Automotive Service CRM
Powered by Epicor
Save Time & Boost Your ARO with Service CRM
Service CRM (Powered by Epicor) is designed for people just like you: highly successful, hard-working managers with a lot on their plate.
You’re planning and overseeing marketing campaigns, building client relationships, and managing customer service efforts — all while running your shop.
Grow faster, worry less
Help grow your business every day with an impressive range of exceptionally easy-to-use tools
- Promotions: Segment customers by amount spent, vehicle, last service date, and more.
- Service Reminders: Send postcards and/or emails and track responses through the OBD4 Business Dashboard.
- Online Appointments: Consumers love the convenience of 24/7 online appointment setting.
- Appointment Reminders: Send mCal appointment reminders as text messages. Automated reminders can also be sent as text messages the morning of the confirmed appointment.
- Reputation Management: Help customers create and post positive online reviews; manage your online presence using OBD4 Business Dashboard tools.
- Lost-customer Recovery: Re-engage customers you haven't seen in recent months or years; find out how to re-activate these relationships.
- Custom Marketing Campaigns: Select from an extensive portfolio of modern, attractive layouts and related materials that can be customized with your brand.
- OBD4 Business Dashboard: Track KPIs including customer response by email vs. postcard, new customers by type of outbound communication, customer retention rate, repair ticket rankings, and more.
What Are the Benefits of a CRM Solution?
- Offer more services to existing customers
- Increase your ARO
- Drive new capabilities for the customer experience with text messages
- Easily build, manage, and complete marketing campaigns including digital, print, and closed-loop efforts.
- Attract new customers through online reviews and social media
- Bring in the type of work you want
- Build trust & credibility
A CRM tool is a game changer when it comes to running marketing campaigns, improving customer experiences, and even improving your budget forecasting. Our CRM services can help in the following areas:
Transform Your Marketing Campaigns
Our CRM system stores all your customer data in one central location allowing your team to easily access the data. The OBD4 Dashboard fully integrates with popular shop management systems enabling users to "pull the codes" to faster growth by tracking the performance and return on investment (ROI) of every dollar invested in marketing. Insights on customer preferences and behavior, recent purchases, and buying patterns can help you plan more effective marketing campaigns that target specific customer segments.
All that customer data at your fingertips makes cross-selling and upselling easier. It’s a great way to make sure you maximize the effectiveness of every marketing campaign and create positive customer experiences.
Here’s how our CRM services help with your marketing campaigns:
- Tracking and reporting: track your ROI on every marketing campaign. See which campaigns were successful and which were not.
- See how many people came in through your ads and how much they spent on services.
Build Stronger Customer Relationships
Our CRM services help you build deep, long-lasting relationships with your customers. That means your new customers will evolve into loyal, returning customers. Over time, you’ll start to benefit from word-of-mouth advertising and social media referrals, too.
Here’s how Optimize helps you build stronger customer relations:
- Service Reminders via text, email, and postcards
- Targeted messaging to customers about:
- Upcoming Regular Maintenance
- Technician Recommended Services
- State Inspections/Emissions Testing
Our CRM Services also let you send your customers:
- Thank you notes
- Review requests (connected directly to your reviews)
- Special offers
- And more
Make Data-driven Decisions With Transparent Reporting
Optimize's CRM solution gives you access to data-driven insights about your marketing and sales efforts. You won’t have to rely on hunches or guesswork to figure out which marketing approach is the most effective. You’ll be able to draw directly on the data. That’s the beauty of using a CRM strategy.
The Service CRM also gives you in-depth, targeted reporting so that you can track the effectiveness of your phone calls. You can even cross-reference that reporting to find out how many calls you’re getting from each one of your ads.
Gather data through reports to find out:
- Number of calls received from each ad
- How long the call lasted
- Service completed
- Amount spent on services
- And more