Moving Off Paper
Ensuring all these integrations and add-ons are optimized to the store's process is critical, which is why Maher is especially grateful for his DealerSocket Customer Success Manager (CSM).
“She’s a Rockstar. She changed our perspective as far as what we can do with DealerSocket,” Maher says, also crediting his CSM for getting the dealership to switch from a paper log to the CRM's Desk Log to track customer interactions. “The Desk Log has become a bible for us. Every day it's up on my desktop. Right now, I can see how many units have been sold today, who's come and gone, what the notes are, and we have accountability for the sales associates to check in the visit, check in the demo, the write up, that it went to F&I, and that it's in. So, we can see everything that occurred, along with upcoming appointments and those that have been confirmed or canceled.”