DealerMine Updates

Release Notes 9.6.5 - January 2025

2025-01-28T11:00:00Z

Coming Soon!

Our features help you do more! We have been building on our AI features and are excited to share the latest!

Engage AI - Voice Drops - Our incredible Engage AI feature has been a hit! Service Group Descriptions written in a snap, Batch Texting that handles the conversation, and soon we will be releasing our Engage AI powered Voice Drops. Engage AI crafts a personalized and unique voicemail for each customer regarding service maintenance, creating an incredible customer experience without lifting a finger.

Service & Sales Fixes

Voice Drops - There was an intermittent issue that may have caused some voice drops to be sent out before or after business hours due to an issue during reset. We have this resolved and now Voice Drops will once again send at their specified time.
Emails not Sending - We found some emails were not sending in DealerMine and no errors were surfacing to let the user know. Not to worry, this issue has been fixed! It will now present an error immediately if an email does not send out from the dealership servers letting the user know that, as a failsafe, we have sent the email from our DealerMine servers.

Service CRM Fixes

Fetch was intermittently displaying rows of blanks, when using the Service History as the Source of data. This issue has been resolved, and you will now only see rows that represent an opcode.
Incoming Orphan Texts - There was an issue at times where a timeout error would occur when trying to load the orphan texts. We have modified this to only load 50 at a time to improve overall performance.

DMS Fixes

SERTI - We have introduced a new option in Global Configuration for Serti stores, enabling them to close ECP warranty repair orders (ROs) while ensuring that VINs remain linked to the correct customer profile.
CDK - We have created a new option that will push the opcode description and the user written opcode complaint on all service appts being booked, per opcode on the appointment. The opcode description will push to “Service Request” and the user written opcode complaint will push to the “Cause”. This new option can be found in Global Configuration > Branch > CDK Push Opcode Desc In OpCode Lines. If disabled, only the opcode complaint will be pushed to CDK.

Sales CRM Features

Web Leads - We’ve enhanced web leads to automatically use the department associated with the vehicle of interest if that information is included in the lead. For example, if a lead specifies interest in a used 2022 Mazda 5, the department on the lead will be displayed as “Used,” even if the default department in the I-leads setup for that domain is set to “New.” The default value will only be used if no department information is provided in the lead details.
Sales Reassign - We have made a change to improve the usability and performance of Sales Reassign. Now when you go to Portfolio > Sales Reassign, you will be able to Select Max (500 records) at a time. This will prevent the system from timing out during the reassign process.
Showroom History - We have added a Notes tab in the Showroom History window that will display notes in chronological order.

DealerMine Sales CRM - Autovance Desking Integration

We have been continuing to make more changes to DealerMine to build out world-class integration to the best Desking tool in Canada, Autovance (yes, we’re biased). Here’s a quick review of some of the changes:

Tax option - We have added a new option where you can specify to use the dealerships province/state or the customer to use when sending information to Autovance to desk a deal properly. This new option can be found in Global Configuration > Branch > “Deal Create Tax Prov/State”. Choose from Dealer Prov/State or Customer Prov/State. This will use the chosen value to send the appropriate tax rate to Autovance.
Pushing a Business Customer to Autovance - When a customer profile is marked as a “business”, we are now pushing that detail to Autovance as a Retail Business. This eliminates the need for any changes to be made in Autovance when desking the deal.

Sales CRM Fixes

There was an inventory issue that impacted Branch customers only. Some vehicles in stock were displaying twice, which was causing confusion. This issue is now resolved.
We discovered a bug where some follow-ups were not visible in the Traffic Log for the customer, when they had an upcoming follow-up. This bug has been squashed!
When processing a sales lead and adding it to the Traffic Log, the lead will be assigned to the same Salesperson as the Traffic Log entry if it was not already assigned. Prior to this, the lead was remaining as unassigned.
An issue was identified where Unsold emails were not consistently sending using the email address entered in the Unsold schedule setup. This sporadic issue has now been taken care of and corrected.
Showroom History - We are now showing the steps to the sale that have been completed in Showroom history, so you’ll know at a glance which particular steps were/are completed.

We are Heading to NADA 2025! Learn More

Release Notes 9.6.4 - December 2024

2024-12-17T11:00:00Z

Coming Soon!

We are busy working away to give you the best experience. Check out the latest advancements we are working on!

Engage AI - Voice Drops - Our incredible Engage AI feature has been a hit! Service Group Descriptions written in a snap, Batch Texting that handles the conversation, and soon we will be releasing our Engage AI powered Voice Drops. Engage AI crafts a personalized and unique voicemail for each customer regarding service maintenance, creating an incredible customer experience without lifting a finger.

Service & Sales CRM Features

CASL Reactivation - We’ve implemented a real-time CASL reactivation feature. If a customer who was previously OFF for CASL reaches out via email or text, our system will automatically turn them back on, allowing users to respond without the need to manually reactivate them.

Service & Sales Fixes

CASL Reactivation - When CASL logic automatically reactivates a customer, both email and texting contact types will now be enabled simultaneously. Previously, if no phone number or email was listed on file, the contact types were not reactivated.
Email not Sent Error - When sending emails through dealer servers (SMTP), there are several reasons an email may not be delivered. In the past, these emails would simply appear in the sent items folder, which could give the impression that they were successfully sent. Now, if an email fails to send, an error message will appear explaining the issue, and the email will be saved as a draft, allowing the user to reattempt sending it.

Service CRM Fixes

BRANCHED STORES ONLY - We identified an issue where inquiries (aka Customer Searches) involving customers at a branched dealership were sometimes defaulting to the incorrect branch. This prevented users from sending emails or texts because they lacked access to that branch. The issue has now been resolved, and the system will default to a branch the user has access to, making sure this problem no longer occurs.
SMS - We’ve implemented an update that enables you to easily copy text from the messaging window and paste it into another screen as needed.
Confirmation Emails - An issue was identified where some confirmation emails were sent using the incorrect template. This was due to a glitch with the selected transportation code, which has now been resolved.

