Automotive Customer Relationship Management (CRM) Checklist
Unlock automotive sales & service success! This CRM checklist ensures consistent customer engagement, maximizes lead conversion, and boosts retention. Optimize your dealership's CRM processes today!
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Initial Customer Contact & Lead Capture
Ensuring accurate lead tracking and initial engagement processes are followed.
Lead Source Code
Lead Source (e.g., Website, Referral, Walk-in)
Date of First Contact
Time of First Contact
Contact Method (e.g., Phone, Email, Chat)
Summary of Initial Contact Notes
Lead Qualification & Prioritization
Defining criteria and actions for qualifying and prioritizing potential customers.
Estimated Annual Income
Credit Score Range
Vehicle Interests (Select all that apply)
Purchase Timeline
Initial Contact Date
Sales Follow-Up & Engagement
Tracking and executing scheduled follow-up activities for each customer lead.
Initial Contact Date
Contact Method
Scheduled Follow-Up Time
Follow-Up Status
Follow-Up Notes/Summary
Number of Follow-Up Attempts
Last Follow-Up Date
Sales Process Adherence
Verifying compliance with standardized sales procedures and documentation requirements.
Sales Process Stage
Estimated Sale Price
Initial Contact Date
Last Communication Time
Financing Method
Notes on Customer Interaction
Service Appointment Scheduling & Reminders
Automating and tracking service appointments and reminder notifications.
Appointment Date
Appointment Time
Service Type
Estimated Labor Hours
Reminder Method
Reminder Days Before
Reminder Send Time
Customer Satisfaction Surveys & Feedback
Ensuring timely distribution and analysis of customer satisfaction surveys.
Overall Satisfaction (1-10)
How would you rate our sales representative?
How would you rate our service advisor?
What did we do well?
What could we improve?
Which of the following aspects of your experience were important to you?
Date of Interaction
Time of Interaction
CRM Data Entry & Accuracy
Maintaining accurate and complete customer data within the CRM system.
Customer First Name
Customer Last Name
Vehicle Year
Vehicle Mileage
Customer Type (Retail/Wholesale)
Date of First Contact
Notes/Special Requests
Reporting & Analytics Review
Regularly reviewing CRM reports to identify trends and areas for improvement.
Conversion Rate (%)
Average Deal Size ($)
Customer Acquisition Cost ($)
Report Period
Report Generation Date
Key Observations & Insights
Primary Marketing Channel Performance
CRM User Training & Proficiency
Ensuring all users are adequately trained and proficient in using the CRM system.
Training Hours Completed
Training Module 1: Basic CRM Navigation
Training Module 2: Lead Management
Training Module 3: Reporting and Analytics
Last Training Session Date
Feedback on Training Content
Confidence Level (Data Entry)
Data Security & Compliance
Adhering to data privacy regulations and security protocols within the CRM environment.
Last Data Security Audit Date
Compliance Framework Adhered To (e.g., GDPR, CCPA)
Summary of Data Security Policies & Procedures
Number of Users with Admin Access to CRM
Data Encryption Methods Implemented
Data Security Audit Report (if applicable)
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