Automotive Digital Marketing Dealer Operations Assesment by Ralph Paglia

8/8/2019 Automotive Digital Marketing Dealer Operations Assesment by Ralph Paglia

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Digital Marketing Operations Dealer Assessment

Dealership: Location: Date:

Interviewed: (current page) Position: Consultant:

1. MONTHLY SALES RESULTS:

Current: Objective:

1A. Overall Dealership Operations:

Total Store Volume _______ _______

New Volume _______ _______

Used Volume _______ _______

Gross Profit PNVR _______ _______ (available by model line?)

Gross Profit PNVR _______ _______ (available by model line?)

Showroom Traffic _______ _______

Showroom Closing % _______ _______ 1B. eBusiness Operations:

Monthly eBiz Sales Volume _______ _______

eBiz Sales Volume - NEW _______ _______

eBiz Sales Volume - USED _______ _______

Gross Profit - PVNR _______ _______ (available by model line?)

Gross Profit - PVUR _______ _______ (available by model line?)

Total Leads - Volume _______ _______

New Vehicle Leads # _______ _______Used Vehicle Leads # _______ _______

Dealer Web Site(s) Lead Volume: _______ _______

OEM Web Site(s) Lead Volume: _______ _______

3rd Party Providers Lead Volume: _______ _______

Initial Response Lead Management Process:

Email Average Response Time: _______ _______

Phone Call Response Time: _______ _______

Overall Sales/Leads Received % _______ _______Direct Phone Contact/Leads % _______ _______

Appointments/Leads % _______ _______

Showroom Visits/Appointments % _______ _______

Sales/Showroom Visits % _______ _______

No Response Leads/Total Leads % _______ _______

Copyright 2005 Ralph Paglia All Rights Reserved

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2. DEALER EBUSINESS STRATEGY:

Is Dealer satisfied with the Results from eBusiness Operations? Yes NoWhat are those results, and why is dealer either satisfied or unsatisfied?

What Challenges is the dealership experiencing with eBusiness Operations?

Strategy to overcome these Challenges and get from the Now (is), to where they want to be Tomorrow (should)?

Has the dealerships management team participated in an eBusiness Strategy Workshop? Yes NoIF YES, describe the outcome:


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3. INTEGRATED MARKETING OPTIMIZATION :

Dealership has their own web site that is 100% controlled by the dealer? Yes NoDealership has an OEM mandated, provided or controlled web site? Yes NoWhat is the primary (#1) advertised URL?

Additional URLs owned by Dealership:

URL #2: Directs Browser to:




Does dealer make use of any URLs that are NOT OWNED by the dealership? Yes NoWhat is Dealers dealerships marketing strategy to attract visitors to Dealers web site?

What can a customer do on Dealers web site(s)?

What is Dealers strategy for driving web site visitors to visit the dealership in person?

What is Dealers strategy for using their web sites to generate incoming sales related phone calls?

What is Dealers strategy for compelling web site visitors to submit Internet Leads?


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Please Describe Dealers:

Integrated Marketing Strategy?

eLead Management Process?

Showroom Sales Process when eLead Appointments Show Up?

F&I Process for Online Credit Applications?

Delivery Process for eBusiness Sales?

eBusiness Sold Follow-Up Process?

What is Dealers pricing philosophy for Internet Quote Requests?

What is Dealers pricing philosophy for incoming sales calls?

What is Dealers pricing philosophy on the showroom floor?

What percent of Dealers showroom visitors do online research before coming in?

What percent of Dealers salespeople have been trained to use online research?

What types of training have the showroom sales people had to prepare them for Web-Informed customers?

What additional training does the Sales Staff need?


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How is Dealer using eBusiness to increase the efficiency and volume within Fixed Operations?

How does the Dealer measure or evaluate eBusiness success?

