Name: Connect CRM
Author: Dealertrack

Help Desk

Web and Video Conferencing

Customer Support

Java Technologies

Development

Career Center

Education

Business Intelligence (BI)

Collaboration

Communications Platform as a Service (CPaaS)

Quality Management

Smart Spaces

Supply Chain Visibility

Enterprise

Accounting

Loan Origination

Finance and Accounting

401(k)

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

App Development

Bug Bounty

Cloud Storage

Data Center Outsourcing (Canada)

Data Observability

Data Replication

Debugging

Desktop Management

Encryption Key Management

Fraud Detection

HTML Editors

Industrial IoT

Integration Platform as a Service (iPaaS)

Load Balancing

MLOps

Machine Learning

Managed Security Service

Network Performance Monitoring

Network Troubleshooting

Process Mining

Secure Access Control

Secure Web Gateway

Software Defined Storage (SDS)

Static Code Analysis

Threat Hunting

Virtual Desktop Infrastructure (VDI)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Business Card Scanning

Content Management

Digital Signage

Email Management

Email Marketing

Grant Management Software

Marketing Automation

Public Relations (PR)

Real-Time Interaction Management

Social Login

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Interactive Whiteboard

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Acceleration

Sales Dialer

Sales

Microsegmentation

Video Surveillance

Security

HIPAA Compliance

Insurance Suites

Restaurant Management

Tax Practice Management

Vertical-Specific

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Connect CRM by VinSolutions is a dealership customer relationship management (CRM) software designed to enhance sales processes, improve customer engagement, and potentially increase revenue for automotive dealerships. According to the vendor, Connect CRM provides a comprehensive solution for automotive sales professionals, general managers, internet sales managers, sales managers, and dealership owners across the industry.

## Key Features

**Connect Automotive Intelligence**: According to the vendor, Connect CRM leverages insights aggregated from Cox Automotive data to prioritize customers who are more likely to make a purchase. It also identifies buying signals from consumer data, helping dealerships determine when customers are ready to buy. Additionally, the software provides tools to prioritize follow-ups with the most engaged customers.

**Connect CRM**: Connect CRM integrates dealership tools and sales processes, potentially improving utilization and streamlining selling processes. The vendor claims that the software offers live and on-demand training options to equip staff with the necessary skills for success. It also allows for smart task assignments to help salespeople connect with the right customers at the right time.

**Connect Mobile**: Connect CRM offers a mobile app, enabling users to follow up with opportunities from anywhere. The app allows users to conveniently review desking, appointments, and other important information on the go. Additionally, it provides access to full conversation histories, facilitating customer connections while on the move.

**Performance Management**: Connect CRM offers proactive coaching from a dedicated advisor to optimize CRM utilization. The vendor claims that the software provides access to experienced advisors and on-demand training resources to help implement best practices.

**Automotive Marketing Platform powered by VinSolutions**: Connect CRM includes an automotive marketing platform that automates marketing campaigns and delivers personalized experiences. The software allows for the creation of automated marketing journeys based on customer data, potentially boosting engagement. It also provides the support of a Marketing Account Manager to maximize marketing efforts.

**Vinessa Virtual Assistant**: Connect CRM features Vinessa, a virtual assistant designed to efficiently follow up with every lead. According to the vendor, Vinessa can improve marketing ROI through automated responses and appointment setting. It utilizes artificial intelligence to assist customers consistently and quickly. Users can access a full readout of Vinessa's communications in the CRM.

**Integrations**: Connect CRM enables the syncing of customer and deal information between platforms. It integrates with Accelerate My Deal for enhanced showroom and remote shopping experiences, Kelley Blue Book for direct lead integration, and vAuto for matching cars to customers.

**Dealership CRM**: Connect CRM provides a single view of the customer across every touchpoint, potentially uncovering more leads and accelerating the path to purchase. The software allows for tracking customer interactions and communication history, facilitating improved customer engagement and overall experience.

