ProMax Dealer Updates

ProMax Version Release - 2014.4.23.2 April 25, 2014

 Email 2.0 SMS Notifications

On Customer Replies

We added a great new option in Email 2.0: the ability to get text notifications when a customer or prospect responds to one of your emails.  When composing your message in ProMax Email 2.0 simply check the "Notify via SMS when response received" box:

Then, when the recipient repsonds to your message, you'll be notified at the SMS/Cell Email Address you have configured in Admin User Access.

 

 New 'Click To Call' Function

Want to save time when you're making calls from the Daily Workplan AND track valuable info about the calls being placed?  Sign up for Outbound Call Tracking!

To make Outbound Call Tracking even better we've recently added Click To Call.  In the Outbound Call popup, enabled users will now see the Click To Call button:

Clicking the new button or any of the hyperlinked phone numbers prompts this popup:

From here you can select between any available Home, Work, or Cell numbers for both the Applicant and the Co-Applicant.  You can also choose to place the call from one of two default numbers, or designate an alternate phone from which to place the call (e.g. your desk phone, your cell, etc.)

For more info on Click To Call and Outbound Call Tracking 

or to get your dealership set up, contact us at 855-369-4040

 

More Email 2.0 Enhancements

Do you have Email 2.0 yet?  We're switching all of our dealers over in one-on-one training sessions, and we're also holding free online classes this month to help you get ready.  Dealer feedback has been very positive so far, and we're continuing to make improvements:

• We updated the 'Sent' folder with a sortable 'To:' column
• We made a change to the HTML Editor to make the 'Enter' button advance a single line rather than double line.
• We corrected an issue with email addresses that contain an underscore.

 

Lead Delivery Settings Export

Many of our dealers have requested a way to see all of the Lead Delivery Settings in one place, so we added the ability to Export them to an Excel, CSV, XML, or HTML file:

Wheteher you have dozens or even hundreds of Lead Sources, now you can see all of their settings in one place.

 

Lead Sheet Printing Options

You now have the option of printing all of the notes of the Lead Sheet or just the first page:

 

Other Changes and Fixes

• We updated our Compliance solution so that an emailed Risk Based Pricing notice will update the customer's Privacy Notice status as well, since the notice contains a link to the Online Privacy Notice.  [Item 173426]

• We enhanced the identity verification process on the Instant Auto Credit App by replacing the multiple security questions with a customer verification of the last four digits of their Social, simultaneously making the process simpler and more accurate.  [Item 163639]

• Trades from Static Deals will now display Make, Model, and Style information on the Trade screen when accessed from the Dashboard.  [Item 147564]

• We added a new setting in Admin User Access for "Change Service BDR".  [Item 173002]

• We now support leads imported in the Star Standard format.  [Item 86716]

• We corrected an issue with changes made to Admin Dealer Email Settings not always saving properly.  [Item 173680]

• The Communications Center popup now defaults to "Email Templates" rather than "Letter Templates".  [Item 172770]

• Leads from New ProMax Websites now support fields for Job Titles from two Previous Employers.  [Item 174222]

• We addressed an issue with the Prospect Information Analysis Report timing out.  [Item 169149]

• We fixed a bug in Admin BDC Settings that was sometimes preventing the "Require Dealer Track fields" checkbox from staying checked.  [Item 173870]

• We eliminated an error that sometimes occurred when opening the BDC and Sales Management Report.  [Item 166746]

• We addressed an issue with Wisconsin Lease Tax on Cap Cost Reduction.  [Item 173013]

 

Training Spotlight of the Month - Email 2.0

This month we unveiled our new Email solution and we're having free classes all month to get dealers switched over.  Learn about all the great new features:

• Browser Based Email/Available on ProMax Mobile
• Full Featured HTML Editor
• Address Book with grouping capabilities
• Embedded images with Online Photo Directory

Sign up for free online Email 2.0 classes 

 

 

 

ProMax Version Release - 2014.4.14.2 April 15, 2014

 

Email 2.0

We're continuing to switch all of our dealers over to our great new email solution.  If you haven't seen Email 2.0 yet, you're going to love it.  It's loaded with new features and we've already started adding more.  This week we're introducing:

• The ability to add High or Low Priority to messages you compose
• Enhanced Printing of email messages from your inbox
• Updated Timeout feature that logs you out of Email 2.0 after 30 minutes of inactivity, and pops a warning with 5 minutes remaining
• Improved back end treatment of bulk sending operations

 

Working Deals Tab

We're always looking for ways to save you clicks.  
This week we added a "Working Deals" tab to the Manager Dashboard:

ProMax Version Release - 2014.4.10.1 April 11, 2014

 

Email 2.0 Inbox Search

Has your dealership been switched over to ProMax Email 2.0 yet?  Email 2.0 is better, faster, and fully available on your phone and mobile device.  We're rolling it out to all of our dealers this month, and it's loaded with new features!   We just added another new feature this week, the ability to search your inbox:

 

Privacy Notice Enhancements

We're always working to improve our industry-leading Compliance solution.  This week we made some changes to our Privacy Notice to help keep our dealers ahead of the curve.

In your Admin Privacy Notice config settings we added two new fields that address limiting sharing of customer information.  This dealership contact information now appears on the Privacy Notice (if you choose to fill it out) in addition to a new Mail-In Form the customer can use. This gives the customer 3 different mechanisms for contacting you if they have questions regarding your Privacy Policy.

