Tekion

Overview

Tekion's GoToConnect (GTC) integration enables dealerships to streamline customer communication directly from their Automotive Retail Cloud (ARC) CRM platform. This partnership allows dealers to make calls and send text messages to customers seamlessly within ARC. Key features include:

• Direct phone calls from lead details pages when enabled
• SMS capability available to all dealers regardless of calling features
• Configurable communication settings through the Communication Setup application
• Self-managed GTC accounts for full calling/texting or Tekion managed for text-only dealers

The integration improves customer engagement by providing complete visibility into all tracked and logged customer calls, enhances productivity by eliminating manual dialing, and ensures consistent communication access for better lead conversion rates.

How To Install

• Ensure proper permissions are enabled:
  1. Call Customer & Text Customer (Roles > Permissions > Sales > CRM)
  2. Send/View Retail Department Chats (Roles > Permissions > General > Communication)
• Installation Steps:
1. Setup GTC Integration:
   • Navigate to App Grid > Settings > CRM Settings > Communication Setup
   • Click Account Setup tab
   • Configure GTC account settings
   • Assign GTC phone numbers to Tekion users
2. Enable Features:
   • Configure Click to Call feature (optional)
   • Set up single number for customer texting
   • Test functionality from Leads app (App Grid > Apps > CRM > Leads)