TURN YOUR CRM DATA INTO MEASURABLE SALES OPPORTUNITIES
Your database is full of unsold deals, maturing leases, and customers ready to upgrade, but most teams do not have the time or structure to work it properly. Epic BDC designs, configures, and runs disciplined database and equity mining systems with clearly defined CRM query rules, lease maturity sequences, and APR/term filters that turn your CRM into a reliable source of appointments, shows, and retail units.
We build dealership equity mining structures that focus on operational clarity through standardized query templates, repeatable list-generation logic, and clear handoff rules to your sales team. Our team works remotely inside your CRM, so every query, list, contact attempt, and disposition is tracked, reported, and tied back to defined campaigns and your sales performance.
DATA-DRIVEN CAMPAIGNS THAT TARGET THE RIGHT CUSTOMERS
Instead of generic blast campaigns, we configure precise CRM queries and structured call, text, and email outreach cadences. We filter your database using defined field-level rules so your team spends time with the customers most likely to say yes.
Our dealership equity mining services include detailed CRM query filtering across vehicle details, finance terms, APR brackets, payment bands, engagement history, deal status, and service history. That means we can isolate the exact records that match your inventory strategy and your buying criteria, while also factoring in how recently the customer was contacted and what outcomes occurred the last time your team engaged them.
To keep the filtering structured and repeatable, we commonly use rules like the following:
Vehicle filters: year, make, model, trim, segment, mileage bands, and ownership type (retail vs. lease)
Finance terms: current term length (e.g., 36, 48, 60, 72, 84 months), months elapsed, and remaining balance bands
APR brackets: e.g., 0, 1.9%, 2%, 3.9%, 4%, 5.9%, 6%, 8.9%, 9%+ to identify refinance and upgrade candidates
Payment bands: defined monthly payment ranges aligned with your inventory strategy (e.g., $250, $349, $350, $449, etc.)
Engagement history: days since last contact, last showroom visit date, last inbound lead date, last email open/click, and prior appointment outcomes
Deal status: sold, unsold, lost, active lead, dead lead, and service-only customers
Service history: closed RO counts, last RO date, warranty status, and high-dollar RO thresholds
​We also build lease maturity sequences that prioritize customers approaching key milestones, then map each maturity band to a specific outreach cadence and to specific scripts and offer frameworks. This structure makes it easy to see which lease maturity phases are producing responses and deals, and it keeps your team from treating all lease customers the same.
Typical lease maturity rules include:
Lease maturity windows at 3, 6 months, 7, 9 months, and 10, 12 months to create staggered outreach phases
Day-count filters based on contract end date (e.g., 90, 120, 150, 180 days to maturity)
Sub-segments by mileage vs. allowance (e.g., under-allowance, at-allowance, over-allowance risk)
Alignment with OEM pull-ahead programs, loyalty/conquest offers, and your store’s inventory priorities
In addition, we layer in targeted APR and term length parameters so you can identify customers positioned for payment-neutral or payment-reduction upgrades. These parameters help create structural segments your managers can re-use and refine over time, delivering a steady stream of prospects who already fit your buying criteria.
Examples of these parameterized segments include:
STRUCTURED EQUITY MINING PROCESS YOU CAN TRUST
Epic BDC builds repeatable workflows that plug into your current CRM rather than sitting outside it. We begin by mapping your CRM fields and agreeing on the filters and rules that define your ideal targets. These targets typically include finance terms (term length, months elapsed, remaining balance, payment range), lease maturity windows (days to maturity bands and mileage status), vehicle criteria (age, mileage bands, model/segment priority, ownership type), and past engagement criteria (last contact date, last appointment date, lead source, and status).
From there, we create standardized campaign list definitions, calling schedules, and messaging frameworks that your managers can easily review. Each campaign is documented so there is no ambiguity about how the list is built and how outreach is executed. Documentation includes the CRM filter logic (field names, operators, and value ranges), the inclusion and exclusion rules (for example, excluding open deals, recent sales within X days, or specific lead sources), and the contact cadence rules by channel (call/text/email timing and limits).
