ProMax Dealer Updates

ProMax Version Release 2018.12.5.1 - December 11, 2018

Customer Suggestion Portal

We're always working to make ProMax better! We recently introduced a great new way for YOU to help us- it's called the Customer Suggestion Portal. You can get there from within ProMax: 

Here's some popular suggestions from YOU that we implemented this week:

• Remove lender name from proposals - We added the option to "Hide Lender Name" on proposals.
  "It is a competitive advantage often times, especially on leasing so I would rather not have the name printed."
• Add export to needed vehicle report - We added an Export function to the Needed Vehicle Report.

 

Other Changes & Fixes in This Version

• Carfax reports will now open in Windows' default browser. This corrects a display and printing issue some dealers were experiencing when the Carfax "History Based Value Report" feature was active. [Item 488818]
• Mitsubishi dealers now have the ability to stop the clock on Mitsubishi leads by sending a text message. [Item 495641]
• We updated the counting of "Sold" on the Internet Dashboard to ensure accuracy. [Items 495279 & 496694]
• We added a variable for "# Emails Sent" to the Salesperson Tracking Report. [Item 109730]
• We added a Forms variable for "Web Mkt Value". [Item 495217]
• We added a "View Notes" option to the Customer hyperlink on all Reports that have a Customer menu. [item 494994]
• We fixed an issue with 0 Cash Down on the Buy Lease Worksheet and the Retail/Lease screen. [Items 379211 & 498605]
• We added a new option in Admin -> Tax Rates  to "Apply Tax Credit to Leased Trade-Ins". [Item 491785]
• We updated the "Sold Vehicle Description " Forms Variable so it prints the correct information from every screen. [Item 494145]

Training Spotlight- Customer Entry Screen/Check For Duplicates

Training Spotlight of the Month

Customer Entry Screen/

Check For Duplicates

Each month we post a new video highlighting new features in ProMax or reviewing things you may not be using to their fullest potential.

This month, we're focusing on the new Customer Entry Screen and Checking For Duplicates. We recently updated both the ProMax and ProMax Mobile Customer Entry Screens, making it easier than ever to enter a new Customer and cut down on duplicates. Watch this month's video to learn about all the benefits of the new feature:

• prevent and reduce duplicate records in system
• perform search of customer name and many other fields
• highlight matching results
• sort search results and display in weighted order
• merge customer records as needed

Keep an eye on our Dev Blog for more Training Spotlights.

 

 

ProMax Version Release 2018.11.14.2 - November 15, 2018

Hide Duplicates and Co-Applicants on BDC Reports

We added options to "Hide Duplicates" and "Hide Co-Applicants" to both the BDC Productivity Report and the BDC & Sales Management Report:

 

 

 

 

 

New ProMax Mobile Login Screen

We've updated the look of the ProMax Mobile login screen:

Customer Suggestion Portal

We're always working to make ProMax better! We recently introduced a great new way for YOU to help us- it's called the Customer Suggestion Portal. You can get there from within ProMax: 

Here's a popular suggestion from YOU that we implemented this week:

• Vehicle location in desired vehicle pop-up on customer workscreen - "we have 5 different lot locations that a vehicle can be located, when you type in the stock number on the desired vehicle pop-up it gives you the vehicle info but you still have to go back through the inventory record or pull an inventory report to see where the vehicle is located. I would like to see if we could add a lot location next to the mileage field in the desired vehicle pop-up so we could instantly identify the location"

Other Changes & Fixes in This Version

• We added a new "Paid To" field in the Aftermarket Items popup in Admin -> Desking and a corresponding Forms variable. [Items 447554 & 450711]
• We added a new "Check For Duplicates" button at the end of the row of gray tabs at the top of the Customer Workscreen. [Item 491241]
• We added a 'Showroom Visit' notification when trying to create a Showroom Visit for a customer who already has one for that day. [Item 487418]
• We updated RouteOne Business Credit Apps to ensure data in all fields displays correctly. [Item 487372]
• We reconciled a dupe lead counting discrepancy on the Internet Dashboard. [Item 495279]
• We now record changes made to fields when merging customers in the 'Merge Prospects' note. [Item 473641]

ProMax Version Release 2018.11.7.1 - November 8, 2018

 

Customer Suggestion Portal Items

We're always working to make ProMax better! We recently introduced a great new way for YOU to help us- it's called the Customer Suggestion Portal. You can get there from within ProMax: 

Here's a popular suggestion from YOU that we implemented this week:

• Add feature to view notes from prospect/internet tab- "This will eliminate the need to click into the lead to view notes. Helpful if browsing leads to check on last contact, status, etc. saving both sales and managers time"

 

