SocialCRM markets with data from Manager SE

CRM Questions

CRM Questions

Postby brianp87 » Thu Jan 15, 2015 7:52 am

Ive been seeing a lot or email and postcards being sent out that should not have been. Like say a vehicle was in in November at 140,496 miles then in January they send a reminder for 141k service? Its kinda of embarrassing really. Ive noticed a lot of these lately. I looked at mileage changes etc but the ones that get me are the ones that were within a thousand miles and only 2-3 months. 6 months is understandable at least in my opinion.
User avatar
brianp87
2.5K Uber Ninja Contributor
2.5K Uber Ninja Contributor
 
Posts: 2945
Joined: Tue Oct 10, 2006 6:11 am
Location: Arizona

Re: Crm

Postby brianp87 » Thu Jan 15, 2015 7:54 am

I have sent info using the feedback button. Id call my crm rep but my old one is no longer around and honestly I do not have confidence in my new one as she has said she would call me about other things at certain times and not called when she said she would. Im a man of my word if I say I will do something I do it and not a day later but when I sad I would.
User avatar
brianp87
2.5K Uber Ninja Contributor
2.5K Uber Ninja Contributor
 
Posts: 2945
Joined: Tue Oct 10, 2006 6:11 am
Location: Arizona

Re: Crm

Postby timbre4 » Thu Jan 15, 2015 10:36 am

Apologies Brian, we will be in touch.
Tim McDonnell -
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
User avatar
timbre4
System Guru / Moderator
System Guru / Moderator
 
Posts: 4535
Joined: Tue May 25, 2004 5:47 pm
Location: TN - Volunteer State

Re: Crm

Postby brianp87 » Thu Jan 15, 2015 11:08 am

Its all good Tim stuff happens.
User avatar
brianp87
2.5K Uber Ninja Contributor
2.5K Uber Ninja Contributor
 
Posts: 2945
Joined: Tue Oct 10, 2006 6:11 am
Location: Arizona

Re: CRM Questions

Postby timbre4 » Thu Jan 15, 2015 1:33 pm

Brian, the agent called for you at your shop and Kathy let them know you would be out for a few hours; left number for a call back. Also sent you an email that stated they saw you had some questions and we were reaching out to you.
Tim McDonnell -
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
User avatar
timbre4
System Guru / Moderator
System Guru / Moderator
 
Posts: 4535
Joined: Tue May 25, 2004 5:47 pm
Location: TN - Volunteer State

Re: CRM Questions

Postby brianp87 » Thu Jan 15, 2015 1:39 pm

Ive been out but did just email back. I am in and out a lot. That's why it was frustrating when she gave me a time frame to call back last time I set aside the time then she never called.
User avatar
brianp87
2.5K Uber Ninja Contributor
2.5K Uber Ninja Contributor
 
Posts: 2945
Joined: Tue Oct 10, 2006 6:11 am
Location: Arizona

Re: CRM Questions

Postby timbre4 » Thu Jan 15, 2015 2:31 pm

Understood, keep me posted that you are getting squared away.
Tim McDonnell -
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
User avatar
timbre4
System Guru / Moderator
System Guru / Moderator
 
Posts: 4535
Joined: Tue May 25, 2004 5:47 pm
Location: TN - Volunteer State

Re: CRM Questions

Postby brianp87 » Thu Jan 15, 2015 2:35 pm

Will do she is going to call me after 2 pm tomorrow. I was also wondering about the crm sure critic reviews. I was wondering why they would call the same person so soon after they have already given a review. Id think once one customer has given one they would be exempt or at least for a given period of time like a year? I had one guy get called like twice or three times in a few months.
User avatar
brianp87
2.5K Uber Ninja Contributor
2.5K Uber Ninja Contributor
 
Posts: 2945
Joined: Tue Oct 10, 2006 6:11 am
Location: Arizona

Re: CRM Questions

Postby timbre4 » Thu Jan 15, 2015 3:45 pm

It was my understanding that an effort is made during those select calls to collect the customer's email address; then they wouldn't need to be called again.
Tim McDonnell -
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
User avatar
timbre4
System Guru / Moderator
System Guru / Moderator
 
Posts: 4535
Joined: Tue May 25, 2004 5:47 pm
Location: TN - Volunteer State

Re: CRM Questions

Postby brianp87 » Thu Jan 15, 2015 4:20 pm

The customer in question has an email on file and was contacted 5 times for reviews in 2014.
User avatar
brianp87
2.5K Uber Ninja Contributor
2.5K Uber Ninja Contributor
 
Posts: 2945
Joined: Tue Oct 10, 2006 6:11 am
Location: Arizona

Re: CRM Questions

Postby brianp87 » Fri Jan 16, 2015 3:41 pm

Update on this. I guess there system is operating like its intended. Hmmm
User avatar
brianp87
2.5K Uber Ninja Contributor
2.5K Uber Ninja Contributor
 
Posts: 2945
Joined: Tue Oct 10, 2006 6:11 am
Location: Arizona

Re: CRM Questions

Postby kkperformance » Tue Feb 24, 2015 10:32 am

We dropped it for reasons such as this. Even had experiences where a customer, which I already had scheduled, would get an update reminder for repair work needed, and included the wording I used in my schedule. Meaning the "notes" section on my schedule and the email reminder were worded the same :roll:
kkperformance
Member
 
Posts: 20
Joined: Mon Jan 19, 2015 7:55 am

Re: CRM Questions

Postby To Infiniti and Beyond » Tue Feb 24, 2015 12:24 pm

The Shop Notes are only on the email the shop receives - specifically the Appointment Confirmation and Appointment Rescheduled request emails.
The attachment Appoint reschedule or confirm email to shop owner.png is no longer available


The Shop Notes are not on email to Consumer.
Attachments
Appointment Reminder - Consumer.png
Appointment Reminder to Consumer
 
Brian Warfield
Sr. Product Manager
Mitchell1
www.mitchell1.com
To Infiniti and Beyond
Member
 
Posts: 15
Joined: Tue Feb 08, 2005 12:19 pm
Location: San Diego

Return to SocialCRM

Who is online

Users browsing this forum: No registered users and 1 guest