New "Universal" CRM Coming!

Introducting Up-Sell CRM!

I have been selling Car Sales Assistant for over 10 years now with great success. I get a lot of questions, though, asking if I have a version for other fields such as real estate, boats, motor cycles, insurance, etc. I always put it on the back burner to write versions for all those other fields (and more) but it takes a lot of time to write custom CRM programs!

Well, I had a brain storm to write a "Universal" CRM that can be customized for ANY field out there. Heck--if you are a church pastor and want to keep track of your members, it can even be customized to this! They sky is the limit.

I think I am gonna call it "Up-Sell CRM" and it is finished. All I have to do is write the manual and put up the web site.

With this program, you (or I) can edit just about everything--views, quick links, fields that you use, what money totals do you show, colors, etc. Just about everything is customizable.

I get people who ask me, "Can you add a field for Social Security # to CSA?" Well, if you want a field for that, you can add it.

I am going to make it so people can upload their created-templates to my website for others to use and download ones that others have made. Perhaps someone has a better car sales CRM template than CSA? It is possible. By the way, the first template I will make will be a car sales one that works just like CSA to show the power of it.

Here are a few screen shots of where you can edit the fields.

The above picture shows where you can edit the personal items that you want to keep track of in your CRM.

This picture shows the "Sold" items to have in your CRM. You can also have a seperate template for unsold "Prospects"

More pictures and info coming soon so keep checking back!

Service Customers

I have a new routine. Every day, I get handed a stack of everyone who has used our service department on the previous day. Here is what I do with them...

• I call them and if they answer, I thank them for stopping by our service department.
• I then ask if everything was handled to their satisfaction.
• Most of the time, the customers are very satisfied and tell-me-so with joy in their manner of speaking.
• I can see from the service sheets where the people have bought from before and probably 80% of the people did not buy at our dealership. In that case, I'll tell them, "I'm going to send you a business card. Please call me personally if you ever need anything."
• Usually they are very appreciative because of their good service experience (we have an excellent service department.)
• I then put them into my new program, FollowUpCrm.com (not up yet for the public but will be soon...) and I print a "Thanks for stopping by our service department" letter. FollowUpCRM keeps track of the fact that I sent them a letter and I have it set up to contact these people every 90 days.
• In the letter, I thank them again and let them know that I am a salesperson at the dealership and to contact me if they, or anyone in their family need anything.

I have been doing this for about 2 weeks and here are a couple of thing I have noticed...

1. Once again, I work for a dealership that has an excellent service department. It actually makes me happy to hear that from our customers because...
2. When I'm trying to sell a car, I can bring up the fact that I contact the service customers and 99.9% of them love their experience.
3. Once in a while, I get a buyer on the phone. I talked to a guy originally from Canada the other day (across the river from my home town of Wyandotte, Michigan) and he told me, "The vehicle you are calling about--it was a lease and I just turned it in. I'll stop by in a few days because I need another vehicle."

Now, if you know sales statistics, I have a huge chance of selling that guy when he comes in--probably 50% - 75%.

"What about missing an up when you are on the phone?" you may ask...

Well, I have a nice office on the corner of the dealership and have a nice bay window (no more cubicles for me) where I can watch the used car lot ($$$) and we only have two salespeople so I catch a good portion of the customers anyways. Also, it keeps me busy and sharpens up my skills because I am constantly talking to people.

The owners love it (no managers at this dealership--yay!), the customers love it, I love it and the other salesperson at the dealership laughs at me. LOL

Keep checking back to this blog. I know I haven't written much lately but I have had some huge changes in my life (moving across the country), I sell cars a lot (55-60 hours a week) and program a lot (20-30 hours a week.) I plan on opening FollowUpCrm.com to the public soon--I'm not kidding--you are gonna love it.

Marv

p.s. I'm going to have cool email alerts--FollowUpCrm will contact you via email to remind you about appointments, etc. It's gonna freaking rock!

Online CRM Coming!!!

Well, things are going pretty well for me in Tennessee. I just perhaps just finished my best November in my life--all during deer-hunting season which in Michigan, was usually the kiss of death.

I'm working on an online CRM for car salespeople (and later real estate agents, boat salespeople, RV, motorcycle sales, etc.) that is going along very well. I'm going to charge a small monthly fee for use instead of a one-time fee like CSA7 but it will have some cool features like...

• A simple design that makes it quick and easy to do follow up.
• An enhanced automated follow up system that will allow you to differentiate between new and used customers as well and purchase types (cash, finance, lease). It rocks!
• The ability to use from ANY computer with a web browser. You will not need to install the program and updates happen on my server-end so when I add a new feature or fix a bug, it will be there instantly.
• You can use this program over a cell phone--I have tested it on my IPhone and it works well and fast. Another cool feature is that the IPhone automatically takes phone numbers and makes it so you can click to dial. This helped me the other day when I wanted to call a customer--I looked them up, clicked their # and called them. Cool feature that I didn't expect!
• When you print letters, the program creates a PDF file that you can save to print later, move to another computer to print or print on the spot.
• Speaking of printing letters, the program puts the name of the letter into a follow-up history so you can keep track of who you have called and how long it has been since you have called them.
• Speaking of how long between calling people, you can set the number of days to call your people. For example, I have it set to call my sold customers every 45 days, unsold prospects every 3 days, internet leads every 2 days, people on a mailing list every 90 days, etc. When you contact a person (whether call, email or send a letter) it will reset the date so it will not notify you again until the number of days have elapsed.

Quite frankly, I think this program is the future of my business. I'll still make computer versions that you purchase and install to a single computer but I think this will be easier to use as well as more versatile for my customers because of the instant updating, ability to use anywhere, etc.

I'll be giving away free trial copies soon so you all can check it out.

Marv

p.s. A dealership version will also come out that will rock and roll!