Affinitiv XRM

Affinitiv XRM: Affinitiv describes XRM as its customer relationship management platform for dealerships, giving a unified system to manage customer data, interactions and communications across sales, service and retention. A comprehensive customer profile consolidates data from several sources into one view of each customer.

Affinitiv XRM: Affinitiv Service Scheduling and Affinitiv XRM

On the sales side, the company lists a Showroom Control feature that shows showroom activity in real time on a single screen and tracks each step of the sales process. A credit application submitted creates a profile in XRM and can be sent through integrations with Dealertrack, RouteOne and other credit sources for approval.

The mobile app lets salespeople add notes while on the lot, with voice-to-text and scanning for a driver's license or VIN. Automated marketing campaigns and workflows are described, including targeted campaigns for customers with expiring finance contracts or lease renewals.

For service and parts, Affinitiv describes scheduling, inventory management and customer communication. Its blog posts explain how XRM improves dealer operations, describe the newest automotive CRM software suite and explain dealership CRM in general terms.

Dominion DMS announced an integration with Affinitiv XRM, reported by Auto Remarketing and Auto Success, which connects the CRM to the Dominion system. The XRM app is listed on Google Play, and LVL Up Auto has a comparison page placing Affinitiv beside another company.

A dealer reading outside material should look for descriptions from Affinitiv or trade outlets.

A sales manager would ask how leads from each source are captured, how customer records are matched with DMS data, how the store's follow-up processes are tracked, how texting consent is recorded, how the mobile app works offline and which DMSs the CRM connects to. The category guide for CRM lists a neutral checklist for use with XRM and other providers.

Verify each integration first. Compare against today's process.

Affinitiv XRM functions
Product or serviceFunction
Affinitiv Service Scheduling and Affinitiv XRMNamed products for service scheduling and customer relationship workflows.