F&I Menu & Product Presentation for Franchised Auto Dealership Managers with CDK Global
Run f&i menu & product presentation on autopilot inside 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
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.
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.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in CDK Global with enough context to act — AI handles the 80%, your team owns the judgment calls.
Frequently asked
Does this f&i menu & product presentation automation work natively in CDK Global?+
Yes — we build directly on CDK Global's API or agent integration. Your data stays in CDK Global, your franchised auto dealership managers keep the same login and UI, and there's no parallel system for the team to learn.
What CDK Global configuration do we need before deployment?+
We work with your existing CDK Global setup. During discovery we map the specific objects, custom fields, and workflows the automation touches — no rip-and-replace required for franchise auto dealer ops teams.
Can CDK Global handle f&i menu & product presentation on its own?+
CDK Global handles configuration; AI handles judgment. Native CDK Global workflows route deterministic tasks; our automation layer adds the AI judgment CDK Global doesn't ship out of the box — document classification, exception triage, drafting.
Is CDK Global the right tool for f&i menu & product presentation for franchised auto dealership managers?+
CDK Global is widely used among franchise auto dealer ops teams precisely because of its data model around f&i menu & product presentation. We've deployed this workflow on CDK Global for similar firms and the integration is well-trodden.
What's the typical ROI of f&i menu & product presentation automation in CDK Global?+
For franchise auto dealer ops firms running CDK Global, automation typically pays back inside the first quarter — measured against the loaded cost of the franchised auto dealership manager hours absorbed. Higher volumes deploy faster.
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See this running in your CDK Global instance
30-minute call. We'll look at your actual CDK Global setup and show exactly how this workflow fits.