ProMax Dealer Updates

ProMax version release - 2013.10.30.4 October 31, 2013

OEM Lead Report

Last week we introduced the new Monitored Leads Report.  This week we're unveiling another report that many dealers have requested: the OEM Lead Report.  Now lead response times from most OEMs can be tracked in one place.

Go to Reports -> Lead Management Report -> OEM Lead Report
(This report is also available on the Internet Dashboard) 

From here, select the desired OEM from the dropdown, and view a Summary with the total number of leads, how many were contacted, and how many met the OEM requirements :

Or a Detail that shows each lead, how long it took to contact them, and the Sales Rep attached:

Contact Times of "0h 0m" indicate that the lead has not yet been contacted.  Contact Times highlighted in red indicate leads that were not responded to within the OEM's required timeframe.

The new OEM Lead Report is just another tool in ProMax to help you improve your OEM lead response times, and improved response times equal money in your pocket!  Currently supported OEMs include Chrysler, Fiat, Honda, Infiniti, Lexus, Mazda, Mercedes, Mitsubishi, Nissan, Toyota, Volvo, and VW.   GM has a similar, but slightly expanded version available specifically for GM OneSource leads.

New Dupe Lead Configuration Options

We've added several new dupe lead options when updating an existing customer.  You can now select "Do not change the Customer Status", "Change to the Status normally set for this Lead Source", or "Change the Status to:" any status in your ProMax system.  This will allow you to automatically reset the automated follow-up scheduled for a duplicate lead.

Additionally, you can now choose to "Overwrite the existing Lead Source" with the new one.  In all cases that a dupe lead is received, the "Last Modified" date of the customer is now updated.

 

Other Version Release Highlights

• In Lead Delivery, Market Thief leads were previously assigned to the designated Market Thief salesperson regardless of settings.  Now, if these leads are set to "Leave Unassigned" then they will remain unassigned.  [Item 153220]

• We did some more work on our new Monitored Leads report.  [Items 153656, 153830, 153836, and 153867]

• We corrected an issue that was causing some Co-Applicants on ProMax Website leads to appear as separate leads in the Message Center.  [Item 154105]

• We changed the Admin Digital Signature option, so that now you are unable to print a document requiring a digital signature until the signature has been collected.  [Item 45666]

• The Logon Report in Admin User Access will now also list attempts to log in to ProMax that fail because they are outside the designated IP range or are from unauthorized computers.  [Item 109145]

• We did some work on  Automated Follow-Up to ensure reassignments worked properly when deleting a Sales Manager.  [Item 153567]

• We rewrote our VIN check routine to account for the new Mitsubishi Mirage's unusual VINs.  [Item 153009]

• We added a new setting to apply "1st Article Cap Tax Rate" to the entire service contract price for dealers in the state of Tennessee.  [Item 152701]

• New Dupe Lead Options [Items 103146 & 154039]

ProMax version release - 2013.10.24.2 October 24, 2013

Monitored Leads Report

Last week we unveiled our great new Lead Activity Monitoring system.  This week we're adding the new Monitored Leads Report, which works in tandem with the Monitoring system to improve your response times. 

Located under the Leads Tab on the Internet Dashboard, this new Report gives you all the information you need at a glance to make sure leads are being handled in a timely manner.

New "Select For Desking" Option

Sometimes small changes can bring big benefits, and this simple fix could end up saving you a lot of time in the long run!

When you're Desking a deal and you click the "Stock #" hyperlink to select a vehicle, you previously had no choice but to go to into the vehicle's Inventory record.  Now when you select the vehicle you have the option to "Select For Desking": selecting the vehicle without having to go to the Inventory record.

The majority of the time, going into the Inventory record was unnecessary, and required extra loading time.  Now, you still have the option to go to the Inventory screen if you want, but also the option to skip that step and return directly to the Desking screen.

