CustomConnect

Your Solution to dealership
Finance and Insurance

What does it do?

CustomConnect is a new financial services application designed to support all selling styles, products and processes.

Supports a variety of processes and selling styles, while promoting the presentation of EVERY product EVERY time.

Direct accountability for Financial Sales Managers while providing your leaders with a tool to better manage their activity.

Dynamic sales presentation tools and videos with instant pricing updates right at your fingertips.

Third party integration with ADP, SAL, CarProof, RouteOne, DealerTrack and many more while supporting hundreds of business rules.

Product Information, brochures & videos are available on demand.

Instantly registers warranty and insurance products which increases the accuracy of your deal processing and consistency of transaction compliance.

*Ask about our Birchwood Automotive Group case study

CustomConnect lets you work the way you want to.

Drag and drop interface automatically calculates customer payments
Essential forms are pre-populated:
Bill of Sale, Product Contracts, Waiver Disclosures and Accounting Re-cap Sheets
Register a customer’s product automatically with third party vendors

Share comprehensive product details with customers through interactive videos and product brochures
Synchronized with tablets to enhance customer interaction and engagement
“Spectator Window” functionality allows for two-monitor viewing with the customer
Option to print the menu and share with customers

Streamlined platform integrated with third party vendors - ADP, SAL, CarProof, RouteOne, DealerTrack and many more.
Add dealership or group wide products
Integrate with new vendors to expand product offering