and all price-forming parameters: supplier price, delivery cost, insurance, customs fee, profit, etc. Besides the Products section contains information about the spare parts and services.

The CRM software enables to track the vehicles by their current location in order to control the delivery process. Any moment you can find the vehicle location: at factory, on the road, at customs, at stock. For this purpose the special product groups by location are created. The location change is fixed by special document.

Custom scripts enable to automate the routine operations while creating new vehicles in the system. The vehicle is formed using the base model template and optional parts. The information about the vehicle registration number and engine number enables to identify the vehicle in the system.

Vehicle form

All vehicle information is displayed in the products list. So there is no need in special stock reports. You can view the state of your current stock in a moment. Besides, using the special reports you can analyze the prime cost of every vehicle, print the price-list for the customer, find out the number of sold vehicles during the selected period or by selected sales person.

Vehicle form

Using the Documents section you can track the vehicle location, issue invoices, fix marketing expenses, create special applications for your customers. Basing on the documents information the turnover report and balance report can be formed.

Terrasoft CRM automates preparation and tracking of the marketing events and advertising. Marketing reports enable to evaluate the campaign effectiveness and compare campaigns by profit and expenses.

All the customer relationship processes (sales, service) are automated using the business Processes section.