OLS Fixes

When FREE FORM was enabled, the option to push new customers to DMS was hidden, but the code was still attempting to add a new customer in the background. We have this fixed up and working now. (Quorum DMS stores only)

DMS Fixes

DMS Contacts - In the Customer Information screen under Contact Methods (Customer Specific), DMS Contact methods are displayed at the bottom. There was an issue where these methods were shown as OFF, even though they were actually ON. This was not a data issue, as the correct information was present in our tables, but a front-end display issue that has now been resolved.

Sales CRM Features

KEY FEATURE!

Introducing the DealerMine Sales CRM Dashboard: Your Sales Strategy Redefined
We’re thrilled to unveil the DealerMine Sales CRM Dashboard – a groundbreaking tool designed to empower automotive sales teams with actionable insights, streamlined workflows, and enhanced decision-making capabilities. With this release, we’re giving you the tools to elevate your sales management processes and unlock new levels of efficiency.
Key Highlights
Unparalleled Visibility Across Key Sales Metrics
- Traffic Analysis: Understand the buyer’s journey with insights into first contacts, visits, and be-backs. Monitor lost sales and optimize departmental performance.
- Web Lead Management: Gain control over your lead funnel with KPIs for assigned, engaged, and closed leads. Identify which sources provide the best ROI and refine your approach.
- Appointments: Track scheduling efficiency with metrics on appointment confirmations, show rates, and sales conversions.
- Follow-Up Planning: Ensure every customer interaction is meaningful with tools to manage pre-sale, after-sale, and unsold follow-ups.
- Sales Performance: Drill down into traffic, sales, and closing ratios to identify top performers and areas for improvement.
Customizable to Fit Your Dealership's Needs
- Tailor data views with filters for store, branch, salesperson, date, and department.
- Toggle between grids and visual charts for better comprehension.
- Drill through metrics for granular insights into performance trends.
Why It Matters
The DealerMine Sales CRM Dashboard isn’t just a tool – it’s a transformation. By centralizing data, simplifying processes, and empowering your team with insights, the dashboard helps you:
- Focus on What Matters: Spend less time hunting for data and more time driving sales.
- Improve ROI: Identify underperforming lead sources and coach team members to success.
- Increase Efficiency: Monitor KPIs in real-time to keep your dealership on track and ahead of the competition.
- For more information, click on the Sales CRM Dashboard
Push Customer to DMS - A new option, "Push Customer to DMS," has been added to the Worksheet. This feature allows you to push customer information to the DMS, essential for completing a vehicle sale directly within the DMS.

The button is located at the bottom of the Worksheet screen, as shown below. If you're viewing a prospect file, you'll need to enter customer information before finalizing and pushing it to the DMS. The system will automatically guide you to the customer information section to complete this step.

Department added on Web Leads - A department column has been added to I-Lead Setup, which pulls data from the Departments configured in Showroom Configuration. Now, when processing Showroom web leads, the department will be pre-selected based on the lead details. If the lead is pushed to the Traffic Log, the department will be automatically selected saving the user from having to manually enter this.
Traffic Log Status now visible on all Showroom Web Leads - Previously, a separate lead status was used that was not aligned with the Traffic Log status, leading to confusion. To improve the sales lead process, the Traffic Log status is now displayed in New Leads, Unsold Leads, and Lead History within Web Leads. This update provides real-time visibility into the Traffic Log status for any web lead at a glance.

Sales CRM Fixes

Unsold Emails - An issue causing batch unsold emails to occasionally send twice has been resolved.

Learn More about Engage AI

Release Notes 2.8.0 - October 2024

2024-11-05T11:00:00Z

Coming Soon!

Web Leads Process Enhancements

We're enhancing the lead management experience in the DealerMine CRM Sales Mobile Application. These updates will streamline how leads are received, processed, and responded to by reducing clicks, increasing automation, and enabling faster, simpler lead responses. Stay tuned for these exciting improvements coming soon!

Enhanced UI/UX Consistency

Alongside lead process improvements, we’re upgrading the user interface (UI) and user experience (UX) to make the DealerMine CRM mobile app more intuitive and enjoyable. Our goal is to create an app you’ll want to use, not just need to. Look forward to even more UI/UX enhancements in upcoming versions—exciting changes are on the way!

Enhancements

We’re now saving your notification preferences in the DealerMine Sales CRM App, ensuring that you only receive notifications if you’d like to stay informed.
To keep everything running smoothly, you’ll now be prompted to update the Sales Mobile App (SMA) whenever a new version is available. This way, you’ll always have access to the latest features and improvements!
We’ve upgraded the Driver’s License Scanner with an added security feature that alerts salespeople if a driver’s license is expired. This enhancement ensures more accurate and reliable information during the sales process.

Fixes

We’ve resolved an issue that caused an error when saving a Traffic Log without a specified Traffic Type. Now, the app will automatically use the default Traffic Type set in your showroom configuration, ensuring smooth and consistent logging.

Learn More about Tire Boost

Release Notes 9.6.3 - November 2024

2024-11-05T11:00:00Z

Coming Soon!

The enhancements keep coming! Keep an eye out for the latest changes and updates.

Engage AI - Voice Drops - Our incredible Engage AI feature has been a hit! Service Group Descriptions written in a snap, Batch Texting that handles the conversation, and soon we will be releasing our Engage AI powered Voice Drops. Engage AI crafts a personalized and unique voicemail for each customer regarding service maintenance, creating an incredible customer experience without lifting a finger.
Sales CRM - Dashboards - Sharpen your sales strategy and improve team performance with our upcoming Sales CRM Dashboard! This all-in-one overview of the sales process will help teams and managers make insightful, data-driven decisions. More details coming soon!

