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Home / Change Management / Page 2

Change Management

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Blog

Strategies for a DMS Switch

Dreaming of investing in new technology to give your dealership that next-level boost over the competition? Many dealers get sold on fancy technology promises but lose sight of their goals and business needs in…

Guide

Meet Your New DMS

Dealertrack balances powerful functionality with an easy-to-use system. Here are just a few of the key benefits you’ll enjoy as a frontline user of your new system.

infographic

DMS Implementation Infographic

A team of dedicated industry experts are available throughout your DMS installation through training options geared to offer you the flexibility to meet your needs.

Info Sheets

A DMS Implementation Checklist

You’re ready to start enjoying the operational benefits of the industry’s leading dealer management system. Set your dealership up with success by using our pre-implementation checklist.

Blog

Tips for Communicating DMS Change

Tips for Communicating DMS Change Who, what, when, and how to share the exciting news with your team. By now, your DMS transition team is all-in on your switch to Dealertrack DMS. But what about the…

Video

Dealership Transition Email Template

The best channels for communicating a DMS change will depend on your dealership’s specific structure and culture. Use our transition email template to help guide your conversation.

Blog

Six Guiding Principles for Change

Choosing a new Dealership Management System is a big decision. Your dealership may have outgrown its older technology, or it may simply be time to let go. Whatever the reason, finding consensus from key…

Blog

Four Keys to a Successful DMS Switch

Upgrading your Dealer Management System (DMS) is a must-do. But, just like other franchise dealerships, you may postpone this important upgrade for many reasons. And it makes sense—who wants to introduce fear, change, and…

infographic

THE DMS DILEMMA: IS THE GRASS REALLY GREENER?

If you find yourself fantasizing about a new DMS, but dread the thought of switching, you’re not alone. We surveyed hundreds of dealers to better understand perceptions of their current DMS provider and considerations…

Blog

Auto Dealer Controllers’ Tips For A Smooth DMS Transition

Dealerships with outdated technology are getting left in the dark. The inability to access real-time data on the sales floor, roadblocks in your accounting and F&I processes that frustrate buyers, and clunky systems that…

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How to set up local Agent
How Solution manager helps you deal with a deal on hold
How Deal Status Queue helps you keep tabs on deals
How to view the detailed status of your deal in real-time
How Customer Checklists help you get more and keep deals moving

Accelerated Title

How to use Accerlerated Title in three simple steps

Digital Contracting

Upload Stips From Your Phone or Tablet
Upload Stips from Your Computer
Use Remote Signing
eSign Any Document with Ready Sign
Create a Spot Contract
Pair Your Device For In-Store Document Signing
Setup Your Contracting Preferences
Access More Lenders With Digital Contracting Choice

Credit Application

Create and Submit Credit Applications
Pull a Credit Bureau
Export Deal Data with DMS
Import Deal Data with DMS
Schedule and Send F&I Reports

Add Aftermarket Products to Your Deals
Void An Aftermarket Contract
Remit An Aftermarket Contract

Access ID Verification
Upload Documents for Long Term Storage
How to Upload Documents From Your Phone or Tablet
How to Pull Out of Wallet Questions