Streamlining Dealer Operations with Connected Solutions 

It’s a common scenario: A car buyer is ready to accept a deal and drive off the lot, but there’s still some wait time. In fact, the top complaint today’s consumers have about their dealership experience is the down time—and most of that takes place while they’re waiting to sign paperwork, apply for financing, or get approval.  

Dealerships that embrace connected retail solutions are better equipped to drive profits, enhance efficiency, and provide superior customer experiences. Dealertrack DMS and F&I solutions offer a seamless platform that connects every part of the dealership, allowing teams to achieve more while simplifying operations.  

Seamless Integrations 

Designed to effortlessly integrate with other software technologies, Dealertrack DMS ensures smooth data sharing across platforms. This connectivity eliminates bottlenecks, reduces errors, and speeds up the deal process to help dealers meet customer expectations more effectively.  

With the industry’s largest automotive digital contracting network—including 475+ lenders—Dealertrack F&I accelerates credit applications and ensures faster funding, making it easier to complete deals with confidence. Dealertrack F&I offers a compliance solution that includes integrated tools such as ID verification and fraud detection that further enhance operational efficiency, allowing dealerships to operate seamlessly and securely. 

Recognized for Ease of Use 

Dealertrack DMS has been consistently recognized as the #1 easiest-to-use Dealer Management System in the industry1. Its intuitive design allows teams to learn and adapt quickly, passing along time-saving benefits to customers.  When Dealertrack DMS integrates with Dealertrack F&I Digital Contracting, the reduction in manual data entry allows for a 45% faster contracting process. 

Boost Profits and Build Customer Satisfaction  

Dealertrack delivers measurable results that positively impact the bottom line. Seven out of 10 dealers report increased profitability with Dealertrack2. Additionally, dealerships save an average of $30,000 per year in hidden fees by leveraging Dealertrack’s comprehensive solutions3.  

Access to the largest aftermarket provider network and exclusive partnerships further enable dealerships to build product sales directly into deals and maximize their revenue opportunities.  

Elevate Your Dealership Experience  

Dealertrack’s connected solutions empower dealerships to streamline operations from sales to service while delivering an exceptional car buying experience online and in-store. With smoother workflows and connected processes, automotive retailers can focus on serving customers efficiently and confidently, setting the stage for long-term success.  

Achieving operational excellence has never been more seamless. Learn how Dealertrack connected solutions can elevate dealership operations, drive profits, and deliver superior customer satisfaction.  

1 Cox Automotive Retail Brand Health Study, July 2023 

2 Based on a survey of 264 Dealertrack dealer customers, October 2023 

3 Based on average spend per dealership of $2,512 per month over 12 months for non-Dealertrack DMS dealers using Xtime, VinSolutions, vAuto, HomeNet, Dealertrack F&I and Dealertrack Serve Pro from June 2022 – July 2023   

It’s Time to Close the Gap: New Ways Dealers are Rethinking ROI 

Vanessa Lynch, Senior Strategic Sales Manager at Autotrader and Kelley Blue Book, helps unpack the findings of a new Cox Automotive by Perficient whitepaper on attribution blind spots in automotive retail. Vanessa explains how most dealers have a 96% blindspot, why CRM data alone is no longer enough, and how tools like weighted engagement are helping optimize ROI where multi-touch attribution is becoming essential for staying competitive in today’s market.

GUEST EXPERT:
Vanessa Lynch
Senior Strategic Sales Manager 
Autotrader and Kelley Blue Book 

The Whitepaper Mentioned in the Episode

Top Takeaways:

Dealers are missing 96% of the buyer journey: Most dealers only track 2 out of 62 consumer touchpoints, leaving major blind spots in attribution and ROI analysis.

CRM data alone is no longer enough: Broken processes and incomplete CRM entries mean dealers must look beyond traditional metrics to understand true marketing performance.

Weighted engagement is the new gold standard: Top-performing dealers are shifting from lead volume to lead quality, using tools to assess full-funnel engagement.