 

Reports Menu Updated Look

You'll notice our Reports menu has a new look.  We were starting to run out of real estate, so we switched from two columns to three and added more room to each box:

Other Updates and Changes

• For dealers in groups, we alphabetized the locations that appear in Inventory Location dropdown boxes.  [Item 161440]

• We unlocked some previously inaccessible popups in Static Deals (e.g. Deal Fees).  [Item 169358] 

• We fixed an issue with the setting of default locations in the Inventory config not always overwriting individual vehicle records or appearing on applicable Reports.  [Item 166084]

ProMax Version Release 2014.4.7.3 - April 8, 2014

 

New Texting Config Options

A few months ago we introduced Texting in ProMax and it's been a huge hit!  In response to suggestions from dealers like you, we've added several new options to give you more control over compliance. 

1.   You now have the option to require all customers to opt in before sending them any messages.  Under this configuration, ALL customers will be defaulted to be ineligible to receive texts from your dealership.  When a user wants to send a text message to a customer, they are initially only allowed to send an 'opt-in' message confirming their consent.

 If and when the customer opts in by replying to this message (with Yes, Start, or Subscribe) then their account will be unlocked to receive text messages.  Users cannot edit the 'Unsubscribe' box absent a manager override.

2.   Another new option is the ability to disable the 'SMS Snippets' templates.  Under this config, users can still use Automated Follow-Up to prompt the sending of certain messages (Oil Change, etc.) but they will have to compose each message individually without the use of a template or variables.

For more information about the new Texting options, or to change your dealership's config settings, contact your account rep.

 

Other Version Release Highlights

• We added Caller ID (if available) to all of our ProMail, ProMail Plus, Market Thief, & Auto Triggers Plus lead notifications.  For more information about how our Direct Mail programs can increase your leads, call our Aftermarket and Lead Generation Department at 563-344-7632.  [Item 170275]

• We updated the note transfer that occurs when stocking a trade.  Now, all info entered in the Trade-In screen will show up in the vehicle's inventory record, including Vehicle Notes and Estimated Reconditioning data.  [Item 136318]

• We added a new report to help you track all activities scheduled and completed, the Daily Workplan Management Report.  This reports tracks all calls, emails, letters, texts, and appointments.  [Item 125778]

• We did some maintenance to our Forms, including adding a number of new variables and updating some rounding formulas.  [Items 141503, 150220, & 163689]

• Now when matching a customer from Owner Base for a Showroom Visit, the customer will be moved to the top of the Active Prospect Log.  [Item 167268]

• We corrected an issue with the Instant Screen Certificate that was sometimes causing text to appear with strikethrough in certain email clients.  [Item 167553]

• We enlarged the 'Stock #' field on the New/Used Vehicle Web Report so all Stock #s are fully visible at a glance.  [Item 146657]

• We improved the process for printing from the Daily Workplan so that when you 'Print Letters' and 'Print Labels' they sort identically and print in the same order.  [Item 168023]

• We corrected an issue that was sometimes causing Lender EIDs to be truncated to eight digits.  [Item 162655]

 

 

ProMax Version Release - 2014.4.3.3 April 3, 2014

 

ProMax Email 2.0 Is Here!

Email 2.0 is ProMax email like you've never seen it before, with a whole new interface and loads of new functionality.  And it's more than just a new paint job; the back end has been completely rebuilt from the ground up to enable you to send and receive email faster than ever before and to craft great looking messages with ease.

We're switching dealers over to the new Email 2.0 starting this month, so contact your 
Account Rep for more information, and sign up for the free classes we're holding all month long.

We know you're going to love Email 2.0, because it was designed with you in mind, and it's full of features that have been requested by dealers like you:

 

Fully Browser-Based and Mobile Friendly 

ProMax Email 2.0 isn't located 'in' ProMax, it's on the web!  So when you send an email from the Customer Workscreen or click on the Email icon, you're taken to a browser.  This has two enormous benefits over our old email:

1. You can navigate around in ProMax and work in your email at the same time, and 
2. You have full access to ProMax Email from your phone or mobile device!

 

Robust HTML Editor 

 

 Bring your emails to life with our awesome new Editor.  Everything you could want to generate gorgeous messages is here in an intuitive menu, including:

 

 

• Nearly unlimited style options including images, video, tables, text styling, and a full color pallete.
• Advanced linking that can utilize Flash content, YouTube videos, popups, anchors, or any kind of web resource.
• Paste options that make bringing over Word or HTML content a breeze.

 

All New Templates

Email 2.0 comes pre-loaded with a great selection of templates that have been designed to look great in all email clients and display equally well on a desktop or a mobile phone.

You can save time and money by using our new turnkey solution, or we can work with you to convert your old templates over to the new system.  Our account reps will be working with each of you on a one-on-one basis to make this transition go smoothly for you.

In addition to our great templates, everything is fully customizable so you can drop in variables and generate your own templates with just a few clicks.

 

And So Much More...

• Email 2.0 enables you to search inventory and insert vehicles into a message.  An Internet Manager responding to a lead can reply to a prospect with vehicle details and pics, all from their phone.  
• New and improved Admin functions make it easier to set up new users and configure dealer defaults.
• All your images are stored in our cloud-based library.  Use our pre-loaded images, and build a library of your own with plenty of storage space.
• An all new Address Book that enables grouping.
• Great new signature design that can incorporate images.

 

There's so much to love in Email 2.0, we could go on forever.  It doesn't just look great; it works great too.  We look forward to switching you over to Email 2.0 in the near future, and we know you're going to love it too!