Does Dealer have an Integrated Marketing budget? Yes No How much is it? ______________________ Month /Year

Has the Dealer registered a URL, or signed up for paid listings with any of the search engines? Yes NoHas the Dealer evaluated spider-readable text and use/balancing of key words throughout Dealers web site? Yes NoDoes the OEMs web site have a dealer search feature that links through to Dealers web site? Yes NoIs Dealer getting: Leads from OEMs web sites? Yes No Leads from other sources that Dealers OEM uses? Yes NoAre OEM referred leads being sent into Dealers primary Lead Management system, application or tool? Yes NoWhat (if any) 3rd Party Lead Providers is the dealer currently enrolled with?

Name of Lead Source on Invoice: Lead Volume: Monthly Sales: Subscription Fee: Per Lead Fee

Does dealership have any local/regional web site links or lead referral Alliances?

Where does the Dealer have dealerships URL published or listed?


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Does Dealer have any Links or Banner Ads on other web sites? Yes NoIF YES, describe:

Is the dealerships URL displayed or listed anywhere without additional cost? Yes NoIF YES, list how:

Is the dealer advertising/promoting Dealers web site to internal customers? (vendors, employees, wholesale) Yes NoIF YES, describe:

Is the dealer advertising/promoting Dealers web site to current customer/owner base? Yes NoIF YES, describe:

Is the dealership advertising/promoting their web site to customers in Dealers Area of Responsibility? Yes NoIF YES, describe:

Is the dealership advertising/promoting their web site to customers outside the Dealers local market area? Yes NoIF YES, describe:

Does the Dealer have a strategy for retaining Sold eLead customers for parts and service business? Yes NoIF YES, describe:

Does the Dealer have a strategy for marketing additional vehicle sales to previously sold eLead customers? Yes NoIF YES, describe:

What is Dealers most effective advertising medium for generating phone calls?

Is it possible to use advertising dollars to promote dealerships web site(s) using this medium? Yes No


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Does dealer have an e-mail marketing campaign strategy? Yes NoIF YES,

describe it:

Is the dealer getting permission from customers to contact them by email about new products or promotions? Yes NoIF YES, describe how this works:

Is dealership collecting showroom visitor e-mail addresses in the sales department? Yes NoIF YES, describe how this works:

Do Service Advisors collect/update e-mail addresses in the service department? Yes NoIF YES, describe how this works:

Is dealership updating e-mail addresses in Dealers marketing database when contacting customers? Yes NoIF YES, describe how this works:

Does dealer register customers for web based owner services offered by OEM at the time of sale? Yes NoIF YES, describe how this works:

Is the dealer giving customers the option to be taken off of Dealers e-mail marketing list? Yes NoIF YES, describe how this works:


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4. INTERACTICE WEB SITE:

Does dealership have a web site that can be modified and/or updated by dealership staff? Yes NoHow many web sites does the Dealer have?

Who designed the Dealerships primary web site?

Who supplies/hosts Dealers web site?

Is the dealer satisfied with current dealership web site? Yes NoCheck the features/functionality that the Dealers primary web site includes:

Research Product information Make-An-Offer Feature for Actual Inventory

Multi-Brand Vehicle comparisons Map showing dealerships location

Inventory Search engine Directions to dealership using customers address

New Vehicle inventory Photos of customers w/Vehicles purchased

Used Vehicle inventory Photos of dealership and personnel

High-Quality inventory pictures Service appointment request using online forms

Build-A-Vehicle configurators Parts order/request using online forms

Internet Pricing Quote Request Customer-utilized/controlled Personal web pag

Dealer Invoice information Access to Owners manual and Warranty information

Trade Appraisal Request Form Register for Service reminders, recalls & campaigns

Links to information sites (kbb/Edmunds) Accessories descriptions/pricing/ordering

Monthly Payment Estimators Employment opportunities at dealership

Secure Online Financing Application Live or Intelligent chat functionality

Secure Online Credit Approval Customizable Online Forms

Lease vs. Buy Comparisons Dealer-Customizable web pages & text Great Deals/Promotions/Best Buys Web stats package

Who has overall responsibility and accountability for accuracy of Dealers online inventory?

How does Dealers online NEW VEHICLE INVENTORY get updated?

How does Dealers online USED VEHICLE INVENTORY get updated?

