Is that gap mostly on the service side for you, or are you seeing it on variable ops deal data too?
There is no Fixed integration with Tekion DMS and Drive Centric at this point. Variable Booked deals do report accurately.
but if the desking push and deal data aren't flowing cleanly into Tekion, you're reconciling manually somewhere downstream.
The desking tool in Drive is better than Tekion's, but if they desk in Drive they have to manually build out the deal in Tekion (aside from some customer data that does push). They are all desking in Tekion at this point BUT the managers accept their fate because they love DriveCentric for what it does well as a CRM.
In transparency, my historic complaints about Drive, and this is well known in forums and with the Drive team, are:
- Reporting customization and diversity isn't what VinSolutions was and not nearly close to some third parties like Hive and FourEyes. The level of reporting I WANT isn't what most stores use or will use so I'm a unicorn in this regards.
- There is no salesperson-based reporting for individual salespeople. VinSolutions created this after I had pushed for years. Salespeople should be able to see their own Lead performance without having to rely on a Manager to show them.
- No Tekion Fixed integration for customer life-cycle that includes Service visit data for household or VIN
- I cannot train the AI for our custom needs. For instance, I cannot train our AI reps with a prompt like, "Don't say 'because you were on 700Credit.com' when the shopper was using the 700Credit soft pull widget framed in on our site. It confuses the shopper because they weren't on 700Credit.com so they are immediately cautious of what happened to their data. Say 'thank you for using the pre-approval tool on the site' when you see 700Credit Soft Pull as the source on the lead'" The AI reps ARE crazy good overall though.
- They have no DNC integration for visual alerts on phone numbers on customer records like other CRMs have. This is a growing area of concern once you've been sued...
I have had product requests, as many others in the Drive community have submitted as well, that they have added and updated ongoing. I just want mine done first LOL