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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.
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.
Please list every employee at this dealership who will require CRM access.
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.
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.
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.
Identify how dealership employees should communicate with customers through the CRM.
Virtual Business 360 will use a standard starter automation template as the onboarding baseline. The template includes an immediate new-lead acknowledgment, an assigned-user notification, and a follow-up task/reminder.
CRM onboarding will focus heavily on ensuring dealership employees understand how to use the system as part of their daily workflow. Training should be aligned to each employee's role and responsibilities.
I understand that the information provided in this form will be used by Virtual Business 360 to configure this dealership location's CRM users, permissions, communications, workflows, automations, reporting, and training. I understand that providing accurate employee and workflow information before training will help ensure the CRM is configured appropriately for our dealership operations.
