Learn the steps you need to take to make any document eSignable and ready to be sent to your lender on Digital Contracting.
Category: Onboarding & Learning
How To Upload Stips From your Computer
Learn how to upload documents from your computer into the funding package using Local File Upload.
How to Upload Stips Using your Tablet
Learn how to easily upload stips on your tablet using point and shoot capture technology.
How Other Dealers are Communicating Change
There’s no right way to announce a DMS transition and the best channels for communication will depend on your dealership’s specific structure and culture.
Many dealerships choose to share their decisions during in-person town hall meetings or through simple videos. See the Fox Motors example video below and download our Dealership Transition Email Template.
Fox Motors
Fox Motors also developed a product awareness series that was an instrumental part of their successful transition to Dealertrack DMS. Take a look at their employee communication guide they used to help employees get excited about the transition.
5 Must-Dos for Dealerships
To help your dealership sell smarter and improve operational efficiencies, Susan Moll, senior director of DMS field services at Cox Automotive, and Matt Hurst, senior director of client services at Cox Automotive, have outlined several actionable steps in the form of dealership “must-dos.”
Dealertrack DMS Performance Management
Trust the most experienced experts in the industry and turn your goals into action. Performance Managers and support teams are catalysts for broad operational change.
Local File Upload on Digital Contracting Guide
Access a faster workflow with a new Digital Contracting enhancement—Local File Upload.
Overcoming the Fear of Technology Transition
This guide will provide an in-depth look at the fear of changing DMS providers, and at dealers who have been through the switch.
Bob Smith Toyota Case Study
Looking for a technology solution that was in touch with their dealership needs, Bob Smith Toyota partnered with Dealertrack DMS.
Straub Automotive Case Study
Because of a seamless installation, Straub Automotive had one location operational in minimal time.