Product Overview- details |
Take control the dealership’s largest investment with Procede
Software’s unique inventory management tools. The Parts Department
is revolutionized in Excede by raising customer service levels
and fill rates– finally an inventory solution that gives the
dealership the ability to have the quantity of parts at the
right time!
 Price Tapes
Procede Software offers no cost price tape updates in a fast
timely manner. Procede Software is integrated with most manufacturers
and price tapes are supplied in electronic format. Price tapes
are available from Procede Software’s web site at anytime for
most manufacturers.
Front Counter
Creating, updating, and managing Parts Orders in Procede is
efficient and quickly achieved letting the Parts Staff focus
on the Customers. Procede has created a DMS that focuses on
the Customer by offering the Parts Department a solution that
does not involve endless key strokes to create Parts Orders.
Accomplish the creation of Parts Invoice in seconds through
Procede’s keyboard driven interface. Procede offers tools for
the Parts Department that result in selling parts more efficiently.
Parts Department staff members experience a DMS that was created
to increase their productivity. Create parts pick tickets quickly
with two key strokes, apply Parts discounts/coupons with ease,
one keystroke to view the details of a Parts Order, special
orders are handled effortlessly, “Managed Part” concepts make
locating parts fast and simple, view a part record’s 24 month
history in one key stroke, view a part’s the inventory at all
locations with one key stroke, and one key stoke views to other
common Parts Department workflow items via the Parts Toolbar.
Sales tracking for wholesale, fleet, retail, etc. allow the
dealership to understand the parts cliental providing a high
level of customer service. Track lost sales with status and
reasons to knowledgeably determine if parts should be stocked.
Parts Staff productivity is increased with dealership defined
reference kits, comments and miscellaneous charges. Procede
includes lookup windows for easy part record searches by part
number or by description. Parts Staff are provided with the “Pick
List Wizard” to quickly take a customer request and create
a pick ticket. Parts Staff knows instantly the quantities of
parts on-hand, on-order, or on-transfer. Procede even shows
part records quantities at other locations. Give the highest
level of customer service by providing customer’s with their
individual pricing with one key stroke. Unlimited matrix pricing
is present in Procede. Laser print or reprint customer invoices
with no charges. Procede even offers emailing and faxing of
Parts Invoices directly from the DMS. Functionality that provides
insight to complete history of parts transactions by customer
or by part record to effectively manage the Parts Department.
Procede Software’s best practices and shortcuts quickly fill
customer orders leading to a high performing Parts Department.
Procede Software’s “Source Record” concept aids in data entry
speed by creating customer’s once in the database. Update Customer
records without navigating away from the Parts Order. Procede
Software is integrated with electronic parts catalogs including
ProQuest (formally Bell & Howell), DaimlerChrysler, Star Parts,
EDS, etc. which allows the Parts Staff to find parts and created
pick tickets in seconds. Procede maintains a complete parts
sales history for the life span of the database. A customer’s
part sales history is printed or viewed on the screen upon
request with no date limitations.
The Parts Department is also integrated with Accounting, Vehicle
Sales, Parts, and Lease/Rental departments in real-time. Customer’s
credit limit are viewed at time of creation and updated throughout
the Parts Order’s life span. Integration with Accounting Department
creates accounting distributions in real-time, inventory is
kept up to date with inventory values being relieved at time
of sale. Safe guards built into the Procede give Managers a
view to overrides, deletions, price adjustment history, and
tracking of changes via Procede’s “Change Log” function.
Special Order Parts
Procede Software has streamlined special order parts process
and provides Parts staff with updates of received parts. Create
special orders without navigating away from the pick ticket.
Parts Staff orders the parts directly from the parts order.
Notify customer of special order parts with Procede’s customer
service follow up letters. Parts Staff can email, mail or fax
special order notification directly from the DMS. The Special
Orders process is fast and referenced on the pick ticket. Tracking
and notifying customer is completed in the DMS to raise customer
service levels.
