Service & Showroom
Enhancements
Updating Customer Information
To ensure customer information is being updated in DealerMine properly before saving, we have implemented a method of verification when updating the following fields:
Home Phone
Work Phone and Extension (ext is optional)
Cell Phone
Fax
Default Email
Email 2
You will have to click the edit pencil to add or change the text, followed by clicking the green check to Save. Click the X icon to send a delete request to the DMS. Click SAVE before exiting the profile or any changes made will not be saved.
Customer Profile - Improved Display of Customer Information
We are now displaying DOB in the contact information section of the screen, under the contact name. This can be updated in the customer screen and will pull from the DMS as well.
We are now displaying all icons in the bottom left hand corner of the customer information section, such as: eService, Inquiry, Star Rating, Associations and Day/Late Day preference.
Merged File Enhancements
On the Merge Customer screen a new column "Relationship" has been added to the "Customers Available to be Merged" section., so users can update the corresponding relationship prior to merging file(s).
When Merging Customer files with a relationship other than "Duplicate", users will now be prompted with a message "Do you wish to apply the parents Turn Offs (Contact Methods) to the merged customers (Yes/No)?".
If there are no more "Customers Available to be Merged" DealerMine will now automatically close the Merge Customer screen.
On the Merge Customer screen, we have now added a "Close" button.
For consistency, we have now added the Parent/Child icons to the Customer Information (Contact Method) screen.
DealerMine has now disabled all Contact Method selections for those Child file(s) marked as "Duplicate", as Duplicates will adhere to the Parent file's Contact Methods.
Merged customer files will now display a drop down by the customer name field, which will allow you to switch from one file to another that are merged. Before now, it was difficult to view contact information for merged files without using the search screen. Now you can flip from one file to another with ease using the drop down.
Contact History - Exclude Showroom
We have added an option while viewing Contact History to "Exclude Showroom", to help find/view contact history pertaining to service rather than sift through more than necessary. If the option is checked off to exclude then this will remain checked off for all files being viewed for the username logged in for the remainder of the day or until it is unchecked.
CASL
Implied Consent Verification
For those customers who have yet to “express” consent DealerMine will rely on our nightly process to follow the rules of “implied” consent. Whereby, if a user falls outside of the following criteria they will be “Turned Off” within DealerMine for electronic messaging until they fall back within the confines of the “two year” business relationship or “6 month” inquiry.
An existing business relationship exists where the sender and recipient have engaged in certain specified types of business together in the: (a) "Two years" preceding the date on which the CEM is sent (for example, a purchase or lease of a product, or entering into or continuing a written contract) or (b) where the recipient of the CEM has made an inquiry to the sender in the previous six months.
Examples...
24 months since LastRoDate
24 months past the Expiry Date (Deal)
6 months past a Showroom inquiry
Please note, results will be logged within Contact History and the "Contact Analysis" report under Username: CASL (e.g. Recycle Code: CASL Implied Opt Out).
As well, there are 2 other triggers to be aware of that can occur once a customer has been Turned Off as "CASL Implied Opt Out".
If they come back into the store for service work or they purchase a vehicle, DealerMine will turn those that were turned off as "CASL Implied Opt Out" as "CASL Implied Re-subscribe".
Once the customer has been turned back on, then if the same 3 criteria above are met in the future, DealerMine will turn them off again as "CASL Implied Opt Out".
Fetch
(IN operator)
What if we needed to check for certain values only? Values that do not always fit into a neat range. To accommodate this, DealerMine now allows the use of the IN operator which is directly related to the Where clause. When used in this context, we know exactly the value of the returned values we want to see for at least one of the columns (e.g. Email LIKE @ and City IN (QUISPAMSIS,ROTHESAY).
This SQL statement will return the records where column1 is value1, value2. The number of values in the parenthesis can be one or more, and they can be numerical or characters.
Recycle Option
When selecting the Fetch contact option Export to Excel Dealermine has provided users the ability to not only Record Contact History but Recycle the corresponding contacts (e.g. Letter - 15 Days). This will be extremely useful in situations where lists are generated and exported for 3rd Party Printing Campaigns (e.g. Postcards).
ROI & Success Rate
The campaigns tab will now display the Success Rate and ROI (return on investment) for each campaign, helping you closely monitor which campaigns were most profitable for your dealership. The success rate and ROI are calculated using ROI generated up to 30 days past the campaign sent date. The Fetch ROI report may or may not match the totals displayed here if the number of days is changed to a value other than 30 days.