Service & Sales CRM Features

We've introduced an infinite scroll feature for viewing emails, unread text messages, and orphaned texts. Previously, the system auto-refreshed every 30 seconds, which would push users back to the top of the list, making it difficult for them to keep their place on the screen.

Service CRM Features

Engage AI - Batch Texting - We’re thrilled to introduce a new process that replaces templates with AI-driven, personalized maintenance reminders for your customers. But that’s just the beginning—Engage AI will also evaluate and respond to customer replies, involving an appointment coordinator only when action is needed. This powerful tool empowers you to communicate more effectively with your customers, letting you work smarter, not harder! For more info click here!

Service CRM Fixes

There was an issue where users couldn’t send emails or texts to customer profiles they had access to due to branching permissions. We’ve fixed this by defaulting to the lowest branch accessible to the user when a customer search is done without a VIN. Since most users search by selecting the customer row rather than the VIN at the bottom of the screen, the previous setup sometimes led to profiles defaulting to an inaccessible branch. This update now takes care of everything!
Contact Flow - You will now be able to setup the email portion of Contact Flow without having to select an individual user to distribute replies between.
Texting - If a message fails to be delivered, it will be outlined in red with “Delivery Failed” wording in red text underneath, followed by the carrier error message in red.

OLS Fixes

When FREE FORM was enabled, the option to push new customers to DMS was hidden, but the code was still attempting to add a new customer in the background. We have this fixed up and working now. (Quorum DMS stores only)
An issue occurred where OLS appointments booked with a VIN were creating new customer profiles and attaching the VIN to these profiles, even though the VIN was already associated with an existing customer profile. This issue was only happening when Push to DMS was enabled. This will no longer occur and now it will book the appointment without the VIN and add the VIN to the appointment comments for reference.

DMS Fixes

CDK Tech stories were sometimes inaccurate because complaint and correction data were occasionally missing due to a mapping issue. This problem has now been resolved, and the fix will apply moving forward. (CDK only)

Sales CRM Fixes

Unable to Save Multiple Traffic Log Statuses in Showroom Configuration - Previously, you couldn't save multiple Traffic Log status updates without clicking "Save" after each change. Now, you can make several changes and save them all at once when you're done.
Traffic Log Status - The “Delete Traffic” status is now mandatory and cannot be deleted, edited or made inactive from the Showroom Configuration screen
Delete Traffic Status - We have made an improvement when a Traffic Log status is changed to “Delete Traffic” a pop-up will appear where the user will choose a reason and enter a note. This will populate in the history for review and the status will now show “Delete Traffic”.
When a Salesperson is adding a Traffic Log entry for an existing customer/prospect, the pop-up will now default to their name as the Salesperson. Previously it was (at times) defaulting to another username.

Learn More about Tire Boost

Release Notes 9.6.2 - October 2024

2024-10-08T10:00:00Z

Coming Soon!

We have a number of exciting enhancements coming your way! Here are some of the items we are preparing for the next few releases.

Engage AI - Batch Texting - We are implementing a new process to replace templates, leveraging AI to create and send personalized maintenance reminders to your customers. It doesn’t stop there, however, as Engage AI will also assess and respond to customer replies, ensure the conversation does not intrude on an appointment coordinator until an action is required. This is a powerful tool which allows you to work smarter, not harder, when communicating with your customers!
Engage AI - Voice Drops - Engage AI Voice Drops are an advanced feature that takes customer engagement to the next level. Unlike traditional Voice Drops that use a generic pre-recorded message, Engage AI crafts a personalized and unique voicemail for each customer regarding maintenance they are due for. This ensures a more personalized approach, driving higher consumer engagement and satisfaction.
Sales CRM - Dashboards - Better sales strategy for improved team performance. Our new Sales CRM Dashboard will provide a comprehensive overview of the sales process, helping sales teams and managers make informed decisions. More information to come!

Service & Sales CRM Features

Texting Phone Display - We have made the following updates to make your experience even better:
1. Message bubble colours have been updated so messages from DealerMine are grey and customer replies are blue for easy distinction.
2. If a message fails to be delivered, it will be outlined in red with “Delivery Failed” wording in red text underneath, followed by the carrier error message in red.
3. Date/Time stamps for DealerMine messages are left-aligned and include the username who sent the message. Replies from the customer have the date/time right-aligned and include the customer’s name.
4. We now have a selectable 'Pin/thumb tack' icon which replaces the check box for 'stay on customer'
  - Note "Stay on Customer" wording as a hover over.
5. The overall phone frame and Send button styling has been modernized to match the new DealerMine theme.
6. Now the phone will open in the centre of the screen with the background dimmed.
7. The phone can also be grabbed and dragged anywhere the user likes.
Texting Stats has been improved so the grid and pie chart match the updated DealerMine theme.
1. We have added “Total Undelivered” as a new metric to give you better insight into any failed messages.
2. The pie chart will display only the successfully sent messages.
3. The metric “Total # Sent” has been renamed to “Total # Successfully Delivered”.
4. The pie chart now features a hover function that shows the number of messages sent and the percentage of the total for each user within the selected time frame.