Omnichannel consistency drives differentiation: Dealers who replicate their digital experience in-store stand out and attract more engaged, ready-to-buy consumers.

Data-driven strategy is non-negotiable: Vanessa urges dealers to know where their money is going and to adopt multi-touch attribution or risk being left behind

Timestamps:

0:00 – 1:22 – Introduction

Jade Terreberry introduces the episode and guest Vanessa Lynch, Senior Strategic Sales Manager at Autotrader and Kelley Blue Book, and previews the discussion on attribution blind spots and marketing ROI.

1:22 – 3:11 – Why the White Paper Was Created

Jade explains the motivation behind commissioning an independent white paper with Clairvoy, revealing that most dealers only track 2 out of 62 consumer touchpoints.

3:11 – 4:40 – The Attribution Blind Spot

Vanessa shares how this blind spot shows up in daily dealership operations and why relying solely on CRM data can lead to inaccurate ROI assessments.

4:40 – 6:18 – Rethinking ROI and Lead Metrics

Jade and Vanessa discuss the shift from lead volume to lead quality, and how outdated cost-per-lead metrics are being replaced by engagement-based models.

6:18 – 8:43 – Weighted Engagement and the New KPI

They explore how the weighted engagement formula helps normalize and value different consumer interactions, enabling more accurate ROI calculations.

8:43 – 10:28 – From Omni-Channel to In-Store

Vanessa emphasizes the importance of aligning digital and in-store experiences to attract and retain more consumers.

10:28 – 11:58 – Tools That Drive Transparency

Vanessa highlights how tools like nVision and Clairvoy provide full-funnel visibility and help dealers understand shopper behavior across platforms.

11:58 – 13:33 – Embracing Multi-Touch Attribution

Jade explains how Cox Automotive was an early adopter of third-party attribution tagging and why dealers must evolve beyond first- and last-touch models.

13:33 – 14:11 – Final Advice from Vanessa

Vanessa urges dealers to know where their money is going, understand shopper engagement, and build a data-driven marketing strategy.

14:11 – 16:57 – Closing Thoughts

Jade wraps up the episode with a call to action for dealers to embrace data, protect their marketing spend, and prepare for the future of automotive retail.

Be One of the First to Access the Whitepaper

PRIORITY WAIT LIST: 

Be One of the First to Access the Whitepaper: From Click to Car Sale – Improving Marketing Measurement and Results 

Dealerships are missing out on sales and don’t even know it. The outdated method of traditional lead tracking leaves out most of the buyer journey, but a new whitepaper reveals how to fix that 92% blind spot. 

Backed by Clarivoy data and independently conducted by Perficient for Cox Automotive, this upcoming whitepaper introduces the smarter way to measure marketing success using Multi-Touch Attribution (MTA). Be the first to access the insights that will reshape how your dealership protects their spend and increases their ROI. 

Join the wait list to get early access to: 

  • A breakdown of how Multi-Touch Attribution reveals hidden sales drivers, so you strategize spend on what’s actually working 
  • A new metric – Weighted Engagement Formula – that replaces outdated cost-per-lead thinking and gives you a more accurate way to see what’s driving sales 
  • Actionable step-by-step strategies that show you how to maximize your return on ad spend and capture more opportunities to influence sales 

Don’t miss your chance to get ahead of your competition. 
Sign Up for Priority Access to be one of the first to receive the whitepaper. 

Ensure Continued Profitability by Prioritizing the Shopper Experience 

Dealership profits and the consumer experience have always been (and will forever be) inseparably connected. As trends, market conditions, and technologies change, the way you treat your shoppers and the experiences that you deliver are always in your control. 

Even amid current economic uncertainty and an ever-growing list of factors that impact profitability, your long-term success is tied to the consumer experience. If shoppers have a great experience at your dealership, they will keep coming back—and their positive opinions will impact others’ perceptions of your dealership too. 

