# F&I Menu & Product Presentation for Franchised Auto Dealership Managers with CDK Global

> AI pre-builds the F&I menu per deal from CDK Global customer + vehicle data, surfaces the most relevant products with reasoning, and the F&I manager focuses on conversation — F&I PVR climbs $200–500. Purpose-built for teams running CDK Global — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [CDK Global](https://calish.com/workflows/tool/cdk-global/)
- **Role:** [Franchised Auto Dealership Manager](https://calish.com/workflows/for/franchised-auto-dealership-manager/)
- **Specialty:** Franchise Auto Dealer Ops
- **Category:** Operations & Workflow
- **Canonical URL:** https://calish.com/workflows/with/fandi-menu-and-product-presentation-for-franchised-auto-dealership-manager-with-cdk-global/

## The Problem

F&I managers at Franchise Auto Dealer Ops dealerships present the same menu products on every deal in CDK Global — but each menu is hand-tailored to credit, vehicle, and customer profile, eating closing-room time.

## What We Build in CDK Global

AI pre-builds the F&I menu per deal from CDK Global customer + vehicle data, surfaces the most relevant products with reasoning, and the F&I manager focuses on conversation — F&I PVR climbs $200–500. Purpose-built for teams running CDK Global — uses the native API or agent integration so nothing leaves the system of record.

## CDK Global Integration Approach

1. **Audit your CDK Global configuration.** We map the specific CDK Global objects, custom fields, and workflows the automation needs to touch for your franchise auto dealer ops practice.
2. **Build on the CDK Global API or agent.** Integration happens inside CDK Global — no data leaves the system, no parallel tool for your team to learn, no license changes.
3. **Human-in-the-loop handoff.** Every automation routes exceptions back to a human in CDK Global with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [F&I Menu & Product Presentation for Franchised Auto Dealership Managers](https://calish.com/workflows/fandi-menu-and-product-presentation-for-franchised-auto-dealership-manager/)
- AI pre-builds the F&I menu per deal from CDK Global customer + vehicle data, surfaces the most relevant products with reasoning, and the F&I manager focuses on conversation — F&I PVR climbs $200–500.

## Other CDK Global Automations

- [Internet Lead Response & BDC for Franchised Auto Dealership Managers](https://calish.com/workflows/with/internet-lead-response-and-bdc-for-franchised-auto-dealership-manager-with-cdk-global/)
- [Post-Sale Follow-up & Service Conversion for Franchised Auto Dealership Managers](https://calish.com/workflows/with/post-sale-follow-up-and-service-conversion-for-franchised-auto-dealership-manager-with-cdk-global/)
- [Used Vehicle Acquisition for Franchised Auto Dealership Managers](https://calish.com/workflows/with/used-vehicle-acquisition-for-franchised-auto-dealership-manager-with-cdk-global/)
- [Inventory Pricing & Markdown for Franchised Auto Dealership Managers](https://calish.com/workflows/with/inventory-pricing-and-markdown-for-franchised-auto-dealership-manager-with-cdk-global/)
- [Trade-In Valuation & Appraisal for Franchised Auto Dealership Managers](https://calish.com/workflows/with/trade-in-valuation-and-appraisal-for-franchised-auto-dealership-manager-with-cdk-global/)
- [Compliance Deal Jacket Audit for Franchised Auto Dealership Managers](https://calish.com/workflows/with/compliance-deal-jacket-audit-for-franchised-auto-dealership-manager-with-cdk-global/)

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