ProMax Dealer Updates

ProMax version release - 2013.9.24.1 September 25, 2013

 

Lead Delivery Improvements

Your dealership's success is our #1 goal here at ProMax, and every dealership knows that you can't succeed without leads!  We're always working to improve the quality of your lead delivery and reporting, and this week we're rolling out a number of new features, many of which were suggested by you.

Inbound leads can now be automatically assigned to a particular department:

Reassigning customers to different sales reps now triggers a text message notification to the new    
sales rep.

 On a duplicate lead import, we now display the name of the original sales rep in the notification as well as the Customer Workscreen note, or a note and notification that no salesperson is assigned if appropriate.

 

We can now set the "New/Used" status of a Desired Vehicle on lead imports that contain a stock number, enabling more accurate reporting on the Internet Dashboard.  On imported leads with a VIN but no stock number, ProMax now looks up the stock number when saving the Desired Vehicle info.  

Leads from ProMax Dealer Websites now specify Trade-In information in ProMax including year, make, model, style, mileage, VIN, and payoff.

We now offer a Lead Source Override enabling customizable lead sourcing on OEM leads based on their type, including Finance, Service, New, and Used.

We improved the process for allowing vendors to auto-assign leads using a sales rep's first and last name, preventing problems when there are multiple reps with the same last name.

The real time activity tracking system has been enhanced for better performance, and OEM reporting is more reliable than ever.

We've added more fail-safes to Lead Delivery Options, preventing users from clearing e-mail addresses for sales reps, making accounts inactive, or removing departments assigned to receive leads.  Now, warnings appear, similar to those that come up when attempting to delete an employee.

For more information on how these improvements can help your dealership, please contact Melissa Sinclair at 563-344-7648 or e-mail [email protected].

 

Other Version Release Highlights

• We updated the Vehicle Appraisal Sheet to two pages in order to account for vehicles with a large number of options listed.  [Items 133703 & 149921]

• We added the ability to run the Appraisal Report for all dealerships in a group (that share data) on one report.  [Items 142803 & 149974]

• The "Transmission" field in an Inventory record is now automatically set for vehicles that only come with one type of transmission.  [Item 14637]
  

• All data from reports built in the Inventory Report Builder can now be exported.  [Item 98863] 

• We did some more maintenance on the Prospect Activity Report to ensure that columns are wide enough, particularly the "Last Note" column.  [Item 149542]

• We increased the size of the "Regarding" column on the Daily Workplan and removed unnecessary empty space from other columns.  [Item 149605]

• All dealers with a ProMax CRM can now send a simple 5-liner to Dealertrack or RouteOne from the Run CB screen.  [Items 148734 & 149518]

• We did some maintenance on Admin User Access.  Most notably, a user must now have permission to "Edit Inventory Records" in order to make changes in the Photo Manager.  [Items 124760, 147807 & 150371]
  

• ProCredit Express dealers now have access to a Credit Bureau Analysis Report allowing them to see how many bureaus are in a certain score range.  [Item 140169]

• We updated the look of the Manager Dashboard Summary to display better on screens regardless of their resolution, and we also did some work on the Internet Dashboard and the Needed Vehicle popup.  [Items 146543, 149703, 149830, & 149852]

• We fixed an issue with Reynolds updates blanking out the "Inservice Date" and "Model Code" fields on Inventory records.  [Item 101787]

• On the Prospects Recall screen, you now have the ability to paste in a Customer ID.  [Item 150501]

• We updated the Undelete Vehicle button functionality to trigger the "No Auto Delete" checkbox in the Inventory record.  [Item 143140]

• We corrected an issue on the Subprime F&I screen that sometimes caused an "Amount financed exceeds the maximum" popup when the two values were equal.  [Item 129097]

• Retail/Lease Search will no longer return payments that are over the enetered "Max Payment" when "Max Sale Price - Lender Advance" is selected.  [Item 149541]

• We corrected an issue with the Privacy Notice settings.  [Item 149291]

