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PCRS AgentView

Optimize your dealer relationship with PCMI's PCRS AgentView

Overview

Manage the onboarding of new dealer relationships and ongoing business with PCMI AgentView on the Salesforce platform. Agents and Business Development Managers can integrate SalesForce with the Policy Claim and Reporting Solutions™ (PCRS) system.

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  • • Turn leads into Dealers within PCRS

  • • Send sales agreements and documents to PCRS

  • • Coordinate your Sales office with your Administration office

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 Products and Extended Warranties.

Categories

Business Needs
Partner Management
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package