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 - 9.7.39. December 4, 2012

Version Update Highlights:

• MAZDA CERTIFIED - ProMax is now a Certified Lead Management Provider for Mazda! Our real-time disposition reporting is now live. Call Melissa Sinclair to sign up.  

ProMax is a certified lead management tool for most OEM manufacturers. Leads can be sent directly into a dealership's ProMax system.  This allows dealers to work all their incoming internet leads, as well as leads received from the manufacturer, in one system. The manufacturers response time clock is automatically stopped as soon as the lead is responded to from within ProMax. Dealerships can also have a copy of the lead sent directly to their smart phone. Responding to the lead from a smart phone gives the dealership the ability to stop the clock 24/7 no matter where you are.

Using ProMax for your internet leads, including your manufacturer leads, streamlines everything into one easy to manage system.

• Added additional columns to Instant Screen Invoice Detail report - 'Action Taken By' and 'Status'.  Dealership can now filter report results based on Instant Screen Offer Presented status. [Issue 123637]
• The Standard Fees screen has been updated to include options for fees 7 through 10. [Issue 120727]
• 'SubPrime F&I' has been added to all desking navigation menus. [Issue 114633]
• Added an option in Admin -> Desking to 'Delete undelivered deals after __ days'.  Allowable range is 1 to 30 days. [Issue 115771]
• Many new form variables have been added for credit insurance.  Net and Gross variables for Amount Financed, Payment, and Insurance Premium for deals with No Insurance, Life Only, Accident and Health only, and Both. [Issue 120900]

 

Miscellaneous Changes Implemented:

• Changed the BDC Management Report (Prospect Listing screen) lender list box to select one or more lenders, or to select the "All" top option which clears selecting any other options in the list box.  The Lender box has been moved to the right side of the screen and uses the new color scheme. [Issue 123924]
• Corrected the Money Due Report to allow the stock # column to sort alphabetically. [Ticket 123145]
• When the new Photo Manager is enabled and a vehicle is delivered, all photos for that vehicle, except the default photo, will be removed. [Issue 121957]
• Added new letter variable to correspondence to support CDR phone extension. [Issue 123906]
• A name suffix value of 'V' has been added to EzUp so that the fifth generation suffix will no longer be lost. [Issue 123772 ]
• Fixed DT DMS Leased Deal upload to not place Tax amounts into the OverrideTaxRate fields.   OverrideTaxRate 2-6 will be set to zero.  [Issue 123832]
• "Black Book Loan minus Cost" has been added to the Inventory Report Builder. [Issue 123125]
• Updated the calculation for California License fees.  [Issue 123508]
• The County popup for California has been changed to remove break point information and replace it with County Fee.  This new fee will overwrite License Fee 2 information. [Issue 123399]
• Fix:  Accessory cost is no longer being subtracted twice when computing Commissionable Gross on the Retail F&I screen. [Issue 123489]
• A few minor aesthetic changes made to the BDC Productivity Report.  [Issue 120399]
• Multiple color scheme and aesthetic updates made to the ROI Reports (Summary and Detail).  [Issue 120945]
• The Inventory Notes screen has been updated to verify the user has proper permissions to view notes before displaying.  This prevents unintended viewing of vehicle related costs. [Issue 120989]
• The Internet Dashboard-->Leads-->Summary report now reports deliveries without deals (Delivered Vehicles) in the sold columns.  The delivered vehicle information is also now shown instead of the desired vehicle for delivered vehicles. [Issue 122114]
• Modified Internet Leads Dashboard to lookup contact time for leads using applicant's customer notes for leads that are currently assigned as a co-applicant when co-applicant does not have any contact customer notes present. [Issue 120227]
• Added new button to the Misc. 3 tab of Lease Lender Presets that will allow a max amount of the Rebate to be used when covering 1st payment. [Issue 123267]
• Modified wording for the TransUnion High Risk Fraud Alert Message Code 3001 to 'Input/File SSN Reported as Suspicious or Minor SSN'. [Issue 117172]
• Added a new 'Status' column to the 'Sold' detail (drill down) information on the BDC Sales & Management report.  This new column will indicate if the deal was 'Delivered' or 'Sold - Spot'.  Also changed the 'Delv Date' column to 'Sold Date'.  [Issue 123157]
• Optimization made to the Sales Ranking Report [Issue 123292]
• Corrected 'Appts Set' count on the BDC Sales & Management report.  Column will now correctly count based on the date the user set the appointment. [Issue 123210]
• The email penetration percentages on the Heat Sheet Report and My Heat sheet are now correct. For each salesperson this is calculated by dividing the number of customers with email by the number of customers contacted.  [Issue 122579]
• The Dashboard - Sales Ranking 'Sold' detail (drill down) information will now display deal information for 'sold-spotted' deals. [Issue 123162]

Fiat certified lead integration now available

A new OEM certified lead integration is now available - this time for Fiat dealerships.  The lead integration testing was completed and the real time lead disposition reporting was activated on production on 8/9/2012.  

Volvo dealers should contact Melissa Sinclair to get activated on this new integration and receive your Fiat leads into ProMax.  For further information on how our certified lead integrations work, please see our website:  http://promaxunlimited.com/certifiedLeads.html

 

Mercedes certified lead integration now available

We are now a Certified Lead Management Partner (CLMP) for Mercedes.  The lead integration testing was completed today and the real time lead disposition reporting has just been activated on production.

Mercedes-Benz dealers should contact Melissa Sinclair to get activated on this new integration and receive your Mercedes leads into ProMax.  For further information on how our certified lead integrations work, please see our website:  http://promaxunlimited.com/certifiedLeads.html

 

Volvo certified lead integration now available

A new  OEM certified lead integration is now available - this time for Volvo dealerships.  The lead integration testing was completed and the real time lead disposition reporting was activated on production on 4/30/2012.  

Volvo dealers should contact Melissa Sinclair to get activated on this new integration and receive your Volvo leads into ProMax.  For further information on how our certified lead integrations work, please see our website:  http://promaxunlimited.com/certifiedLeads.html

Mitsubishi certified lead integration now available

Another OEM certified lead integration is now available - this time for Mitsubishi dealerships.  The lead integration testing was completed last week and the real time lead disposition reporting was activated on production on 4/23/2012.

Mitsubishi dealers should contact Melissa Sinclair to get activated on this new integration and receive your Mitsubishi leads into ProMax.  For further information on how our certified lead integrations work, please see our website:  http://promaxunlimited.com/certifiedLeads.html

Lexus certified lead integration now available

Another OEM certified lead integration is now available - this time for Lexus dealerships.  The lead integration testing was completed last week and the real time lead disposition reporting was activated on production on 3/19/2012.

Lexus dealers should contact Melissa Sinclair to get activated on this new integration and receive your Lexus leads into ProMax.  For further information on how our certified lead integrations work, please see our website:  http://promaxunlimited.com/certifiedLeads.html

 

Chrysler certified lead integration upgraded

Chrysler, one of the various OEM lead integrations that work with ProMax and ProCreditExpress, has been upgraded to live disposition activity reporting.  The original integration design going back to 2009 was once/nightly based reporting.

For more information on our OEM certifications, please see our website: http://promaxunlimited.com/certifiedLeads.html