F & I Solutions, Inc. Services

F & I Solutions Services

Strong Profitability
Regulation Compliant

Profitability in the finance department has always been a major concern for dealerships everywhere, particularly when an F&I manager is not available. When you suddenly find your finance office empty , what will you do? Where will you find the right person to sit in that chair? This is, after all, the highest profit center of the store.

Accountability
Business Intelligence

More prospects signing contracts to become clients, more clients achieving their goals, fewer forgotten or overdue tasks... Regardless of how you define it, you are in this business to be profitable. You can use ProTracker Advantage to help you in these areas:

Manage your Clients: Record every useful detail. Track every event in the history of your relationship--every email, letter, task, meeting, recommendation. Combine one, two, or dozens of people as a Client unit. Create printed or electronic files of the stored information. Be confident!

Manage your Practice: Set up marketing campaigns and check progress. Automate Required Minimum Distribution (RMD) calculations and track withdrawals. Define standard workflow processes. Monitor task completion by self and staff. Produce reports needed for regulatory compliance. Look for trends across all clients and/or prospects. Be in control!

ProTracker Advantage:

Helps you manage your tasks and your relationships.

Synchronizes contacts, appointments, tasks with Outlook and indirectly with
PDAs.

Organizes financial, life planning, and estate information for clients.

Manages emails, scanned, and other electronic documents.

Provides many standard reports and a very easy-to-use report builder.

Expedites communication with individuals, clients, and groups via email and printed mailings.

Imports from portfolio management systems and accounting software.

Calculates complex Required Minimum Distributions (RMDs).

Allows remote access.

Offers fast navigation and an intuitive interface.

Provides Marketing Campaign management and analysis.

Facilitates regulatory compliance.

Selection
Development
Management

Applicant Selection
People ARE an organization's most important asset. Having the right people"on the bus" is the first step. Placing them in the "right seats" is the next step. The Success Development Surveys provide the answers that you need for any and all positions in the organization. Call or email to learn more.

Employee Development
Daily challenges and changes are the rule not the exception. The need to grow, to improve, to change with the times and the market is just reality.
The salesperson who constantly adjusts his or her Selling Style to the
Buying Style of the prospect has always challenged to lead the board.

Inexperienced and relatively ineffective managers attempt to manage everyone the same way. Reality is that each top performing employee is one who either manages themselves or is manage uniquely by a "situational leader" who knows how to manage each person uniquely based upon their Success Style.

First introduced at the 1988 NADA Convention and later featured in the Honda SalesMAP program in the early '90s, the Buyer's Success Circle started the trend to "value" selling. Take your dealership to the next level with this advanced sales model. The advanced sales training concept of the Buyer's Success Style will soon be delivered via the Internet!

VoIP
Voice over the Internet Protocol

If you are still using traditional phone lines to deliver your communications, you are spending too much. The Internet is the acknowledged future of all communications including telecommunications. As an authorized IMR for Champion Communications, one of our telecommunications' partners help you minimize your expenses while maximizing your effectiveness.

Click "PRODUCT" after you click the link above to learn more.