How frequently is Dealers online inventory updated (Sold units purged + New Inventory added)?

Who collects/documents detailed USED VEHICLE specifications, options and descriptions?

Who inputs/data entry forUSED VEHICLE information into the DMS inventory?

Are USED VEHICLE retail selling prices entered into the DMS inventory Vehicle Management System? Yes NoWho sets USED VEHICLE retail prices that are shown in the DMS and/or the web site?

How are USED VEHICLE retail prices determined?


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How accurate is Dealers online inventory - NEW VEHICLES? 10% 20% 30% 40% 50% 60% 70% 80% 90%+

How accurate is Dealers online inventory - USED VEHICLES? 10% 20% 30% 40% 50% 60% 70% 80% 90%+

Dealers online vehicle descriptions include listing of standard equipment NEW VEHICLES? Yes NoDealers online vehicle descriptions include each specific vehicles optional equipment NEW VEHICLES? Yes NoDealers online vehicle descriptions include listing of standard equipment USED VEHICLES? Yes NoDealers online vehicle descriptions include each specific vehicles optional equipment USED VEHICLES? Yes NoWho takes digital photos ofUSED VEHICLES:_____________________________ How many photos of each vehicle?________

How and when are Dealers USED VEHICLE pictures updated when fresh inventory comes in?

How and when are Dealers USED VEHICLE descriptions and equipment updated when fresh inventory comes in?

Where are USED VEHICLE pictures taken (what background shows)?

Does dealership send USED VEHICLE inventory data to 3rd party online listing services? Yes No Autotrader.com eBay Motors Cars.com OEM Certified Pre-Owned Listing Site

Yahoo!Autos.com MSNauto.com CarsDirect.com Kelley Blue Book Classifieds

Edmunds.com UsedCars.com LocalAutoMall.com Auction-USA.com AutoNet.com

How does USED VEHICLE data and photos get transmitted to online inventory listing services?

Dealer lists market-competitive prices on the web forUSED CARS? Yes No Whos responsible?_____________________

IF NO, describe why:

IF YES, describe how USED VEHICLE competitive pricing is calculated:


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Are USED VEHICLE special offers and promotions published/posted on dealerships web site? Yes No

IF YES, how often are specials updated? ______________________ Are Sold units automatically deleted?

Yes

No

Who is responsible for updating USED VEHICLE Specials and promotions?____________________________________________

Describe dealers use ofUSED VEHICLE specials and promotions on the web:

Are NEW VEHICLE special offers and promotions published/posted on dealerships web site? Yes No

IF YES, how often are specials updated? ______________________ Are Sold units automatically deleted? Yes No

Who is responsible for updating NEWVEHICLE Specials and promotions?____________________________________________

Describe dealers use ofNEW VEHICLE specials and promotions on the web:

Are FINANCING special offers and promotions published/posted on dealerships web site? Yes No

IF YES, how often are specials updated? ______________________ Are expired offers automatically deleted? Yes No

Who is responsible for updating FINANCING Specials and promotions?_______________________________________________

Describe dealers use ofFINANCING specials and promotions on the web:

Are SERVICE DEPARTMENT special offers and promotions posted on dealerships web site? Yes No

IF YES, how often are specials updated? ______________________ Are expired offers automatically deleted? Yes No

Who is responsible for updating SERVICE DEPARTMENT Specials and promotions?___________________________________

Describe dealers use ofSERVICE DEPARTMENT specials and promotions on the web:

Are SERVICE CONTRACT special offers and promotions published/posted on dealerships web site? Yes NoIF YES, how often are specials updated? ______________________ Are expired offers automatically deleted? Yes NoAre PARTS & ACCESSORY special offers and promotions published/posted on dealerships web site? Yes NoIF YES, how often are specials updated? ______________________ Are expired offers automatically deleted? Yes NoAre NAMES and CONTACT INFORMATION for dealership staff listed on dealerships web site? Yes NoIF YES, WHO updates information? __________________________ Are management and staff photos displayed? Yes No Copyright 2005 Ralph Paglia All Rights Reserved

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6. PEOPLE:

