Tools & Integrations
Tekion tools and integrations that support the lead management process.
Tekion's digital showroom — push it early, not just at close
What It Is
A digital showroom experience that includes credit application, insurance document uploads, driver's license capture, and digital signatures — all synced to the dealer side in real-time. It is not just for out-of-town deals.
When to Use It
As soon as a vehicle of interest is identified — whether the customer is internet, phone, or showroom. Do not wait until numbers are agreed. Send the Concierge link early as a value-building tool, not a closing tool.
Currently, most reps only push Concierge after a deal is agreed. This is backwards — the digital showroom builds value from the jump and keeps the customer engaged throughout the process.
Boswell Advantage Video
The Sam Boswell Advantage video (featuring O'Neal) should be embedded in the digital showroom and in the welcome email. The video should be everywhere the customer looks — digital showroom, welcome email, and follow-up messaging.
- Brad: Write 15-second script for O'Neal's welcome video
- Verify Tekion digital showroom supports embedded video
- Verify Concierge documents flow correctly to Finance (reported issue from floor)
How It Connects to the Cadence
On Day 1, send the Concierge link along with a personalized video message about their vehicle of interest. Frame it as a service: “I just wanted to do you the service of giving you access to the digital showroom — no commitment needed yet.”
Automated trade value monitoring and re-engagement
What It Is
Automated emails showing customers how their current vehicle's trade-in value is changing over time.
Use Case
For customers flagged as “Lost – Trade Equity” — they couldn't agree on trade value. TradePending monitors the market and notifies them when values shift.
Frequency
Monthly value update emails.
Re-Engagement Trigger
When a customer's trade value increases by $1,500 or more from the original appraisal, send a personalized outreach:
“Good news — I was looking at current values for your [Trade Vehicle] and the market has shifted in your favor. Want to revisit the numbers?”
Fixing the current over-messaging problem
Current Problem
The system sends 3 texts for every appointment — one at creation, one the day before, and one 2 hours before. When an appointment is made same-day, the customer gets all 3 texts within hours. Additionally, “Reply YES to confirm” does not actually update the appointment status in Tekion.
Proposed Fix
Send creation confirmation + night-before reminder + morning-of reminder (3 messages)
Send creation confirmation + morning-of reminder (2 messages)
Send morning-of reminder only (1 message)
“Reply YES” should be removed until Tekion can wire it to actually confirm the appointment.