Inventory, sales orders, parts and repair orders from CDK, right inside Salesforce where your reps already work, so a closed deal never gets keyed in twice.
What data moves, what to expect in week one versus month one, and where most dealers hit a snag, free.
Want the bigger picture across every DMS? See all dealer integrations.
The rep who gets an accurate quote in front of the customer first usually wins the deal.
Without the connection, quoting runs on whatever a rep can piece together by hand between two systems that were never built to share data. We set up Salesforce CPQ across your inventory the way it sells, separating what’s on the lot from what still has to be built to order, so reps can quote either one just as fast, and Conga Composer sends it out with photos and pricing looking like it came from a design team.
What moves once CDK is connected:
Reps see what’s on the lot and on order without calling the office.
Build the quote in the yard, from the phone, against real stock.
Every unit, sales order and repair order, right on the account.
Salesforce is where your reps log the work, and CDK is where the transactions happen, so a rep looking at either system alone only sees part of the customer. Put the two together and every call and visit sits right next to what that customer bought, serviced and paid for, which is the whole reason to connect them.
Plenty of activity, with no idea what it was worth.
Every real number, with no idea what drove it.
Salesforce Maps sits on top of the CDK data already flowing into Salesforce, with no second login, so a rep parked three minutes from a customer pulls up the account and walks in knowing:
Start with the playbook, or spend 30 minutes with a principal of BlackIron who’s done it for dealers like you.
Running Karmak or Procede instead? See all dealer integrations.