Departmental Purchases
Purchases for the dealership can be handled electronically
in Procede. Create Purchase Orders for departmental purchases
with Procede’s internal Purchase Order system. Purchase Orders
created in Procede are communicated to the Accounting Department
and are referenced completely to the writing of a check.
Estimates
The same efficiency experienced in creating Parts Orders applies
to creating Estimates in Procede. Provide comprehensive Estimates
to VIP Customers with the pricing per customer functionality.
Estimates are retained in Procede for default 30 days but the
dealership can control the expiration date. Customers attain
a professional and satisfying experiences with laser printed
Estimates and, further the speed at which Estimates evolve
into Parts Order - one key stroke.
Back Counter
Procede has enhanced the Parts and Service Departments relationship
by offering both departments the ability to communicate within
the DMS. This communication streamlines workflow and reduces
costs. Procede Software understands dealership workflow and
has created a DMS that will allow the Parts Department to fill
parts even before the Technician arrives at the back counter.
Increase fill rates to the Technicians with Procede’s streamlined
processes!
Inventory Management
Flexible stocking controls allow the dealership to monitor,
update and manage parts quantities. Procede’s “Managed Parts” concepts
allow the dealership to quickly create daily stock orders,
obsolesce returns, dirty core returns, apply substitute part
numbers, create supercessions, add automatic charges to a part
record, and much, much more.
Procede has integration with most manufacturers for electronic
stock parts ordering directly from the DMS. You set the stocking
controls to follow tends, track lost sales, history of part
sales, and phase in and phase out criteria to properly create
stock orders. Increase accuracy and speed ordering with easy
to use wizards and precise stocking controls by part class,
numbering or part type.
Procede has exceptional core management tools. Track cores
in separate general ledger accounts, reconcile customer core
banks, view available vendor core returns, and reconcile customer
dirty core returns at time of return.
Physical Inventory
Procede Software understands physical inventory is a major
undertaking. Procede Software offers “Physical Parts Inventory
Tools” directly in the software’s Help Files. With Procede’s
physical parts inventory checklist tool the process is streamlined
and understandable. Procede Software offers bar coding and
manufacturer sequencing to complete the inventory process compliantly.
Also, count sheets and Parts Adjustments are created effortlessly.
Customer Service
Make improvements in the Parts Department by creating customer
follow up letters, flyers, coupons, and postcards in Procede’s
accommodating customer service follow up components. Send customers
information on advertised specials, new hours, new product
lines, etc. Procede Software gives dealership’s the tools to
meet the needs of the customer by offering email, faxing or
printed Customer mailers directly from the DMS.
Reports
Procede Software offers “Canned Reports” to efficiently manage
and analyze the Parts Department with reports in real-time
accurate data that are viewable on screen as well as printable.
Reports provide insight to how areas of Fixed Operations can
be increased, escalate productivity and maximize profits. All
reports show data/numbers in real-time. Finally a DMS that
gives Manager reports with today’s data/numbers!
• Back Ordered Parts
• Back Counter Sales by Representative
• Customer Core Collections
• Lost Sales by Part
• Inventory Variance
• Parts Purchases by Vendor
• Parts Purchases by Item
• Purchased Parts Sales History
• Parts Price List
• Parts Inventory Status
• Parts Ranking
• Parts Sales by Customer
• Parts Sales by Class by Customer
• Part Sales by Item
• Part Sales by Representative
• Part Transfer Requests
• Recommended Parts Transfers
• Inside Part Sales
• Outside Part Sales
• Parts Clean Core Inventory Status
• Vendor Cores Returnable
• Work Sales in Progress by Item
Introduction
Procede Software has applied industry best practices to create
a Dealer Management System (DMS) that will meet the needs of
the most demanding Service Department. Procede Software offers
total Service control with focus on Service Sales and Customer
satisfaction.
