5 Tips to Maximize the SocialCRM Experience

5 Tips to Get the Most Out of Your SocialCRM Experience

As we start the New Year, it’s a good time to share some tips to help our SocialCRM clients make the most of their program to continue to retain and attract customers and build business in 2014  — and beyond.

1. Be Engaged

SocialCRM uses the D.I.F.M or “Do It for Me” service model. This means that the majority of the service is automated, including service reminders, thank-you emails and review requests, as well as results reporting sent automatically every month. We do all this for you. But automation doesn’t mean that shop owners don’t need to be involved. You know your business better than anyone and your insights are invaluable when creating a program to drive results. 

We’ve found that our SocialCRM clients get the best outcomes when the shop owner is engaged and spends time with their support agent to customize the promotions, review reports and provide feedback and suggestions about their specific business needs. When you’re engaged in this way, it allows your SocialCRM support agent to make the necessary changes to your service reminders, thank-you emails, etc. to improve consumer response.

2. Be Proactive – Tell your customers about the program!

How many times have you received an email or postcard and didn’t know why you received it or who it was from? Be sure your consumers are aware of the SocialCRM service through word of mouth and by utilizing the marketing materials provided inside your SocialCRM Welcome Kit. Creating awareness should help boost the consumer response and eliminate any confusion as to why they’re receiving an email or postcard from you.

3. Be Correct – Make sure your customer data is accurate

Make sure you have up-to-date customer and vehicle data, all entered accurately in the proper fields in your shop management system. SocialCRM consumer emails and postcards use the data entered in the point of sale system. These communications are only as effective the data entered and good information will help us avoid automatically sending an email to your consumer with errors or inaccurate vehicle information.

4. Be Aware

Review your monthly and weekly reports. The reports provide essential information about how the service is doing and how your business is performing overall. One of our most popular reports is the Key Performance Indicator, which provides visibility into how your business is trending for the month. This gives you the opportunity to work with your support agent and take any needed action before the month closes.

5. Be Available

When you receive a call or email from your SocialCRM support agent, please try to make time to engage and discuss your service with them. If you don’t have time at the moment, just let your agent know — it’s perfectly fine to schedule time later at your convenience.

Here’s hoping that 2014 is off to a great start for you already, and that these simple tips will help bring even more success your way. Click here to find your support agent now.

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About the Author

Marcus Mackell

Marcus Mackell is the Director of Mitchell 1's SocialCRM shop marketing product line. He joined the company in 2003 and has been in the automotive social media & retention business for over 17 years.