Texting Tab: Columns and Filter Changes
1. The Template Name has been replaced with “Batch Name” across all texting sub-tabs. This is a new, mandatory field when setting up a new batch texting job. For current batches, we have duplicated Template Name into Batch Name.
2. Store and Branch columns have been added across all texting sub-tabs so it’s easy to see where a message belongs when filtered to ALL.
3. We’ve added an ALL filter to the branch drop down.
4. Labels have been added to filters across all texting sub-tabs.
5. Left Green Arrow indicates an outgoing SMS sent from DealerMine.
6. Right Blue Arrow indicated an incoming reply from the customer.
7. Left Red Arrow indicates the outgoing SMS from DealerMine failed to send to the customer.
8. Right Red Arrow is the incoming error message from the carrier advising why the message failed.
Accurate Text History - Any SMS that was not successfully delivered will not display on the customer profile under Texting History.
In Batch Contacts → Texts → Batch Stats (blue icon to the right of every batch), there is a new Label on the left called “Failed”. You can now see the proper status of all messages in a batch and have complete visibility on those that failed. If you drill into each one, it will take you to the customer profile where you can open the phone window and see the exact reason for the failure, from the carrier.
Last Activity Date - We have removed the "Last Activity Date" field from the Profile view in the vehicle description section, as it wasn’t consistently populating data.

Service CRM Features

Spord Store/Branch - We will now display which dealership the special order part was ordered at in the SPORD indicator pop up, as well as display the store and branch in Spords Hist, making it easier to know where the part was ordered.

Service CRM Fixes

Opcodes Showing Incorrect Hours - There was an issue when pulling appointments into DealerMine with how we were switching the hours to use actual or average rather than using the zero hours originally entered. In Store Specifications you must have this option checked off in order to use this logic. “Pulling Appts: Do not override zero hours appt line when checked. If unchecked, we will use Actual Hours if available if not will use the Average Hours.”
Service Leads Filters - We have resolved an issue with two of the defaulted filters, Deleted and Completed. The defaults for the filters in question are “Exclude Deleted” and “Exclude Completed” and prior to the correction, when changed to another value, the results were not updating properly.
Fetch Campaigns on Call Select - There was an issue where we were displaying Fetch Campaigns on the Call Select screen to users who did not have access to the dealerships the campaigns were for. This issue was happening when the user was selecting ALL stores on the Call Select screen. This issue has been resolved.
Opcode Control - There was an issue where opcodes were displaying 3x when being added to a new Repair/Recall Group. This has been resolved.
Monthly Performance Summary PCR Calculation (Branching stores only) - There was an issue where the PCR % (productive close rate) was showing too high for a particular user. After thorough investigation this was caused by some recycles being connected to the wrong branch. This issue has been resolved.
Incorrect Contact History (Branching stores only) - There was an issue where a newly added customer in the DMS was booked for an appointment and when recycled in DealerMine, we were counting the recycle towards store 1, branch 1, rather than the branch in which the appointment is booked for. This has been resolved and we will now count recycles based on the branch the VIN is booked for.
- Another example of incorrect Contact History being recorded was intermittently happening when a user replied to a customer email. At times it would log it as store 1, branch 1 in error. This has been resolved.

OLS Fixes

Book by Teams not displaying Appt Dates - There was an issue when OLS was set to book by teams, that the appointment dates and times were not displaying. This issue has been resolved.
Limit booking for X number of business days out - We encountered an issue where Sunday was mistakenly being counted as a business day, which affected the appointment dates shown to users. For example, if the number entered is 2 and the customer tries to book an appointment on a Saturday, the system should now skip Sunday (since it's not a business day), as well as Monday and Tuesday, and display Wednesday as the first available appointment date. This issue has been fixed, and non-business days will no longer be counted as business days in this logic.
Confirm Email - We had an issue where the confirmation email sent after a customer booked an appointment on OLS did not include the booked services when the "Services" merge field was part of the confirmation template. This issue has been resolved, and now, when the merge field is included in the template, all booked services will be included in the email.
Transportation Types Not Displaying - There was an issue where the transportation types were not being displayed to the customer in OLS. This has been resolved.

DMS Fixes

Tekion - We were missing some future appointments due to an integration change. We have updated things on our end and all future appointments in Tekion should now be visible in DealerMine.
ERA - OLS appointments were failing to push directly to ERA due to an invalid promise time being sent in our appointment request. This has been resolved.
CDK - We were displaying VOIDED work orders as “WIP” in DealerMine. We will no longer display the “WIP” indicator on vehicle if CDK stops sending the RO to us in our Open RO pull.
Multiple DMS’ - There was an issue reported when an appointment is booked, the Opcode lines would occasionally go missing. Everything pushed to the DMS correctly and when the next download ran, the Opcodes would reappear on the appointment. This issue has been resolved.

Sales CRM Feature

Add BDC Representative to the Traffic Log

We have added a new dropdown to the Traffic Log called BDC Representative. The purpose of this dropdown is to provide dealerships and dealer groups, who have internal Sales CRM BDC agents, with the ability to track the leads that BDC representatives have processed, qualified, and booked appointments for, that have turned into sales.

When a BDC representative turns a lead into a piece of traffic, they can now assign themself to the traffic log in the BDC Representative field. This allows the BDC agent to:

quickly find the traffic they have been working on
visibility of activities that have been completed by the salesperson
collaborate with sales staff

Setup is very easy. There is a BDC Representative Dropdown checkbox in the User Setup. Check the box and the user will show up in the BDC Representative dropdown in the traffic log for the stores the user has access to.