Service Orders
Creating, updating, and managing Service Orders in Procede
is efficient and quickly achieved letting the Service Advisors
focus on the Customers. Procede has created a DMS that focuses
on the Customer by offering the Service Department solutions
that do not involve endless key strokes to create Service Orders.
Procede offers tools that result in selling service more efficiently.
Service Department staff members experience a DMS that was
created to increase their productivity. Create Additional Service
Requests with one key stroke, apply Service and Parts discounts/coupons
with ease, one keystroke to view the details of a Service Order,
deductibles and deposits are handled effortlessly, view extended
service agreements from vehicle sales, and one key stoke views
to other common Service Department workflow items via the Service
Toolbar.
Menu Pricing options are present to quickly create Service
Orders at a high level of customer service. Create operations
competently with predefined parts, labor, comments and miscellaneous
charges. Service packages and special pricing per job is set
to dealership specifications including easily retiring packages
and specials. Procede allows the dealership to define labor
rates by customer, job or both. Service Advisors are provided
with recommend service requirements, complete vehicle history,
and warranty codes to meet OEM specifications. Manufacturer
standards are meet with ease via Procede Software’s best practices
and safe guards built into the software.
Increase efficiency with Procede “Quick Add Wizard” to create
Customer and Vehicle records. Procede Software’s “Source Record” concept
aids in data entry speed by creating customer’s and vehicle
once in the database. Update Customer and Vehicle records without
navigating away from the Service Order. Procede is integrated
with Polk VINA to provide Service Department staff specifications
of vehicles as they are working with Service Orders. Procede
maintains Service Order history for the life span of the database.
Service history is printed upon request for Service Staff including
a Technician’s view with no date limitations.
Review Service Orders with Procede’s “Quick Glance Summary” screen
to ensure all charges are billed. Customer pay, policy, warranty
and internal expenses can be closed independently. Close repairs
order with multiple pays and multiple operations quickly in
Procede in real-time. Customers are given laser printed Service
Orders that can be reprinted multiple times with no click charges.
Procede even offers emailing and faxing of Service Orders directly
from the DMS.
Procede has enhanced the Parts and Service Departments relationship
by offering both departments the ability to communicate within
the DMS. This communication streamlines workflow and reduces
costs. Procede Software understands dealership workflow and
has created a DMS that will allow the Parts Department to fill
parts even before the Technician arrives at the back counter.
Service Department Staff has a view to backorder parts status
via the Service Toolbar that provides parts information when
they need it!
The Service Department is also integrated with Accounting,
Vehicle Sales, Parts, and Lease/Rental departments in real-time.
Customer’s credit limit are viewed at time of creation and
updated throughout the Service Order’s life span. Integration
with Accounting Department creates accounting distributions
in real-time. Managers can view overrides are tracked and reported
by Procede Software “Change Log” function. Finally a DMS that
gives Manager reports with today’s data/numbers.
Estimates
The same efficiency experienced in creating Service Orders
applies to creating Estimates in Procede. Provide Customers
with Estimates that include parts and labor. Provide comprehensive
Estimates to VIP Customers with the pricing per customer functionality.
Estimates are retained in Procede for default 30 days but the
dealership can control the expiration date. Customers attain
a professional and satisfying experiences with laser printed
Estimates and, further the speed at which Estimates evolve
into Service Order - one key stroke.
Sublets
Sublets are handled in Procede with quick lookup menus and
Sublet Purchase Orders are referenced to the Service Order.
Procede has referenced the sublet to the Service Order to ensure
Sublets are billed at the correct price and cost. Create sublet
line items without navigating away from the Service Order.
Service Staff order sublets directly from the Service Order
and a corresponding Sublet Purchase Order is created in one
key stroke.
Departmental Purchases
Purchases for the dealership can be handled electronically
in Procede. Create Purchase Orders for departmental purchases
with Procede’s internal Purchase Order system. Purchase Orders
created in Procede are communicated to the Accounting Department
and are referenced completely to the writing of a check.