• We fixed a bug that could sometimes cause ProMax to freeze when printing multiple forms.  [Item 125138]

• We corrected a problem that occured when using "Build a Lease" with money factor rates that was causing ProMax to crash.  [Item 150634]

• Lead Delivery Improvements.  [Items 101134, 127165, 118441, 100380, 84294, 146299, 150500, 32937, 78963, 150115, & 149723]

Dealer Marketing Services Performing Maintenance Overnight

Shortly after midnight tonight, at 12:05 A.M. Thursday morning Central Time, we will be performing routine maintenance to some of our networking equipment.  This maintenance will briefly interrupt functionality in some of our systems.  The interruption will likely last only a few minutes, though it could take up to an hour.  All systems will be back online after the interruption.  Thank you.

Experian Is Having Technical Issues

Experian has been having problems with some credit report requests since around 4 P.M. Central this afternoon.  They are currently working to address the problem. 

UPDATE: Experian notified us at 5:10 P.M. Central that this issue has been resolved.

RouteOne Submittal Issue

Notice to RouteOne Dealerships

 

Affected Dealerships:  Dealerships that use the ProMax Unlimited/RouteOne interface to send deals directly to finance sources.

RouteOne has identified an issue with the auto-submit integration – the specific impact is that only the first finance source selected on a deal will go through to the finance source.  RouteOne is working on the resolution right now and plans to update on Wednesday (9/18) to resolve the issue.

There are two work-arounds available:

1. From ProMax Unlimited, send deals to one finance source at a time.
2. From RouteOne, the deal with the original finance sources is available in Deal Manager.  Using the ‘+FS’ button within the Deal Manager the application may be sent to additional finance sources.

RouteOne will be reaching out to the affected dealerships to explain the situation.  If there are any questions, feel free to make contact:

ProMax Unlimited – please reach out to your CSR/Trainer at 800-322-9034

RouteOne - 866-768-8301 (866-ROUTE01)

ProMax version release - 2013.9.11.1 September 12, 2013

 

 

Introducing Auto Triggers Plus

Trigger Leads, PLUS a whole lot more!

Trigger leads are a great way to target prospects in your market that are actively shopping for a vehicle.  There are plenty of programs that can sell you trigger leads, but only ours provides the leads, PLUS:

• an Instant Screen for everyone who responds, returning an exact Credit Score to the consumer and your dealership, PLUS
• an Auto Summary for your dealership for every consumer; you have ALL the details of the consumer’s current loan(s) BEFORE you contact them

Auto Triggers Plus is unique among trigger leads programs and the results from our test dealers confirm it, with an average response rate from 4-10% and an average R.O.I. over 500%!

For more information on how to get started on this great new program, contact Robb Azaren at 888-906-1170 or e-mail [email protected].

 

Version Release Highlights

• We did some maintenance on the Prospect Activity Report.  We improved the functionality of the column headers and fixed a bug that was causing E-Brochure data to occasionally show up in the Customer Notes.  [Items 142846 & 142852]
• Lease Lenders in ProMax can now be configured for Flat Reserve.  [Item 147338]
• We added a failsafe to Lead Delivery to prevent looping.  It was previously possible when configuring Delivery Options for a lead source to copy settings from itself, which created a loop that interrupted functionality.  [Item 148869]
• We corrected some issues with the Lease Payment Tax Options for dealers in the state of California.  [Items 149238 & 149241]
• We improved the process for identifying and removing bad e-mail addresses in bulk e-mail sending.  [Item 147691]

Compliance Corner

Your dealership's success is our #1 goal at Dealer Marketing Services, and helping you protect your hard earned profits is something we take very seriously.  In addition to providing an industry-leading compliance solution in our software, we also like to share important compliance information and best practices.  

