Business Credit App Integration Needed
gathering votes
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Una Schade
We have a significant number of customers that purchase through a business. Not being able to submit their credit app right from the CRM creates a significant amount of duplicate work and previous CRMs have always had this ability available. Please integrate business credit apps push to DealerTrack/etc.
Drew Adler
Merged in a post:
Add button for Business application in credit app
S
Shawn Baney
In the credit app it would be great if you can add a button that says Business App for Honda so we can send a client a business app I have added business app for you as well
Shelby Parker
Thank you for posting, Shawn Baney! I have a few more questions for you:
- Can you provide more details about the functionality you expect from the 'Business App' button?
- How do you envision the 'Business App' button improving the user experience within the credit app?
- Are there specific features or information that the 'Business App' should include or display?
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Danielle Schellenger
Since we now have a credit app that goes through the system, would be nice to integrate the business app, and a way to add all the necessary information needed to push to DealerTrack
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Dan Wiggins
This is definitely needed, business deals are just another customer with a different name and Social (EIN)..this is a need not a want
Drew Adler
gathering votes
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Dan Wiggins
This really needs to be done quickly
J
James Bilello
The best text I found for this was to add your business credit up into the DriveCentric. Have it where you can email it to the customer
Shelby Parker
Hey Una, thanks for your feedback! I have a few more questions for you:
- Can you provide more details about the specific information required in the business credit application?
- Are there any specific CRMs that you've used in the past that you believe handled this feature well?
- Do you have any specific requirements or preferences for how the integration with DealerTrack should work?
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Randy Bednar
Shelby Parker: Should have the following:
Business Name
Business Address
Business Phone
Business Tax ID
Business Date of Incorporation
Business State of Incorporation
Individual Name
Individual Address
Individual Phone
Individual Email Address
Individual Time at Address
(if less than 2 yrs)
Previous Address
Individual SS#
Individual DOB
Individual Employer
Individual Monthly Income
(if less than 2 yrs)
Previous Employer
Individual Other Source of Income
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Una Schade
Shelby Parker: VinSolutions did a good job with business credit apps. I am trying to get you a business credit app so you have all the fields but what Randy provided is a good example!
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Una Schade
Shelby Parker: what's a good email address to email the credit app doc with required fields to?
Jonathan Schultz
Una Schade: jon@drivecentric.com is a good address!! Thank you!