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PCRS AgentView
by PCMI CorporationSalesforcePaid
Manage dealer onboarding, agreements, and office coordination within Salesforce Platform and the PCRS system.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
AgentView manages new dealer relationships and ongoing business on Salesforce Platform. It connects Salesforce CRM with the PCRS system for administration of F&I products and extended warranties, including lead conversion, document transmission, and coordination between sales and administration offices.
Key capabilities
from the Salesforce AppExchange listingDealer onboarding
Manages the onboarding of new dealer relationships.
Lead conversion
Turns leads into dealers within PCRS.
Agreement transmission
Sends sales agreements and documents to PCRS.
Office coordination
Coordinates sales offices with administration offices.
Who it's for
Agents, Business Development Managers, sales offices, and administration offices.
In the catalog
1,106 plugins in Salesforce Platform · Sales
Price distribution: 265 free, 166 freemium, 675 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«Manage the onboarding of new dealer relationships and ongoing business with PCMI AgentView on the Salesforce platform. AgentView lets Agents and Business Development Managers seamlessly integrate SalesForce CRM with the Policy Claim and Reporting Solutions™ (PCRS) system, which automates the administration of F&I …»