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Software for Dealership Sales/F&I Manager

If you are a Sales or Finance and Insurance (F&I) Manager at a boat dealership, you have a unique set of challenges when it comes to your Dealer Management System (DMS) requirements.  Your department is where you discover how truly integrated a DMS is, or you suffer the consequences if it isn't.  You need a lead management system to track prospects and the follow-up activity of your salespeople, accounting integration to accurately maintain cost, commission, sales tax and floorplan information.  The service department must be integrated to capture costs to prep a unit for sale and to receive requests for installation of accessories, and you need the ability to print finance, insurance and registration forms to get the customer efficiently and professionally out the door and on to the water.

  • Ensure leads are managed timely through integrated prospect and quoting features
  • Maximize profitability by knowing the total cost including integrated work orders
  • Improve productivity by viewing prospects and inventory from your phone or tablet
  • Work efficiently by integrating Sales with Parts, Service, Accounting and the rest of the business

Following are just some of the features included with BiT's online DMS:

  • Track prospects; what they are looking for, what they have to trade, and record emails and quotes you send
  • Easily keep your DMS and online inventory in sync
  • Track the costs of customizing units through work orders to calculate the true cost and profitability
  • Ensure leads are managed timely through integrated prospect and quoting features
  • Improve productivity by viewing prospects and inventory from your phone or tablet
  • Print or email a professional quote for stock or ordered units
  • Print bill of sale, title, registration and warranty forms
  • Create work order to prep the unit for sale with accessories that capture true deal profitability
  • Track trade allowance and ACV and their effect on profitability
  • Easily include extended service contracts and gap insurance in a deal
  • Calculate F&I reserve and sales commission(s) as part of the deal accounting
  • Powerful custom report writer to create your own reports on demand, then export to excel or save to pdf

Explore our website to learn more about the features and benefits of BiT, and contact us to schedule a demo.