Source: Sales
We have added a new Source: Sales - This source contains all vehicle sales for the corresponding store/branch, regardless of service history. The Original Salesperson may differ from the Current Salesperson if a Salesperson Reassign has taken place within the DealerMine application, since the deal. Use this source to build lists of customers who purchased a vehicle within a certain time frame or by Salesperson.
Source: Appointment History
DealerMine has added a new column InOut to the Source: Appointment History to display whether an appointment was an InBound/OutBound appointment.
Source: Showroom
We have added a new Source: Showroom to display Showroom log entries and Prospecting information (e.g. Name, Steps % Complete, Salesperson #, Salesperson, Create Date, Department, Desk Manager, Entered By, Media, etc).
Source: All Customers
DealerMine has added a new Source: All Customers in response to requests to retrieve "all customers" whether or not they own a vehicle within the DealerMine system.
Service CRM
Enhancements
Admin Screen: Maintenance Configuration > OpCode Utilization
We have added searching functionality to the OpCode Utilization screen to help you find opcodes faster by searching by Description or OpCode.
Select any Opcode followed by clicking the Options menu to add or edit an opcode.
Depending on your DMS you can edit the following fields on any OpCode:
Skill Description (ERA only)
Price (ERA only)
Misc Fee (All DMS systems)
Est Times (ERA only)
Any changes made are saved and used moving forward when booking appointments, pushing the proper price, misc fee, Est Time etc.
Appointment Schedule
The Appts (Booked/Max) and Hours (Sold/Max) bar shown at the top of the schedule will now accurately reflect the total counts and hours for all appts and RO's for any given day. Totals for any date will be stored and be visible for referencing any past dates, at any time.
The option to "Show Open RO's" must be turned on in order to display open RO's on the schedule.
If no hours are attached to operations on RO's that are in process, DealerMine will use average hours for each operation until it's closed.
Open Appt Details
There are times an appointment is booked on a vehicle and then that vehicle is transferred to another customer file in the DMS. DealerMine will now identify this by showing what customer the appointment was booked originally booked for, displaying their name and customer # at the top of the open appt details screen.
Reports
Upcoming Appointment Lists
Service > Service BDC > Upcoming Appointment List by Salesmen/Preferred Advisor
We have enhanced the email options for the Upcoming Appointment List reports by Salesmen and Preferred Advisor to send daily using the current days appointments. This report will be emailed out each morning and will include all appointments booked for the current date.
Go to Reports > Service > Service BDC > Upcoming Appointment List by Salesmen / Upcoming Appointment List by Preferred Advisor. Click on Email Report and choose the first option to "Send Email daily for current day's data".
Know where your appointments are coming from
Service > Data Analysis > Know where you appointments are coming from
We have enhanced this report and added four new variations of it to help identify the source of each RO. These reports can be exported to excel if needed. You have the following options:
By Booked By
By Contacted By - By Store Name
By Contacted By - All Store Combined
Details - By Store Name
Details - All Stores Combined
We will display the username the appt was Credited to and also show the Source User, Last Contact Date, Booked Date, Call Type, Activity, Stage (either 0-14 days ago or 15-30 days ago), Ro No and Ro Date.
Showroom CRM
Enhancements
Setting up Sales Schedules
Contact Source: Sales Manager - We've added a new Contact Source for Sales Schedules that allows you to send any schedule directly to Sales Managers, using round robin logic or by selecting one individual Sales Manager. These schedules will bypass the Workplan for the current Salesperson and be visible only in the Workplan for the specified Sales Manager. In order for Sales Managers to be visible in the drop down in the Workplan they must be flagged "Also a Salesperson" in User Setup.
Contact Source: Letters - We are now including any Sales Manager/Spotter, Service BDC, BDC Manager and Sales/Service BDC users in the drop down as users to print any sales schedule letters. Letter templates will have to be setup and linked to the appropriate user.
Traffic Log
No Trade - We have added a new way to update the trade section of the Traffic Log if the customer/prospect does not have a trade-in. Simply click the blue text reading "No Trade" and the red text will turn black, showing that it's been asked and it will read "No Trade" in italics.
Unlinking Guest - We have added an option which is "on" by default for all Sales Managers, to have the ability to unlink guests after being assigned to a Salesperson. This option must be turned on in order for any Showroom user to have the ability to unlink a guest if linked to the wrong customer in error. See User Setup > User Defaults > DealerMine Access > Traffic Log > Unlinking Guest.