There are a couple of ways that traffic logs can be tracked by BDC representatives:

If the BDC Rep has the “also a salesperson” checked in their user profile, they will show up in the salesperson dropdown at the top of the window

When the BDC Rep is logged in, they will see a “My BDC” checkbox filter on the left side of the traffic log that allows the user to only see the traffic logs where they are the BDC Rep

Sales CRM Fixes

Payment Frequency - We have made a change to determine the payment frequency for weekly and/or bi-weekly payments, allowing us to calculate the estimated payoff and equity accurately. This has been resolved for QDMS and 180 integration.
Portfolio - We have adjusted the columns to ensure they are wide enough to display the data without overlapping.
Workplan (Managers only) - When a Manager is viewing the Workplan - Unsold Traffic they were previously not seeing any Unsold schedules they were responsible to complete. We have made a change to default the Salesperson drop down to ALL so that the Unsold Schedules display instantly for the Sales Manager since the Unsolds are connected to the assigned Salesperson.
Worksheet - There was an issue when adding a cell phone number and searching the database during worksheet creation where we were pulling the cell phone into the home phone field. This issue has been resolved.
Up List Rotation - We encountered an issue where all salespeople were being displayed in the up rotation list for branched dealerships, regardless of the selected dealership. The list will now only show salespeople assigned to the specific store or branch chosen.
Portfolio - Sales Reassign - We encountered an issue where the Active and Inactive Salesperson lists were not updating according to the selected store or branch. This has been resolved.
Incorrect Date/Time Stamps - When a Traffic Log note or Follow up was being deleted, the wrong date & time stamp was being saved in history. This has been resolved.

Learn More about MyDeal

Release Notes 9.6.1 - September 2024

2024-09-10T10:00:00Z

Coming Soon!

We have a number of exciting enhancements coming your way! Here are some of the items we are preparing for the next few releases.

Engage AI - Batch Texting - We are implementing a new process to replace templates, leveraging AI to create and send personalized maintenance reminders to your customers. It doesn’t stop there, however, as Engage AI will also assess and respond to customer replies, ensure the conversation does not intrude on an appointment coordinator until an action is required. This is a powerful tool which allows you to work smarter, not harder, when communicating with your customers!
Engage AI - Voice Drops - Engage AI Voice Drops are an advanced feature that takes customer engagement to the next level. Unlike traditional Voice Drops that use a generic pre-recorded message, Engage AI crafts a personalized and unique voicemail for each customer regarding maintenance they are due for. This ensures a more personalized approach, driving higher consumer engagement and satisfaction.
Sales CRM - Dashboards - Better sales strategy for improved team performance. Our new Sales CRM Dashboard will provide a comprehensive overview of the sales process, helping sales teams and managers make informed decisions. More information to come!

Service & Sales CRM Fixes

Add attachment - The paperclip icon was missing from the email composition screen, which made adding attachments confusing. This issue has now been resolved.
Fetch Campaigns on Call Select - There was an issue where users could view all Fetch campaigns, including those for stores they didn't have access to. This has been resolved, and users will now only see campaigns for the stores or branches they are authorized to access.

Service CRM Features

Batch Texting - New "Batch Name" field as been added within Batch Texting. This is a mandatory field. For existing batches, we have defaulted it to be the same as "Template Name" but can be updated to anything you like.
1:1 Texting - We have implemented error handling so you will now see an indication when a text message has failed to send to a customer within the texting "phone" window. The message will be grey with a red outline and "delivery failed" wording underneath. A new message will also be generated showing the exact error code we received from the carrier. If the message window is closed before this message is received, it will show as a new "unread" text to ensure the user see it, so they know the message was not sent successfully. We will also no longer show the unsuccessful message in texting history on the customer profile

Service CRM Fixes

Store & Branch drop downs - There was an intermittent issue where users were seeing stores in dropdowns that they didn't have access to. However, when they tried to click on these stores, the system prevented them from viewing any data. This issue has been resolved.
Service History not Aligned - There was an issue in the Service History where some ROs were misaligned due to NULL opcodes being sent to us. We removed the NULL values, which resolved the problem.
Incorrect Time on Opcodes - An intermittent issue occurred when booking appointments in DealerMine. While the correct hours were initially assigned to each opcode, they would change to incorrect values after the daily download was completed. This issue has now been resolved.

OLS Fixes

Branched Service History - We will now take into account maintenance recently performed on a vehicle at a different branch when a VIN is searched in OLS. This means that if a VIN is associated with store 1, branch 1 but is searched in the OLS for store 1, branch 2, the applicable maintenance schedule for any outstanding maintenance should be based on branch 2. However, it should also consider the service history from other branches.
For example, if a vehicle's VIN is searched in branch 2, the system should not list "Brake Service" or "Wheel Alignment" under outstanding maintenance if these services were recently completed in branch 1.
Confirm Email - There was a problem where repair opcodes were missing from the confirmation email sent to customers right after they completed an online booking; only maintenance opcodes were included. This issue has now been fixed, and all booked opcodes will appear in the confirmation email.

DMS Fixes

Tekion - We were missing some future appointments due to an integration change. We have updated things on our end and all future appointments in Tekion, should now be visible in DealerMine.

Sales CRM Fixes

Delete Traffic - We had a refresh issue when deleting traffic. This has been resolved.

DealerMine Sales CRM - Autovance Desking Integration

We have been making some exciting changes to DealerMine to build out world-class integration to the best Desking tool in Canada, Autovance (yes, we’re biased). Here’s a quick review of some of the changes:

Save & Desk in Autovance - When a user clicked "Save & Desk in Autovance" at the bottom of the DealerMine Worksheet screen, those without access to Autovance were previously redirected to the Traffic Log. We have fixed this issue, and users will now remain on the Worksheet screen, where they can print if needed.
Build & Price Vehicle Sync – With the enhancements we’ve recently made between DealerMine and Autovance Desk, CRM users can now Build & Price any vehicle and have the exact same one built in the desking tool.
A Brand-New Worksheet – As you can see from the example above, Autovance built a brand-new version of their worksheet to accommodate DealerMine customers.

Salesperson Access to Worksheet – The last thing that is super cool is that your salespeople can actually print a basic version of the Worksheet when they create a deal, using all of your dealership defaults that are setup for desking.

Learn More about MyDeal

Release Notes 9.6.0 - August 2024

2024-08-07T10:00:00Z

Coming Soon!

The features, upgrades and fixes keep coming to help improve your dealership! Here are some of the newest items slated for our next few releases.