Other Changes & Fixes in This Version

• We added a "Text Received" column to the Internet Dashboard Detail screen. [Item 218615]
• We added "Title Brand" as a variable on the Inventory Report Builder. [Item 485242]
• We added Black Book (Clean Retail) to the Admin -> Inventory Settings Value Pricing options. [Item 481291]
• We added a filter option to exclude unsubscribed customers on the Prospect Activity Report. [Item 221228]
• We now include the virtual texting number used to send a text in the appropriate Customer Note. [Item 401866]
• We fixed a bug that was preventing letters from being printed from the Daily Workplan when the address was a P.O. Box. [Item 465140]
• We fixed a bug that was preventing Referrals from the Outgoing Call Editor from saving. [Item 492563]

Training Spotlight - E-Brochure

Training Spotlight of the Month:

E-Brochure

 

Each month we post a new video highlighting new features in ProMax or reviewing things you may not be using to their fullest potential.

This month, we're focusing on the E-Brochure. Our great E-Brochure has been around for a long time, but we're always updating and improving it. So even if you think you know all it has to offer, watch this month's video and get a quick refresher!

• Send mobile-friendly professional proposal for several vehicles at once
• Provide customer with carousel of photos for up to four vehicles
• Personalize a proposal for each customer
• Customize additional information displayed based on new/used vehicle
• Include an email signature

Keep an eye on the Blog for more Training Spotlights.     

ProMax Version Release 2018.10.22.1 - October 23, 2018

Customer Suggestion Portal Items

• Purchased Vehicle tab in Outbound Call Note Editor- "making follow up calls on sold customers would be so much easier with a direct link on the outbound call editor than having to go back to the customer work screen and doing triple work to work the follow-up call". Done!
• Include a price filter in the vehicle brochure filter options- "When selecting vehicles to include in an email, the maximum monthly payment option is available, but you can't use a maximum price. The maximum payment has so many variables that it's really not of much value. I'm more often looking for vehicles under a certain ceiling to meet my customer's needs - especially if I have a cash customer who's writing a check. The price is already in the brochure, along with estimated payments - it should be an easy fix to allow the sales staff to opt for maximum payment or maximum price." Done!
• Stock #'s in the Leaderboard- "New, Used, and Totals are hyperlinked in the Leaderboard and it takes you to a breakdown of those specific units sold. It would be nice to have the Stock # of those units on that page as well." Done!

Other Changes & Fixes in This Version

• We added an option to manually "Select DT DMS Tax Group" when sending deals to DealerTrack DMS. For more information about this new option or to get it activated for your dealership, please contact the Integrations Department at 800-322-9034 ext. 206 or email integrations@promaxunlimited.com.
• We improved our ability to parse the Desired Vehicle on 3rd Party Internet Leads. [Item 80271]
• We added a Lead Date option to the BDC Productivity Report. [Item 488605]
• We added the ability to do a customer-only export to CDK, R&R, and AutoSoft utilizing the Transfer feature on the Customer Workscreen. [Items 485963, 485964, & 485974]
• We added a County Fee option for Pennsylvania dealers. [Item 477268]
• We increased the maximum length of the Sold Vehicle Profit Report from 92 to 366 days. [Item 479693]

ProMax Version Release 2018.10.9.1 - October 10, 2018

All Proposals Are Now Saved As PDFs

We now save a PDF whenever a Proposal is printed or emailed from anywhere within ProMax.

A clickable PDF graphic will now display in the Customer Note in both ProMax and ProMax Mobile for users that are checked for the new Admin -> User Access setting "Can View PDF Proposals". Users who are not activated will not see the PDF icon.

PDFs of proposals will be available for viewing for 7 days after they were printed or emailed.

 

Customer Suggestion Portal Items

• Used Vehicle Branded Selection Box- We added this item recently; now we've also added a Forms variable for "Title Brand".
• A Deleted Customer Report- You can find it the new Deleted Customer Report in Reports in the "Salesperson & BDC Management" section.
• Change to Deals Tab- Stored deals in ProMax are now sortable by users, and deals are default ordered by saved date descending.

 

Jaguar/Land Rover Certified Lead Integration Now Available

ProMax is certified by all major OEMs, and now we've added Jaguar/Land Rover.  

For more information about the new Jaguar/Land Rover integration contact your Dealer Support Specialist.

 

Other Changes & Fixes in This Version

• We added an Equity tab to the Service Dashboard. [Item 363317]
• We added the ability to hide Mileage on the E-brochure. [Item 216226]
• We added a Desired Vehicle Video variable to Email Templates. [Item 209386]
• We added an option to Buy Lease Proposal settings to display the Money Factor on lease deals. [Item 365429]
• We updated the BDC Productivity Report to correctly count outgoing and completed calls to Co-Applicants. [Item 475375]

Training Spotlight - New Features in ProMax

Training Spotlight of the Month:

New Features in ProMax

Each month we post a new video highlighting new features in ProMax or reviewing things you may not be using to their fullest potential.

