Dealers thrive here.
Solera Professional Services · Consulting + PitCrew

The platform is the playbook. We help you run it.

Solera Professional Services brings strategy, implementation, and operational execution to the dealerships running on the Cloud OS. From CRM go-live in under 30 days to equity-mining program design to PitCrew handling the day-to-day, this is the human layer behind the platform.

Strategic Growth MgmtPitCrew operationsEquity-mining consultingMulti-rooftop enablement
The six ways Solera shows up after you sign

Consulting and Professional Services across the Cloud OS, not just at go-live.

The Pat Lobb Toyota proof points were achieved by aligning CRM structure, manager coaching, campaign-driven execution, and channel optimization on one platform. That alignment is what Professional Services delivers.

01

PitCrew operational execution

An extension of your team. PitCrew executes the repeatable work that powers dealership performance: setup, upkeep, and ongoing operational support inside your Solera tools.

02

Strategic Growth Management

Dedicated Strategic Growth Manager plus Customer Success. CRM optimization, manager coaching, campaign-driven execution, and channel optimization, all aligned to your KPIs.

03

Equity-mining consulting

Dedicated consultants design the Revenue Radar program with you. The algorithm finds the opportunity; the consultant builds the playbook to convert it on your floor.

04

Marketing program design

AutoPoint campaign architecture, Service Journey program design, and the measurement layer behind it. Marketing programs designed to be measured, not just shipped.

05

Implementation and onboarding

Step-by-step onboarding and training. CRM go-live in under 30 days, with a documented training plan and a clear escalation path.

06

Multi-rooftop enablement

Group rollouts, SSO and group user management, multi-store dashboards, and the governance model behind a multi-rooftop platform deployment.

The Pat Lobb Toyota playbook in numbers
+50%
monthly sales growth
55%
close rate (+13 pts)
<30 days
to CRM go-live
Achieved by aligning CRM structure, manager coaching, campaign-driven execution, and channel optimization on one platform. Outcomes vary by dealer; the playbook is what Professional Services brings.
What Professional Services actually does

Strategy on top of the platform. Operations behind it. Coaching across it.

The Cloud OS is the foundation. Solera Professional Services is the team that makes sure the dealership is running the foundation, not just owning it.

SVC

PITCREW

PitCrew keeps the work moving when time, staffing, or priorities get tight. Instead of letting important tasks sit in a queue, PitCrew executes setup, upkeep, and ongoing operational support inside your Solera tools.

  • Setup and configuration inside CRM, DMS, Marketing
  • Recurring maintenance and clean-up tasks
  • Project-based execution behind the scenes
  • Your staff stays focused on customers, not on the platform
AI

STRATEGIC GROWTH MANAGEMENT

A Strategic Growth Manager assigned to your account, plus a Customer Success cadence tuned to your KPIs. The dealership-side counterpart to the platform.

  • CRM structure, manager coaching, channel optimization
  • Quarterly business reviews tied to outcomes
  • Campaign-driven execution support
  • KPI-aligned customer success rhythm
PERI

REVENUE RADAR + MARKETING CONSULTING

Dedicated equity-mining consultants and Marketing program designers. The platform finds the opportunity; the consultant tells your team what to do with it.

  • Revenue Radar program design and tuning
  • AutoPoint campaign architecture and execution
  • Service Journey program design
  • Measurement and ROI reporting closing the loop

Get the team behind the platform.

We will introduce you to your Strategic Growth Manager, walk you through PitCrew, and outline the Professional Services engagement that aligns your CRM, Marketing, and Service Suite execution on one Cloud OS.

Explore Professional Services
The Solera Cloud OS

Consulting works because the platform is connected.

Professional Services is only as good as the platform it operates on. The Solera Cloud OS gives your Strategic Growth Manager, your equity-mining consultant, and your PitCrew operator one shared view of the dealership.

Where the playbook lives

DealerSocket CRM

AI-powered command center for leads, follow-up, and lifecycle engagement across the rooftop or the group.

Auto/Mate DMS

The franchise DMS built to integrate cleanly with OEMs and the rest of the Solera stack, customizable workflows included.

Service Suite

End-to-end fixed-ops experience covering check-in, scheduling, shuttle, pickup and delivery, mobile tech, inspect, and parts.

Marketing

Fully integrated multichannel marketing tied to the DMS and CRM so every advertised customer is tracked through to store visit and spend.

Websites and Digital Retail

DealerFire mobile-first dealership websites engineered for conversion, brand compliance, and OEM standards.

Inventory+

Real transactional data plus current market listings for sourcing, acquiring, pricing, and merchandising every unit.

Titling

Real-time title, registration fee, and tax calculations that standardize the F&I process and eliminate DMV friction.

LoJack

Law-enforcement-integrated stolen vehicle recovery plus Lot Management for real-time inventory tracking and audits.

The narrative

From the first lead to the last payment, one connected lifecycle.

When the customer record is shared, every phase of the lifecycle becomes a continuation of the last one. Acquire, sell, title, deliver, retain, on one operating system.

Acquire
Implementation and CRM structure designed by Professional Services
Implementation · SGM
Sell
Manager coaching, campaign cadence, channel optimization
Strategic Growth Mgmt
Title
Process and compliance handled cleanly across the deal jacket
Solera Titling
Deliver
PitCrew handles setup, upkeep, and project execution
PitCrew
Retain
Revenue Radar and Marketing consulting drive the retention engine
Radar · Marketing

One Cloud OS. One playbook. One Professional Services team across implementation, growth management, equity-mining consulting, and PitCrew operational execution.

The foundation

Powered by the Solera AI Engine.

The infrastructure and data layer accelerating the Cloud OS.

A bolt-on tool cannot get smarter, because it has nothing to learn from. The Solera Cloud OS sits on connected lifecycle signals, so intelligence shows up inside the tools your team already uses, helping prioritize, automate, and assist before a workflow ever breaks. Real progress comes from applying AI where the work happens, powered by connected context, not from another standalone widget your team has to learn.

The platform was always going to need the people.

Solera Professional Services is the strategy, implementation, and execution layer that turns a connected Cloud OS into a thriving dealership. PitCrew, Strategic Growth Management, equity-mining consulting, and the Pat Lobb Toyota playbook.

See the platform · dealer.solera.com
Dealers thrive here.
SALES  |  SERVICE  |  MARKETING  |  OPERATIONS  |  CONNECTED CAR Talk to your Solera rep about Professional Services. dealer.solera.com