Dealertrack DMS

Generate more revenue per customer with the Dealertrack DMS 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 Dealertrack and automate post-sale follow-ups, service reminders, and review invitations, streamlining customer re-engagement.

• Post-sale revenue mining: Let Jerry, your AI employee help you re-engage past customers with lease renewals, service reminders, and more.
• Rich Contact Data: Contacts augmented with data directly from Dealertrack.
• Automate More: Re-engage your past customers with post-sale check-in, service reminders, post-sale and service review invites, and more.

Compatibility

All Versions

Setup Process

Step 1: Enable Podium in Dealertrack DMS
• Open the Dealertrack DMS.
• Select “Data Exchange” from the 1st dropdown.
• Select “Opentrack” from the 2nd dropdown.
• In the “Vendor Access” screen, add 4 methods one at a time. \

 NOTE: Even if you select all the methods simultaneously, it will only add 1 of the 4 methods.\

• Methods: Vehicles, Customers, Deals, Service
• Select “Podium” or “PDU” as the vendor.
• Select today’s date as the “Access Begins” date.
• Leave the “Access Ends” date blank.
• Click “Ok.”
• Locate and provide the dealership information (account codes).
Step 2: Connect Dealertrack to Podium by entering your enterprise code, company number, and server name.
Step 3: Select the businesses country
Step 4: Click Finish
Step 5: Enable any automation