CRM Tips: How To Manage Duplicate Leads In VinSolutions & Make More Sales

The choice in CRM makes or breaks a dealership – this is an undebatable fact, like helium being lighter than air or how cats will suck the souls out of newborns when threatened – as a quality CRM allows dealers to truly maximize their potential to convert leads into sales.

Indeed, a good CRM is quite a powerful sales tool – when used properly. The best dealers utilize it in any number of ways: to engage with customers, manage relationships, review reports to uncover additional efficiencies. Yes, some will even go to great lengths to review their duplicate leads.

However, the reality is most stores simply aren’t doing that, nor are they taking full advantage of their software to address common problems with poor staff performance and improper lead handling. (Our analysts and coaches see these issues every day in auditing clients’ CRM usage.)

In our short how-to video and the written tips below, our very own Dealer Operations Analyst, Matt Trudell – enjoy your 15 minutes, bud – showcases ways in which your dealership can make the most of VinSolutions’ Lead History software to locate and assess duplicate leads. Mr. Trudell, take it away. (That means click the image below to watch the video.)

CRM-Duplicate-Leads

VinSolutions: Understanding the Lead History Tools

First things first, you’ll want to get acquainted with the VinSolutions platform and its various sections. VinSolutions is a great piece of software, and one of the benefits it gives you is the ability to find and link to a customer’s lead history and pertinent details – from many, many accessible places within the CRM.

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