Customer File management is a key stage in the vehicle sales process. Yet even today, creating and validating a file involves too much paperwork, too many manual checks and a high risk of error.
With eData Voice's Customer File module, everything is centralized, automated and secure, guaranteeing fluid, fast and frictionless management from purchase order to invoicing.
- No more paper: total dematerialization of documents
- Real-time tracking: each step validated with a single click
- Intelligent workflow: automated controls and secure archiving
Saving precious time for sales and marketing teams!
A 100% paperless file for frictionless sales
eData Voice's Customer File module provides fully digital management of the essential elements of a new or used vehicle transaction:
- Purchase order: generated and signed electronically
- Supporting documents: identity card, driving license, proof of deposit, insurance certificate...
- Financial documents: financing agreement, balance statement, third-party payment, etc.
- Vehicle documents: registration document, certificate of non-tagging, survey sheet...
- Validation workflow: real-time tracking of steps, with automatic notifications
Everything is immediately accessible, secure and shared with the right teams at the right time!
Intuitive workflow to structure and accelerate the process
For salespeople & sales consultants
- Create and manage customer files directly in eData Voice
- Electronic signature of purchase order and related documents
- Sending and automatic collection of supporting documents (ID card, license, financing, etc.)
- Real-time file tracking with alerts on missing documents
For sales administration & managers
- Automatic compliance checks (document validity, information consistency)
- Validation of key stages: order, delivery, warranty, archiving
- Immediate access to customer files, with no loss of information
- Seamless integration with finance and accounting departments
A structured customer file from the outset, saving time every step of the way!
Seamless integration with the entire eData Voice ecosystem
Native connection with DMS and SCR eData Voice
- Automated workflow: once validated, the file feeds directly into other modules
- Total interoperability with the accounting department and financial organizations
- 360° customer vision: all information is centralized for optimum use
Secure digital archiving and GDPR compliance
- Electronic storage of customer files, which can be consulted in seconds
- Eliminate the risk of physical document loss and human error
- Full compliance with legal obligations, with RGPD-compliant access and deletion
- Flawless follow-up, optimized organization, guaranteed compliance.
Why choose the eData Voice Customer file module?
Zero paper, zero re-typing, zero errors:
a digitalized, automated file
Intelligent workflow :
real-time monitoring and automated controls
A native electronic signature :
fast, safe and legal
Instant access to information:
no more losses, no more errors
Smooth integration
with all eData Voice modules