Scheduling
Using Procede Software’s streamlined reservation system allows
the dealership to track and meet promised times of scheduled
service. Customer’s can create Service Reservations via online
service scheduling. The online scheduling aspect of Procede
is built to ensure resources are available to complete the
job at the time of request. Service Advisors can view and manage
daily workflow by quickly printing reservations for the day.
Procede even generates a “no show” appointment call lists to
generate reminder phone calls. Procede is integrated with the
Federal “Do not Call Registry” to ensure the dealership is
compliant with customer follow up phone calls. As Customer’s
arrive at the dealership reservations evolve into Service Orders
in one key stroke.
Warranty
Procede Software offers Warranty solutions that get Warranty
submission correct the first time! Procede Software is integrated
with most OEMs and offers Warranty Labor guides and electronic
warranty submission. Procede’s warranty interface makes finding
the correct operation code an easy process for submitting warranty.
Easily reconcile warranty schedules for claimed vs. processed
dollar amounts. Optimize the warranty process with Procede’s
unique warranty tools.
Dispatching
Managing the shop floor is facilitated by Procede’s slick dispatching
tools. Flat, hourly, grid pricing, and Union shops are easily
handled in Procede’s flexible customization to meet the dealership’s
Service needs. Electronic Technician dispatching is implemented
in Procede to provide the solutions to increasing productivity.
The Service Dispatcher has the flexibility to pre-assign Technicians
to individual labor guides or leave labor guides open for all
Technicians. Manage the Shop Floor effectively with Procede’s “Show
Floor View” application to view each Technician’s status.
Shop Floor Time
Clock
Service Dispatchers manage the shop floor by utilizing Procede’s
Shop Floor Time Clock application. The dealership has an option
to create a paperless shop floor aiding in productivity and
efficiency. The dealership controls the number of labor guides
a Technician views and further defines if the Technician completes
the entire Service Order or just one labor guide within a Service
Order.
As Technicians process on labor guides they can view cause
and correction, enter stories, mark internal remarks, apply
a status of complete, hold, or wait to communicate their progress.
The Shop Floor Time Clock allows the technician to enter stories
as he/she works to ensure the labor performed is recorded properly.
A Technicians cost is recorded by Procede with views to actual
time and real flat rate costs. For hourly Technicians unapplied
time is handled with ease in Procede.
Customer Service
Make improvements in the Service Department by creating customer
service letters, flyers, coupons, and postcards in Procede’s
accommodating customer service follow up components. Send customers
maintenance reminders based on vehicle mileage, time frame,
or both. Procede Software gives dealership’s the tools to meet
the needs of the customer by offering email, faxing or printed
Customer mailers directly from the DMS. Regular Maintenance
reminders are associated with a vehicle record and Service
Advisor is alerted to generate ASR when creating Service Orders.
Reporting
Procede Software offers “Canned Reports” to efficiently manage
and analyze the Service Department with reports in real-time
accurate data that are viewable on screen as well as printable.
Reports provide insight to how areas of Fixed Operations can
be increased, escalate productivity and maximize profits. All
reports show data/numbers in real-time. Finally a DMS that
gives Manager reports with today’s data/numbers!
• Customer Ranking for VIP customer insight
• Service Purchases
• Service Labor Productivity
• Service Sales by Customers
• Service Sales by Item
• Service Sales by Job
• Service Sales by Representative
• Service Work in Progress
• and many more…
 Introduction
Need the ability to view a vehicle from the ordering process
completing through the final sale? Procede Software offers
tools and OEM integration that will give Vehicle Staff members
the information when they need in one Dealer Management System
(DMS).
Inventory
Manage new and used vehicle inventory with new insight and
knowledge to properly view a vehicle’s history in Procede.
Creating, updating, and managing vehicle inventory in Procede
is efficient and quickly achieved. Procede offers tools that
result managing vehicle inventory more efficiently.
