Easy Automotive Deal Packs with Auto-IT


Automotive dealers are high volume document users, with each new vehicle sale generating many documents through their customer lifecycle. The problems associated with high document volumes are amplified when the dealer has multiple locations with staff in each location needing to access critical information. FileBound solutions for Auto-IT can supports automotive dealers achieve more.

The good news for automotive dealers is that modern technologies can transform their business processes. Utilising cloud and mobile technologies, a dealership can now access their critical documents from any geographic location on the device of their choice.

 Take deal packs for example. With FileBound’s innovative work management solution, dealership team members can simply go to any multifunction device and scan the deal packs into our cloud solution. Within minutes these documents are securely available in FileBound Cloud from any device, from any geographic location. 

How FileBound works with your Automotive Dealer Business and Auto-IT system

Partnering with Auto-IT, FileBound takes this one step further by sending across the deal pack file link, which is stored against the deal within Auto-IT. This means when the user has the deal open in Auto-IT, they simply click the deal pack link, which will automatically open FileBound and take them directly to the related deal pack, making retrieval even easier.

The benefits of a single view application mean the easier location of documents with any connected device to speed up processes and overall business efficiency. Our software offerings feature automated workflows that eliminate the need for manual handling, trimming down the time and energy spent on administrative processes.

The primary benefits of Auto-IT integration

Whether part of a broad-ranging information management initiative or a localised project-based one, FileBound & Auto-IT help streamline processes for your organisation to save time, reduce costs and boost efficiency:

Remove bottlenecks

Save time and improve efficiency by managing documents in a single unified platform. Connect your systems to streamline processes and remove bottlenecks.

Automate workflows

FileBound’s workflow automation ability saves time, enables consistency across sites and creates efficiencies so staff spend less time on admin and more time with customers.

Increased visibility

Advanced analytics expose data about transaction volumes, financial liabilities and vendor interactions to identify areas for improvement and assist with decision making.

Improve service

Eliminate missing and duplicate invoices that lead to missed, late or duplicate payments. The result: happier suppliers, happier team members and fewer service calls.

Has Covid-19 Changed The Way Businesses Manage Data?

Steven, UpFlow’s CEO published an article on LinkedIn around how business data is now potentially more at risk since the rapid WFH deployment for so many organisations.

We would love to hear your thoughts!

Document & Workflow Automation for Auto Dealerships

As manufacturer requirements, regulatory mandates and price pressures increase, auto dealers find it more difficult to maintain profitability and high service levels. Upland’s FileBound helps dealers get control of paper documents and manual processes that increase costs and prevent maximum efficiency.

PSIcapture – Microsoft Case Study

Microsoft’s Legal and Corporate Affairs (LCA) division had a paper problem that needed a resolution. For example, the Legal Team was buried in paper records, and with strict requirements on their record-keeping process, paper was creating business bottlenecks due to the inefficiencies of physical records. The records facility was growing at a rate of 3,000 files per month, adding to the already 35,000 files in storage. Many of the files, up to two reams in length, were difficult to manage, and retrievals were creating an adverse impact on team efficiency. “Retrieving files was a lengthy and complicated process,” said Joe Do, Microsoft Program Manager for Corporate Records and Contract Automation. “Record clerks were inundated with requests for files, and records were constantly being copied and recreated to provide the Legal Team with working copies.

Speak to the team at UpFlow about adding Kofax PSIcapture to your business arsenal today

The importance of changing and improving your business processes is vital when it comes to keeping up with the evolving needs of your clientele. The UpFlow team works to make your business more efficient, productive and profitable with a range of solutions, including PSIcapture.

We work with your business strategy in mind and adapt to the ever-changing needs of your industry. Speak with one of our experts about how PSIcapture can help you today. Our range of technology solutions assist in your digital transformation utilising single-source software products and supporting services to achieve maximum efficiency. Let our team be a benefit to yours today.

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