Does dealer have a Business Development Center(BDC) handling eLeads? Yes No Full Time Staff: Yes NoDoes dealer have specifically assigned personnel handling eLeads? Yes No Full Time: Yes NoIs there dedicated staff exclusively handling eLeads from 1st response to delivery? Yes No If Yes, How Many? ________List the names of people handling eLeads and their Lead Management Process (LMP) responsibilities:

Name: Job Title:Email

ResponsesPhone Contact Demo Drives Close Sales

Yes No Yes No Yes No Yes N

Yes

No

Yes

No

Yes

No

Yes

N








What have the people handling eLeads been trained to do?

What additional training (if any) has been scheduled or is needed?

Outline the job description and responsibilities of Dealers Internet Sales Specialist(s):


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What is Dealers Internet Sales Specialist/Manager pay plan?

What is the typical weekly work schedule for Dealers Internet Sales Specialists/Manager(s)?

Sunday Monday Tuesday Wednesday Thursday Friday Saturday

What type of training have Dealers Internet Sales Specialists/Managers had?

What senior manager is responsible for supervising the Internet Sales Specialists/Managers?

What manager is responsible for performance metrics and sales from eBusiness Operations?

What is the eBusiness Directors specific role and job responsibilities? (if there is one)

What is the Dealer and/or GM doing on a daily, weekly and monthly basis to support eBusiness and monitor its growth?

Who is responsible for proper handling ofONLINE SERVICE APPOINTMENT requests?

Who initially receives ONLINE SERVICE APPOINTMENT requests from Dealers web site?

Who is responsible for proper handling of online PARTS ORDERS & PURCHASE requests?

Who is responsible: CONFIDENTIALITY & handling of online EMPLOYMENT APP.s?

Who is responsible: CONFIDENTIALITY & handling of online CREDIT APP.s?

Who is responsible: CONCERN RESOLUTION & handling of online customer complaints?


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7. PROCESS:

How do those responsible for responding to eLeads get notified when new eLeads arrive?

Where are the places that the Dealers staff can receive and respond to eLeads?

How does dealership route eLeads and assign responsibility for each eLead?

Does dealership cross reference Internet leads with showroom traffic data? Yes No If Yes, how?______________________

IF NO, why not?

Does dealership use an automated response for incoming eLeads? Yes NoIF NO, please write down why:

IF YES, attach a copy and check each of the following features contained in the dealerships automated response:

Acknowledgement of being an automated receipt Explanation of dealerships Internet Customer Service Process Contact Names, Phone Numbers & Emails Direct Links to Value-Added features within dealerships web site

Map Showing dealership location Directions and an Invitation to visit the dealership in person w/arrival

instructions

Merge-Codes that auto-list contact information received, along with invitation to reply with corrections and missing information

Dealerships Hours of Operation Link to Online Credit Application and explanation of Streamlined Sales Process

What is Dealers first response to an Internet lead? (Indicate the sequence of what is done 1st, 2ndand 3rd)

____ Automated Email ____ Personalized Email ____ Phone Call ____ Other Activity:____________

What is the Dealers initial personalized email responses objectives?

-(Attach copies of Dealers initial personalized response emai

If Dealers initial response is by e-mail, when is the eLead customer contacted by phone?

What are the initial phone calls objectives?

-(Please attach any scripts or forms used when making the ca


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How does dealer handle eLeads when the customer does not include a phone number?

How does dealer handle customers that state in writing that they only want to be contacted by e-mail?

What is Dealers average personalized email eLead Response time?

What is Dealers strategy to decrease average personalized eLead Response time?

What are Dealers monthly volumes and process performance ratios in the following areas:

Total # of Leads Received: # Appointments Made: # Appointment Shows: # Units Sold:

# # # #

Sales/Leads %: Appts./Leads %: Shows/Appts. %: Sold/Shows %:

% % % %

What percent of Dealers eLeads are looking for:

Selection/Availability:______ Price (Quote Request):______ Trade Value:______ Financing:______ Payment:______

What is Dealers policy for disclosing the dealer invoice on a NEW VEHICLE?

