Auto/Mate Releases Guide for Selecting CRM Systems
Auto/Mate’s recent survey found that integration with a DMS was the most important consideration when it comes to selecting a CRM. The DMS vendor also released a free e-Book.
ALBANY, N.Y. — More than 100 dealers polled by Auto/Mate indicated that integration between a Contact Relationship Management solution and the dealership management system is the most important feature when considering a new CRM. The findings are included in a new e-Book the software company released, “The Auto Dealer’s 10-Step Guide to Selecting the Right CRM for Your Dealership.”
“I am surprised how often we get asked about CRMs since we are a DMS vendor,” said Mike Esposito, president and CEO of Auto/Mate. “This eBook does not recommend any particular features or cover what the latest CRM trends are, but instead gives dealers the tools they need to select the right CRM for them.”
Several industry consultants were interviewed and contributed to the e-Book, including Paul MacDonald of TriMac Automotive Advisory Group, Joe Webb of DealerKnows, Jim Skeans of Jim Skeans Consulting Group and Ray Fenster of RayFenster.com.
All of the consultants agree that many dealers are spending unnecessary money on CRM features they don’t need or use — not because advanced CRM features aren’t useful but because the dealership has not attained the level of usage or buy-in required by users, the company said. The e-Book provides dealers with concrete steps on how to assess their current usage, set measurable objectives for both ROI and employee participation, form a selection team and more.
To download the free eBook, click here.
More F&I
Trust Is Personal
Technology, no matter how efficient, can’t replace what the human F&I manager can do, which is to bridge the divide between cyberspace and the in-store experience.
Read More →
Amplify 2026 Billed as Turning Innovation Into Results
Reynolds and Reynolds says its annual retail summit will connect dealers with practical strategies, peer insight, and technology-driven ideas.
Read More →
Own Your Outcome: F&I in the Digital Customer Journey
Finance has historically been the last step in the car-buying process, but it doesn’t have to be. The customer’s journey starts long before they arrive at the dealership, and so should F&I’s involvement.
Read More →
Tariffs Could Raise Insurance Premiums
As U.S. import tariffs affect repair costs, consumers might find it more affordable to replace a damaged vehicle, according to recent Insurify tariff analysis.
Read More →
Smaller Loans, Longer Terms
The youngest generation of car buyers is more likely to finance less expensive vehicles, more than half of generation Z consumers borrowing less than $25,000.
Read More →
New Lifetime Battery F&I Product Meant to Drive Dealer Traffic
EFG Cos. offering is intended to create lifetime auto dealer engagement with customers.
Read More →
The Psychology Behind Menus That Increase Add-On Sales
There is a science to crafting a menu that gives customers confidence in the choices presented, and moving the process outside the F&I office can further boost results.
Read More →
Why Your F&I PVR Is Misleading You
Here’s a handy checklist of the numbers to track in 2026 instead.
Read More →
Auto Consumer Anxiety Presents Opportunity
A survey of U.S. drivers found the majority are concerned about finances and the economy, but those fears make many ready to buy vehicle-protection products.
Read More →
Humble and Hungry: 12 Rules for an F&I Life
Dustin Gingerich, with a decade in the F&I business under his belt, shares his thoughts on leadership, building trust with customers, and the importance of learning and innovation.
Read More →