Good News! With CRM built into LightspeedEVO, you can:

With the new CRM features in LightspeedEVO, you can manage your customer relationships profitably through three stages of the customer lifecycle.

Customer Acquisition:Lead management is a vital part of the sales process. Now salespeople can quickly track and update dealership leads right in the EVO workflow.

Customer Retention: After a customer buys a vehicle, the next phase of the relationship is supporting them with a great parts and service — and sometimes, storage — experience. Follow up with customers. Parts, Service and Rental employees can easily text and email, set appointments and take notes on inbound and outbound customer calls.

Customer Development: With LightspeedEVO’s digital marketing capability, you can bring in a steadier stream of customers, and turn customers into repeat customers. Now you can send campaigns on new items, promotions, events and more to bring customers in to buy new vehicles, or trade in old ones.

• Create customer contact notes and follow ups in a Service RO

• Create notes and follow-up reminders for the Parts department.

• See contact notes and customer follow-ups right in the Sales deal

• Get notified about new incoming leads onscreen or through email—so you can follow up on them quicker

AcquisitionCustomer Retention

(sale takes place)

Customer Development>>

CDK LIGHTSPEED EVO CRM KEEP BETTER TRACK OF YOUR CUSTOMER RELATIONSHIPSCDK Lightspeed®EVO CRM has built customer relationship tracking right into your DMS workflow.

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Features and Benefits Why You’ll Love It • Build a Boat - Building a boat with a customer can be tough. Manufacturer options, boat specs, dealer options, not to mention price and getting the margins right. With CRM, building a boat is easy and fast, allowing your customers to savor the experience of ordering their new boat.

• Customer email and text visibility - Reduce confusion between departments and keep messaging consistent. Help managers keep employees accountable.

• Customer follow-up tracking – Helps ensure a positive customer experience in all departments.

• �Matched�product�notifications - When a new unit comes into inventory, salespeople are notified if it matches an item a customer is looking for.

• Sales Peer Visibility – Allows salespeople to see each other’s performance to foster competition. Helps Sales Managers manage staff accountability.

• Trade Guides – Save time by checking trade values right in the EVO workflow.

• Desktop – The desktop creates accountability, allowing managers and employees to see the same metrics and track progress together.

• Retains the buying history and becomes a single resource for customer info

• Keep all departments on the same page with visibility to customer communication

• Automated emails and texts help slow drip leads to gain more sales

• Allows for management of EVERY level

• When staff turnover happens, customer turnover doesn’t

• Ability to send mass email campaigns based on target markets

• Built within the workflow of the DMS to streamline your processes

• Real-time activity/conversation logging

• Lead distribution is easy and trackable

• Customers are never dropped — there should be touchpoints all along all processes

• Management can keep track of all customer interactions at all times

© 2018 CDK Global, LLC / CDK Global and Lightspeed are registered trademarks of CDK Global, LLC. 18-8622

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Keep better track of your customers, serve them more effectively, and sell more.Call 800.521.0309 or email lightspeed.sales@cdk.com