ProMax Dealer Updates

Training Spotlight - Retail/Lease Comparison

Training Spotlight

of the Month

Retail/Lease Comparison

 

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 the Retail/Lease Comparison. Watch this month's video and learn tips and tricks for using the Retail/Lease Comparison to its fullest potential.

 

• Provide customer with many options for both retail and lease payments
• Select multiple lenders to use for calculations
• Present best payment option and associated lender for each term
• Choose from various proposal options
• Pre-populate final Desking screen based on selection from Deal Worksheet

 

Click Here to Watch the Video

 

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

 

ProMax Version Release 2018.9.5.1 - September 5, 2018

Enhanced Lead Delivery Options

We're happy to announce several enhancements to ProMax Lead Delivery Options!

• BDR Lead Notifications - Lead Delivery configuration now allow text and email notifications to BDRs [Issue 160999]
• Service BDR Lead Assignments - You can now assign Service BDR in Lead Delivery Options [Issue 158103]
• Service BDR Lead Notifications - Lead Delivery configuration now allow text and email notifications to Service BDRs [Issue 158103]
• Salesperson "Logged In" Lead Assignments - You can now 'Rotate leads across logged in sales reps' in Lead Delivery configuration [Issue 387755]

For more information on how to set up these new config items, 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's Email now Shows on Outbound Call Note Editor - You can now see if you've collected a customer's email address in the top right of the Outbound Call Note Editor [Item 478991]
• Customer ID column added to Owner Base report - Users can click the ID hyper link and copy the customer's ID to the clipboard. [Item 479649]
• Changed "Salesperson" to  "Appointment Set By" on VIP Appointment Log - We titled the column "Appointment With". [Issue 479646]

 

Other Changes & Fixes in This Version

• We added "Original" and "Limit" amount types for trade lines for bureaus displayed using CredCo-Standard format. [Item 415505]
• We corrected GAP on the Total Finance Breakdown Report [Item 477869]
• We corrected an issue to stop customers with a company address from showing up twice in the F&I Log [Issue 478955]
• We changed automatic follow-up to now delete when unwinding a delivered deal [Issue 477753]
• We will now notify the user if they are attempting to send more bulk emails than your dealership is signed up for [Issue 292360]

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

 

ProMax Version Release 2018.7.25.1 - July 26, 2018

 

Introducing the Customer Entry Screen

We've added a great new feature that makes it easier than ever to enter a new Customer and cut down on duplicates: the Customer Entry screen.

Now, any time you add a customer, ProMax will first take you to the Customer Entry screen. On this screen, you can enter as many pieces of information as you have and click on "Check For Duplicates". 

ProMax searches by exact First Name-Last Name combo, then each of the unique data fields (Social Security Number, Driver's License Number, and Email Address), and Phone looking for matches.

If all of the unique data on the customer (Social Security Number, Driver's License Number, and Email Address) matches exactly, you will proceed to the requested screen with this (existing) customer.

If no matching records are found, a new customer is created and you are taken to the screen you were originally going to.

If one or more records are found with some matching information, we display the matching records in order most likely match and highlight the matching information. From here you can select one of the matches, Merge Customers, or Create New Customer before proceeding to your destination screen.

ProMax Version Release 2018.7.17.1 - July 19, 2018

New Email Templates Available

Email Campaigns are an effective and low-cost, low-effort way to communicate with your Owner Base and let them know about promotions and special events.

We have a library of free downloadable templates available, and this month we've added a dozen more.

In the Communications Center go to "Download Templates" and you'll see thumbnails of great looking event-specific templates:

We added multiple versions of templates for Oil Change, Vehicle Birthday, One Year No Contact, Online Form Submittal, Reviews Request, and Vehicle Request. We're adding more all the time; keep an eye on the blog and out newsletter for new templates.

 

Changes & Fixes in This Version

• We added a 'Show Proposals Only' to the Customer Notes filter dropdown. [Item 464225]
• We fixed a bug that was preventing static deals from being filtered out of the Advertising and Sales Report. [Item 442136]
• We updated cash deals to allow for Sale Price amounts larger than $99,999. [Item 445260]
• We made improvements to the Multi Option Proposal config screen. [Item 205912]
• We fixed a bug that was preventing Class from being added to the desired vehicle when it is populated from F&I screens. [Item 446330]
• A "Customer Status Changed" note is now added when a customer's status is changed as part of an email campaign. [Item 339266]
• We fixed an issue to enable VIN explosion to populate the "Eng" and "Cyl" fields. [Item 420596]
• We added and "Employer Name" variable to the Available Fields list on the Prospect Activity Report [Item 450060]
• We added "Status" to the Deal Dropdown list in the Lender & Deal frame. [Item 450056]
• We fixed a bug that was interfering with the printing of some Forms after an Applicant and Co-Applicant were switched. [Item 298665]
• We fixed a bug that was preventing the Letters and Emails columns in Scheduled Followup from being sorted. [Item 468445]
• We corrected an issue that was preventing the Inventory Sale Price from printing from the Customer Workscreen. [Item 461039]
• We updated the Prospect Information Analysis Report to be sortable. [Item 163081]
• RouteOne credit app submittals will now correctly select Collateral Type (they previously always defaulted to "Other"). [Item 301500]
• RouteOne business credit app submittals will now correctly submit under the business when "Use Company Name For Contracts" is checked. [Item 97139]