What percent of Dealers customers do you give a price to in the following stages of the buying process?

Email:______ 1st phone contact:______ 2nd phone contact:______ At dealership:______ Never:______ Other:______

Does dealer provide Lease payments and cash due at delivery information by email? Yes No

Does dealer provide monthly finance payments and down payment due at delivery information by email? Yes No


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Based on the following categories and point system, check the boxes that correspond to Dealers current initial Lead

Management Process. Then, tally up the total score and enter that score into the box provided at the bottom of the section.

Is Dealers dealerships average Personalized Email Response Time to incoming eLeads:

5 Hours or Greater 0 Points Under 5 Hours.. 1 Points Under 3 Hours.. 2 Points Under 1 Hour 3 PointsThe Information that dealership provides in the initial personalized Email Response includes: Availability (Specific Vehicle)............................. 1 Point MSRP (Reference Price).. 1 Point

Selling Price.................. 1 Point Price Good Until Date.. 1 Point Offer Alternatives (Specific Vehicles)............................ 1 Point Directions and map to dealerships location. 1 Point Hyperlinks to dealer web site features............... 1 Point Dealership reviews each eLead, details and comments submitted by customers, thenanswers specific customer questions in the initial email response 1 Point

Dealerships Autoresponse and the first personalized email advises customers whydirect contact is a benefit, and that phone contact will be attempted... 1 Point

Dealership calls each customer that submits a phone number (or looks up thenumber), after responding by email, on SAME business day lead received. 10

Points

OR, Dealership calls customer after responding by email, on NEXT business day aftethe lead is received. 5 Points

Total INITIAL eLead Management Process Points (25 pts. Maximum) =


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Examples of Information (other than pricing) requested by Dealers eLead Customers:

What percent of Dealers customers are looking for a vehicle that is not in Dealers inventory?

Does Dealer have a dealer-locate policy for Internet customers? Yes No If yes, what is it?__________________________

Does Dealer have a strategy for handling product comparisons? Yes No If yes, what is it?

_____________________________

(i.e.: Intellichoice, Manufacturers site, web site etc.

How do Dealers eLead Management Process specialists access specific vehicle pricing information?

What is Dealers strategy to handle the customers trade-in during their research phase?

What is Dealers strategy for handling the customers trade-in when they show up at the dealership?

What is Dealers strategy for handling customers financing information requests?

Does dealer have financing Applications available online for customer use? Yes NoDoes dealer have online access to lender approval information and stipulations? Yes NoWhat is Dealers strategy for providing customers dealership arranged financing payments and information?


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Describe Dealers appointment scheduling process?

Where does Dealer document and track appointments? (Lead management system, Appt. board)

Does Dealer confirm appointments by email? Yes No Does Dealer confirm appointments by phone? Yes NoDoes Dealer offer to take the vehicle to the customer for a demonstration drive? Yes NoDoes Dealer offer home/work vehicle delivery? Yes No If yes, what percent of Dealers deliveries? ______________How does Dealer handle eLeads when there is no customer response after initial email and no phone contact is made?

How does Dealer handle customers when phone contact is established and an appointment is not made?

How does Dealer handle eLeads when 2-way email contact is established and original lead had no phone number supplied?

How does Dealer handle the customers who do not show for their appointment?

What is Dealers strategy and process for handling eLead customers when they come to the showroom floor?


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Does Dealer have an appointment welcome board visible when customers enter showroom? Yes NoIF NO

, why?

IF YES, where is it, how and who updates it?

What percent of Dealers eLead customers, who buy a vehicle, drive the vehicle before they buy it? ___________

What is Dealers F&I PROCESS for eLead customers who come in on an appointment and buy?

What is Dealers DELIVERY PROCESS for eLead customers who come in on an appointment and buy?

Is the BUYING EXPERIENCE 90 minutes or less for eLead appointments who come in? Yes No

How does Dealer handle the customers who DO NOT BUY after coming to the dealership?

Do managers conduct exit interviews with eLead customers? Yes No If yes, who does the interview?__________________

What is Dealers strategy to follow up on UNSOLD eLead prospects?