 

Occasionally a dealership has a situation in which one of their employees pulls a credit report on themselves, their girlfriend, their neighbor, etc.  when the credit report is not in connection with a vehicle purchase and financing.  The Fair Credit Reporting Act (FCRA)  is very specific regarding the permissible purpose for a dealership to pull a credit report as shown below:

 §604 [15 U.S.C. § 168 1.6(a)(3)(A):

(A) intends to use the information in connection with a credit transaction involving the consumer on whom the information is to be furnished and involving the extension of credit to, or review or collection of an account of, the consumer;

Federal and state penalties can be in the thousands of dollars for violations.  We recommend that you have a dealership policy that informs all employees who have access to pull credit reports that the reports must be pulled as stated in the above section of the FCRA.

ProMax version release - 2013.9.9.1 September 10, 2013

Version Hotfix

• We corrected an issue with the deal export that was occuring on deals with large numbers of accessories.  [Item 149008]
• We fixed an issue with One Pay leases.  [Item 148895]
• We updated the Multi Option Proposal calculation.  [Item 149039]

ProMax version release - 2013.9.4.1 September 6, 2013

 Introducing ProMail Plus!

The original ProMail direct mail program has been proven over time to increase your subprime business without risking your prime business.  With response rates and ROI higher than any other program of its kind, how could ProMail get any better?  

By doing all of the above, PLUS:

• an Instant Screen for everyone who responds, returning a credit score to the consumer and your dealership, PLUS
• an Auto Summary provided to your dealership for every consumer; have all the details of their current loan BEFORE you contact the lead

For more information on how to get started on this great new program, contact Robb Azaren at 800-836-4001 or e-mail [email protected].

 

New Lead Delivery Options

We've added some great new options to the Lead Delivery Filter List 

You now have 3 choices when viewing the list:  

1. Show All Lead Sources Marked Active
2. Show All Active Lead Sources With Type of "Internet"
3. Show Complete Lead Source List

Previously, the list showed the entire Lead Source list by default; now it defaults to only showing Active Lead Sources.    

 

Other Version Release Highlights

• We added a number of new Available Columns to the Sold Vehicle Profit Report, including "Sales Price + Accessories" and "Accessories".  There are also now 5 Available Columns each for "We Owe Amount", "We Owe Description", "Incentive Amount", and "Incentive Description".  [Items 141666 & 147098]
• We added "Delivery Date" as an available variable in the Communications Center.  [Items 147208, 148547, & 148754]
• We added salesperson data to trade-ins pushed to vAuto.  First name, last name, and e-mail address are now included.  [Item 148226]
• We added a number of additional fields to the Adam DMS deal export.  [Items 147825, 147826, 148338, & 148766]
• ProCredit Express dealers can now send a simple 5-liner to Dealertrack from the Run CBscreen.  [Items 143856 & 147896]
• We expanded the field for "County" form 15 characters to 35 characters.  [Item 124510]
• We updated the Desking View Deal Structure popup to be read-only.  [Item 148569]
• Changing a customer's e-mail address on the Customer Workscreen now immediately carries over to previously printed proposals accessible in Customer Notes hyperlinks.  [Item 146292]
• We corrected an issue with follow-up sometimes being incorrectly reassigned on dupe leads and merged customers.  [Items 148314, 148331, & 147674]
• We did some maintenance on the Multi Option Proposal to ensure all fields are displayed correctly.  [Item 141911]
• We fixed an issue with the Multi Option Proposal that was occasionally preventing the Payment from being shown.  [Item 143115]
• We added "Service Contract" as a new Lease Payment Tax Option for dealers in the state of California.  [Item 146998]
• We corrected an issue with the Instant Screen Analysis Report that was causing some merged customers in dealer groups to not be displayed.  [Item 142175]
• Dealers in the state of Texas can now add a County Fee to deals in Admin Tax Rates.  [Item 147562]
• We fixed a bug that occured when changing a customer's Desired Vehicle and navigating between the Customer Workscreen and Desking.  [Item 145873]
• We did some maintenance to Desking to prevent the possibility of a delivered deal being delivered more than once.  [Item 141370]

• New Lead Delivery options.  [Item 107490]