MORE POWERFUL TOGETHER
Harnessing the Power of your DMS
Combine your DMS Data into Salesforce for a powerful combination of data driven analysis and powerful CRM Features – anytime – anywhere.
We recorded the EXCELLENT DMS Integration Demo with Gina Carello and Melinda McAuliff of Regional Trucking
And many thanks to them for doing that. It is a GREAT demonstration of the power of using DMS data, and taking it to the next level with Salesforce
What we covered
We know that your DMS is doing your company a lot of good- everyone in the organization can use the DMS data, from Sales and Inventory, to Costing and Accounting, DMS data is the single version of the truth. But getting to that data can sometimes be challenging – and finding key insights at a specific customer can be frustrating. That’s where integration to Salesforce comes in…
One of our clients – Regional International, provided terrific insight into their process, and how their deployment of SF & Karmak (their DMS) went.
- An Overview of the Regional Project( (at 7:48),
- A Demo of the System (at 15:27)
- We answer questions (at 36:42)
And, because salesforce has a robust open API, we can integrate to multiple DMS’s – including Excede’s Procede system. Procede’s API allows us to retrieve Order information, Product updates, Account information and really anything else! And, we can Post data to Procede as well – Products, Trade Ins, Deals, really any information that starts or is updated in CRM can be shared and updated in DMS. Check out this Video showing how a Procede Integration could work!
When you invest in on site trips, you should expect those trips to produce results. But poor planning, and poor data often yield poor results. Salesforce Maps can change that – giving us the ability to take data you’ve worked hard to build in your CRM to plan, execute, log, and analyze your road trips.
And its all mobile – on site visits means cars, and Starbucks, not offices and desktops. Your reps can harness ALL OF THIS POWER from their pocket – anytime – anywhere – check it out!
Finally, using Salesforce to Quote takes you to a whole new level – deals happen fast, and there are often a lot of them! Salesforce can help you prioritize, analyze and manage all of your quotes in one place – reminding your reps to reach out, and offering helpful tips to help you close deals…
We can help you build a customized quoting system, tailored to your dealership’s unique needs and specific business process. We can help manage things like Trade Ins, Add ons, FET, and so much more in the deal cycle. Check out a Video demo…
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