Automotive / Usecase


On-demand Virtual F&I with Zoom integration for faster deal closures.

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Experience Cloud & Portals, Sales Cloud (CRM & CPQ)

Virtual F&I (Finance & Insurance) Specialist Platform  

CHALLENGE 

  • Dealers lacked immediate access to F&I specialists 
  • Delays and lost sales.  

SOLUTION 

  • Built an on-demand VF&I request system with Zoom integration  
  • Omni-Channel routing for instant, personalized deal support.  

OUTCOME 

  • Faster deal closure 
  • Empowered dealers to win business anytime 
  • Showcased at NADA 2024.  
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