The work itself
How leads, calls, follow-up, sales, service, and management actually move through the dealership.
AUTO CRM GUY / INDEPENDENT ADVICE
A better CRM decision starts with how your dealership actually works.
I help dealers evaluate, plan, and work through automotive CRM decisions. That includes the system itself, the DMS and other tools connected to it, the vendor promises, and the people who have to use it every day.
WHEN TO BRING ME IN
Before the decision gets expensive. Or when something already feels off.
I work with dealership leaders and teams who need a knowledgeable, independent view of their CRM and dealer technology. You might be making a new selection, preparing for a change, or trying to understand why the current setup is not delivering what was promised.
- You are choosing a CRM and want an independent view of the options.
- A vendor demo looks promising, but you need to know how it fits your store.
- A migration or implementation is coming and the handoffs need a plan.
- Your current CRM or connected systems are creating problems nobody has clearly diagnosed.
BEYOND THE DEMO
A CRM has to fit the whole technology picture.
A feature list tells only part of the story. I start with requirements and dealership workflows, then look at the connections and dependencies that affect the outcome.
The connected systems
What the DMS, communications tools, other vendors, and integrations need to exchange with the CRM.
The data
Where records come from, who owns them, what needs to migrate, and how errors or gaps will be caught.
The decision
Whether the proposed capabilities, reporting, support, and implementation plan match the requirements.
HOW I HELP
Independent advice, grounded in the work.
I can help gather requirements, assess a CRM or connected technology stack, evaluate vendor demos and proposals, identify gaps, plan a migration or implementation, and advise while the dealer and vendor teams carry out the work.
A clearer decision
Depending on the engagement, that could mean a requirements brief, workflow and integration questions, a comparison of vendor proposals, a risk list, or a practical plan for the next decision. We agree on the useful output before the work begins.
A bridge between teams
I can help dealership stakeholders and technology vendors get specific about what needs to work, who owns each part, and how to test whether the result meets the need.
THE SCOPE
I advise the decision and the plan.
My role is to bring independent automotive technology and product judgment to the table—helping you understand what needs to work, where the risks are, what to ask your vendors, and how to tell whether the proposed solution actually meets the dealership’s needs.
You get a second set of eyes with no CRM to sell.
Evaluating CRM vendors? Use my dealership CRM demo checklist and scorecard.
For the broader work beyond CRM, see my automotive technology consulting page. You can also get to know me before reaching out.
LET’S TALK
What CRM decision are you working through?
Tell me what you are choosing, changing, or trying to diagnose. A short description is enough to start.