A Decline in Dealership Confidence   

Dealers are overall less optimistic about market conditions in 2025, despite surges in consumer traffic and signs of improved profitability. More dealers perceive the market as weak, rather than strong, and the coming year is expected to be a roller coaster for the industry in terms of market outlook for dealers.  

This decline in dealer confidence can be attributed to a number of factors, including shrinking margins and rising floorplan and advertising costs. More recently, market volatility and the uncertainty of tariffs have played a major role in diminishing consumer confidence and dealership profitability. 

Despite these trends and sentiments, you can still create a car buying experience at your dealership that will generate leads, bring in new shoppers, and improve profitability. As you focus on putting the shopper experience first, profitability usually falls into place.  

What Consumers Want 

When your shoppers are happy, your dealership generates repeat business, better word of mouth in the marketplace, and lifetime value across the ownership journey. So, what do consumers want? They want an experience that prioritizes transparency, trust, convenience, and more shopping options. 

Transparency and Trust 

Shoppers want to trust dealers. While they understand that you’re in the business of selling cars and turning a profit, they want to know that you have their interests in mind too, and that you’re going to give them a fair deal for their vehicle. 

That means giving your shoppers fair, upfront, and consistent information on vehicle pricing, and having open and honest communications to help them feel secure about their purchase decisions.  

Personalized, Convenient Shopping Options 

Shoppers don’t just want options in terms of the variety and number of vehicles you offer. They want options in the way they shop and build a deal with your dealership. Some want to shop online, others want to shop in-store, and most will utilize some combination of shopping options.  

No matter how or where they shop, however, consumers want to see the same deal terms at every touchpoint. This consistency adds convenience to shopping experience and builds trust in your dealership. Nothing undermines consumer confidence more than seeing a different price on the same vehicle at different times in the shopping process. 

Data and Tools Work Together to Unlock the Experiences Consumers Want 

Shoppers are sharing more information about themselves and their interests than ever before. But with this information, it’s important to remember that car buyers want to buy a car; they don’t want to be sold a car. With the right shopper data and the right tools to help you make sense of your data, you can deliver the experiences shoppers want.  

  • Time Savings: Efficiency and the consumer experience are tied together. Lengthy wait times caused by redundant data entry and complex paperwork only frustrate customers. On the other hand, digital tools that automate and streamline processes allow you to serve more shoppers more efficiently, improving overall satisfaction. 
  • Tech-Driven Experiences: Consumers have grown accustomed to tech-driven shopping and buying experiences. No matter where they shop, they expect an experience similar to online retail giants that incorporate cutting-edge technologies to streamline the purchase process. Dealerships that adopt these technologies deliver on the high expectations of today’s consumers. 
  • Transparency and Confidence: Consumers want to know that they’re getting a good deal when they buy from you. When you deliver a transparent shopping and buying experience with honest communication and pricing, consumer confidence and trust increases. This leads to happier buyers who become lifelong customers and refer others to your dealership.  
  • Generative AI: This technology allows you to automatically create personalized customer communications with the click of a button. You can send engaging texts and emails that include crucial details such as vehicle of interest, trade-in, purchase/service history, and more. This approach saves time while ensuring you remain in control of the message.  
  • AI-Powered Deal Making: Artificial intelligence technologies are making it easy for shoppers to start buying a car online and pick up where they left off in your store. This technology gives shoppers the ability to collaborate with your team to build a deal that maintains consistency across shopping options to ensure transparency and build trust.  

Data and Tools Working Together  

Even when factors outside your control seem to be working against your dealership, you can control the consumer experience. With data that gives you a full, accurate picture of every shopper and tools help you to make sense of your data, you can deliver the experiences shoppers want and ensure continued profitability and long-term success for your dealership.  

