Generate more revenue per customer with the CDK Drive integration with Podium! This connection enhances post-sale engagement by allowing Jerry, your AI employee, to re-engage past customers with personalized reminders, boosting revenue through lease renewals and service reminders. Additionally, they enrich contact data with information from CDK Drive and automate post-sale follow-ups, service reminders, and review invitations, streamlining customer re-engagement.
Compatibility
All Versions
Setup Process
Step 1: Connect to “Podium - CDK Drive” in Fortellis
• Go to “https://fortellis.io/“\
• Go to the “Marketplace”
• Search the Marketplace for “Podium - CDK Drive”
• Connect to “Podium - CDK Drive”
Step 2: Copy Subscription ID
• After connecting to “Podium - CDK Drive” an email will be sent to you containing your Subscription ID
• Copy the Subscription ID from the email that you received after connecting to “Podium - CDK Drive”. The Subscription ID will be used later to connect Podium to CDK
Step 3: Connect CDK Drive by entering your Subscription ID
Step 4: Select the businesses country
Step 5: Click Finish
Step 6: Enable any automation
Notify customers to renew service contracts
Notify customers 90, 60, and 30 days
Notify customers 90, 60, and 30 days
Notify customers 5 years
Notify customers 3 years
Service Appointment Reminder