Tag Archives: Penciling

5 Ways to Create Happy Automotive Customers

In an age when you understand that your customer can price shop you in the five minutes you walked away to talk to the desk manager, simply by pulling out their mobile phone, how do you set your store and yourself apart? When price and availability of the vehicles on your lot can be so easily matched or beaten how will you set up not only repeat purchases but referrals from future prospects?

CRMSuite can Help:

  1. Excellent Customer Support –

    You already have the sincere enthusiasm, firm handshake and winning smile locked up. Use CRMSuite to help you respond to Leads, Follow up with Prospects and Make contact with each sold customer long after the vehicle has been driven off the lot.

  2. Transparency & Responsibility –

    You already own your sold customers and make sure that your store is with them from the initial receipt of the lead, through the sale and service, and back to their next vehicle. AutoPencil allows for total transparency during the desking process. Give your customer all of the numbers up front and in a clearly formatted, beautiful template which automatically calculates the payments etc. during the negotiating process. Never leave your customers side to go to the desk, and have your customer sign the deal right from the driver’s seat of the vehicle they love.

  3. Incentives & Rewards –

    OEM Incentives are great, but you want to give your customers a little something extra. Offer rewards for referral leads and use CRMSuite to track the lead sources and note customer rewards.

  4. Engage & Personalize –

    CRMSuite is thee most Social CRM on the Market. Using proprietary algorithms and public information we match customer profiles with your customer records within CRMSuite. View your customer latest activities and recent profile photo right on their record. Link back to customer profiles so you can be prepared to greet them with your common interests and useful information to build value once you’ve set that all important appointment.

  5. Measure & Analyze Satisfaction –

    Make goals for your team and implement ways to measure your customers satisfaction with them. Use the wide variety of reporting and MyDay modules to see all your numbers at a glance, updated in real time and drill down for detail right from your dashboard.

Happy Customer Infographic

Four square got you down?

Four square got you down? It should. Still penciling customers with a fun colored Sharpie and writing “You Win!” with a smiley face? You shouldn’t be…

Why work the Four Square when you can present your customers with a slick and professional AutoPencil worksheet? With an AutoPencil worksheet, you can give the customers various options to choose from all on one screen. You can even do this from a tablet as you’re sitting comfortably with them inside the vehicle as opposed to dragging them into the lion’s den of the showroom. Don’t give them a number and work down, why not present numerous payment scenarios with down payment options, term options and APR’s? Don’t negotiate with YOUR money, negotiate with THEIRS. They’ll respect your transparency and ability to adjust to their needs and financial means.


Each Pencil includes everything your customers could possibly need to know all in one place. This includes their monthly payments and down payment options, interest rates and fees and taxes. We also throw in Rates, Money Factors, Residuals and Incentives. Every number relating to the deal in a clear, professional and easy to read format for both the Sales Rep and the customer.


If you went to a bank for a loan would you trust them, or take them even remotely seriously, if they presented the terms of your loan with hand written figures and smiley faces? What if they were doing so while running back and forth to their superiors for the “go ahead” on the terms of your loan? AutoPencil makes the negotiating process seamless. You never leave your customers side, giving them time to create doubts and come up with objections. You’re penciling the deal in a matter of minutes, not hours of hurry up and wait, while other Reps compete for your attention trying to accomplish the same.

From a legal standpoint, your dealership is charged with the task of saving each step of every pencil in your customer’s file. With all of the paperwork your salespeople handle, prior to the deal going to the Finance Department, how much do they lose or have to redo? Remember, we are talking about the very same salespeople who find keys in their desks months after you pay to replace them. How many half filled out credit apps do you find in desks once someone leaves? That said, how many steps of your pencil process get thrown away or misplaced? AutoPencil not only allows you to present numbers to your customers in a professional, efficient and trustworthy way, it also eliminates any human error in those pesky compliance rules.

Let’s all agree on something, shall we? Sharpies should be reserved for labeling moving boxes and emojies saved for text messages. No more telling the customer they’ve won, let’s make them feel like they have with AutoPencil. And ok, you can still draw a smiley face on the screen with your finger if you REALLY have to once you both reach an agreement.