Engage AI - Batch Texting - Batch texting is even better than ever with Engage AI. Customer outreach is about to get even easier! Stay Tuned!
Sales CRM - Dashboards - Better sales strategy for improved team performance. Our new Sales CRM Dashboard will provide a comprehensive overview of the sales process, helping sales teams and managers make informed decisions. More information to come!

Service CRM Fixes

Maintenance Configuration - We've smoothed out an intermittent issue in Service Menus that was causing errors when adding exclusions to intervals. This has now been fully resolved.
Appointment Schedule Duplication - We identified an issue where Advisors set up for multiple branches under the same Advisor # were causing duplicate appointments in our schedules. We've tackled this issue head-on and got it sorted out! (Note: This was specific to branching stores only.)

OLS Fixes

Appointment Error - We've improved the booking process for OLS customers. Now, if a customer books online with a matching last name and phone number but a different email, the appointment will proceed smoothly without needing to contact the dealership. This improved process allows the booking to proceed without associating a customer number.
OLS Configuration - We've fixed an issue where some users encountered an error when trying to view the “Maintenance Groups” tab. Everything is now working as it should!

DMS Fixes

Tekion - We were missing some future appointments due to an integration change. We have updated things on our end and all future appointments in Tekion, should now be visible in DealerMine.
PBS - We were not always giving proper appointment credit for bookings to the original user. This issue was isolated to merged customer files and the issue has been resolved, including historical data.
Tekion - We were missing the CP Hours on Key Report 8. We have updated our integration to use the data being sent to us to now properly displaying the CP hours sold.
SERTI - We identified an issue when users tried to search for customers in the Search Screen. This problem popped up after the resource-intensive process we ran during the day to build vehicle and customer files (since SERTI does not provide this data, we compile it from appointments, service history, and F&I). To address this, we moved this process to the nightly download. As a result, Any new customer created or VIN added in SERTI will not be available until the nightly runs. If an appointment is booked in Serti on the same day, it will display but cannot be edited in DealerMine until the following day.
SERTI - Previously, Serti only provided appointments up to 30 days in the future, causing any appointment booked beyond that to disappear. Serti now offers a 400-day appointment window to ensure all future appointments are visible in DealerMine.
SERTI - We've implemented necessary updates to accurately store and display NO SHOW appointments, as SERTI no longer sends us past appointments through the integration.

Sales CRM Features

Delete Traffic - We have added a new way to delete traffic log entries.

In Showroom Configuration, there is a new status called Delete Traffic. It has similar functionality to the Lost status. You cannot delete, edit, or hide this status. However, like all statuses, you can limit its usage by removing User Access.

When on the Traffic Log, and you select the status Delete Traffic, you will get a popup asking you to select a reason for deleting the traffic. These reasons come from the Showroom Configuration for Deleted Guest Reasons. You can also add notes to accompany your reason.

One difference between the Lost and Delete Traffic statuses is: when Delete Traffic is selected and you pick a reason, the reason shows up in the status dropdown. This is not ideal as these deleted guest reasons are not statuses that you can filter. However, you can use the Deleted filter to find the Deleted Traffic. We are currently investigating a better way of displaying the Deleted Traffic status and updating the Showroom History for better reporting capabilities.

Accessories on Worksheet - When using the new “Autovance with Chrome” Desking option, the appropriate accessories and fees are returned to DealerMine for the selected Build & Price vehicle as shown below:

Once a Toyota is Saved & Desk In Autovance is selected, the exact same vehicle, with all options selected is created in Autovance.

Learn More about MyDeal

Release Notes 9.5.9 - July 2024

2024-07-09T10:00:00Z

Coming Soon!

Get ready for a ride through the latest upgrades and fixes that'll improve your dealership experience!

Engage AI - Batch Texting - Batch texting is even better than ever with Engage AI. Customer outreach is about to get even easier! Stay Tuned!
Sales CRM - Dashboards - Better sales strategy for improved team performance. Our new Sales CRM Dashboard will provide a comprehensive overview of the sales process, helping sales teams and managers make informed decisions. More information to come!

Service CRM Features

VIN Merge Field - The SerNo merge field has been added to the Service merge fields for configuring Texting templates.

Service CRM Fixes

Voice Drops -There was an issue where certain qualifying vehicles were needlessly excluded from voice drops because they appeared to be outside the 18-month trigger specifications, despite actually being within the specified range. This occurred specifically in merged customer records where the vehicle was owned by the child file and the service history from the parent file wasn't taken into account. As a result, these vehicles were removed from the voice drop campaign. Don’t worry though, we sorted it out and everything is back on track!

DealerMine Fixes

Automatic Logout - There was an issue where users were not being logged off automatically after being inactive in DealerMine for 60 minutes or more. Now, after 60 minutes of being inactive in DealerMine, you will be logged out and will need to log back in.

OLS Features

When a repair or recall is added, and the user reopens the screen and clicks CANCEL, the previously selected items will remain unchanged and will not be removed. Additionally, if the repair or recall screen is reopened and entries already exist, the ADD button will now be labeled as SAVE.

OLS Fixes

Previously, there was an issue where information entered wasn't being saved when a user navigated back to a previous screen/step. We’ve fixed this up and now all data will be retained.
We experienced an issue where the confirmation email sent immediately after a customer requested an appointment did not display all the booked opcodes. This was related to branching, but we have corrected this to run as it should.
There was an issue with OLS on small screens where some sections weren't displayed, and the user couldn't scroll. We have implemented scroll bars to make sure all elements are visible.
We have enhanced the cursor behavior when using OLS on a desktop with a mouse. Now, as you move the mouse, you will see the arrow cursor, which switches to a hand cursor when there is a selection or option available to click.

