Procede Software partners with Telenotes

Updated May 18, 2018

Procede Software has partnered with Telenotes to develop an integration with Procede’s Excede dealer management system (DMS) to provide greater visibility into a sales team’s activity and performance, according to an announcement.

With this partnership, sales people will be able to automatically have verbal customer notes “transcribed” and attached to a customer record, as well as access to historical archives of notes in the Telenotes App when needed. In addition, customer contacts, employee and repair order (RO) information will be automatically synced between Excede DMS and Telenotes CRM, eliminating the need for the double entry of data, and ensuring that both Excede DMS and Telenotes CRM systems’ data are always up-to-date.

“This partnership is an example of when traditional sales processes and pervasive technology come together and offer an innovative and clever solution to our industry,” says Larry Kettler, Procede Software CEO. “By greatly reducing time on administrative tasks, such as transcribing notes and entering data into multiple business systems, sales professionals can focus more time serving their customers’ needs, which is what dealerships want.”

With Telenotes CRM, Procede says dealerships can expect to strengthen customer relationships, have more accurate customer insight, energized sales efforts and the potential for increased revenues, according to the announcment. Telenotes CRM also includes follow-up functionality to help sales teams identify prospective leads and set scheduled reminders to contact customers.

“The powerful data in Excede DMS now syncs with Telenotes CRM, closing the loop between selling activity in the field and what is happening in the office”, says Tom Metcalf, Telenotes president. We are confident that this integration will simplify the workload for all field sales professionals, providing them with unprecedented customer visibility.”

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