ProMax Dealer Updates

ProMax Version Release 2018.8.29.1 - August 30, 2018

ProMax Completes Certified Integration with Auto/Mate DMS

We're happy to announce our full, two-way integration with Auto/Mate DMS. What does this mean for your dealership?

• Maximized Efficiency and Accuracy - No more double data entry or copy-and-pasting from one system to another.
  
  
• Automated Transfer of Data - Customers, inventory, open and closed ROs, service appointments, and delivered deals are all updated daily.
  
  
• Improved Workflow- Seamless integration between the two systems increases productivity and decreases errors.
  
  
• Enhanced Security - Data security is continually tested, monitored, and approved.
  
  

For more information on how this two-way integration can help your dealership

please contact your Dealer Support Specialist at 844-322-9034

 

Customer Suggestion Portal Featured Items

We're always working to make ProMax better! A few months back we 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:

• Customer Emails Show in Recall List- You can now see the email field in the results when recalling customers. [Item 478222]
• Refresh Button on Customer Workscreen- No more need to click away from screen and back to update text/email conversations. One of our most voted-upon suggestions so far! [Item 361703]
• Inventory quick search Ctrl-Enter- This Prospects search shortcut is now available in Inventory as well. [Item 478207]
• DL Scan should set County- Now when you scan a Driver's License, the county should be set for the customer based on ZIP (if configured in dealer's system). [Item 476353]
• Ability to Save Filter/Sort with 30-60-90 or 180 days from Current Date- These new dynamic filters are now available. [Item 338729]
• Do Not Contact Status or Log that automatically unsubscribes customer from every followup method- Marking someone "Do Not Sell" will now prompt option to unsubscribe from letters, texts, and emails. If "Yes" is selected, it will unsubscribe the customer from all three and add a system note. [Item 478359]
• Based on another suggestion in the Portal we added new options in Lead Delivery -> Dupe Lead Handling to "Overwrite the existing Lead Source" and "Overwrite the existing Ad Source" on a customer based on when the last activity on the customer was, with options for 30+, 60+, 90+ days, or always. [Item 126045]

 

Other Changes & Fixes in This Version

• We added a new "Lead Date" option to the Lead Mgmt & Results Report on the Manager Dashboard and the BDC Sales Management Report. [Item 470819]
• We updated the Multi Option Proposal to honor starting Cash Down settings on retail payments. [Item 476090]
• We re-labelled the "BDC Contact" column on the Salesperson Activity Report to "User Notes" to make it more intuitive. [Item 450453]
• We updated the Service Dashboard so it no longer loses a sort order after an individual customer is viewed. [Item 466332]

ProMax Version Release 2018.8.22.2 - August 23, 2018

Customer Suggestion Portal Featured Item

Based on feedback from ProMax users, we updated the Appointment Log screen so that 'Sold' appointments will remain highlighted green. This update was suggested on our great new Customer Suggestion Portal and upvoted by dealers like you!

We're always working to make ProMax better, and a few months back we introduced a great new way for YOU to help us! It's called the Customer Suggestion Portal. Now you can get there from within ProMax: 

Click on the phone icon in the header and select "Customer Suggestions" and the portal will open in your browser.

 

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.

Keep an eye on the blog for more customer suggestions coming soon. The next idea could be yours!

 

 

 

ProMax Version Release 2018.8.15.3 - August 16, 2018

Hotfix: We addressed an issue that was incorrectly causing new stips to show received.

 

Have you checked out our Customer Suggestion Portal yet?  

We're always working to make ProMax better, and a few months back we introduced a great new way for YOU to help us! It's called the Customer Suggestion Portal. Now you can get there from within ProMax: 

ProMax Version Release 2018.8.8.2 - August 9, 2018

 Hotfix: We addressed an issue that was preventing dealers from submitting to DealerTrack.

 

Customer Suggestion Portal

Now Accessible in ProMax

Have you checked out our Customer Suggestion Portal yet?  

We're always working to make ProMax better, and a few months back we introduced a great new way for YOU to help us! It's called the Customer Suggestion Portal. Now you can get there from within ProMax: 

Click on the phone icon in the header and select "Customer Suggestions" and the portal will open in your browser.

Any ProMax user can visit and make suggestions for new features and upvote other users' ideas as well. All you need to do to vote is provide your email address and name.

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.

 

Other Changes & Fixes in This Version

• We updated Automated Follow-Up to still assign follow-up to the person who is selected regardless of the assignment on the Customer Workscreen and any additional titles that may exist. [Item 453856]
• Delivering a deal will now lock the "Stock #" field on Desking screens. [Item 429564]
• We fixed an issue with the Internet Dashboard that was not counting an SMS message sent to a New Internet Lead as 'Contacted'. [Item 316654]
• New Lead Groups created in Admin -> Lead Sources -> Lead Groups will now show up in the Dashboard Lead Mgmt & Results Report immediately. [Item 370043]
• You can now save Incentives in the Incentive Optimizer popup even when no regions are present. [Item 470262]
• We added a new option in Admin -> Inventory Settings to "Reset No Auto Delete for units older than __ days in stock". [Item 466367]
• We added "Customer ID" and "Location" variables to the Sold Vehicle/Profit Report Builder. [Items 433161 & 460331]
• We added a "County" variable to the Prospect Activity Report Builder. [Item 433055]
• We added a "Salesperson Email" variable to the Salesperson Tracking Report Builder. [Item 431859]
• The BDC Productivity Report will now count calls to Co-applicants from the Daily Workplan. [Item 348425]
• We updated the Saved Deals screen so that only one user at a time can access deals from it. [Item 374427]
• We fixed a bug that was limiting the number of items on the F&I Menu that would print. [Item 218478]
• We corrected an issue that was causing incorrect statuses to show on the Salesman Tracking Report. [Item 449784]
• We fixed a bug that was preventing the Alt Choice Proposal from adding the aftermarket price into the "Your Price" line. [Item 470740]
• We fixed an issue with the Finance Profit Summary Report to ensure Static Deals are represented correctly. [Item 448604]

 

Training Spotlight - Subprime Search

Training Spotlight

of the Month

Subprime Search

 

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 the spotlight is on Subprime Search. Watch this month's video and learn tips and tricks for using Subprime Search to its fullest potential.

 

• Great tool to maximize profit for special finance customers
• Use for “Payment Shoppers” or overcome negative trade equity
• Select lenders, tier, and apply various filter options
• Scan all inventory for most profitable vehicle or search by lender for most profitable deal on specific vehicle
• Print proposals, send E-brochures, and save desired search results

 

Click Here to Watch the Video

 

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

 

 

ProMax Version Release 2018.7.30.1 - August 1, 2018

 

Enhanced Hyundai Certified Lead Integration Now Available

We're excited to announce our re-certification is complete and our enhanced Hyundai integration is now available!

This enhanced integration improves the sales process with a wealth of new information available within ProMax:

• Updated Customer Workscreen and Mobile Workscreen with Customer Insights (enriched data from Hyundai)
• Lead Sources updated to denote "Customer Initiated" or "Not Customer Initiated"
• Improved Lead Details and Automatic Appointment Scheduling
• Additional items tracked for Disposition Reporting

 

ProMax is certified by all major OEMs-

For more information about this enhanced integration and how it can help your dealership

contact your Dealer Support Specialist at 844-322-9034