 

Version Release Highlights

• We did some work on the Gas Savings Proposal and the MultiOption Proposal.  [Item 149327]

• We updated the PIN entry process on ProMail, ProMail Plus, Market Thief, and Auto Triggers Plus websites to reduce the number of duplicate leads.  [Item 152215]

• For dealers on the new ProMax Websites, we added the ability to schedule Website Specials from a vehicle's Inventory record in ProMax.  [Item 131036]

• Last week we added an "Unspot All Vehicles" button to the Spotted Vehicle / Stips Report that enables the Inventory Manager to unspot all vehicles at once.  We did some maintenance on this feature to ensure that only unsold vehicles are counted and unspotted and that it works equally well when unspotting vehicles in dealership groups.   [Items 146703, 152992, & 153004]

• We added two new Available Columns in the Inventory Report Builder: "NADA Retail minus Internet Price" and "KBB Retail minus Internet Price".  [Item 151358]

• We added new Communications Variables for "Customer Next Service Appt Date" and "Customer Next Service Appt Time".  [Item 141810]

• ProMax now adds a System Note to the Customer Workscreen when a deal for that customer is unwound.  The note includes the date, time, and user doing the unwinding, as well as key information about the deal (Year, Make, Model, and Stock #, as well as Lender, Payment, and Term).  [Item 150029]

• We fixed a bug that was causing deal submittal times to be displayed incorrectly (in our server's Time Zone rather than the dealership's) on a few screens.  [Item 152742]

• You are now prompted to reassign leads and followup when deleting a Sales Manager, like you would be for a Sales Rep or CDR.  [Item 115395]

• Deleting a Trade will now also remove vehicle matches for the deleted vehicle.  [Item 152914]

• We corrected an issue with the new Lead Activity Monitoring system not properly observing store hours in some cases.  [Item 153180]

• We added 3 new variables for One Pay Lease Deals: "One Pay Trade CCR", "One Pay Total Initial Payment", and "One Pay Amount Paid On Cash".  [Item 153106]

• We did some work on the Lead Sheet to prevent printing unnecessary pages.  [Item 142567]

• Monitored Leads Report.  [Item 152048]
• Select For Desking popup.  [Item 115757]

ProMax version release - 2013.10.16.1 October 17, 2013

New Feature:

Lead Activity Monitoring

 

 

Looking to improve your OEM response time?

ProMax has you covered with our new Lead Activity Monitoring system!  

ProMax now supports a custom configuration to monitor new leads and send out alerts by e-mail and text message if the lead has not been responded to within a certain amount of time.

You choose the settings that fit your process, and decide how the leads will be handled.

Here's how to get it set up:

 

 

 

 

You can configure each Lead Source separately, or use the same configuration for all of them.  Designate a customizable number of minutes to monitor new leads and notify of inactivity.

 

 

You can configure the number of minutes to be calculated any time of day or night (required by some OEMs), or only during store hours.

 

 

For more information on how this new feature can help your dealership, or for assistance with setup, please contact Melissa Sinclair at 800-322-9034 ext. 128 or e-mail us at  [email protected].

 

 New Feature:

The Deal Comparison Screen

Our award-winning Desking module just got better!  

We've completely revamped the Deal Comparison Screen with great new features, and a great new look to match.

If your prospect isn't on a specific vehicle, start with the Deal Comparison Screen:

• Compare multiple vehicles and deals, and navigate between them with ease
• Select any of our great proposals from the dropdown
• Print any or all of the selected proposals
• E-mail the proposal with great vehicle photos to your prospect

Access the Deal Comparison Screen from the Retail/Lease or Subprime Search screens, or from any Cash or Wholesale deal.

 

