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SophiCX Service Suite
Automated omni-channel communication and marketing powered by Sophi AI.
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AI-Powered telephony capable of transcribing, keyword scoring, and answering customer calls.
Visual Multi-Point Inspection
Visual Multi-Point Inspection application for additional service requests.
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Recall Mining
Target customers with open recalls to drive revenue and loyalty.
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Dealer Information
Dealership
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Reynolds & Reynolds
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Dealer Vault
Primary Point of Contact
This is the primary decision-maker for this store.
Name
*
Name
First
First
Last
Last
Phone
Email
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Team Lead
This is the person that will help our customer success team approve messaging, provision users, and schedule trainings.
Team Lead
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Team Lead
First
First
Last
Last
Phone
Email
*
Data Integration Contact
This is the person that will help us get access to the dealership's data if different from the primary point of contact
Name
Name
First
First
Last
Last
Phone
Email
Accounts Payable Point of Contact
This is the person our onboarding and accounts receivables teams will contact regarding payments.
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Name
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First
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Last
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Email
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Subscription(s)
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Sophi CX
VMPI
Recall Mining
Dealer Focus Call Services
Sophi Voice
Campaign(s)
Text Appointment Reminders
Text Missed Appointment Reminders
Text & Email Introduction to Service - CPO
Text & Email Introduction to Service - New
Automatic Status Updates
Email After Service Follow-up
Text After Service Follow-up
Text After-Service Survey (NPS)
5 Month Retention Text
10 Month Retention Text
15 Month Retention Text
20 Month Retention Text
Happy Birthday Email
OEM & DMS Opportunity Lists
Ex. Retention Campaigns (Inactive/Lapsed Customers) OEM Recall Opportunities (eResponsibility) Conquest Customers (from Honda field rep) Warranty Extensions (InVin)
Please identify OEM and DMS lists that we can use to target customers with CSV campaigns. These may be retention lists, recall lists, special order parts lists, or telematics lists. These will help our team deliver a high ROI from the start.
Shop Lead
This is the person that will help us provision and train technicians.
Name
Name
First
First
Last
Last
Phone
Email
Parts Manager
This is the person our dedicated expert will work with to confirm parts availability prior to launching recall campaigns.
Name
Name
First
First
Last
Last
Email
Phone
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