New Product Available.... "Social" comes to DealerMine!
Social Media
We are excited to announce a new, revenue generating product to our line of products..."Social". Social is integrated with Twitter and allows our dealerships to effectively listen, measure and make sense of the many Twitter conversations taking place in real-time that are specifically related to automotive. With Social Media dealerships now can engage with customers based on their interests and buying intent that are having conversations relating to the automotive industry in their region. With Social Media, DealerMine will scrub all emails in your database and look to find a matching Twitter handle and then update the customer's file with the Twitter handle if a match is found, while also displaying the customer # on the social tweet it the tweet is associated with an existing customer profile. Social Media will build up online Twitter presence for your dealership, while providing you with many leads in your region that would otherwise be missed. Social will also display how many other competitors using DealerMine Social are being sent the same Twitter leads. Time is of the essence... why not reach out and respond to a prospective buyer that is publicly discussing an interest?
For more information on this amazing product please contact your Account Manager today or call our toll free number at 1-800-304-3341 or email support@dealermineservice.com.
Service & Showroom CRM
Enhancements
1. System Performance Improvements
We made numerous changes which will greatly improve the load time of all tabs, pop up screens, search, recycle etc., in DealerMine. We have not made any changes to the letter building screens as of yet, however this is scheduled for an upcoming release.
2. I-Leads in Email Setup
We have added 3 Radio Buttons in Email Setup > I Leads, "All" (this will show all Service and Showroom Lead Sources by Email Domain), "Service" (this will show all Service Lead Sources by Email Domain) and "Showroom" (this will show all Showroom Lead Sources by Email Domain). We have added a function that will not permit a duplicated domain. If adding a Lead and it is a duplicate the user will receive an error message "Duplicated Domain".
3. DealerBuilt DMS
(Do Not text)
As requested, DealerMine will now directly update DealerBuilt's (DMS) “Do Not Text” box whenever a customer opts "In/Out" for Texting. As well, DealerMine will retrieve and display DealerBuilt's "Do Not Text" option on the Customer Profile's Contact Information > Contact Methods (Customer Specific) > DMS Contacts (e.g. Phone, Letter, Email, Text)., if updated directly within DealerBuilt. Although, this does not automatically update DealerMine's One-to-One contacts (e.g. Home, Work, Cell, Letter, Email, *Text) but instead will display the inconsistency between the two systems., in which you can update DealerMine's One-to-One contacts accordingly.
4. Email Tab (Sent Email "To" Field)
We have created a new field to the Email Tab > Sent which is a "To" column. This will display who an email message was sent to in addition to the Date, From and Subject. This will make it easier for the user to identify responses to a specific customers without having to open each email to see this info.
5. ADP Icon has changed to CDK Global
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The ADP Icon has changed to be
7. Texting
We have added a new feature that when turning a customer on or off for Texting this will now be recorded in the Turn Off Hist tab. The SMS Action button will still change to Blue when Texting is active and will be Greyed out when Texting is not Active.
Service CRM
Enhancements
1. Declined Deferred (Indicator Screen)
We have widened the Declined/Deferred indicator screen thus eliminating the use of a scroll bar and making it easier and faster for the user to book or delete from this screen. The list will now be sorted from newest to oldest. From the screen the user will now see the description of the recommendations and the estimated price when available along with the RO# which will be displayed under the date that it was declined or deferred on.
2. Fetch Changes
It's been requested that DealerMine not create negative customer files via it's Fetch (Import Management) utility., when corresponding VIN(s) do not match up with an existing record. Thus, when importing via Source: "ImportData" there is now an option within Step #5 (e.g. [ ] Create New Customer on Import) giving users said flexibility.
Via DealerMine's Fetch (Import Management)., users can now import multiple Recall Campaigns from one list via the File Type: Recall based upon the following required fields (e.g. CampaignName, RecallNo, SerNo). This is a huge time saver since previous Recall lists had to be manually broken out and imported separately more...
We have added a new Fetch Query where by a user can create a Query for No Shows for any given date range, using Source > Appointment History and Suggested Queries > No Show. This will be very useful for dealerships that are trying to keep track of their No Shows.