Other Version Release Highlights

• When a customer has two trades listed and Trade #1 is deleted, Trade #2 will now automatically move to Trade #1.  [Item 114204]
• We added the Advertising & Sales Report as an option to the Internet Dashboard Reports dropdown.  [Item 150015]
• We made some improvements to the deal submittal to Dealertrack, including better parsing for Joint and Reverse Applicants, as well as company information.  [Items 127185 & 149803]
• We added an "Unspot All Vehicles" button to the Spotted Vehicle / Stips Report that enables the Inventory Manager to unspot all vehicles at once.  [Item 146703]
• For ProCredit Express, ProMax CRM-Only, and ProMax CRM With Inventory dealers, we added a "Lender Criteria" menu option.  [Item 84563]
• Customers updated from Reynolds, ADP, and Adam Systems will now have a changed phone number checked against the Do Not Call list, and the subsequent change note will not display phone numbers designated not to be called.  [Items 90409 & 152469] 
• We did work on a number of Reports to improve accuracy, including the Total Finance Breakdown Report, the Lead Management Report, and the BDC and Sales Management Report.  [Items 133826, 135192, & 151172]
• We added a new option for Lease Property Tax calculations that enables you to apply property tax to the "Greater of Selling Price or Adj Cap Cost" if applicable.  [Item 95794]
• The "Proposal" checkbox in Desking was not being automatically checked when certain proposals were printed.  This has been corrected.  [Item 150449]
• You can now e-mail an Instant Screen Certificate if the customer has an e-mail address listed, and this will be reflected in Customer Notes and on the Instant Screen Invoice Detail Report.  [Item 119087]
• We corrected an issue with vehicle type parsing for ADF lead imports.  [Item 152051]
• We updated the handling of non-OEM Showroom Traffic leads for Nissan dealers.  [Item 152739]

• Deal Comparison Screen improvements.  [Items 143267 & 151792]

• Lead Activity Monitoring improvements.  [Items 36810, 131500, &152492]

ProMax version release - 2013.10.7.3 October 9, 2013

 

ProMax Dealer Websites

Are Completely

New & Redesigned!

 

Completely New and Redesigned, and Still Fully Integrated With Your ProMax System!

 

We've been building dealer websites since 1996, and as dealerships and the internet have evolved, so have we.  We're proud to announce that the New ProMax Dealer Websites are here, and they represent our biggest step forward yet.  More than just a new look, our websites have been entirely rebuilt from the ground up.  Here are just a few of the great new features:

• Mobile version of your website:  Our new sites come with a responsive mobile version that automatically resizes to whatever device your customer is using.

• New dynamic inventory search and results screen:  Now your customers can search and filter the inventory while on the same page.  They can select multiple vehicles and compare them to one another.

• All new back end management tool:  One of our most requested new features, this tool gives YOU the power to get exactly what you want out of your site, without having to be a computer expert.  It's easier than ever to build new pages, edit existing ones, and move things around on your site.

• Page titles, descriptions, and all content built for SEO:  Your site has unique URLs for all pages, including individual vehicle pages.  

The features are too numerous to list with more being added all the time, and just like our old websites, they integrate seamlessly with the rest of your ProMax system.  

We will custom design your website with your desired colors, graphics, and layout.  With our new back end management tool, YOU have control over your content, and you’ll love how quick and easy it is to manage your ProMax Dealer Website. 

For more information on the New & Redesigned ProMax Dealer Websites, or to schedule a demo, contact Scott Smith at 800-836-4001 or visit our website.

 

 

Version Release Highlights

• The Dashboard Unsold Prospects tab is now one of your options when setting a user's default screen.  [Item 118146]

• You are now able to print all pages of the Owner Base at once, rather than having to go page by page.  [Item 148464]

• We added "Test Drive Agreement?" as an available field on the Prospect Activity Report.  This field will display as "Yes" if the Test Drive Agreement has been printed.  [Item 144528]

• We updated the Alt Choice and 4 Square Proposals to handle One Pay Leases more appropriately.  [Item 86638]

• For dealers in the state of Texas, we added the ability to exempt a deal from Vehicle Inventory Tax to all appropriate Desking screens.  [Item 151414]

• We corrected an issue with wholesale deals on the BDC and Sales Management Report.  [Item 94542]

• Lienholders on past cash deals will now be displayed even if the lienholders have since been marked as inactive.  [Item 128208]

Dealer Marketing Services Performing Maintenance Saturday Overnight

On Sunday October 6th at 12:05 A.M. CDT we will be performing routine maintenance on our systems.  This maintenance will interrupt functionality in some of our systems, and will take several hours to complete.  All systems will be back online after the interruption, and no action is required of you or your team.  Thank you.

New Lead Delivery Features In ProMax!

