January 10, 2025 — Does your team spend valuable time navigating disconnected systems?
Connecting disjointed systems can transform how your dealership operates, helping you save time and resources while driving greater efficiency.
Key Questions to Assess Your Current Systems
Evaluate your current setup with these key questions:
- Are you managing double or manual entry between Excede and third-party systems?
- Do team members spend 25% or more of their day on data entry tasks?
- Are you managing complex regulations or compliance laws across multiple systems?
- Are you interested in automating workflows but lack IT resources for on-premises server management?
If you answered yes to any of the above, it might be time to explore how tailored integrations can eliminate inefficiencies and streamline your workflows.
McCoy Group’s Excede Salesforce Integration: Connecting Your CRM Data
Jake Robbins, Salesforce Lead & Architect at McCoy Group, shared: “Ultimately, the issue we were facing was related to disconnected systems. Users would need to routinely pivot between systems in order to complete basic tasks. Being able to access Excede data in Salesforce has made it significantly easier to do core functions without pivoting. Excede is a core tool in our business that isn’t going anywhere — access to the data in Salesforce is a huge win!”
Tailored integrations, such as the Excede Salesforce integration, connect critical systems for McCoy Group, providing access to data where it’s needed most.
As Jake Robbins further noted: “The team was able to understand the asks and goals for the integration, and if there were uncertainties, clarifying questions were asked to ensure the answer provided was complete and accurate given the context.”
Benefits of Connected Systems
By streamlining fragmented systems, your dealership can:
- Eliminate manual or duplicate entry between systems
- Automate workflows to save time and reduce errors
- Provide clearer system to system visibility
By integrating systems, we have empowered customers to reach their full potential, enabling their teams to focus on high-value tasks that drive growth.
Ready to Take the Next Step?
Please submit a request through Procede Help (login required), and our team will reach out to better understand your needs.
We’re here to answer any questions and share more examples of how dealerships like McCoy Group have benefited from custom integrations.