Builds A "Full Picture" Digital Record. Fast.

The Customer Base Manager builds a picture of your total customer base that you’ve never had before.

It pulls together three information categories:

The Transactional Information – the key data now in your Dealership Management System (but perhaps also hidden away in filing cabinets) is either downloaded on-line or keypunched. It includes extracts from the New and Used Sales records, the service records, the F&I records, even the body shop and parts records.

The Relationship Information – captured from your present customer contact through walk-ins, call-ins or your business development center.

The Listing information – local listings (electronic phone books) of your entire community are now available in digital form. The key identification information of every household and business in your trading area is loaded into "base files" ready to be activated when they become customers.

Together for the first time you now have all you know about all your customers in one controlled place.


Shows You The Key Contact Opportunities.
By Individual. By Group.

The Customer Base Manger provides the information required to identify the key opportunities in the sales and service cycle as they occur.

Every way you want to look at your customer base is indexed and instantly ready for you to see without any complex searches.

Here, at a glance, are all those different reasons for customer contact you don’t want to let go by, such as:

Customer birthdays, vehicle anniversaries, vehicle model groups, age groups, service orphans, orphaned owners, service strays, trade candidates, recent traffic, postal groups, finance and lease expiries, and warranty expiries,

It’s information that’s needed all across your dealership – the Sales Department, the Service Department, The Leasing Office, The Business Office, The Business Development Center.


Supplies Sales People With A Daily Activity Agenda. Automatically.

The Customer Base Manager helps propel the daily work practices of your salespeople and service agents by automatically feeding them personal "Opportunity" Agendas.

The Daily Agendas list the latest contact opportunities occurring in each salesperson’s customer portfolio for them to follow-up.

Of course, they can also easily look-up and create their own lists of customers and prospects on their Daily Sales Plan file.

Ultimately, the Actively Managed Customer Base still allows your salespeople independence, but now at least they begin to work in the same direction.


Provides Management With An Active Overview. Instantly.

Discrete access to each salesperson’s portfolio of customer files gives the sales managers an electronic window on the activity of the entire sales group and the ability to track and measure sales progress.

The Customer Base Manager also issues regular reports on the key aspects of sales performance and customer status.


Sends Out Targeted, Multi-Media Communications. On Demand.

The Customer Base Manager manufacturers low cost, one-on-one correspondence and targeted marketing promotions for both the mail and e-mail.

Communications are automatically manufactured and addressed based on your target criteria and literally takes less than 5 minutes to implement.

With all the extra information (and activity) to work with, Sales Managers have the power to generate all kinds of new reasons to communicate with customers through target marketing and event marketing projects.


Upgrades Information. Every Day.

The "right" information relies on the constant enrichment of the files by daily input of the latest contact details.

Regular input adds more detail, accuracy and meaning to your customer base information so you can move continuously closer to your customers. It’s a work of progressive development.

On-line updates can be done any time, from anywhere either by your dealership or by Customer Base Manager input agents.