In the last few weeks, we've rolled out a number of new improvements to your ProMax Lead Delivery system, many of which were suggested by dealers like you.  

In last week's version release we added the option of automatic text message notifications to sales reps when a customer was reassigned to them.  Hundreds of users have activated this feature, with thousands of text messages already sent.  

In this week's release we added some great new dupe lead options for updating existing customers on inbound leads.  Now you can choose to Update Basic Contact Info, or Overwrite Credit App Info for lead sources that take credit app info in segments resulting in a high volume of duplicate leads.

We also added the ability to source OEM leads by type, such as Finance, Service, New, and Used.

These are just a few of the great new features we've been working on.  For a complete list, check out our Dealer Updates Blog.  

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

ProMax version release - 2013.10.1.1 October 2, 2013

Lead Delivery Improvements 

 

Leads are the fuel that makes your sales engine run, and much of our focus over the last several weeks has been on improving the quality of ProMax's lead delivery and reporting.  Last week's version was full of new features designed to optimize lead delivery, and this week we're back with more new features and enhancements:

• You now have two new dupe lead options for updating existing customers on inbound leads:  

1. Update Basic Contact Info, which will update the customer's current address, home/work/cell phone, and first and second email addresses.  If the home address is updated, the old address is pushed down to the previous address field.  Or you can select:
2. Overwrite Credit App Info, which is useful for dealers that get basic name/phone number or name/address web leads, then resubmit leads later with full credit app information, resulting in a high volume of dupe leads.

Under either option, any changes made to the customer will be documented in notes on the Customer Workscreen.

• We now support custom lead source routing based on the New/Used status of the Desired Vehicle for all OEM lead providers.

• We improved the dupe lead notifications for the Instant Auto Credit App so that they always include customer information.  We did some work on the Dashboard Lead Mgmt. & Results report to ensure that the Instant Auto Credit App, and all new Lead Sources, are automatically included.

• In our last version release, we rolled out text message notifications to sales reps when customers are reassigned to them.  Now we've added the option to only receive texts on new lead notifications, and not on customer reassignments.  

• We also introduced a Lead Source Override enabling customizable lead sourcing for OEM leads based on their type, including Finance, Service, New, and Used.  This week we added Showcase and Dealer Website as two more available types.  

• We improved the parsing of addresses on ProMax Dealer Websites leads.  

 

Other Version Release Highlights

• ProMax has once again been approved by Nissan/Infinti as a Certified Lead Management Provider. Nissan/Infiniti dealers can now send Showroom Visit leads to the manufacturer from the Desired Vehicle popup.  For information on how this re-certification can help your dealership, contact Melissa Sinclair at 800-322-9034 ext. 128, or email [email protected].

• We added a new filter to the Prospect Activity Report Builder that enables you to include "Only Prospects with email addresses".  [Item 144514]

• When sending multiple Word e-mails through the Daily Workplan you can now create a subject line and add attachments to all of the messages at once.  [Item 138203]

• You can now see the effect of most changes made to Admin User Access settings without having to log off and log back on.  [Item 150796]

• The List Price of deals delivered in Reynolds & Reynolds will now show up on the Sold Vehicle Profit Report.  [Item 129263]

• For dealerships in the state of Texas, Vehicle Inventory Tax is now included on all out-of-state deals and their associated Forms.  We also added the ability for Texas dealers to exempt Retail and Subprime deals from VIT.  [Items 148291, 149964, & 150563]

• We updated the sales tax calculations for some states that have a Sales Tax Break Point.  [Item 147610]

• We fixed a bug with Address Types on Instant Screen.  [Item 151239]

• We added a new Forms variable for "CoBuyer County".  [Item 149240]

• Lead Delivery Improvements.  [Items 109015, 125245, 133771, 147885, 147974, 148911, 149496, 149560, 150774, 150835, & 151202]

Training Spotlight Of The Month - EBrochure

Email or print out a professional and customizable proposal to your customers

• Attach Video Links
• Send Out Coupons
• Quote Payments
• Add Individual Notes Before Sending

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

Free Online Ebrochure Classes

 Example brochure that you can create and send to your customers today:

 

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.