Forge Your Business into a Digital Powerhouse
DealerConnect CRM/I gives you a better, more connected customer experience across your dealership.
DealerConnect CRM/I modernizes your dealership with anywhere, anytime access to customer and inventory data, in an easy-to-search platform that quickly queries the right records – every time.
CRM: Focus on your Customer
Manage customer interactions and improve relationships.
- Consolidates customer and inventory data from dealer business systems, spreadsheets and more.
- Stores and tracks sales opportunities, service cases and marketing opportunities by customer or prospect.
- Assigns and schedules tasks and requests.
- Saves important calendar dates, call logs, follow-up reminders and more for each customer.
- Provides a complete picture of customers and prospects that can be shared across departments.
- Better customer service and customer relationships.
- Automated reporting to manage pipelines and processes.
- A single system streamlines internal communications and makes it easier for employees to work together.
Inventory: Track and Search Right from the App
Easily search, track, and manage your dealership’s inventory all in one place.
- Quickly search and find specific equipment.
- With one click, start inventory quotes.
- Complete trade assessment in one system.
- Mobile application to easily search inventory, start quotes, place inventory holds and more.
- Track and manage all of your dealership’s inventory from one application.
- Know at-a-glance a customer’s purchase history, current equipment, and service history.
- Inform inventory decisions using reported customer interest, number of times the item was quoted, and aging stock units.
- Inventory search is easy, fast, and more mobile – with shorter queries.
The Tools You Need to Sell Faster and Better
Simplify your quoting
process.
Create and manage quotes
directly in DealerConnect
CRM/I.
Popular Features:
Wizards and Automation
Built-in Wizards help you fill out quotes correctly, and completely, each time.
Automations trigger notifications and next steps when a quote is marked sold.
Custom PDFs and Signatures
Customize the PDF of the quote with your dealership logo and contact information.
Easily obtain digital customer signatures using a phone or tablet, or integrate with DocuSign.
Create a PO
Once the deal is finalized, you can create a purchase order directly from a quote.
The PO will automatically be sent to the Order to Cash workflow system.
Track Sales Trends
View complete quote history by inventory or by customer.
Use data from quotes to track sales trends and gain insights on pricing, purchase timing, lost sales and more.
See your entire pipeline to better manage your sales process.
Popular Features:
Simple and Straightforward
Salespeople can review the sales pipeline and organize their day in a few short minutes.
Work on the next steps for each deal, and quickly identify and flag deals needing extra attention.
Troubleshooting
Track progress as deals move through each stage of the sales pipeline.
Prevent quotes going ‘stale’ by tracking both days in each stage and in the pipeline. Troubleshoot any potential issues before they become bigger problems.
Filter the Data
Filters allow you to see only the data you want.
Filter your pipeline reports by individual salesperson, team, region, or the whole dealership. For deeper insights, filter reports by type of equipment quoted, number of days in each stage and more.
Actionable Decisions
More time to manage your sales team means better results.
Help coach the right deals through the sales pipeline, making sure time and incentive dollars are maximized across your sales teams.
Seamlessly manage purchase order (PO) fulfillment.
Order to Cash (O2C) takes POs from quote to settlement using one system.
Popular Features:
Workflow
Eliminate spreadsheets and stacks of paperwork. Automate your repetitive processes and reduce errors during PO processing.
Use the O2C workflow to manage the PO from quote to settlement in one system.
Milestone Progression
Customize the PDF of the quote with your dealership logo and contact information.
Easily obtain digital customer signatures using a phone or tablet, or integrate with DocuSign.
Requests
O2C has built-in, automated request buttons with forms to send work notifications to other departments (service, parts, trucking, etc.).
This helps improve communication between departments and attaches those requests to the right PO.
Visibility
Provide management with revenue visibility across every stage of the PO process and real-time details on the pipeline of orders.
Add depth to your process evaluations and precision to your cash flow projections.
Real-time data reporting and analysis.
Make faster, better decisions using data analytics.
Popular Features:
Reports and Dashboards
Built-in analytics features consolidates and organizes your data to create customizable reports.
Convert those reports into visual dashboards with easy-to-view charts and graphs.
Better Decisions
Make better, faster decisions with data-driven insights tailored to your dealership.
Review your key performance indicator (KPIs) data quickly using visual dashboards.
Automate Reporting
Stop wasting time on cumbersome spreadsheets that quickly become outdated.
Set your reports on an automated schedule or update your dashboards with a single click.
Cloud-based Analytics
Cloud-based analytics give you real-time insights and analysis into your business.
Mobile applications provide greater accessibility from anywhere, using your mobile, tablet or computer.
