- Apr 7, 2009
- 4,463
- 1,961
- Awards
- 10
- First Name
- Joe
ReyRey CRM Schedules and Process
- Thread starter DrewAment
- Start date
- Apr 10, 2009
- 334
- 10
- First Name
- Matt
Action Plans are just that - "plans" - execution is the key. Even if they had your plans, how many would follow-through? Not many IMO. 
Your a rare breed Alex....not many have the forward thinking execution that you do.
Your a rare breed Alex....not many have the forward thinking execution that you do.
- May 1, 2006
- 3,519
- 2,442
- Awards
- 12
- First Name
- Alex
I have completely overhauled all my ReyRey schedules to TRY to make it as useable/advance as it can possibly be. One of the BEST things I did is diferentiate the schedules for prospects for New Vehicle Prospects vs Used Vehicle Prospects. This allowed me to have the appropriate manager have scheduled follow up through out the process and also a lot of nice auto sent email follow up (most on my behalf). Each of my categories of prospects (Ex. Email, Phone, Walk-in) have 2 follow up schedules... One for New, One for Used. Each has a Salesperson Phone, Sales Person Snail Mail, Sales Person Email process and a Manager Phone & Manager Email Process, as well as a long term Process. It took FOREVER to set up but was worth it and I would be happy to share ideas.
One of the best things I did is set all the activity names with a Priority Code (Ex. Most Important has (A) before the activity name, Mildly important (B), and not so important (C).) This way you can click to sort by activity name to prioritize a sales reps/managers Daily Work Plan. Now I can require all sales reps to have all A,B activities completed each day and allow C actities to be completed in down time.
Anyone is welcome to call for help! As a fellow frustrated ReyRey user, I would definately be willing to share my ideas!
One of the best things I did is set all the activity names with a Priority Code (Ex. Most Important has (A) before the activity name, Mildly important (B), and not so important (C).) This way you can click to sort by activity name to prioritize a sales reps/managers Daily Work Plan. Now I can require all sales reps to have all A,B activities completed each day and allow C actities to be completed in down time.
Anyone is welcome to call for help!
As a fellow frustrated ReyRey user, I would definately be willing to share my ideas!
- Apr 7, 2009
- 4,463
- 1,961
- Awards
- 10
- First Name
- Joe
Love the priority code! We all use the priority planners, why didn't we think of that!!!
haha thanks for the Kudos... I like to believe that I've done just about everything I can to make do with our old dog we call ReyRey 
- Jun 6, 2011
- 13
- 3
- First Name
- Dayna
Hi Tom,
I've been holding off on changing our schedules because I've been trying to get another CRM on top of ReyRey but I'm not sure if that's going to happen. I would love some advice on how you were able to change the schedules yourself. It doesn't look like a one person job to me, but I'll roll up my sleeves if I have to.
Any help would be greatly appreciated!
-Dayna
I've been holding off on changing our schedules because I've been trying to get another CRM on top of ReyRey but I'm not sure if that's going to happen. I would love some advice on how you were able to change the schedules yourself. It doesn't look like a one person job to me, but I'll roll up my sleeves if I have to.
Any help would be greatly appreciated!
-Dayna
Dayna, the schedules are super "logic" orientated, but are pretty simple to change and update... they are tedious and take time because of all the "results" you need to program in for every action you have. Phoning ReyRey and getting them to Copy Schedules for you is very useful!
Figure out your process, include results that would happen from process... like Left a Message or Set Appointment. Decide what acitivites follow what results, and a time frame. (For instance a Phone Call result Bought Elsewhere would trigger an email from the Service Department 2.5 months later.) Start messing about with some "Trial" schedules before touching anything already being used.
Schedules cycle overnight, so you won't see new activities right away.
Maybe something as simple as a Service Appointment Reminder email to auto send 23 hours before the Service Appointment would be a great starting point.
Then stretch to something more technical that tags people with an RO over a certain $$ or over a certain KM for a salesperson to call with It's Time to Trade.
Once you get how to do the schedules you can then get more complicated and set up Prospect schedules with specific follow up processes:
Someone looking for a New Unit with an email address and phone number
Someone looking for an instock Used Unit with only a phone number
Someone that looked at a Unit with Days in Stock over 61
Figure out your process, include results that would happen from process... like Left a Message or Set Appointment. Decide what acitivites follow what results, and a time frame. (For instance a Phone Call result Bought Elsewhere would trigger an email from the Service Department 2.5 months later.) Start messing about with some "Trial" schedules before touching anything already being used.
Schedules cycle overnight, so you won't see new activities right away.
Maybe something as simple as a Service Appointment Reminder email to auto send 23 hours before the Service Appointment would be a great starting point.
Then stretch to something more technical that tags people with an RO over a certain $$ or over a certain KM for a salesperson to call with It's Time to Trade.
Once you get how to do the schedules you can then get more complicated and set up Prospect schedules with specific follow up processes:
Someone looking for a New Unit with an email address and phone number
Someone looking for an instock Used Unit with only a phone number
Someone that looked at a Unit with Days in Stock over 61
