The latest craze to have hit automotive sales where customer engagement is concerned has been texting.  You can scarcely scan any industry blog/newsletter headlines or attend any best practices seminar without the writer or speaker reminding you that everyone is texting these days and therefore you must text your customers.

Just a second, my salesman found a convertible with leather!

When texting first hit the scene, early adapters took to texting like a middle school kid at Christmas opening up their first iPhone.  To compare the volume of texts initially to the carpet bombing of Dresden would not be a bad analogy.  Like the poor folks in Dresden, some customers grew weary quickly of their new BFF in the car business.  Savvy lawyers quickly noticed the tort potential presented by a dealer or online marketer who pushed poor Ms. McGillicuddy past her text message allowance resulting in her phone bill going up.

Quick! Text everyone that we are making Deals! Deals! Deals!

While the texting frenzy has tamed itself a bit one cannot argue that it is, in fact, an effective and even desired medium of communication.  The issue now becomes one of data management and control.  To properly manage text you should make certain that the texting occurs through a vendor tool for texting or a CRM and not through the individual phones of your staff.  The way in which your sales staff texts their prospects and customers will determine whether you have control of the conversation, liability for the contents of the conversations, and finally the means to determine whether or not the exchange is consistent with your dealership's best practices.

Allowing salespeople and BDC reps to text using their personal cell phones does make texting convenient for your staff.  They are also more likely to respond immediately to a customer message.  While this is a powerful benefit and a strong argument for allowing the staff to text from their own devices,  you are letting them contain and control their conversation with your customer or prospect. A sales manager cannot demand to see someone personal cell phone, nor is it likely your staff will welcome them combing through text message logs to find customer conversations that they can review. They effectively own and control those records.  If several employees are texting a customer at the same time (salesperson, BDC, manager, service writer, etc.), there is no coordination of messaging.  They may even be contradicting one another inadvertently.  An employee whose phone gets lost or damaged results in you losing all record of what was said to a customer and when.  Likewise, if they leave or are let go, with them go your contact records.  

Another risk inherent in letting the staff use their personal devices is in liability.  Customers may have shared social security numbers, bank account numbers, or other sensitive data reasonably assuming that they are sharing it with your dealership.  What if this information is compromised through a stolen phone or the carelessness of an employee?  Not knowing what information is being exchanged and having no provisions for securing the data that the consumer may have assumed that you are responsible for only invites new liability.  Remember, those lawyers that are getting fewer chances to sue for texting without permissions or opt outs will welcome new reasons to file more suits these days!

Sooo, who can I sue today?

It is poor management that does not frequently monitor phone calls and emails to customers for the purposes of identifying both training needs and exceptional performance.  With an increasing number of customers communicating via text the importance of monitoring these exchanges is increasing daily. What if a member of your staff is promising perks to make a sale that are not in compliance with company policy?  What if they are being outright deceitful?  What is a salesperson is making unintentional mistakes because of product knowledge deficits?  With no control of the communication mechanism you have next to no provisions for reviewing and guiding these conversations.

So she texted me some questions and guess what I did?

I knew a sales manager who was a phenomenal networker and who enjoyed a sizable customer database from having been at the same location for all of his career.  He was forever calling and texting customers from his cell phone.  While he is hardly a liability in regards to professional or ethical conduct and is unlikely to suddenly pull up his stakes and leave, the reality is that he completely owns and controls those conversations.  Even if he welcomed the request to share his message log with the dealership there is no simple or effective means to transfer all that data.  The reality is that were tragedy or illness to strike the dealer would have, for all intents and purposes, no access at all to the most important records for his customer database!

I'm fine. Let me text my customers. What could possibly happen?

There are an increasing number of vendors who offer quality texting solutions to sales organizations.  Make sure that the one you choose is very convenient, integrates as seamlessly as possible with your CRM software, and that management maintains full control over the content of the records.  Once you've selected your texting software comes the herculean task of making your sales staff migrate their customer texting to the new system and agree to stop using personal devices all together.  It won't be easy - at all - but clearly is in the absolute best interests of your organization.