Vehicle Department staff members experience a DMS that was
created to increase their productivity. Order vehicles from
the OEM and vehicles are created automatically through Procede’s
integration with most OEMs. Vehicle records are created complete
with vehicle specifications, features, MSRP values, adjusted
price and cost, and the vehicle record includes a copy of the
vehicle invoice(s). As a vehicle order progress and the vehicles
are received by the dealership the vehicle record is continually
updated. Complete the vehicle inventory by adding pictures
to vehicle records, add vehicle cost with real time posting,
add dealership packs, etc.
Procede is integrated with Polk VINA to aid the dealership
in creating vehicle records for trade and used vehicles. Enter
a valid VIN and Procede will decode the vehicle’s specification
with one keystroke. The Vehicle Department is integrated with
all departments. As Service and Parts Departments refurbish
vehicles the inventory value reflects real time inventory values.
View a vehicle’s complete history right from the vehicle record.
Vehicle Staff members do not have to navigate away from the
vehicle record to view Parts items, Service items, complete
vehicle cost, vehicle history including trades, etc.
Search for vehicle inventory by any vehicle field; make, model,
color, status, etc. and any combination. Vehicle staff can
view vehicle inventory for all the dealership’s locations in
one place. If a needed vehicle is at another location quickly
transfer vehicles in seconds with Procede’s “Vehicle Transfer
Wizard.” Once a customer’s desired vehicle is located print/view
vehicle spec sheets on screen or print upon request including
pictures.
Manage the vehicle inventory with matrix pricing for asking
pricing, rebates, and holdback values. Easily retire rebates
with built in functionality. Create vehicle window stickers
directly from Procede. Window stickers are created to meet
the dealership’s specifications. Procede Software offers valuable
vehicle inventory reports and vehicle bar coding to quickly
audit the vehicle inventory.
Lead Management
Customers can view vehicle inventory in real time with Procede
Software’s E-Dealer web application. Follow customers from
their web inquiry all the way through F&I process with Procede’s
unique web integration with the database. Procede Software
also offers a CRM application to meet the needs of the Vehicle
Sales staff. Sales staff can log customer’s information including
desired vehicles and notes. Vehicle Management staff can manage
their Sales staff with automatically scheduling of tasks and
CRM reporting. Procede Software’s CRM application lets managers
and salespersons know who to follow up with to increase vehicle
sales.
Deal Processing
Procede Software offers a fast unique “desking” solution; Make-A-Deal.
Make-A-Deal allows the dealership to sell vehicles efficiently.
Begin a quote or actual sale of vehicle in seconds. Quickly
begin a finance, lease or side-by-side comparison to find a
customer’s best option. Procede’s “desking” solution focuses
on the customer instead of endless keystrokes to sell a vehicle.
Procede Software’s Make-A-Deal application was created with
the F&I individual in mind.
Make-A-Deal is customized for each of the dealership’s location.
Define Make-A-Deal with default information such as calculated
such as tax, our price, license fees, predetermined hard adds,
etc. Adjust or uncalculated fields with one key stroke. Work
multiple deals at one time and quickly toggle between lenders
to get the best rate. Make-A-Deal calculates reserve calculations,
view deal profitability and summary in one key stroke, warning
message when a vehicle costing is not synchronized with the
general ledger, allows for one pay leases, balloon payments,
etc. Procede’s Make-A-Deal is even programmed with the Lender’s
finance calculations. Quickly add multiple trades per each
vehicle deal, warranties, insurance, and add options/packages
with or without pricing. Increase revenue the Vehicle Departments
profits by efficiently selling more after products.
Procede Software's Make-a-Deal has direct link to Equifax,
Experian, and Trans-Union credit bureaus providing real-time
credit inquiry and retention on all deals in process. This
capability provides significantly improved efficiency for Vehicle
Managers and instant access to credit information at any time
during the pre and post sales time periods. Bureau processing
time under 5 seconds and the credit bureau is saved in Procede.