DMS Fixes

SERTI - There was an issue where newly created customer files in DealerMine were disappearing and becoming unsearchable after creation. This was sorted through and now working as it should.
SERTI - We had experienced a problem with certain company names not displaying in our product, preventing users from clicking on them to access the customer information screen and make necessary changes. We worked through the issue and have it all fixed up.
SERTI - There was an issue where some vehicles were appearing on the previous owner’s profile in DealerMine, rather than the correct customer. Not anymore! This is all fixed up.
Tekion - We are now using "primary = T" when receiving sales data from Tekion to correctly determine if a vehicle belongs to a specific deal on a customer profile. Previously, there may have been instances where vehicles marked "primary = F" were incorrectly shown.

Sales CRM Features

First Visit - You can now track your customers and who was in for their first visit. In Showroom Configuration > Traffic Log Types, you will see a column with a check box for “First Visit”. Check off any Traffic Types that don’t represent the customer being physically in your Showroom for their first visit (e.g. Internet lead, Call in, etc.). Once the setup is complete, rather than seeing the Be-Back button on the Traffic Log, you will see a First Visit button. When the First Visit button is checked, it will then turn into a Be-Back button. Keep in mind, this be-back button cannot be checked until the next calendar day.

Sales CRM Fixes

Worksheet & Inventory - The inventory count displayed while creating a worksheet is now consistently matching the totals on the "Browse Inventory" screen. No more mismatches!
Portfolio Search - The search field had an issue where clicking the magnifying glass did not initiate the search. Users had to press the Enter key on their keyboards instead. We worked this little problem out and now clicking the magnifying glass initiates the search as expected.

Release Notes 9.5.8 - June 2024

2024-06-18T10:00:00Z

Coming Soon!

Get ready for a ride through the latest upgrades and fixes that'll improve your dealership experience!

Engage AI - Batch Texting - Batch texting is even better than ever with Engage AI. Customer outreach is about to get even easier! Stay Tuned!
Sales CRM - Dashboards - Better sales strategy for improved team performance. Our new Sales CRM Dashboard will provide a comprehensive overview of the sales process, helping sales teams and managers make informed decisions. More information to come!

Service CRM Features

Engage AI - Instantly create maintenance group descriptions, selling lines and overcome objections with Engage AI! Click for more details!

DMS Fixes

Serti Integration - We've given the Serti integration an upgrade, now with the latest file structure for top-notch security and support. All Serti stores will be transitioned to this new integration in the coming days.
A key change to note: we no longer receive a vehicle or customer file from Serti. This means we have to build this data from closed ROs, appointments, and purchase data. As a result, any changes made inside Serti to customer or vehicle information will only be reflected in DealerMine once that customer or vehicle has a new appointment, deal, or closed RO.

OLS Fixes

There was an intermittent issue where some OLS appointment requests were getting tangled up and linking to the wrong customer profile in DealerMine. The culprit? The email address being entered as “No Email.” We’ve untangled this mess, and it’s now resolved.

Sales CRM Features

Showroom Configuration - You can now easily filter by Active, Inactive, or All for Traffic Log Types, Traffic Status, Departments, and Media. The default setting is Active.
Showroom Configuration - We have added the ability to sort your drop-down lists using any order you’d like. Simply click the arrows to change the sort order for Traffic Log Types, Traffic Log Status, Deleted Guest Reasons, Media Sources, Sales Steps and Follow-up Reasons.
Showroom Configuration - We've now made it easier to tidy up! You can delete unused Traffic Log Types, Traffic Log Status, and Media Sources. Just look for the trash can icon to the left of anything that can be deleted. If there's history tied to it, you have the option to inactivate instead of deleting.

Sales CRM Fixes

Showroom Configuration - We widened those third-party lead integration dropdowns under Traffic Log Status, Deleted Lead Reasons, Sales Steps, Follow-up Reasons & Durations, Lost Reasons, and Lead Delete Reasons. Now, you can read the full text or see a helpful tooltip if it's too long. This means you can send the correct dispositions back to lead providers without any guesswork.

Release Notes 9.5.7 - May 2024

2024-05-22T10:00:00Z

Coming Soon!

Get ready for a ride through the latest upgrades and fixes that'll improve your dealership experience!

Your maintenance group descriptions, benefits, and selling lines are about to get a huge lift with Engage AI! We are working through this incredible AI feature and will have more details coming soon - stay tuned!

Level up your security game as we roll out enhanced Serti Integration. Because who doesn't love a little extra security, right? Stores will begin moving over in the coming weeks. Keep an eye out - it's coming in hot! If you have any question, reach out to your Customer Success Manager for more information.
Sales CRM - Sales Merge Fields - Let's face it, one-size-fits-all just doesn't cut it anymore. Our Sales Merge Fields are tailor-made for your sales team's every need. By integrating sales-specific fields into their email and text templates, sales personnel can send personalized, relevant, and timely information to clients, for better engagement and improved experience
- Sales-Specific Merge Fields: Tailored to the unique needs of sales departments, this feature will include fields like Sales Appointment Date/Time, Delivery Details, Vehicle of Interest information, and comprehensive customer data.
- Dedicated Dropdowns: The Email and Texting Templates windows will feature exclusive dropdowns labeled "Sales Merge Fields", ensuring easy access to relevant data.
- User-Friendly Navigation: A major enhancement is the type-ahead functionality within the merge fields dropdowns. Users will simply type a letter to navigate quickly to fields, significantly reducing the time spent on template customization.

Voice Drops

After some unexpected hiccups with our old voice drop provider, we decided it was time for a change. We've migrated to a shiny new provider, and we're thrilled to announce that service is back up and running smoothly as of May 2nd! Big thanks to everyone who's been patiently waiting for this fix. We know how much you love those voice drops, and we appreciate your understanding while we got everything sorted out. Our development team deserves a round of applause for their hard work! The best part? Our success rate is now soaring above 80%! So, get ready to leave those voicemails and watch them land where they belong - right in your customers' inboxes.

