ProMax Dealer Updates

ProMax version release - 2013.6.18.1 June 19, 2013

Price Drop Alert and E-Brochure

 

 

After debuting our great new Price Drop Alert e-mail last week, we went back and made some improvements to the popular E-Brochure. 

 Now, on both the Price Drop Alert and the E-Brochure, all main pictures and thumbnails are links to full-sized images. 

We have also made the "Estimated Payments" section and header optional, so you can now send the E-Brochure without any payment specifics if you like.

 You now have the ability to include hyperlinks in the text of the E-Brochure, enabling prospects to link to specific pages of your website.

 

 Tracking Message Center Leads

Now, when new leads in the Message Center are accessed, a system note is automatically created on the Customer Workscreen letting you know who first viewed the lead and when.  Previously, if a salesperson clicked on the lead and viewed the prospect but took no further action, that prospect would disappear from the Message Center and there would be no way to determine who viewed the prospect.  [Item 131186]

 

Reports Improvements

We're always listening to feedback from you on how we can improve the Reports in ProMax so you get exactly the data you need.  Here are some dealer-suggested changes we made this week:

• We've improved the New Vehicle Web Report and the Used Vehicle Web Report.  You are now able to navigate back and forth between the report and individual vehicle records without having to reorganize your filters and reload the report each time.  [Item 136402]
• We made a similar change to the Dashboard Lead Mgmt. & Results Report.  You can now click on details and navigate back to the report without having to reset your filters each time, and the report now correctly counts split deals.  [Item 140347]
• We updated the Advertising & Sales Report to accommodate numbers up to 10,000.  [Item 141353]
• We did some maintenance on the Compliance Review Report regarding the status of RBP notices for customers that have had multiple bureaus pulled on different days.  [Item 133749] 

Other Version Release Highlights

• We did some work on the Multi Option Proposal.  You now have the option to use as few as two deals on the proposal if you choose.  You can also view previous Multi Option Proposals by clicking on the hyperlink in the Customer Notes on the Customer Workscreen.  [Items 140814 & 139349]
• An "Activity Scheduled" note is now added to the Customer Workscreen whenever an activity is manually created.  The note identifies who created the activity, who it is assigned to, and the date and time it was created.  [Item 139318]
• We fixed a bug on the Dashboard that was causing an error when viewing Service Appointments.  [Item 140366]
• We added a Tax Credit based on the Trade Allowance for Connecticut lease deals.  [Item 140037]
• When calculating GAP for terms greater than the highest configured term, the GAP value will now show up as zero, rather than prompting an error.  [Item 140080]
• We updated the lease tax calculations for dealerships in Illinois so they respect the applicable rate of each county.  [Item 135421]

• E-Brochure and Price Drop Alert improvements.  [Items 139190, 139191, 110653, & 141212]

ProMax version release - 2013.6.6.1 June 7, 2013

 Automated Price Drop Alert E-mails

 It is now possible for dealers with vAuto to set up automated Price Drop Alert e-mails in ProMax!

Whenever there is a vAuto price update for a car that one of your prospects listed as a Desired Vehicle in ProMax and the price has dropped a certain amount, ProMax will automatically generate and send this attractive e-mail to the prospect:

 

Here's how easy it is to set it up in your system:

Go to Admin -->  Dealership Settings -->  Inventory Settings

 

Check the box for "Enable vAuto Price Drop Alert Notifications" and the Price Drop Alert Configuration pop-up will appear.  The default price drop is $500, but you can change this amount.  You can also write a comment to go in each e-mail below the vehicle information.

The 'from' address on the e-mail will be the sales rep associated with that customer.  If that sales rep doesn't have an e-mail address configured in ProMax and there is a 2nd sales rep associated with the customer who does, it will use theirs.  You can also set a default e-mail 'from' address for use if no salesperson associated with the customer has an e-mail address, or if no salesperson is assigned to the customer.

Get your unsold traffic back on the lot!  Just a few moments of set-up, and ProMax will do the rest.

 

Other Version Release Highlights

• We've added a new option in BDC Settings that enables you to "Mark all attempted calls 'Done' in Work Plan".  Checking this option will cause attempted calls marked as "No Answer" and "Left Message" to be removed from the salesperson's Daily Workplan, generate the appropriate note(s) on the Customer Workscreen, and trigger follow-up.  If the option is unchecked, these calls will remain on the Daily Workplan.  [Items 138885 & 140392]
• We did some maintenance on a number of Reports, including the Salesperson Ranking Report, the Leader Board, and the Finance Penetration Report.  [Items 139599 & 139703]
• We updated the process for sorting large, multiple-page E-mail folders.  [Item 139247]
• It is no longer possible for a deal to be delivered to an incorrect location within a dealer group, regardless of where the user is logged in.  [Item 139766]
• We added "Finance Advance" and "Loan" as available columns on the Black Book bookout sheets.  [Item 71711]
• ProMax now creates an "OEM Lead Exported" note on the Customer Workscreen when non-OEM leads are submitted to Chrysler, and the process for exporting non-OEM Fiat leads has been updated.  [Items 140108, 140181, 140155, 139502, & 139866]
• We updated the Multi-Option Proposal so that it always prints the highest applicable rebate of the selected deals.  [Item 135823]
• We added "Internet" and "Daily Work Plan" as options to the Initial User Screen in the Admin User Access settings.  [Item 138856]
• We fixed an issue with the Alt Choice proposal.  [Item 138742]
• We added Financial American Life Insurance Company for credit life insurance for the state of Ohio.  [Item 138041]
• You can now view a Saved Deal Worksheet even if it references a deleted vehicle.  [Item 137813]
• We optimized the process for deleting Aftermarket items to ensure accuracy on the Total Finance Breakdown Report and prevent errors from occuring.  [Item 138532] 
• We fixed a bug in Desking that sometimes made it difficult to navigate between two screens.  [Item 125155]
• On certain Lease deals the Residual % was being displayed incorrectly even though the calculations were correct.  This bug has been fixed.  [Item 139610]
• vAuto Price Drop Alert e-mail.  [Item 138086]

 

Training Spotlight of the Month - Desking Searches

Training Spotlight of the Month – Desking Searches

 

Utilize the desking screens to their max potential:

• Scan lenders to find the most profitable deals
• Find vehicles for negative equity payment shoppers
• Scan across dealerships within your dealer group
• Find vehicles for subprime shoppers

Sign up for free online classes about Desking Searches by clicking on the link below:

Free Desking Search Classes

 

Check back every month for the newest training spotlight.  This spotlight will highlight tools you
already have in the ProMax system and may not be using.  Free online classes will be available to
cover these features.