Demo and Plan Selection
- review dealership goals
- pick plan
- identify DMS/export source
- confirm users and owners
A simple path from messy account data to a working CRM.
DealerReach can start from a dealership-approved export, a spreadsheet, or a Customer Reach Data Build.
CRM with dealer-provided export
Export Collection
- dealer provides CSV/Excel export from DMS or spreadsheet
- DealerReach reviews fields
- confirm account types, owners, route needs
Cleanup and Mapping
- clean duplicates
- standardize fields
- map columns
- preserve account numbers
- preserve price codes
- identify missing phone/email/address
- prepare import
CRM Setup
- configure users
- configure owners
- configure statuses
- configure routes
- import accounts
- verify data
Training and Go-Live
- train team
- review My Accounts
- review My Follow-Ups
- review filters/reports
- begin working accounts
Customer Reach Data Build estimates
25-mile
Estimated 3-5 business days after kickoff details are received.
50-mile
Estimated 5-10 business days.
100-mile
Estimated 10-15 business days.
200-mile
Estimated 15-25 business days.
Custom
Timeline depends on radius, account types, rooftops, and research depth.
Timelines are estimates. Messy exports, custom work, market density, available public/business data, multi-rooftop scope, or research depth may take longer. No sales results are guaranteed.
Ready to map your path?
Book a demo or request a Data Build quote and we will walk through your current process.