Every contact attempt, disposition, and appointment is recorded directly in your CRM using agreed-upon status codes and custom fields where appropriate. This approach supports accurate pipeline visibility by campaign and list, cleaner data for future campaigns through consistent use of fields and dispositions, and the ability to track appointment set, show, and sold outcomes by campaign, list, script, and agent.
COMPLIANCE-FIRST OUTREACH WITH CLEAR ROI TRACKING
Outbound database work only pays off if it is compliant, consistent, and measurable. Epic BDC operates with strict TCPA-aware protocols and follows your documented policies to help your dealership run proactive campaigns with confidence.
TCPA compliance protocols include:
Respecting and enforcing all CRM consent flags (e.g., consent to call, text, and email) prior to outreach
Excluding records marked with do-not-call, do-not-text, or global opt-out indicators from associated channels
Aligning contact methods with documented permissions (for example, phone only, text only, email only)
Applying contact frequency limits and quiet hours in line with TCPA and your store’s policies
Maintaining audit trails of contact attempts within the CRM (timestamps, channel, user, and disposition)
Customers with APR above a set threshold (e.g., >4.99%) and acceptable equity position
Customers with 48- or 60-month terms who are 18, 36 months into their contract with stable payment history
Short-term leases (24, 36 months) approaching 6, 9 months from maturity where OEM support is strongest
When these database and equity mining campaigns are implemented consistently, the result is a more disciplined system that your store can run and measure. Key structural outcomes include:
Defined, repeatable query templates for core segments (equity, lease maturity, service-to-sales, payment reduction)
More consistent follow-up rules based on last-contact and status fields
Better alignment between equity opportunities and your current inventory strategy through inventory-linked filters
Increased service-to-sales triggers from RO and warranty fields
Clear visibility into which segments and filters in your database are actually driving revenue
Using only approved scripts and templates that avoid prohibited language and clearly identify the dealer
On the performance side, we implement structured ROI tracking by tying every campaign back to specific CRM lists, filters, and workflows. For each campaign, we define:
A unique campaign identifier that is stored in the CRM and attached to all related activities and opportunities
Source and sub-source fields that distinguish between different query templates, lease maturity bands, and APR/term brackets
Standardized appointment and sales reporting fields used for consistent measurement
With those definitions in place, you can see results clearly at the campaign and segment level, including which equity filter combinations generate the most appointments and sold units, which lease maturity sequences (e.g., 90, 120 days vs. 150, 180 days to maturity) convert best, and which APR and term length brackets respond at the highest rate and deliver the best gross or volume. You can also review average contact attempts, appointment set rate, show rate, and sold rate by campaign, along with revenue and unit counts that can be linked directly to specific database mining campaigns.
With this structure in place, you can refine your strategy based on real performance data and re-run only the campaigns, filters, and sequences that prove themselves.
Automotive
WHY DEALERSHIPS CHOOSE EPIC BDC FOR EQUITY MINING
Dealers work with Epic BDC when they want more structure, speed, and accountability in how their CRM is mined. We combine disciplined process design with hands-on execution inside your existing system, so you gain a team that systematically applies defined filters, sequences, and compliance rules to your database every day.
Our dealership equity mining services are built for owners, GMs, and sales leaders who care about measurable, data-driven outcomes. We focus on:
Clearly defined CRM query structures and reusable filter sets
Whether you want full outsourcing or targeted support for database and equity mining only, Epic BDC helps you turn dormant CRM data into structurally organized, trackable campaigns that translate into consistent showroom traffic and revenue.
Consistent follow-up rules and cadences on every qualified opportunity
Recovery of missed and inactive leads through structured re-engagement campaigns
Maintaining a cleaner, more productive CRM by standardizing data entry and dispositioning
UNLOCK HIDDEN OPPORTUNITIES IN YOUR DATABASE TODAY
Partner with Epic BDC to turn overlooked customer data into real appointments and profitable trades using our targeted dealership equity mining services. If you are ready to increase sales efficiency and ROI from your existing database, contact us to get started.