汽车与经销商

汽车与经销商的自⁠动⁠化⁠模⁠板(第 3 页)

261 个现成工作流,专为汽车与经销商打造。每个都对应团队每周要做的一项实际工作,直接在您常用的工具里完成。这里最常用的应用:Slack、Gmail、Google Sheets。

汽车与经销商
全部类别
Automated DockMaster New Boat Listing Drafts
Every morning, WebRun checks DockMaster for boats newly added to inventory, drafts a listing description and specs for YachtWorld, and gives your sales team a ready-to-review post before it goes live.
DockMaster›YachtWorld›Slack
Automated RDN Invoice Submission Reminders
WebRun finds recoveries ready to invoice, drafts the details in a tracked queue, and reminds your billing team before the submission window closes.
RDN (Recovery Database Network)›Google Sheets›Slack
Automated Ideal Preseason Tune Up Outreach
Every Monday ahead of the season, WebRun finds past service customers due for a tune up in Ideal DMS and drafts a Mailchimp email campaign offering a preseason slot, left unsent for you to review and schedule.
Ideal DMS›Mailchimp›Slack
Automated Karmak National Account Billing Recap
Every Monday, WebRun compiles last week's parts and service charges in Karmak Fusion by national account, drafts a consolidated billing recap email for each account's AP contact, and posts your accounting team the totals in Slack.
Karmak Fusion›Gmail›Slack
Automated LSV Registration Renewal Reminders
Every Monday, WebRun checks BiT DMS for LSVs with registration or title paperwork expiring in the next 45 days, drafts a DocuSign renewal packet for each customer, and tells your office admin who still needs to sign.
BiT DMS›DocuSign›Telegram
Automated Preseason Inspection Outreach
WebRun finds ASPEN customers whose equipment has not had a preseason inspection booked, drafts a personal outreach email for each to review, and logs who has been contacted and who has booked in Google Sheets.
ASPEN (Charter Software)›Gmail›Google Sheets
Automated EverLogic Lost Quote Winback Drafts
Every Monday, WebRun checks EverLogic for quotes over 14 days old with no sale and no recent follow up, drafts a winback email for each prospect, and sends your sales manager a Telegram list of who's being re-engaged.
EverLogic›Gmail›Telegram
Automated DockMaster Haul Out Reminders
Every evening, WebRun checks DockMaster for haul-out appointments scheduled for tomorrow, confirms the slot on your Google Calendar, and drafts a reminder text in Twilio for your team to send.
DockMaster›Google Calendar›Twilio
Automated RDN Daily Recovery Count Digest
Each morning, WebRun counts the prior day's recoveries in RDN by agent and branch and posts your team a one line Slack digest.
RDN (Recovery Database Network)›Slack
Automated Ideal Parts Reorder Point Alerts
Every morning, WebRun checks parts stock in Ideal DMS against each part's reorder point and sends your parts manager a Telegram alert listing what to reorder before it hits zero.
Ideal DMS›Telegram
Automated Karmak Lease Renewal Followups
Every morning, WebRun checks lease and rental agreements in Karmak Fusion for units expiring within 60 days, drafts a renewal outreach email for each account, and prepares an unsent DocuSign renewal envelope for your leasing rep to review.
Karmak Fusion›Gmail›DocuSign
Automated Fleet Cart Quote Follow-Ups
Every morning, WebRun checks BiT DMS for fleet and bulk cart quotes sitting open more than 3 days, drafts a follow-up email to each prospect in Gmail, and posts your sales manager a Slack list of who still needs a nudge.
BiT DMS›Gmail›Slack
Automated Parts Price File Change Alerts
WebRun compares each night's ASPEN parts price file update against the prior file, flags SKUs with a cost or list price change over 5 percent, logs every change in Google Sheets, and pings your parts manager on Telegram before counter staff sell at the old price.
ASPEN (Charter Software)›QuickBooks›Telegram
Automated EverLogic Floorplan Curtailment Tracking
On the 1st of every month, WebRun checks EverLogic for units crossing into a new floorplan curtailment tier in the next 30 days, confirms the payable in QuickBooks, and logs the schedule to a sheet for your controller.
EverLogic›QuickBooks›Google Sheets
Automated DockMaster Deposit Confirmations
The moment a new deposit is recorded on a boat sale in DockMaster, WebRun matches it to the invoice in QuickBooks and drafts a confirmation email in Gmail for your sales team to send.
DockMaster›QuickBooks›Gmail
Automated RDN Condition Photo Follow-Ups
WebRun checks each day's recoveries in RDN for a complete condition report and texts the agent a reminder for any unit missing photos.
RDN (Recovery Database Network)›Twilio›Google Sheets
Automated Ideal Offseason Customer Winback
Every Monday, WebRun finds customers in Ideal DMS with no purchase or service visit in the last 18 months, logs them to a Google Sheet, and drafts a Mailchimp winback campaign left unscheduled for you to review and send.
Ideal DMS›Google Sheets›Mailchimp
Automated Karmak Fleet Uptime Alerts
Every 15 minutes, WebRun checks Karmak Fusion for units that just went out of service or were released, drafts a text alert for the fleet contact, and posts your service manager a Microsoft Teams heads up on new downtime.
Karmak Fusion›Twilio›Microsoft Teams
Automated Cart Inventory Marketplace Listings
When a used cart or LSV is checked into inventory in BiT DMS, WebRun drafts a Facebook Marketplace listing with the specs, condition, and price, and posts your sales team a summary of what's new and ready for review.
BiT DMS›Facebook Marketplace›Slack
Automated Overdue Rental Return Alerts
WebRun checks ASPEN for rental units past their scheduled return date, drafts a reminder for the customer to review, and posts an internal alert to Slack so your rental desk can follow up on the oldest overdue units first.
ASPEN (Charter Software)›Gmail›Slack
Automated EverLogic Financing Document Reminders
Every morning, WebRun checks open EverLogic deals for missing financing documents, checks DocuSign for any unsigned envelope, posts the pending list to Slack for F&I, and drafts a text listing what's still needed for your F&I manager to send.
EverLogic›DocuSign›Slack›+1
Automated DockMaster Sales Desk Digest
Every night, WebRun pulls the day's deposits, pending trade-ins, and outstanding quotes from DockMaster, logs them to a running Google Sheet, and posts your sales desk a Slack digest to start tomorrow ready.
DockMaster›Google Sheets›Slack
Automated RDN Assignment Update Reminders
WebRun watches RDN for in-progress assignments that have gone quiet, texts the agent a direct nudge, and tells the office who is behind on updates.
RDN (Recovery Database Network)›Twilio›Slack
Automated Ideal Daily Service Intake Digest
Every night, WebRun pulls every repair order opened in Ideal DMS that day, logs it to a Google Sheet, and posts your service manager a Slack summary of intake volume, unit types, and bay load.
Ideal DMS›Google Sheets›Slack

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