FI showroom red and grey logo
MenuMENU
SearchSEARCH

Go Mobile and Keep Control

There are many benefits of going mobile with your CRM — explore how dealers can retain control through the process.

by Dan Dillingham
August 16, 2021
Go Mobile and Keep Control

There are many benefits of going mobile with your CRM — explore how dealers can retain control through the process.

IMAGE: Getty Images

4 min to read


Everyone is talking about going mobile. By mobile, I mean using mobile technology to walk customers through a deal whether they are sitting at home or in your showroom. Regardless of where the customer is, going mobile requires process change. Not everyone wants to do that. In fact, around half of the dealers I talk to don’t want to go through that process change.

The main reason dealers tell me why they don’t want to go mobile is because they fear losing control. I believe this fear is unwarranted. There is nothing about mobile technology that cedes control of the process to the customer. Let’s review some benefits of going mobile and how dealers can retain control through the process. 

Ad Loading...

Spend More Time with Customers

For most customers, one of the least favorite parts of buying a vehicle is having to sit and wait while the salesperson runs back and forth to check with the manager during the negotiation process. Playing this game leaves the customer feeling like their time and intelligence is being disrespected.

With a mobile CRM app, the salesperson can stay with the customer through the negotiation process. The first step is a predefined first pencil that is presented to the customer. The customer and salesperson can then change the price of the vehicle, amount of trade, amount of down payment or monthly payments. Once the customer has chosen a payment scenario they like, the salesperson sends that pencil to the manager for approval without ever leaving the customer. 

What part of the worksheet are you using now that gives you more control than doing the worksheet digitally? What part of bringing a piece of paper to the desk gives you more control? Digital worksheets may give customers the perception that they have more input into the process, but ultimately the manager decides how much they’re selling the vehicle for. 

In addition to making the negotiation process more bearable for customers, a mobile CRM app allows salespeople to scan the VIN and take photos of the customer’s trade-in vehicle to send to the used car manager. Imagine if, out on the lot, a prospect wonders if they can afford a vehicle, and the salesperson starts the credit application on the spot. The salesperson can also scan the customer’s driver’s license for a test drive, all while staying with the customer. 

Ad Loading...

Better Lead Management

Often when we talk about mobile, everyone thinks tablets. For salespeople a better choice might be to have a business-only smartphone with the mobile CRM app installed. Let’s face it, a tablet is a bit large and cumbersome to carry around versus a phone that can be stashed in a pocket.

These days there is nothing that can be done on a computer that can’t be done on a phone, including lead follow up. When a salesperson gets a new lead alert they can instantly call, email, or text the lead no matter where they are. Salespeople can also answer inbound sales calls, complete tasks, and set appointments, all in a compliant manner with everything recorded in the CRM.

Most salespeople will embrace the ability to multi-task from anywhere using their smartphones. It’s interesting that the most pushback against mobile technology is from senior sales managers and general managers. Everyone under 30 has used their smartphones more than they have used computers since they were eight years old.

Save Thousands on Forms

Ad Loading...

Filling out credit applications and completing paperwork using a mobile CRM app eliminates the need for forms, saving dealers thousands of dollars every single month. I know of a dealership that switched to a 100% paperless process and has saved over $100,000 annually on forms. In addition, you’re saving trees. Isn’t it nice to do something good for the environment and make money at the same time?

These are just a few benefits of going mobile. Hopefully you’re convinced that going mobile won’t cede control to your customers. To be successful, the dealership principal and/or owner must be fully committed and demand accountability for mobile CRM usage from employees. 

Topics:CRMDigital
Subscribe to Our Newsletter

More Digital

A customer signs documents on a digital e-contracting tablet using a stylus while a dealership employee points to the screen, alongside the Reynolds and Reynolds and Assurant logos.
Digitalby StaffMarch 6, 2026

Automotive Training Academy by Assurant Grow Offering

A new Atlanta location on Reynolds and Reynolds' docuPAD e-contracting system is designed to broaden access for auto professionals.

Read More →
F&IMarch 4, 2026

Creating Your Own Economy

In this video, Reese Dailey explains how effective follow-up drives better results across the dealership, including increased sales, higher F&I penetration, and stronger customer retention.

Read More →
A dealership customer works with an F&I representative at a desk during the vehicle purchase process.
Digitalby StaffJanuary 30, 2026

Assurant Debuts Virtual Solution for Dealers' Staffing Challenges

Company says on-demand access to F&I specialists is shown to boost dealership efficiency and profitability.

Read More →
Ad Loading...
Chris Walsh, president and acting CEO of Reynolds and Reynolds, standing inside an office building wearing a blue suit.
Digitalby StaffJanuary 12, 2026

Reynolds Highlights Intelligence at Every Touchpoint at NADA

The NADA exhibitor will again bring a full slate of innovations and opportunities to the most anticipated event for auto dealership professionals.

Read More →
DigitalDecember 16, 2025

What to Do When Your Vendor Is Hacked

The quickest way to turn a breach into a crisis is to wing it. Follow this seven-step playbook to ensure you meet your obligations.

Read More →
Digitalby Hannah MitchellDecember 3, 2025

Dealer Credit Service Provider Breached

Hack exposed thousands of dealerships’ customer data

Read More →
Ad Loading...
DigitalNovember 18, 2025

Unearthing the Gold in Your Dealership Data

How to take a smarter path to revenue

Read More →
Digitalby Hannah MitchellOctober 29, 2025

Auto Dealers’ Take on AI

Study finds recognition of its usefulness, but franchisers are treading sometimes confusing waters carefully

Read More →
Digitalby Hannah MitchellSeptember 22, 2025

Synthetic ID Fraud Comes With Clues

TransUnion research reveals telltale signs that the information a customer provides could be faked.

Read More →
Ad Loading...
DigitalSeptember 17, 2025

The Looming Threat of Deepfakes

They represent a new era of auto and financial fraud.

Read More →