Overview
CRM Data is a critical source of Data which the Fullpath CDXP utilizes across various marketing and sales solutions in order to connect and enhance interactions and customer engagements as well as populate the Fullpath Data Lake.
Connecting your CRM to the CDXP
Keep in mind a few very critical points:
- You will need to provide Fullpath with independent login credentials, i.e. a username and password that will be used only by Fullpath for the purposes of CRM Link. This ensures that we can continually maintain the connection between your CDXP and your CRM without interruption of service.
- Please make sure the CRM credentials you share with Fullpath are accurate. We ask that you complete a test sign in using the credentials you intend to share with Fullpath prior to sending them to your Implementation and/or Customer Success Manager; keeping in mind that this sign in is case sensitive.
- Please note: It is essential that the credentials provided to Fullpath are case sensitive. If any capital/lowercase letters are provided to Fullpath incorrectly, it may cause connection errors.
- IF your Dealership shares one CRM between more than one Dealer rooftop, custom and extended setup for CRM Link may be required.
- IF we encounter issues or bugs with your CRM (we get it, software isn't always perfect) we are beholden to the queues and SLAs of your CRM provider and therefore extended setup of your CRM Link may be required.
- IF you have any IP restrictions on the account please remove them or contact the Fullpath team to discuss.
- Please make sure those credentials have access to the relevant reports listed below. Providing updated credentials with the required permissions for the reports below will enable us to set up your CRM Link more quickly and efficiently.
Permissions and Reports
Each CRM is built differently and has a different set up for the reports it can create. Our system identifies the best reports and pulls metrics from those reports accordingly. The list below describes which reports we use inside of the VinSolutions CRM.
The login you provide to Fullpath must be able to: 1) Create Reports and 2) Add an external phone number for 2 Step Verification (this should configured in a way that allows a phone number Fullpath may setup and use to authenticate, external to your number).
In order for Fullpath to create the reports for Appointments, Leads, and Sales we have to have Edit access to Custom Reporting for our VinSolutions login. You can enable this permission in the Reporting Settings menu in VinSolutions, found in the screenshot below:
In this menu, make sure that the Allow Edit box is checked in the Custom Reporting line for our login, as shown below:
APPOINTMENTS
The login you provide to Fullpath should have full access to Insights and be able to create reports therein.
LEADS
The login you provide to Fullpath should have full access to Insights and be able to create reports therein.
SALES
The login you provide to Fullpath should have full access to Insights and be able to create reports therein.
SERVICE
The login you provide to Fullpath should have full access to service leads and service ROs and be able to create reports therein.
Time to Completion
If your Customer Success Manager is provided with up to date logins, which have the necessary access and permissions to all the reports and abilities listed above, then we endeavor to complete the VinSolutions CRM Link setup within 5 business days.
Exceptions to this are listed above, see critical points.