CRM
This app has multiple different ways a follow up process can be created or adjusted.
What is the Rule Engine/Process Automation
Name 5 actions that can be done on the Mobile App for Sales.
Stock in vehicle, add notes, create RO, Inventory Audit, details of a vehicle, attach media/damages
This feature can be shown when asked how we handle reconditioning tracking.
WHat is the RO Dashboard
When a technician makes a recommendation during an MPVI, this workflow is initiated for the Parts Team.
What is Parts P&A Request
This app gives a dealer group an easy way to balance out their stores at the end of the month.
What is IF Reconciliation?
This lead type can have its own workflow going into desking when a dealer is looking to purchase a vehicle.
What is a Vehicle Acquisition Lead
This deal type can make an much easier process for purchasing after market products for a vehicle.
What is F&I Products Only
This product gives the user the visibility to labor and parts pricing by VIN.
What is Service Catalog Pro?
These 3 items are updated/integrated from most OEMs directly throughout parts
Master Tape List, Supersessions, Parts Orders, Catalog.
Detail of a stock number, searching a specific date range for a transaction, or even looking up the control/reference details are some of the things that can be done through this screen
What is the Inquiry Tool
Adding this item in a lead will send a notification to a user when the criteria is matched as to what the customer is looking for.
What is a Wishlist Vehicle?
We use this provider for rating and remitting products in Finance?
What is PEN?
Name 5 items that are visible during our check-in process
Recalls, Warranties, We Owes/Due Bills, SOR, Customer Notes, RO History, Deferred Services.
Name 6 things that can be done in the Parts& Inventory main screen.
Create Sales Order, Create SOR, Vendor PO, Make a Lost Sale, create a Part or Kit, Bulk Updates, Update Supersessions, Look up a part, Update a part.
This feature will create an automated journal entry for the dealer if they need to move a vehicle from one store to another.
What is Vehicle Transfer?
These are the 4 functionalities around CRM PRO
Customer's can complete these 5 items through Sales Concierge.
Upload Driver's License, Complete Credit App, Upload additional docs, sign documents, make payment
These settings will determine the amount of work coming into the service department. Name the 4 categories of how tin depth they can be.
Capacities - Dealership, Shop, Advisor, and Transportation
This feature allows a dealer to be able to sell more quantity than what is available in parts.
What is Negative On Hand?
This feature is available in all departments, although gets finalized in accounting.
What is Tekion Pay
Name 5 items that can be done in the Rule Engine.
- If/Or Split, Create Task, Assign Task, Assign Lead, Send Automated email/text, Send Notification, Action of a status/appt/task
3 items a customer can do in our F&I menus while they are being casted or through Sales Concierge.
Watch/View Media, Update Cash Down, View Details of Loan, Remove Products.
Hot topic on our scheduler, when this is being used, the dealership can see the details of promotions and ML upselling.
What is the ML Dashboard?
Highlighting our Special Order process, name these three key steps that can be set up.
Receipt in (scan gun, mobile or manual), notification to customer or internal, and link to scheduler for customer to book if desired.
Name 5 different functions our Schedules can do.
Create payment(check), clearing entry, print/download, add notes, update control/description, dynamic drill down to control, go back to any previous history month of the schedule.