Kyle Swearingen just sent Ops these details about the new Precoa integration. Can we please put these details in an internal KBA?
As most of you know, we announced our integration with Precoa this week and many of you have been receiving calls about it, asking to turn it on and in some cases asking how they sign up for Precoa. First, I want to give you a brief explanation of what the integration is and what the integration isn’t. It is a daily export file that Precoa processes and imports into their Aftercare program and CRM system. Currently, it is completely managed by myself and requires us to enable it along with Precoa to enable it for it to work properly. Right now, I wait to turn it on until I have heard from Precoa that everything is setup on their end. This is to ensure we aren’t sending data over to Precoa that they aren’t ready for yet. We have some user reports that are also going out but that is NOT what this integration is and is not configurable from within Passare. For questions around the user report that is setup, you will want to talk with Kelly. Below is how you should be directing customers who are interested in the integration or Precoa.
Current Precoa customer that wants the integration turned on:Have them email either their Precoa “Account Manager” at the Precoa Home Office or their “Account Rep” (Field Manager) at Precoa that works with them in their region and location. Once Precoa turns it on, they will email me and I will enable it.Non-Precoa customer that wants more information about Precoa: Direct them to Tyler Anderson (tanderson@precoa.com) who is the VP of Business Development in the field and copynmehler@precoa.com.
Jessie Goggans