Data-Driven Strategies for Modern Dealerships: Turning Clicks into a Close

GUEST EXPERT:

Noah Lee
Director of Product Consulting
Cox Automotive

Top Takeaways:

  • Click to Close is a Journey, Not a Moment: The car buying process involves hundreds of micro-interactions. Every click and contact counts, especially in the final stages of decision-making.
  • First-Party Data is Your Game Changer: Leveraging dealership-owned data enables more relevant, personalized marketing and follow-up strategies that resonate with today’s informed shoppers.
  • Omnichannel Expectations: Consumers expect a seamless transition between online and in-store experiences. Reducing friction and repetitive steps is key to maintaining engagement.
  • AI’s Role in Personalization: AI can enhance both the shopper and staff experience by offering insights, recommendations, predictions, and automation—when powered by quality data.
  • Cultural Shift is Crucial: Dealerships must foster a culture that embraces technology, aligns staff incentives, and redefines roles to support a more consultative, data-driven approach.
  • Know Your Blind Spots: Tracking and measuring every step of the customer journey is essential. Dealerships must move beyond outdated metrics and embrace data transparency.

Timestamps:

0:00 – 0:47 – Introduction

Jade Terreberry introduces the episode and guest Noah Lee, Product Manager at Dealer.com, and previews the topic of optimizing the car buying journey from click to close.

0:47 – 2:00 – Defining “Click to Close”

Noah explains how the dealership experience between the initial online interaction and final purchase is often inefficient, and how trust and transparency are key to keeping consumers engaged.

2:00 – 3:44 – The Evolving Consumer Study

Insights from Cox Automotive’s research reveal that consumers expect a seamless, omnichannel experience, but many dealerships haven’t yet figured out how to deliver it.

3:44 – 6:59 – Every Click Counts

Noah emphasizes the importance of engaging consumers throughout the entire journey, not just at the first lead, and how real-time data and identity resolution can help validate offers and build trust.

6:59 – 8:58 – Demographics and Personalization

Millennials and Gen X are leading car purchases. Dealerships must use data to personalize experiences and reduce friction during in-store visits.

8:58 – 10:15 – AI in Automotive Retail

Discussion on the growing role of AI in the car buying process, including both its benefits and challenges in delivering accurate, human-like interactions.

10:15 – 13:39 – The Four Pillars of AI Strategy

Noah outlines how Cox Automotive uses AI for insights, recommendations, predictions, and automation—and how dealers can adopt these tools at their own pace.

13:39 – 15:40 – Empowering Dealership Staff

AI isn’t just for shoppers—it also helps dealership staff understand customer behavior and deliver more relevant, timely interactions.

15:40 – 20:15 – Cultural Shifts and Role Redefinition

Dealerships must embrace a cultural shift, redefining staff roles and building confidence in tools that enhance efficiency and profitability.

20:15 – 21:25 – Final Takeaway

Noah shares his top recommendation: identify blind spots, track everything, and use data to guide decisions.

21:25 – 22:17 – Closing Remarks

Jade wraps up the episode, encourages listeners to subscribe, and previews future conversations on automotive innovation.

3 Steps to Optimize Your CTAs on the VDP 

In today’s mobile-first world, your Vehicle Detail Page (VDP) needs to do more than just look good. It needs to work smart. Shoppers are browsing on their phones, and every button, banner, and sticky action plays a role in either helping or hindering their journey. 

Here are three practical steps to streamline your CTAs and create a cleaner, more effective VDP experience: 

  1. Declutter your mobile view by removing or repositioning irrelevant buttons.  
  1. Avoid redundancy by consolidating buttons that serve the same purpose.  
  1. Prioritize your primary CTA to guide shoppers toward your dealership’s main goal. 

1. Remove Unnecessary Clutter 

Start by viewing your VDP on your mobile device. Are there buttons that don’t relate to the vehicle being viewed?  

Fixed buttons are often the culprit here. Because they follow the shopper as they scroll, they can overlap important content and disrupt the browsing experience. In many cases, these buttons don’t apply to the content being viewed. 

If that’s the case, consider removing them. Buttons that are irrelevant to the vehicle can confuse shoppers and distract them from their goal. If removal isn’t possible, try repositioning them lower on the page, such as in the footer, to reduce visual noise. 

