Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Sales and F&I Compliance Software and Services are essential in reducing your liability from the initial customer interaction to the finalization of the deal. Your goal is to have customers purchasing vehicles from your showroom rather than facing legal actions in court. KPA Sales and F&I consultants are skilled auditors who can assist you in making sure that your F&I procedures are both compliant and streamlined. The Vera F&I software and services cater specifically to vehicle dealerships, including those in the automotive, truck, RV, marine, and power sports sectors. Our compliance solutions in F&I are designed to help you create compliant sales strategies, educate your sales and finance teams, protect consumer data, and keep deal jackets organized—all aimed at reducing risks and enhancing profits. We offer a range of resources that can be accessed online, on-site, or via phone to deliver a comprehensive compliance program that evaluates risk and aids in the creation and implementation of policies, programs, and training initiatives. By utilizing these resources, you can ensure that all personnel interacting with customers are held accountable and that your programs operate effectively, ultimately leading to a more successful and trustworthy dealership.
Description
Dynamic and focused on results, XRM is an all-encompassing CRM solution specifically designed for dealers, allowing you to enhance your profits while minimizing vendor costs. Whether you're on the sales floor or engaging with customers online, you can effortlessly track all showroom activities in real time. By integrating with external lead providers, you ensure that no sales opportunities slip through the cracks. Manage customer interactions and complete essential tasks directly from your mobile device, enabling you to maintain a seamless workflow. Effortlessly handle customer data and interactions wirelessly to streamline processes. Speed up deal processing with features like license plate and driver's license scanning, ensuring efficiency at every step. Keep track of internet leads in real time and manage follow-up tasks from anywhere. Gain insights into available incentives and factory programs tailored to vehicle choices and customer credit profiles. Fine-tune payment options with flexibility in retail, leasing, and balloon arrangements. Reduce deal times significantly by utilizing professional electronic paperwork, ensuring a smoother transaction experience. With XRM, you can always stay informed about showroom activities as they unfold in real time.
API Access
Has API
API Access
Has API
Integrations
Dealertrack DMS
Pam
RouteOne
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
KPA
Founded
1986
Country
United States
Website
www.kpa.io/verafi
Vendor Details
Company Name
Affinitiv
Country
United States
Website
www.affinitiv.com/sales/xrm/
Product Features
Compliance
Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation
Product 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