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TRANSACT is an Up System for the finance department that creates accountability and visibility of the customer journey.


Nextup is the first to bring the Up System to

your Finance Department. Click on our unique features to learn more!

Transact Title

Creates measurable data points allowing your dealership to enhance the customer experience and decrease overall transaction times.

CONNECTION TO SALES

BENEFITS

Customer Benefits

Sales - Always know which Finance Mgr will be available for your customer right in the app.

Management - Creates a customer centric way of handling those going into finance while reducing friction among the team.

Customer - Reduces wait times for finance.

Transact Connection To Sales

BLIND ASSIGN FROM SALES TO FINANCE

BENEFITS

Customer Benefits

Sales - Send guests through to the finance department efficiently so you can get finished with the deal sooner and back to selling the next.

Management - Finance department cannot "Throttle" deals to "Cherry Pick" customers waiting.

Customer - No prequalifying by finance team with inbound customers. Equal treatment.

Hidden views of the up system order eliminates favoritism between sales and finance departments.

Nextup Blind Assign

Alerts sales staff when Finance is ready for a customer. Also notifies the sales staff when the customer is finished so they can re-engage.

CUSTOMER JOURNEY ALERTS

BENEFITS

Customer Benefits

Sales - Direct way of getting notified versus overhead page.

Management - Automated alerting eliminates manual tasks commonly associated with the steps of getting a customer in and out of finance.

Customer - Sales staff can complete other parts of the sales and delivery process with confidence they will not lose their place.

Nextup Customer Journey Alerts