Most dealership sites will only need one fixed button—typically for instant chat. Keeping these fixed buttons down to a minimum helps maintain a clean and focused experience. 

2. Simplify Redundant Buttons 

A common issue we see are buttons that serve the same purpose. Having multiple CTAs for contacting the dealership, applying for financing, or getting a trade-in estimate can overwhelm shoppers and lead to decision fatigue. 

Audit your VDP for duplicate actions. If two or more buttons serve the same purpose, keep the one that performs best and remove the rest. If you choose to keep similar actions, group them logically so they complement each other without creating confusion. 

3. Only Highlight the Most Important Button 

Every dealership has a primary goal—whether it’s generating leads, encouraging phone calls, or gathering prequalified financing offers. Identify your top priority and make that your primary CTA. All other actions should support this goal, not compete with it. 

Avoid the temptation to give too many CTAs primary weight. Doing so splits the shopper’s attention and weakens your overall strategy. If everything seems primary, you may find yourself trying louder ways to upstage your own primary button design to draw more attention. 

This issue often arises when third-party buttons are added to the page. These buttons frequently come with their own styling and prominence, which can unintentionally compete with your primary CTA. If you include them, make sure they are truly adding value and not a distraction from your main objective. 

Optimizing your CTAs is not just about aesthetics—it’s about strategy. By decluttering your VDP, removing redundant actions, and focusing on a single, clear call to action, you create a smoother, more intuitive experience for your shoppers.  

More Profitable Service Experiences Need a Better Service Platform 

Consumer trends are changing. Flexibility and convenience are key—and that extends to the service department. To drive revenue in fixed ops, it’s critical for dealerships to enhance the service experience. The reward is twofold: Happy customers will return for future service needs—and perhaps even return to trade in and then purchase a new vehicle.  

To elevate the service experience, make it easier for customers to schedule and check in for their appointments. Look for ways to help provide clear updates so customers understand their vehicle’s status and approve ROs faster, while reducing staff downtime to keep operations running efficiently. 

Here’s how Xtime, the industry’s most comprehensive service platform, brings it all together to elevate the customer experience and drive increased profitability.  

Seamless Scheduling, Check-Ins, and Payments 

Let customers book appointments any way they prefer with real-time availability scheduling online. Customizable menus allow you to keep your pricing up to date, promoting transparency and building trust with customers.  

Once customers get to the service department, self check-in fast-tracks the repair write-up process. Tablet reception allows staff to greet customers by name, with a complete vehicle history and service record at their fingertips.  

Flexibility is key once again when it comes time for customers to pay – whether paying in-lane, responding to an online request, or choosing to finance the repairs for higher-cost situations.  

Enhanced Communications  

Service departments that offer flexible and efficient consumer touchpoints create seamless service experiences for all consumers, even those who may not have a profile at the dealership. Service managers can text customers, turning inquiries into appointments, as well as provide real-time status updates for a better customer experience and improved staff productivity. 

Enhanced Multimedia 

High-quality customizable images, audio and video sent via text or email can help customers see and hear why additional service repairs are not only necessary, but beneficial: Dealers have seen approvals in as fast as 7 minutes when they send video with Additional Service Recommendations (ASRs)*. 

Enhanced Reporting 

Ensure the shop is always operating at full capacity with solutions that can optimize appointments based on work to be performed. Dashboards and performance scoreboards provide real-time insights and performance tracking into shop output, helping service advisors identify and address inefficiencies before bottlenecks occur.   

Maximize service department revenue with Xtime solutions for the ultimate customer experience. Click here to learn more.  

* Based on median approval time for dealers using Xtime Inspect and Enhanced Multimedia, January to July 2024.  

Streamline Sales with CRM Tools and AI-Driven Insights 

Rising floor plan costs, growing advertising expenses, and broader economic volatility mean it’s getting harder for dealers to increase profitability. Navigating automotive retail today demands precision, efficiency, and an unwavering focus on customer relationships.  

