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Ratings and Reviews 0 Ratings
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What is XRM?
Dynamic and results-oriented, XRM serves as a comprehensive CRM solution tailored specifically for dealers, enabling you to boost profits while reducing vendor expenses. Whether you are on the sales floor or interacting with customers through online platforms, you can effortlessly monitor all showroom activities in real time. By integrating seamlessly with external lead providers, you guarantee that no sales opportunity is overlooked. Customer interactions and essential tasks can be managed directly from your mobile device, which allows for a streamlined workflow. Handling customer data and interactions wirelessly helps to simplify processes and improve efficiency. The system accelerates deal processing with features such as license plate and driver's license scanning, ensuring that each transaction is handled swiftly. You can track internet leads in real time and manage follow-up tasks no matter where you are located. Additionally, XRM provides insights into available incentives and factory programs that are uniquely suited to both vehicle selections and customer credit profiles. It allows you to adjust payment options with versatility in retail, leasing, and balloon arrangements. By employing professional electronic paperwork, you can significantly reduce deal times, leading to a more efficient transaction experience. With XRM, staying updated on showroom activities as they happen has never been easier, allowing you to remain proactive in your sales approach. This comprehensive tool positions your dealership for success in a competitive market.
What is Plataformaweb?
A specialist in the realm of pre-owned vehicle transactions, this ERP expert expertly navigates the intricacies of purchasing, selling, consigning, financing, and overall management of used cars, demonstrating proficiency in both self-financing and sales analytics. The responsibilities extend to analyzing expenses, producing thorough reports on vehicles available for sale and those currently in stock, while also managing month-end financial closings and balance sheet preparation to align financial controls with commercial operations. Additionally, this position oversees accounts payable and receivable, cash management, and conducting reconciliations of bank accounts, alongside processing personal and customer checks and drafting consignment as well as purchase agreements. The role includes meticulous management of sales contracts, generating receipts, issuing guarantee certificates, and preparing checklists for vehicle entries and exits, ensuring all necessary documentation is in place. Furthermore, duties encompass payroll returns, drafting promissory notes, outlining terms for consignment returns, and establishing vehicle responsibility terms for exchanges. A power of attorney for dispatchers must be maintained, along with effective integration of contract management for both consignment and purchase transactions and oversight of pricing structures. Comprehensive reporting is crucial, as it involves generating detailed reports on owned and consigned vehicles, alongside inquiries made via license plate numbers, ultimately contributing to streamlined operations in the competitive used vehicle industry. Engaging with stakeholders to enhance operational efficiency and customer satisfaction remains a pivotal aspect of this role.
Integrations Supported
Dealertrack DMS
RouteOne
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Affinitiv
Company Location
United States
Company Website
www.affinitiv.com/sales/xrm/
Company Facts
Organization Name
Plataformaweb
Date Founded
2005
Company Location
Brazil
Company Website
plataformaweb.com.br/
Categories and Features
Auto Dealer
Accounting
Buy-Here-Pay-Here
Collections Management
Contact Database
Customer Database
Document Management
F&I Management
Financing Management
Form Printing
Inventory Management
Lease Management
New Car Dealer
New Car Lot
Online Inventory
Parts Management
Sales Management
Service Department
Used Car Lot
Website Integration
Categories and Features
Auto Dealer
Accounting
Buy-Here-Pay-Here
Collections Management
Contact Database
Customer Database
Document Management
F&I Management
Financing Management
Form Printing
Inventory Management
Lease Management
New Car Dealer
New Car Lot
Online Inventory
Parts Management
Sales Management
Service Department
Used Car Lot
Website Integration