Maximize the Full Potential of Excede with an Upgrade Consultation

Get the most out of your DMS with an Upgrade Consultation Workshop(s) led by an Excede expert.

May 28, 2024 — Have you recently upgraded or are you considering an upgrade to Excede v10.4? Schedule a consult with a Procede specialist to ensure you’re equipped to take advantage of the new features available to your dealership.

In addition to our already available self-service resources, the Education and Training team is proud to offer Upgrade Consultation Workshop(s), virtually or in person. The consultation provides hands-on, in-depth guidance after a system upgrade, ensuring your dealership optimally adopts new features, prepares staff for workflow changes, and maximizes all enhancements and functionality available.

With an Upgrade Consultation, you’ll receive:

  • Step-by-step guidance for setup, staff prep, kickoff, and application of new features
  • Preparation for your dealership to fully adopt the advanced system capabilities
  • Guidance on revising SOPs to make Excede work better for you
  • Personalized, immediate assistance with your questions and a live database for hands-on practice
  • Focus on business improvements, including time efficiency, cost savings, and workflow enhancements

Throughout the sessions, an expert will help you build a customized list of action items for each department, aligned to reach successful business outcomes from the features you plan to implement.

How to Get Started

To request an Upgrade Consultation, simply submit a ticket through the Customer & Resources Portal (login required), and a member of the Customer Success team will reach out.

Additional Resources 

Separately, if you’re a Procede Learning administrator, you can sign up for instructor-led workshops in the portal, making it easy for you to manage your team’s ongoing education. Find the Procede Learning Admin Pathway in the Become a Pro Category under the Global/General folder or enroll directly by clicking this link: Enroll here.

We look forward to learning together!