International Motors Dealership CRM Onboarding & Configuration Form

This form is designed to collect the information needed to configure and train your dealership team on the Virtual Business 360 CRM. It focuses on CRM users, permissions, sales processes, lead routing, communications, follow-up workflows, automations, reporting, and training. Website design information is not required in this form.

Please complete this form as thoroughly as possible before CRM configuration and training begin. Fields marked with an asterisk (*) are required to begin CRM configuration; all other fields may be completed during onboarding.

1. Dealership Information

This onboarding form applies to one dealership location only. All employees, permissions, communications, workflows, automations, reporting, and training requirements should relate specifically to the dealership location completing this form.

Dealership Name*

Dealership Location/Store Name*

Street Address*

City/State/Province*

Primary CRM Contact*

Primary Contact Title

Primary Contact Email*

Primary Contact Phone*

Time Zone*

Dealership Business Hours*

2. CRM Goals & Current Process

What are the three most important outcomes you want the CRM to accomplish for this dealership?

If you currently use another CRM or sales-management system, please identify it:

3. CRM Users & Employees

Please list every employee at this dealership who will require CRM access.

Upload a list of employee names, their emails, job titles, departments, and managers

3. User Roles & Access Levels

Access should be based on each employee's job responsibilities. Use this section to identify what different roles at this dealership should be able to view, manage, or configure within the CRM.

Who should be able to manage CRM users and employee access?

Who should be able to view all dealership customers and leads?

Who should only see customers or leads assigned to them?

Who should be able to view reports and performance dashboards?

Who should be able to manage CRM automations and workflow settings?

Who should be able to review customer communications?

Are there employees who should NOT have access to certain information or CRM functions? If yes, explain:

5. Sales Team Structure

Number of New Truck Sales Representatives

Number of Used Truck Sales Representatives

Number of Sales Managers

Number of BDC / Customer Service Users

How is the sales team organized?

New Truck Sales

Describe any sales-team structure, territories, specialties, or assignment rules we should understand:

If lead assignment requires specific rules, please describe them:

Existing Customer Ownership

Keep existing customers with their current salesperson/account owner Allow reassignment by management No permanent customer ownership Review during onboarding

6. Lead Sources & Lead Routing

Identify any manufacturer, marketplace, or third-party lead sources that should feed into the CRM:

Should different lead sources follow different assignment rules?

Yes No Unsure - review during onboarding

If yes, explain how lead routing should differ by source:

7. Truck Sales Pipeline

Please identify the stages your dealership uses to move a truck sales opportunity from initial inquiry through completion.

Common examples include: New Lead, Attempted Contact, Contacted, Needs Assessment, Truck Identified, Quote / Proposal, Financing, Trade Evaluation, Follow-Up, Negotiation, Order Pending, Sold, Delivered, and Lost.

Upload a list of stages here:

What information should sales representatives capture on an opportunity?

New or used trucks

When should an opportunity be considered closed or complete?

How should lost opportunities be documented or categorized?

8. Customer, Company & Fleet Records

Which information should be captured on customer, company, and lead records?

Required manufacturer/integration fields will be validated against the current Shift Digital and International specifications before final configuration.

Please provide any field specification or lead-delivery documentation available to your dealership.

Company name

Do you manage commercial or fleet accounts with multiple contacts?

Yes No Sometimes

Describe any account structure or customer-record requirements we should configure around:

9. Customer Communications

Identify how dealership employees should communicate with customers through the CRM.

Solve the math problem

International Motors Dealership CRM Onboarding and Configuration Form