ProMax Mobile

Mobile Customer Entry Screen

 

Mobile Customer Entry Screen

We recently rolled out our great new Customer Entry screen making it easier than ever to enter a new Customer and cut down on duplicates. Now we’ve got a Customer Entry screen on Mobile, too!

Now, any time you add a customer, ProMax Mobile 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 Mobile 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 for you.

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 going further.

New Email Templates Available

 

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.

 

 

 

Going to NADA? Stop By And See Us!

Reserve time with us at NADA 2018 to find out how to boost leads and profits this year with new game-changing tools like:

• Multi-Bureau Solution
• Appraisal Express Plus
• Mobile Dashboard
• Recall Check
• New certified DMS integrations with DealerTrack and Autosoft
• And much, much more!

 

GM DTAP VLS and VIS

 

GM DTAP VLS and VIS

 

We've completed another phase in our certified partnership with the GM Dealer Technology Assistance Program (DTAP): the Vehicle Locate Service and Vehicle Invoice Service. Vehicle Locator Service (VLS) and Vehicle Invoice Service (VIS) enable you to find vehicles, vehicle information, and vehicle invoices with ease, all from within your ProMax system.

 

From the GM Data Search button on either the Mobile Workscreen there is now an option for "Vehicle Locate". Click on it for access to the new comprehensive search screen where you can locate and get incredibly detailed information on any vehicles in the GM database.

 

If you're looking for a certain vehicle at another dealership, or more GM-specific details about your own inventory, this screen will help you find it. You can search by VIN, Stock #, or Year Make Model Style, and you can narrow results with custom search filters for nearly every possible variable.

From the search results you can view reports, compare vehicles, and break down all the available options. Hover over any field on the results page for additional information.

Vehicle Invoice Service (VIS) goes a step further and enables you to view the invoice and full production record of every vehicle.

 

For more information about the GM DTAP program and the Premium CRM program 

visit our website or call your Dealer Support Specialist at 844-322-9034

 

Training Spotlight - Password/Account Reset

Password/Account Reset

There is nothing more frustrating than trying to log into ProMax and find you have either forgotten your password or you somehow mistyped it and now your account is locked.

In this month's video we show ProMax administrators how to reset that locked account correctly, and also show how the user can set up their own password recovery option by clicking on the “Forgot Password” link.

 

Learn all about Password/Account Reset in our newest training video 

and keep an eye on the blog for more Training Spotlights

 

Thanks To All Of Our Great Dealers For Voting Us #1 Again!

The Auto Dealer Today 2017 Dealers' Choice Awards were announced, and thanks to dealers like you casting your votes, we took home three 1st place awards again this year!

Last year we became the first company in the 13 year history of the DCAs to take home three Diamond Awards in one year, and this year we made it a repeat!

We won the (first place) Diamond Award for Desking for the 7th year in a row! We also received top honors in the CRM category for the 2nd consecutive time, and we grabbed the number one spot in the Direct Mail category for the 4th year in a row!

So we want to take this opportunity to say thank you to all of our great dealer-customers - we couldn't have done it without you! Our #1 goal every day is to ensure your dealership's success.

 

And the winner of the raffle is...

 

Melissa Blair at Markosian Auto. Congratulations!

(When voting was underway we had a raffle for a free iPad Mini for one lucky dealer-customer.)

"ProMax is such a great CRM but their Customer Service Team makes them outstanding! They have an amazing team of rock stars and they have really helped us take our dealership to the next level. Thank you so much for the constant help and the iPad Mini!"

-Melissa Blair at Markosian Auto

 

Open Tracking for Outbound Emails to Customers

We've added a great new feature to ProMax and ProMax Mobile: Open Tracking on emails sent to customers.

Similar to Open Tracking in Email Campaigns, this enables you to see which customers have opened emails and when. You can find this information in a number of ways: on the Email History Report, in time-stamped notes on the Customer Workscreen, and via optional popup notifications within ProMax.

There's no User Access setting or dealer configuration changes to enable Open Tracking on emails sent to customers; this is active for all users starting today!

In addition to automatic Open Tracking, when you compose a new email for a specific customer, there is a new dropdown with the option to "Notify Via ProMax". If you select it, you'll get a popup in ProMax letting you know when a customer has opened the particular email message.

Manager's Dashboard for ProMax Mobile

 

Introducing the Manager's Dashboard

in ProMax Mobile

We added a new Mobile Manager's Dashboard that enables managers to track a number of important things from any smartphone or mobile device:

It's essentially a slimmed-down version of the Manager's Dashboard in ProMax. Now you can keep an eye on Appointments, Showroom Traffic, Internet Leads, and Inventory from anywhere. Any employee configured as a Manager in ProMax will have "Dashboard" as a menu option going forward. Report data is available in 31 day increments.

 

Insert Image Links into Text Messages

We've added a great new feature that makes it easy to add photos to texts sent from ProMax Mobile.

When you go to send a text from ProMax Mobile you'll notice a new "Insert Photo" button:

Click the button and you are given the choice of inserting a Stock # or choosing a photo you already have in your stored images (the same ones you would use to insert photos in an email).

Choose the photo or Stock # and select "Insert", and a shortened hyperlink will appear in the message box. All the customer has to do is tap the link to display the photo you've chosen. It's easy!

 

EIV Invoice Detail Report

Is your dealership using the new Employment and Income Verification Service (EIVS) yet? Powered by Equifax, EIVS provides valuable employment and income data that enables you to make better deals for you and your customer.

We recently added the EIV Invoice Detail Report in ProMax and ProMax Mobile to help you track usage.

For more information about this great new service, or to get signed up, contact your Dealer Support Specialist at 844-322-9034.

 

GM DTAP Phase One

 

GM DCDE Customer Search Now Available in ProMax

We're happy to announce that our General Motors dealers can now access the GM Dealer Customer Data Exchange (DCDE) Customer Search capability from within ProMax, completing phase one of our planned GM DTAP Data Service integrations.

The Customer Search integration provides you accurate and up to date customer contact information as well as repair order history. Get a more complete view of your customer's history with enhanced data from GM, all available from the Customer Workscreen in ProMax, and the Mobile Workscreen in ProMax Mobile:

For GM dealers interested in how this free integration can help your dealership

contact Melissa Sinclair at 563-344-7648