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As we close out the year, I think it's time to start thinking about 2009 as a whole and what we have learned, where were we strong and where we need to improve. Can anyone share what they use or have used in the past as a quarterly/yearly review to summarize their management staffs strengths and weaknesses? I'm specifically looking for some ideas of a review form, etc. Any information would be greatly appreciated from the "Best of the Best".

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Your CRM system would be a good place to start. I've attached a report I did for a dealer last year after extracting data from their CRM. The average was taken from compiling data from over 100 dealers using the same CRM system.

Analyze your data, but then turn it around 180 degrees and use it to form a plan for 2010.
Jerry - any chance you have the file saved in something other than .docx?
Thanks for sharing!
Try this one.
Thanks for the present Jerry!


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