Workplan
My After the Sale - We have added an "All" selection at the top of Equity Schedules and Sales Schedules to allow you to see a grand total of all sales schedules due for each dealership. This will allow you to sort based on "Number of days til Expiry" and complete schedules expiring soonest.
Leads
Deleted Leads - We have added a column to the far right of Lead History that will display which user deleted the lead.
Inventory
Description Column - We've added a column to the right of model labelled "Description" in case there are pertinent vehicle details in this field, such a Trim. We have found that some dealerships have entered trim in this field, along with other helpful descriptions so felt it was important to display in results.
Add Discount - any Manager can now right click to Add a Discount on any stock # showing in inventory. Discounts are also visible in the column with the green $ as well as being visible in the "Vehicle Matching" tab. It's important for Salespeople to recognize which vehicles have discounts as it's helpful to close more deals. Check the selection box on the left "View all Discounts" anytime to see which inventory is priced to sell. (All Sales Managers have access to add discounts, but any user can be granted access in the User Setup screen)
Add Spiff - any Manager can now right click to Add a Spiff to any stock # showing in inventory, regardless of the status. Any stock # containing a spiff will be flagged in blue and underlined. Salespeople can then click any blue stock # to view the spiff that will be rewarded to them upon selling the vehicle. Spiffs can be any reward the dealership sees fit, such as monetary values, prizes or trips. The field will accept any alphanumeric value.
(All Sales Managers have access to add spiffs, but any user can be granted access in the User Setup screen.
Display order added to Watchlist screen - you can now choose the order for your Watchlist screen, where #1 will always appear on the Traffic Log. Any other vehicles 2, 3, 4, 5 will be options to display on email templates as merge fields.
Unsold/Sales Email Templates
We have added new merge fields when creating unsold email templates for Showroom customers. You can now add "VehicleInterestStock1", 2, 3, 4 and 5. This will allow you to enter up to five vehicle interest stock #'s (Watchlist vehicles) on any email template, you can also add "VehicleInterest1", 2, 3, 5 and 5 and it will display the Year, Make, Model of the corresponding watchlist vehicle. You can control the sort order for any customer in the Watchlist screen, or Profile screen by using the arrows.
Service & Showroom
Resolutions
Service & Showroom
The delete button under the drop down menu in Email was showing as disabled when attempting to do a multi-select before deleting. This issue has been resolved and multiple emails can be selected then deleted.
There was an issue viewing embedded images/screenshots in email as they were showing as broken images. This issue has been resolved.
Customer Information (Contact Methods) have been more clearly defined as "One-to-One Contacts", "Email Preferences" and "Automated". Whereby "Email Preferences" refer to ALL emails being sent for said Contact Type(s)
In User Setup > Store Access, the Provider Email was displaying email addresses the user didn't have access to as a selection. This issue has been fixed.
The double click mechanism to view a customer profile from Fetch was not working. This has been resolved.
Service
Some dealerships were experiencing appointment dates being shown as 01/01/0001 when attempting to book an appointment. This issue was intermittent and only affected a few dealerships but it has been resolved.
We have disabled the double click on any available block in the Appointment Schedule if the vehicle's store does not match the selected store on the schedule.
Showroom
When browsing Inventory will default to the Store/Branch based on user access and only stores each user has access to will be options to browse.
Adding prospect from Portfolio - When adding a prospect from the Portfolio screen the user will now be directed to the Profile of the newly added prospect.
Option added to User Setup > User Defaults > DealerMine Access: Vehicle Locate > Add Discounts. This option will be on by default for all Sales Managers and can be turned on for any Showroom user. This will allow users the ability to add discounts on any stock number within the Inventory screen.
In Email Setup > Showroom Leads you can now choose the "Add Up" option for any Showroom lead source to automatically add a guest on the Traffic Log each time a lead comes in. Information can be updated in either the Leads or Traffic Log tab and be visible from either location, as well as the Profile tab once the customer is linked.
"Unsold" email templates can now be selected and sent to any customer/prospect. Prior to this release unsold templates could be created but not available as a choice when sending email.
We have added "Unsold" as a recycle option (radio button) to choose when recycling customers in Showroom.
Some dealerships were experiencing an error when attempting to reassign deals using Sales Reassign. This issue has been resolved.