This month, rather than focusing on one big item, the spotlight is on lots of small but consequential changes we've added recently. Watch this month's video and learn where to find these features and how to use them:

• Refresh button on Daily Workplan
• Auto-assign customer status and lead source on all fresh walk-ins
• Hide customer last name and update appointment status on VIP Appt Log
• Lead notifications via text and email for BDRs and Service BDRs (previously available only for Sales Reps)
• Update existing ad source (previously available only for lead source); added contingencies for updating lead/ad source (30, 60, 90 days with no activity on customer record)
• Update existing desired vehicle
• Send auto-responders for dupe leads
• Delete users from system still attached to Lead Delivery options (previously unable to do so until users were removed from Lead Delivery notifications)

Keep an eye on the Blog for more Training Spotlights.       

 

ProMax Version Release 2018.9.25.1 - September 26, 2018

  Customer Suggestion Portal Featured Items

We're always working to make ProMax better! We recently introduced a great new way for YOU to help us- it's called the Customer Suggestion Portal. You can get there from within ProMax:

Any ProMax user can visit and make suggestions for new features and upvote other users' ideas as well. Got a great idea? Add it! Got a pet peeve that other users have too? Upvote it! Encourage your co-workers to vote, too! We value your opinion, and the Customer Suggestion Portal is a fast and easy way for you to give us feedback. We're updating ProMax with popular suggestions from the Portal all the time.

Here are some items from the Portal we added in this update:

• Highlight customer on recall screen- A simple change that makes it easier to visually scan across the screen. [Item 482787]
• Allow me to delete employee even if they have Lead Notifications attached to them - You no longer have to find them on each Lead Source and uncheck the boxes. [Item 479657]
• Add Customer ID to Owner Base and BDC Productivity Reports - We added Customer ID to Owner Base in our last post, and now we've also added it to the BDC Productivity Report. [Item 479651]
• Used Vehicle Branded Selection Box - We added an option to add branded titles ti used Inventory records. [Item 480222]
• Fix error, when you deliver a deal it ask you to delete car not owned anymore and logs you off - We eliminated this bug. [Item 484014]

 

 Other Changes & Fixes in This Version

• We added a "Refresh" button on the Daily Workplan. [Item 468518]
• We updated the BDC & Sales Management Report with a 'Lead Date' option. [Item 286402]
• We updated the VIP Appointment Log so that Customers' last names can be hidden from view and Appointment Statuses of 'Sold' or 'Confirmed' can be displayed. [Item 263848]
• We added a new option in the Admin -> BDC Settings Showroom Visit Types hyperlink to auto-assign a Status and Lead Source to Fresh Walk-ins. [Item 108679]
• We updated the Sold Vehicle Report Builder to properly clear user selections when switching between reports. [Item 358573]
• We added new Lead Delivery options for "Always overwrite existing desired vehicle" and "Always send auto-responders on Duplicate leads". [Items 286402 & 291745]
• We fixed an issue with Lead Delivery to ensure dupe leads are assigned when the lead match is not currently assigned to a Sales Rep or BDR. [Item 480268]
• We fixed a bug with the Sold Vehicle Profit Report that was sometimes preventing the Class and Lender parameters from clearing when selecting "Create New Report". [Item 483342]
• We added a"Dealership" dropdown to the Edit Vehicle Search for dealer groups. [Item 207642]
• We added many new 'Company Information' Forms Variables to enable better custom business credit applications and other business-specific forms. [Item 481682]

Mobile Customer Entry Screen

Mobile Customer Entry Screen

We recently rolled out our great new Customer Entry screen making it easier than ever to enter a new Customer and cut down on duplicates. Now we’ve got a Customer Entry screen on Mobile, too!

Now, any time you add a customer, ProMax Mobile will first take you to the Customer Entry screen. On this screen, you can enter as many pieces of information as you have and click on "Check For Duplicates":

ProMax Mobile searches by exact First Name-Last Name combo, then each of the unique data fields (Social Security Number, Driver's License Number, and Email Address), and Phone looking for matches.

If all of the unique data on the customer (Social Security Number, Driver's License Number, and Email Address) matches exactly, you will proceed to the requested screen with this (existing) customer.

If no matching records are found, a new customer is created for you.

If one or more records are found with some matching information, we display the matching records in order most likely match and highlight the matching information. From here you can select one of the matches, Merge Customers, or Create New Customer before going further.

 

SMS Tracking for Certified Lead Integrations

We are now tracking texts sent and received for Audi, Toyota, Volkswagen, and Volvo. These are now recognized as contact activities and going forward they will stop the clock.