More than a CRM provider, VinSolutions is a suite of tools that turn data into profit across the entire dealership. Powered by exclusive insights from Cox Automotive, VinSolutions enables dealerships to connect with ready-to-buy consumers. Intelligent automation drives highly personalized marketing campaigns to drive engagement and foster loyalty from shoppers. Meanwhile, streamlined desking solutions build more effective deals and provide more accurate trade-in appraisals. Here’s how it all comes together: 

Predictive Insights for Smarter Customer Identification 

VinSolutions CRM integrates predictive AI-driven insights, allowing dealerships to pinpoint buyers who are 8 times more likely to make a purchase*. By analyzing customer shopping behavior alongside sales and service history, sales teams can focus on high probability leads. Using GenAI, they can create highly personalized and effective communications with the click of a button. The result? More meaningful connections and a significant boost in sales efficiency. Dealers can identify opportunities earlier in the buying process, fostering better relationships with their customers and paving the way for smoother transactions. 

Personalized Campaigns with AMP 

Leveraging Cox Automotive’s native customer data, VinSolutions Automotive Marketing Platform (AMP) crafts tailored customer communications across multiple channels with remarkable precision. AMP doesn’t just automate marketing—it ensures that every campaign feels uniquely crafted for each shopper, driving higher interaction rates and stronger customer relationships. For dealerships, this translates to an average of nearly 10 times ROI** as customers feel understood and valued throughout their journey. 

Build Better Deals with Streamlined Desking Software 

With a streamlined user interface and holistic view of the customer and their payment options, dealers can drive the best deals forward with VinSolutions Desking. Faster, more accurate trade-in appraisals can help car buyers understand their equity, while custom proposal templates allow them to compare multiple pricing proposals side-by-side.  

With VinSolutions’ suite of CRM tools, the powerful capabilities of its Automotive Marketing Platform (AMP), and the efficiency of its desking software, dealerships can redefine the way they connect with customers. From identifying ready-to-buy shoppers earlier to crafting personalized campaigns and maximizing profitability, these solutions provide everything a dealership needs to thrive in today’s market. Learn more about VinSolutions and drive intelligent sales.  

* VinSolutions Automotive Intelligence Data predictions for 30 days prior to purchase from Sept. 2022 to March 2023.  

** Based on analysis of customers receiving messages from Automotive Marketing Platform from July 2023 to July 2024, analysis performed September 2024. 

Unlocking Profit Potential: Mastering Trade-In Strategy with Kelley Blue Book Instant Cash Offer

In this exclusive bonus segment of the Complete Profit Picture training series, industry experts dive into the evolving landscape of vehicle acquisition and trade-in strategy. Learn how to leverage real-time data, digital tools, and dealership processes to build consumer trust, optimize appraisals, and drive profitability—even amid market disruptions. Discover actionable insights on aligning fixed and variable operations, motivating your team with smart pay plans, and using Kelley Blue Book Instant Cash Offer to turn every appraisal into a win. Perfect for dealers looking to stay ahead in a shifting market.

Interested in digging deeper? Check out this blog on the need for implementing the right acquisition strategy after you watch the video.

Credit & Compliance 101 with Equifax: Expert tips on staying ahead of credit risk and fraud

Join hosts Brady Harrison, Head of Strategy & Execution, Equifax Digital Solutions, Margaret Bosworth, Equifax Director of Identity, Fraud and KYC Solutions and Robert Newman, Director Product Consulting & Performance Management for Cox Automotive as they discuss how to get ahead of credit risk with compliance and fraud prevention:

  • The data you need for a high-quality credit application
  • What to look for in credit applications and credit bureau pulls
  • Best practices for risk evaluation in digital and in-store retailing
  • Using ID verification and fraud prevention tools to protect your dealership

Don’t have Dealertrack Compliance to safeguard your deals? Schedule a demo with a compliance specialist today.