Overview
CRM Data is a critical source of Data which the AutoLeadStar CDXP utilizes across various products (including CRM Link, Acquire, Nurture) in order to connect and enhance interactions and customer engagements as well as populate the AutoLeadStar Data Lake.
Currently, we support the following CRMs:
- VinSolutions *(custom and extended time for setup required)
- CRMSuite
- DriveCentric
- DealerSocket
- Elead (also Ford Direct)
- OpLogic *(custom and extended time for setup required)
Learn more about CRM Link and how you can use CRM data across the AutoLeadStar platform.
Keep in mind two very critical points:
- IF your Dealership shares one CRM between more than one Dealer rooftop, custom and extended setup for CRM Link will be required.
- IF we encounter issues or bugs with your CRM (we get it, software isn't always perfect) we are beholden to the ques and SLAs of your CRM provider and therefore extended setup of your CRM Link may be required.
Each CRM is built differently and has a different set up for the reports it can create. Our system identifies the best reports and pulls metrics from those reports accordingly. The table below describes which reports we use inside each CRM we support.
DEALER CUSTOMERS: Please make sure the CRM credentials you share with your Customer Success Manager work, as in, you have tried and successfully logged into your CRM with the credentials. Secondly, please make sure those credentials have access to the relevant reports listed below. Providing updated credentials with the required permissions for the reports below will enable us to set up your CRM Link more quickly and efficiently.
|
CRM |
Appointments |
Leads |
Sales |
Notes |
|
CRMSuite |
Dashboard/ Appt. Scheduled |
Dashboard/ Total New Opportunities |
Deal Details Report |
|
|
DealerSocket |
Activity Summary Report |
List Builder |
Gross Profit Report |
|
|
DriveCentric |
Dashboard/ Appointments |
Dashboard/ Activity Report (Total Opp.) |
Dashboard/ Activity Report (Delivered) |
Make sure we have access to DMS fields. |
|
Elead (also Ford Direct) |
Sales Appointment Log |
access to Advanced Search |
Dealership Sold Details |
We must have the ability to export reports. |
|
VinSolutions |
Appointment List |
User name granted access must have ability to create/ My Reports under Insights |
User name granted access must have ability to create/ My Reports under Insights |
We need the ability to set 2FA to our number. |
| CarRsearch WebXRM | Appointments | Leads | Sales | |
| OpLogic | Custom setup happens on the back end. | |||