For many Cat dealers, every time a team member stops to take a payment over the phone, it pulls them away from helping other customers or fulfilling orders. Manual entry also introduces risk and increases the burden of handling sensitive card data.
While many parts of the business have evolved, collecting payments often relies on processes that haven't kept up.
- Taking credit cards over the phone
- Waiting for customers to pay at pickup
- Manually entering transactions into a separate system
These steps may feel routine, but they add friction for your team and delay how quickly you get paid.
A Simpler Way to Collect Payments
Embedded payments offer a more streamlined approach. Instead of collecting payment manually, your team can send a secure payment link directly to the customer through email or text. This can be done from the systems many Cat dealers already use, including DBS/DBSi, K*Track, and OMC.
The customer clicks the link, pays instantly using their preferred method, and the transaction is complete before they even arrive at the counter.
What This Means for Your Team
This is not about changing your workflow—it’s about enhancing it. By integrating embedded payments into tools like DBS/DBSi, K*Track, and OMC, your team can continue working the way they always have, but with more efficiency.
- Get paid faster. Funds are collected in real time without tracking down customers.
- Reduce counter friction. Staff can send a payment request in seconds instead of handling card details manually.
- Free up your team. Less manual processing means more time focused on customers and fulfillment.
- Improve security. Eliminate the need to handle or store sensitive payment data.
- Deliver a better experience. Customers can pay how and when they want in a convenient way.
We Want Your Feedback
We are designing a solution specifically for how dealers work, and we want to know: Is this a tool your team would use? Your insights are invaluable to us, since your feedback will directly influence our development roadmap for this project to ensure the final product meets your operational needs.
Next Steps: Join Our Pilot Program
To move forward, we are looking to identify a small group of dealers interested in participating in a pilot program. As a pilot participant, you will:
- Act as an early adopter to get ahead of the curve.
- Co-fund development to help bring this solution to life.
- Shape the final solution by providing direct feedback during the development phase.
If you are interested in simplifying how your dealership collects payments and getting paid faster without adding complexity, we’d love to hear from you. Complete the form below to learn more about this opportunity.