CRM Audit
Know Exactly Where Your CRM Stands
Your CRM is either working for your team or working against them. The audit tells you which.
A BCP Performance Coach provides a deep-dive CRM review with real access and real findings. You get a written report with specific gaps identified and a prioritized list of what to fix first.
The audit stands alone as a one-time diagnostic, or it kicks off a Tune-Up or Virtual Performance Coaching engagement. Either way, it's the starting point. If you move forward with a Tune-Up within 90 days, the amount is credited toward that investment.
Key Differentiators
- A trained Performance Coach conducts the review to provide human insights beyond what an algorithm or generic template can offer
- Covers processes, templates, workflows, and system settings
- Delivers a clear findings baseline with a prioritized action plan that focuses on executable steps
- Stands alone as a one-time diagnostic or feeds directly into a Tune-Up or VPC engagement
- Cost credited toward a CRM Tune-Up if completed within 90 days
Why Dealers Choose the CRM Audit
You get straight answers. No vague feedback. The report identifies specific gaps and tells you what to address first.
Uncover hidden friction. Broken or unclear processes can steer good intentions into the gutter. Surface the root cause of poor utilization to truly unlock your tool’s potential.
Unclutter the library. Over years of use, template libraries can become cluttered with disused and mismatched templates. BCP’s audit can identify what to keep and what to purge.
CRM Compatibility
The CRM Audit works across all major dealer CRM platforms, including eLead, VinSolutions, DealerSocket, Tekion, DriveCentric, and more.
Better Car People Integrates With:
Better Car People has over 40 CRM partners and over 80 technical partners including:
- Amazon Web Services
- Affinitiv
- kore.ai
- Open AI
- Auto/Mate
- Oplogic
- Fortellis
- DealerPeak
- Podium
- CDKGlobal
- DriveCentric
- Auto Alert
- MyKaarma
- dealerlogix
- VinSolutions
- Reynolds & Reynolds
- DealerSocket
- FordDIrect
- elead
- Tekion
- xtime
Pricing
CRM Audit
Additional Resources from Better Car People
Dealer Reviews for CRM Audit
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