3. Appointment Schedule by Team report option
We have a new report option in Reports > Service>Appointment List > Appointment Schedule by Team. This report option will show all appointments and details of the appointments for the day selected for their team Store/Branch.
4. Advisor Setup Screen
Before when updating an Advisor in Admin Screen > Advisor Setup > Specification there was no "Save" button, when putting a check mark in the box to Show on Schedule or to Activate/Inactivate an Advisor it would automatically make these changes. Now when making these changes you will have to click the "Save" button. Once Save is clicked you will be prompted to either click Yes or No to confirm and then after clicking on "Yes" the changes will be saved, "No" will revert back to the previously saved data.
5. Service Menus Setup
We have added the option to make any factory recommendations active or inactive in the setup screen and only active codes will be included in the DealerMine service recommendations list visible on the Profile and Book Appt form. Prior to this change all codes would be visible whether a dealership wanted to recommend a particular service or not.
6. MMC - Remember Option (ERA only)
We have added a "Remember" check box option in the Add Line screen for all ERA stores booking with MMC codes. This will allow you to change the MMC once, check the box and continue adding lines defaulting to the MMC you have chosen. Once the appointment is booked the next appointment booking will default to the proper MMC based on the VIN. We have also added the option on the Store Setup screen to have the MMC display as either 3 or 4 characters long.
7. Skill View (Block Times)
We have added a new tab in Admin Screen > Skill View Setup called "Block Times" where by a user can now Block Time Slot on the Appt Sched for each individual Skill Group per Store/Branch.
8. Book Appt Form
We have added an error message to the Book Appointment Form that will display when booking an appointment with a VIN that was added to the system incorrectly. The user will now receive an error message after clicking on the Book Appt button "You tried to book an appointment for a Customer in which the VIN was setup incorrectly. Would you like to continue booking the appointment using the Year, Make and Model? " and the user will be prompted to choose Yes or No to continue.
We have reinstated the Block Time and functionality to show skill related overbooking. Now on the Book Appt Form, when booking a time slot where the skill is overbooked (relates to time and counts) the Opcode will turn RED in the operations\lines list as well as the bordered for the Stats Bar will show in RED. Appointment Times in the drop down on the Book Appt Form will also turn RED if a service is selected that relates to a skill that is overbooked or the time slot is blocked. Slot counts (0/3) will also turn red if there are no slots available for the desired Appointment Time the user is choosing.
We have added the City, Prov/Stat and Postal/Zip code to the customer information section.
9. Appointments/No Shows with a SPORD
We have changed the way a No Show and an Open Appointment will display when opening the indicator on the Profile Screen. As in-house system ERA does not permit a deletion of a No Show or Open Appointment with a SPORD attached, now when opening the Open Appt or No Show indicator the Delete button will no longer be displayed and the user will now see SPORD with a border of Yellow to let the user know a SPORD is attached. You can only Edit these types of Appointment.
10. Appt Hist
We have added two new columns of data in Appt Hist that will display Team Name and Group Name (maintenance group). This information will be helpful when reviewing appointment history to know what team they were booked for an if the lines booked in were linked to a maintenance group.
11. DealerMine User Password change
We have made a Security change to the Change Password popup screen. Now when a user is logging into DealerMine is prompted to change their password they no longer have the option to click on the X to close the window, they will have to change their password when prompted in order to log into the DealerMine system.
13. Letter Merge Fields
We have made a change in Manage Letter Templates, condensing the list to only include up to five vehicle merge fields, which will increase the time it takes to insert merge fields.
14. Service Leads Stats
We have added a new tab within Service Leads.... Lead Stats. This tab will contain a lead summary for the specified time frame in view, # of leads, new leads, deleted leads, linked to a customer as well as a count by Lead Sources. We track the average response time and track how many have a service appointment booked and what the conversion time is from new to having a service appointment booked.
Showroom CRM
Enhancements
1. Inventory Screen
We have made the following changes/improvements to the Inventory Screen which has sped up the performance and searching capabilities:
Search by keyword criteria, such as Year, Make, Model, Trim and Description.
Use Advanced Search to filter down using more criteria options.