What is Dealers strategy to follow up on SOLD customers that contacted dealer via an eLead before buying?

What is Dealers process for retaining eLead customers SERVICE BUSINESS?

What is Dealers process forrepeat-selling eLead customers, their family and friends?

PROCESS: (Continued on next page)


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Map Flow Chart outlining Dealers eLead Management Process from receipt of an eLead to a sale or out to 90 days:


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Vehicle Quote/PurchaseRequest eLead arrives in

Dealers LMT

Brochure RequesteLead arrives in

Dealers LMT

B/R Step #1: Q/P Request Step #1: S/R Step #1:

Service Appt. RequesteLead arrives in

Dealers LMT

S/R Step #2:Q/P Request Step #2:B/R Step #2:

Q/P Request Result-Based Step #3: Q/P Request Result-Based Step #3:

Add action boxes and map remainder of dealers defined eLead Management Process

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8. PRICING:

How do you present Dealers price for new vehicles to eLead customers? A dollar amount over invoice A percentage over Internet Price Other _____________________________

How do you present Dealers price for used vehicles to eLead customers?

A dollar amount below book value A percentage below book value One price Other _____________________________

Does dealership establish specific pricing for Internet Quote Requests? Yes No

If yes, does dealership provide a pricing matrix by model line? Yes No

If Dealers sales management provides an Internet pricing matrix, how often is it reviewed and updated?

How are customers educated about Dealers pricing philosophy? (Pricing Philosophy on site? On showroom? A Presentation?)

How are special order vehicles priced?

How are locates and dealer-trades priced?

How is hot inventory priced?

How does dealer handle a customer if they get different prices/payments from showroom and Dealers web site or eLead response?

Does dealer have a low price guarantee program? Yes NoIf yes, how does the program work?

Does dealer offer to buy the customers trade-in vehicle, whether or not they buy the Dealers vehicle? Yes NoIF YES

, how does the program work?

Does dealership have web based menu pricing foraccessories and after-market items? Yes NoDoes dealership have web based menu pricing forService Contracts? Yes NoDoes dealership have web based menu pricing for otherF&I products and services? Yes No


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9. PERFORMANCE MEASUREMENT:

Does the dealership measure the following items:

Dealership Web site traffic Yes No Monthly Avg.:_____________________________ Internet Leads from all sources Yes No Monthly Avg.:_____________________________ Average Personalized Lead Response time Yes No Monthly Avg.:_____________________________ Appointments set from eLeads Yes No Monthly Avg.:_____________________________ Appointments set from web generated phone calls Yes No Monthly Avg.:_____________________________ Showroom visits from eLeads & Appointments Yes No Monthly Avg.:_____________________________ Total Sales made from eLeads & Web Calls Yes No Monthly Avg.:_____________________________ Other:__________________________________________________Monthly Avg.:_____________________________

List the reports used by dealer to monitor and manage the growth of the department: (Please attach copies of the reports used)

Check the following reports that are being currently used:

Volume & Closing Ratio by lead source

Cost per lead by lead source

Cost per sale by lead source

Gross Profit by Model Line Report

Lead response time

eBusiness Profit & Loss report

Leads received by Distance report

Appointments Scheduled to Leads Received %,

Appointment Confirmation %

Appointment Show %

Demo %

Showroom Closing %

F&I Back end report

Trade-in wholesale profit & loss report

CSI report

Other _______________________________________________

What are Dealers most effective reports?

Does dealer survey eLead customers? Yes No (Please attach any surveys or summary reports) Copyright 2005 Ralph Paglia All Rights Reserved

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How profitable is Dealerships Internet department?

How did you calculate Dealers profitability?

What is the profit & loss?

How often does Dealership management team meet to discuss Dealers dealerships eBusiness Operations performance?

What are the topics of review and discussion when meetings cover eBusiness Operations?

Other known issues or unique characteristics of Dealers dealerships eBusiness Operations:

Documents

Automotive Digital Marketing Dealer Operations Assesment by Ralph Paglia