Vehicle forms can be printed, viewed, emailed, or faxed directly
from Procede. All forms can be printed at one time or select
a few to print. Vehicle forms are maintained in the database
with no expiration date and can be reprinted at no charge.
Forms are created to the dealership’s specifications and when
a bank updates the form Procede updates the form at no charge!
Integration with Accounting Department creates accounting distributions
in real-time. The selling of a vehicle automatically creates
the corresponding journal entry with all the necessary accounting
distributions. As deals are updated Managers can view changes
to deals via Procede’s “Change Log” function. The Accounting
Department has all the tools to quickly process deals for month
end and quickly create vehicle work in progress for deals still
in progress.
Manufacturer standards are met with ease via Procede Software’s
best practices and safe guards built into the software. Report
electronically to the Original Equipment Manufacturer
(OEM) the sale or transfer of a vehicle.
Departmental Purchases
Purchases for the dealership can be handled electronically
in Procede. Create Purchase Orders for departmental purchases
with Procede’s internal Purchase Order system. Purchase Orders
created in Procede are communicated to the Accounting Department
and are referenced completely to the writing of a check.
Reports
Procede Software offers “Canned Reports” to efficiently manage
and analyze the Vehicle Department with reports in real-time
accurate data that are viewable on screen as well as printable.
Reports provide insight to how areas of Vehicle Department
can be increased, escalate productivity and maximize profits.
All reports show data/numbers in real-time. Finally a DMS that
gives Manager reports with today’s data/numbers!
• Vehicle Inventory Status
• Vehicle Purchases
• Vehicles Sales by Customer
• Vehicle Sales by Make, Model, Year
• Vehicle sales Schedule Reconciliation
 Introduction
Procede Software innovative Accounting solutions enable the
dealership to quickly and easily manage the dealership. A Windows
Dealer Management System that aids the Accounting Staff
with a logical workflow and friendly graphical user interface.
Procede Software Accounting Solutions simplify and maximize
productivity by:
General Accounting
The dealership’s transactions are retained for the life span
of the database– no deletions, archiving or saving data to
a file. View the dealership’s accounting history when you need
it with unlimited printing at no extra charge. Procede provides
real-time accounting for document processing of Vehicle Orders,
Service Orders, Parts Orders, Lease/Rental, etc. No more batch
posting! Procede Software’s unique rule based system, “Automatic
Accounting”, is a feature that posts transactions based on
the dealership’s accounting practices. Error checks and best
practices are in place to ensure accounting transactions are
valid at time of entry. Procede Software’s “Automatic Accounting” enforces
the data integrity.
Accounts Payable
and Receivable
Procede offers Accounts Payable and Receivable “desking” solutions
that minimize administrative time. With Procede’s “source record” concept
means customers, vendors, employees, vehicles are setup once
and used by all departments. Less data entry means the dealership
is focusing customer service goals.
Multiple users can work simultaneously without conflict to
aid in the Accounting Department’s productivity.
Powerful Accounts Payable functionality allows for batch payables
or individuals checks to be created efficiently. Print the
dealership’s checks with a laser printer for a cost effective
solution. View Vendor history directly from the vendor record
to view paid and unpaid invoices. Procede reporting includes
printing of 1099’s with a click of the mouse. Procede offers
slick functionality, “Account Splits”, for department allocations
with one key stoke.
Daily cash sales are deposited with ease with Procede Software’s
Cashier reporting functions and significant cash sales reporting.
Print customer statements on laser printers for a professional
low cost effective solution. Customer collections and notes
can be stored directly in the software. View Customer balances
with one key stroke. Procede Software provides Accounts Receivable
information in real-time numbers to provide Customers with
accurate information.
Controller
Procede offers Controllers information at their fingertips.
