Business Development Center

Dealership Modeling Form

The modeling form is designed to give us all the information we need to go live.

Question Title

* 1. Contact Information

Your Name

Dealership

Address

Address 2

City/Town

State/Province

ZIP/Postal Code

Country

Email Address

Phone Number

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* 2. Main Contact

Name

Title

Cell Phone

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* 3. IT/CRM Contact

Name

Title

Cell Phone

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* 4. Billing Contact

Name

Title

Address

Address 2

City

State

Zip Code

Phone

Question Title

* 5. We will pay by

Check

ACH

Credit Card

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* 6. Dealer/GM

Name

Title

Cell Phone

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* 7. GSM

Name

Title

Cell Phone

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* 8. Service Manager

Name

Title

Cell Phone

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* 9. New Car Manager

Name

Title

Cell Phone

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* 10. New Car Manager

Name

Title

Cell Phone

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* 11. Pre-Owned Manager

Name

Title

Cell Phone

Question Title

* 12. Pre-Owned Manager

Name

Title

Cell Phone

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* 13. BDC Manager

Name

Title

Cell Phone

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* 14. Please describe your location, landmarks and how you tell customers to find you. Please include other/satellite locations.

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* 15. Please describe your dealership's Value Proposition "Why Buys".

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* 16. Describe your appointment reception process. Check all that apply.

Greeted by a manager?

Vehicle ready for a test drive?

Know your approval status prior to test driving?

Trade evaluation while customer test drives?

Describe reception process in your own words.

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* 17. CRM

CRM Name

CRM Login Page

CRM User Name with Admin access

CRM Password

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* 18. Service Scheduling

Service Scheduler

Scheduler Login Page

Scheduler User Name with Admin access

Scheduler Password

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* 19. Campaigns (check all that apply)

Internet leads (includes showroom visit outcome calls)

Inbound sales calls

Outbound sales (upgrade, portal engagement, manifests)

Inbound service scheduling

Outbound service reminders, declined service, etc.

Custom campaign description