Dealership CRM Articles | TheDealerAgency.com

Infographic bar chart comparing two lead sources: Source A sends 200 leads and closes 5% at $600 per sale, while Source B sends 40 leads and closes 20% at $200 per sale.

Do You Know Your Closing Ratio by Lead Source?

by Data & CRM Desk | Oct 19, 2026 | Dealership CRM

Most stores can tell you how many leads came in last month. Far fewer can say which sources actually sold cars. Here’s how to find that number and why it changes where the money goes.

Infographic of five CRM and DMS signals that a dealership customer is ready to buy, equity, a lease or loan ending, a big repair estimate, return website visits and life changes, feeding a short weekly list with each customer assigned to a named person and a contact deadline.

Your CRM Knows Who’s Ready to Buy. Is Anyone Asking It?

by Data & CRM Desk | Oct 13, 2026 | Dealership CRM

Equity, a loan or lease ending, a big repair estimate: the signals that someone is ready to buy are already in your CRM and DMS. A short weekly list built from them beats a long call list nobody works.

Infographic of a sample CRM consent record showing calls, texts, email, marketing, source, proof and opt-outs, next to a diagram of the CRM as one record that the texting platform, service scheduler, BDC phones, AI agents and sales texts all read from.

Consent Lives in Your CRM Now

by Data & CRM Desk | Oct 7, 2026 | Dealership CRM

Texting and calling rules now turn on proof: who agreed, to what, when and where, and every time someone said stop. That record belongs in one place, the CRM.

Infographic showing three duplicate CRM records for the same customer, Jon Smith, John Smith and J. Smyth, merged into one clean record with lead source, phone, email and consent, and the five things duplicates break: follow-up, reporting, email, mail and AI tools.

Duplicate Customers and Dirty Data: Why Your Follow-Up Feels Random

by Data & CRM Desk | Oct 1, 2026 | Dealership CRM

Duplicate records, old addresses and missing lead sources break every report, mailer and AI tool that runs on your CRM. Why dealership data gets messy, and a simple routine to keep it clean.