2. Portfolio (Filter By)
We have added a new filter to Portfolio > My Customers tab. This new Filter will let the user narrow down their searches by searching on key words: Last name, First name, Year, Make, Model, Customer#, and Vin#. These key words when entered in the Filter will search the Portfolio for customers that match the key word entered. The user will also be able to revert back to the full list by clicking on the Red X in the Filter.
3. Traffic Log - All Guests (Filter By)
We have added a new filter to the Traffic Log > All Guests tab. This new Filter will let the user narrow down their searches by Field entering a key words: Last name, First name, Year, Make, Model. These key words when entered in the Filter will search the Traffic Log for customers that match the key word entered. The user will also be able to revert back to the full list by clicking on the Red X in the Filter.
4. Add Prospect
We have added a new section to Showroom > Portfolio Protection "Active Mandatory Fields for Adding New Prospects", whereby a Dealership can go into Showroom > Portfolio Protection and set fields to be mandatory when entering information on the "Add Prospect" popup screen. When a field is checked off to be mandatory in "Active Mandatory Fields for Adding New Prospects" when a user is in Add Prospect popup screen they will see a Red asterisk beside the fields that are mandatory and will not be able to save and close the Add Prospect popup screen until all mandatory fields are filled out.
5. Traffic Log Types
We have added a new section to Showroom > Traffic Log Types, where a user can go in and change the Traffic Types to show as Bolded and in different colors on the Traffic Log. Be Back will always default to Bold Blue unless the user changes this in Showroom > Traffic Log Types to something else. This will make is easier and faster for the user to distinguish one Traffic Type from another.
eService
Enhancements
1. Service Menus in eService
eService will now show factory recommended services even when a VIN has not been entered. This feature is only available to dealerships that have purchased our service menus product. Factory Recommended services will prompt based on the Year, Make, Model and Mileage inputted.
2. New Transportation Option in eService
We have added a new Transportation Option in eService, now when a customer is book and requires a rental this option is now showing in the drop down menu "I Require a Rental Vehicle". This can be turned on or off simply by going into the Admin Screen>eService Configuration and either by placing a check mark or taking the check mark out of the box "Display Appointment Preference Options: Drop Off, Waiter, Loaner (if not then Drop Off is assumed)". When check Setup # of Rentals per Day has been added to the links.
3. Eservice (Comment Box)
We have added a new option to the eService Configuration Screen where dealerships have the option to show the Comment Box or not when customers are booking online appointments. The comment box is on by default and must be unchecked to hide it from customers booking online in eService.
4. eService Unconfirmed Appts
We have added a new feature in Step 2 of validating eService appointments. When a customer books an appointment through eService we will now display a drop down containing all VINs on their customer profile in DealerMine, allowing the Appointment Coordinator to choose the right vehicle for the service appointment. Prior to this change, all first time eService bookings were not associated with a VIN, yet were associated with the correct customer file.
5. Confirm Message Customizable
We have created a new option in the Admin Screen > eService where dealerships can now customize their "Confirm Message" up to a maximum of 275 of characters. The message and will be presented to the customer once "Confirm" is clicked when booking through eService.
Service CRM
Resolutions
We were experiencing a small issue with booking appointments through the Appointment Schedule, when clicking on a time slot the Book Appointment from was not loading. This as been address and is now working properly.
There was an intermittent error happening when attempting to send emails... "Error getting user email address". This has been resolved.
There was an issue after sending email and requesting to Send & Recycle that DealerMine wasn't moving the user onto the next customer profile. This issue has been resolved.
The issue where users were not able to block time slots on the Appointment Schedule has been resolved.
Now after booking an appointment and then merging a file to the file with an open appointment, the Open Appt indicator will now show on the Customer Profile screen for both Merged customers. When editing the appointment it will always Default to the customer number that the appointment was booked under on the Book Appt Form.
The number of appointments is now increasing when you change from Team View to Shop View in the Appointment Schedule.
The issue with the Open Appointment indicator not showing on the Profile screen after booking an appointment has been resolved.
We were experiencing an issue where a user was trying to block off Holiday Booking and was seeing a debugging error, this has been resolved and is working properly.