**Marketing**: Connect CRM allows for the creation of personalized marketing campaigns based on customer behaviors and preferences. It enables targeted messaging and communication through various channels, automates lead generation and nurturing through marketing workflows, and provides tools to measure and analyze marketing campaign performance.

**Desking**: Connect CRM streamlines the buying process with integrated desking functionality. It displays real-time quotes, incentives, and financing options, allowing users to create customized sales proposals and vehicle comparison scenarios. Additionally, the software enables the real-time pushing of deal information to certified DMS.

Easy to Use and Manage Customers: Many users have found Connect CRM to be easy to use and navigate when managing their customers. They appreciate the user-friendly interface and the simplicity of tracking customer contacts, including phone calls. The software has helped them stay organized with leads and tasks, ultimately increasing sales.

Variety of Features: Reviewers have praised the variety of features offered by Connect CRM. From managing internet leads to desking deals and scheduling, the software provides comprehensive functionality that fulfills various needs. Users also appreciate the ability to customize elements unique to their dealership, allowing for quick and efficient searching of inventory while desking.

Great Support Team: Connect CRM is backed by a great support team that consistently assists users with any questions or issues they may encounter. Multiple reviewers have highlighted this aspect, emphasizing the helpfulness and responsiveness of the support staff. Having reliable support adds value to the overall experience of using Connect CRM.

Inefficient duplicate lead detection: Some users have experienced difficulties with Connect CRM's ability to effectively catch duplicate leads, leading to delays in their website launch and a hindered conversion process.

Challenges with user interface customization: Users have found the user interface of Connect CRM difficult to navigate and customize, making it hard for them to generate customized reports or tailor the software to their specific needs.

Reliance on account representative and tech support: Several users have mentioned that Connect CRM heavily relies on the account representative and requires frequent contact with tech support. This dependency has been seen as a drawback by some users who prefer more autonomy when using the software.

VinSolutions Connect CRM has proven to be a valuable tool for managing and tracking potential clients. Users have found it easy to set up lead processes, allowing them to efficiently monitor and nurture their leads. The user-friendly desktop and mobile app versions have been particularly helpful for those who are not technologically inclined, ensuring that anyone can easily navigate the system.

One of the standout features of VinSolutions Connect CRM is its ability to manage multiple stores from one login. This convenience and efficiency have been praised by users, who appreciate being able to handle all their dealership operations in one central location. In addition, the CRM's integration with other software has streamlined workflows, making it effortless to connect different systems and improve overall productivity.

The CRM's effectiveness in enhancing customer relationships cannot be understated. By connecting with existing customers and potential clients, dealerships can strengthen these connections and provide personalized experiences. Furthermore, organizing sales and service leads, as well as merging multiple leads, is made easier with VinSolutions Connect CRM. Users have appreciated the seamless resource management and inventory control capabilities within the system.

Users have also highlighted the exceptional training and support provided by VinSolutions. With great training resources and various support channels like phone assistance, online video support, and classes offered, users feel confident in their ability to utilize the CRM effectively. The reporting capabilities of VinSolutions Connect CRM have also been commended for simplifying the tracking of leads, appointments, and contact ratios.

Overall, VinSolutions Connect CRM has received praise from users who have compared it to other CRM tools they have used. Its effectiveness in streamlining dealership operations and improving customer relationships has made it a recommended choice in this market. Furthermore, users appreciate that the product continues to evolve based on feedback and dealership needs, ensuring its continuous improvement.

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Basic - Paid Annually

Professional - Paid Annually

Business - Paid Annually

Starter - Paid Annually

Copper

Connect CRM

CRM software centralizes customer data to support every stage of the customer journey—from outreach to retention. These platforms help sales, marketing, and support teams manage contacts, automate workflows, and track interactions. Advanced CRMs include pipeline management, marketing automation, and analytics. Compare top CRM tools based on user reviews, features, and fit for your business needs.

Dealertrack

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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Connect CRM

Overview

What is Connect CRM?