Multiple concurrent periods that allows you to control the
dealership’s historical data. Recurring Journal entries with
expiration dates aid Controllers in creating manual entries.
Print and view schedules for general ledger accounts including
Side-by-Side schedules. Procede Software’s “Dextor” module
facilitates large journal entry data entry and posting.
Powerful sales tax reporting and reconciliation is achieved
in Procede Software. Procede Software is flexible to meet your
state’s sales use tax requirements including multiple state
points of delivery. Being Sales Tax compliant is no longer
an issue with Procede Software’s sales tax tools.
Procede Software’s payroll solutions include Time Clock applications
that offer real-time attendance and shop floor hours and dollar
values. Integration with most payroll software companies is
available. Balancing the dealership’s attendance and work-in-progress
to payroll general ledger accounts is simplified with Procede
Software’s payroll solutions.
Daily Operation Control documents are dealership specific to
give Mangers meaningful financial data in real-time numbers.
View a snap shot of the dealership’s performance for daily
totals, month to date, or year to date numbers.
Month End process is achieved with canned reports such as Trial
Balances Report, Schedules, and financial statements using
Microsoft Excel. Procede Software is certified with most OEMs
to efficiently complete financial reporting requirements.
Bank reconciliation for payroll, checking, sweep accounts,
flooring, etc. are reconciled easily with Procede Software
graphic user interface.
Manage department purchases with Procede Software’s Purchase
Order tools. Electronically create purchase orders with complete
Management control. Purchase Orders are integrated with accounting
completely through the payable process.
Reporting
Procede Software offers “Canned Reports” to efficiently manage
and analyze the Accounting Department with reports in real-time
accurate data that are viewable on screen as well as printable.
Reports provide insight to how areas of Accounting Department
can be increased, escalate productivity and maximize profits.
All reports show data/numbers in real-time. Finally a DMS that
gives Manager reports with today’s data/numbers!
• Balance Sheet and Profit and Loss Statements Reports
• Schedules including Flooring, Inventory, Account Payables, Accounts Receivable,
etc.
• Sales Tax reports including Sales Tax Exemptions
• 8003 Federal Forms
• 1099 Reporting
• Transaction Detail Report provide audit trail information
• Customer Ranking for VIP customer insight
• Budgeting and Forecasting Reporting • and much more….
Introduction
Attracting and keeping customers is the life-blood of any business.
Choosing the right Customer Relationship Management software
for your dealership can mean the difference between retaining
long term clients or losing them to competitors.
Procede Software has enhanced its DMS to include a powerful,
yet user-friendly alternative to complicated and expensive
CRM solutions. The Procede CRM makes it easy to track and follow-up
with customers throughout the entire sales-cycle. Prospecting,
pre and post sale follow-ups, call tracking, reporting, and
service scheduling are all organized in an easy-to-use, online
format.
Highlights:
• Robust Prospect Database – Quickly follow-up with hot prospects, or establish
a relationship with potential prospect. It is easy to access important customer
information within seconds.
• Planner – Schedule appointments, tasks, or telephone calls days, weeks, months,
or even years before they occur. Never miss an important sales step again.
• Telephone Call Tracking (SMDR capable) – Accurately keep track of telephone
numbers called. Reveals the called telephone number, call time length, and who
made the call.
• Reporting – Analyze sales force efficiency by individual or group. Report on
appointments made, appointments showed, timeliness of follow-ups, prospect lists,
origin of prospects, and more.
• Service Scheduling – Easily book, move, update, or view Service Department
appointments.
• Service CSI – Follow-up with Service customers. Display customer service data
including jobs, vehicles, repair date, and invoice.
Procede Software’s CRM provides dealerships with a complete
customer management solution all in one software package.
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* To see an online demo of Procede Software, please call 858.450.4800
and a representative will arrange a live demonstration.
Find out why more Automotive and Commercial
Truck Dealers
are relying on Procede Software’s advanced solutions.
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