Relationships and Data: The New Intersection of Customer Records

Panel
Sales Process
Customer records only matter when they help teams build stronger relationships.

Customer records are no longer just a place to store names, numbers, and notes. As CRMs, CDPs, DMS data, service history, website activity, and AI tools become more connected, dealers have a new opportunity to turn customer records into smarter action.

This panel will explore how better data can improve the way teams follow up, prioritize opportunities, personalize outreach, and maintain relationships after the first sale. The focus is not just having more data, but making that data usable for the people responsible for moving customers forward.

Key Takeaways:

  • Understand how CRM and CDP strategies are changing the role of customer records.
  • Learn why clean, connected data matters for better follow-up.
  • Explore how sales, service, and management teams can use customer records more effectively.
  • Identify common data gaps that prevent stronger customer relationships.
  • Discover how dealers can turn customer history into more relevant outreach.

Focus Points:

Featured Speakers

Brian Pasch
Pasch Group
Moderator

Session Details:

Date:

Day Two – Monday 

Time:

12:45PM – 1:30PM

Room:

Ballroom

Featured Companies

— Coming soon, stay tuned!

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