Transax Rolls Out CRM and Expanded Trade Tools to Help Dealers in Today's Environment

Transax, the Connected Commerce Platform for the trailer industry, has announced a major platform update. The update features significant expansions to its existing product functionality, including the launch of a comprehensive CRM solution for dealerships and enhanced F&I tools. 

The platform, designed to give dealers the tools to make it easier for customers to buy from them, focuses on driving lead generation, engagement, and creating an overall seamless experience. The new release will give dealers access to a full CRM and enhanced F&I tools to execute these with greater efficiency and intelligence.

Comprehensive CRM

The CRM functionality was built to further the company's primary goals of enabling dealers to focus on the deals that count and offer a connected experience. By driving internal alignment, optimizing sales team time and workflow, and providing deeper insights into customer data, dealers will have a better grasp of their customers and can manage more relationships with better quality to fuel growth. 

The CRM will help dealers effortlessly manage customer interactions with tools designed to provide a seamless experience and keep deals moving forward. To manage relationships at each stage, the CRM will provide dealers insights on lead source, give them the ability to set up auto-assigning for leads, and keep teams aligned on lead status through the Road to Sale. In addition, the release will drive greater efficiency and productivity through activity management, reporting, and automation. 

Built to optimize dealership workflows, the CRM empowers dealers to track, assign, and prioritize activities, enabling them to focus on high-value deals and boost conversions. With the new Lead Source Visibility feature dealers can see where their leads are coming from, prioritize accordingly, and take the best next steps. They can then manage and nurture leads based on their status, using the Road to Sale feature designed to help dealers track customer progress through the pipeline, drive team alignment, and engage with leads at the optimal time. Finally, through the CRM dealers can send in-app text blasts and integrate with thousands of platforms to connect their systems and offer an easier, more personalized experience for their customers.

Enhanced F&I Features

The enhanced F&I features are designed to drive more sales, specifically through increased trade-ins. The new feature includes a CTA (call to action) on the side of the page, which triggers the easy trade-in form that encourages and instantly values a customer’s trade. Customers can determine the value of their trade and select the unit they intend to buy with a few simple steps. This will not only drive more sales for the dealership, but will provide them insights such as where the lead is coming from, what the customer’s unit history is, and will notify the correct team immediately. 

From the customer’s end, trade-ins have never been easier. This feature simplifies the trade-in process significantly, values their trade immediately, and allows them to do it on their own time. Offering a more flexible experience with an intuitive step-by-step process, customers can quickly value their trade and seamlessly move toward purchasing their desired unit.

A Unified Solution

“This release is not only exciting to us in terms of the comprehensive capabilities of the platform, but for what it means for our dealers,” said Kaitlyn Coxon, Director of Marketing and Communications. We’ve always been about making things as seamless as possible, creating an experience that helps dealers and their customers. With the addition of a full CRM and enhanced F&I tools that becomes easier than ever.” 

Jared Dowdy, VP of Sales and Strategic Partnerships added, "CRMs are an essential tool for any dealership. There's no doubt that these expanded CRM capabilities will make it even easier for dealers to provide a seamless experience, consolidate call to actions into one platform, and manage deals effectively."

About Transax: 

Transax is the Connected Commerce Platform for the trailer industry, designed to streamline the buying process and enhance customer engagement. Transax supports dealers in extending their sales experience to any customer, anywhere, through their Digital Retail and Finance Platform, which offers integrated finance options throughout the buying journey. The result? More leads, less time spent, and significantly more finance applications. For more details, please visit Transax.com.

Contact Information: 

Transax

Mike Gravelyn

michael@transax.com