Action Buttons

We've implemented a border around the action buttons to enhance their visibility and usability for both Service & Sales CRM users.

Service CRM Features

Serti: Book by Department - We have added a new enhancement to our Team Setup, which will allow you to create teams and link to a particular shop code. We will no longer display the Department drop down on the book appointment form for Serti stores. Now, you can set up a team for each Dept/Advisor by going to the Admin Screen > Team Setup. You can type the name of the department exactly as it’s worded in Serti, in the “Default Shop Code” field. When appointments are booked for a team, we send the value from the default shop code field as the Service Advisor ID when sending the appt to Serti. Also, when pulling in appointments booked in Serti, we will properly display them under the correct team once they are setup.

Service CRM Fixes

We've fixed a pesky issue with drilling down into certain reports. You can now dive deep into your data without any hiccups.
Turns out, there was a bit of a mix-up with viewing the Appointment Scheduler for previous dates. Don't worry, though - we've ironed out the kinks and everything should be back to normal now. Thanks for bearing with us!

Telephony Features

Delay to Answer Report - We're thrilled to unveil our latest addition: the Delay to Answer Report. Find it under Reports > Telephony > Delay to Answer Report.
This nifty report breaks down the total number of calls coming in, giving you a clear picture of the delay to answer. And by "answered," we mean connected with an agent and the “time” being the time from when it first entered the queue to when it was connected with an agent. Because let's face it, time is money, and we're here to help you make every second count!

DMS Fixes

PBS - We’ve updated our integration - Now, appointments with a "confirmed" status in PBS will show up in your Appt Schedule in DealerMine. Your confirmed appointments are visible, making it easier than ever to stay on top of your schedule. Here's to no missed appointments and more happy customers!

Sales CRM Features

New Sales Merge Field Drop Down - We have added a new drop down for sales related merge fields that can be used on email & texting templates. Now when you’re building or editing a template, you’ll see a Sales Merge Field drop down and a Service Merge Field drop down. This will allow you to access any merge fields that are available relating to the Contact Type selected. Ie. Sales, Marketing, Maintenance etc.
New sales merge fields added are as follows:
- CustomerBirthday
- Dealpaymentamount
- Dealremainingpayments
- DealTerm
- InterestMake
- InterestModel
- InterestType
- InterestYear
- SalesAppointmentDate
- SalesAppontmentTime
- Trade-In Year
- Trade-In Make
- Trade-In Model
- Trade-In Trim
- Trade-In Style

Enjoy an auto-suggest key word finder to locate merge fields faster. Simply start typing what you’re looking for and the list of results will filter accordingly, making it easier to find merge fields.

Unified Inventory Cross-Selling - We've introduced new functionality for branched locations, enabling any Sales CRM user with inventory privileges to discover and showcase available vehicles to customers. This enhances sales potential and simplifies the cross-selling procedure. In Global Configuration, this new option must be turned on for each branch that wishes to open their inventory to other locations within their auto group. Once activated, when in Inventory you will see a column for location that you can also sort by. This will allow you to quickly locate any vehicle for a customer, regardless of branch.

Showroom Log - When you search a customer in the Showroom Log, you will now be able to see all the active vehicles the customer owns.
- Branched stores will show all vehicles that are in the customer profile regardless of where they were purchased or where they were last serviced.
- Non-Branched stores will show ONLY the vehicles the customer purchased or serviced at the store in the Showroom Log dropdown.
  We will show the first two vehicles with the most recent history and display a scroll bar to see more.

Sales CRM Fixes

QDMS only - We are now accurately displaying the number of payments in Equity, resulting in a precise estimated payoff and equity value. The number of remaining payments (RP) and Payment will now be correctly reflected based on the data received from QDMS. We have updated the monthly payment terminology to "PMT" as it varies with the payment frequency. Although this change was made specifically for QDMS customers, all dealerships will see the new payment terminology.

Looking to learn more about Sales CRM?

DealerMine Updates

Release Notes 9.6.5 - January 2025

Coming Soon!

Service & Sales Fixes

Service CRM Fixes

DMS Fixes

Sales CRM Features

DealerMine Sales CRM - Autovance Desking Integration

Sales CRM Fixes

Release Notes 9.6.4 - December 2024

Coming Soon!

Service & Sales CRM Features

Service & Sales Fixes

Service CRM Fixes

OLS Fixes

DMS Fixes

Sales CRM Features

KEY FEATURE!

Key Highlights

Why It Matters

Sales CRM Fixes

Release Notes 2.8.0 - October 2024

Coming Soon!

Enhancements

Fixes

Release Notes 9.6.3 - November 2024

Coming Soon!

Service & Sales CRM Features

Service CRM Features

Service CRM Fixes

OLS Fixes

DMS Fixes

Sales CRM Fixes

Release Notes 9.6.2 - October 2024

Coming Soon!

Service & Sales CRM Features

Service CRM Features

Service CRM Fixes

OLS Fixes

DMS Fixes

Sales CRM Feature

Sales CRM Fixes

Release Notes 9.6.1 - September 2024

Coming Soon!

Service & Sales CRM Fixes

Service CRM Features

Service CRM Fixes

OLS Fixes

DMS Fixes

Sales CRM Fixes

DealerMine Sales CRM - Autovance Desking Integration

Release Notes 9.6.0 - August 2024

Coming Soon!

Service CRM Fixes

OLS Fixes

DMS Fixes

Sales CRM Features

Release Notes 9.5.9 - July 2024

Coming Soon!

Service CRM Features

Service CRM Fixes

DealerMine Fixes

OLS Features

OLS Fixes

DMS Fixes

Sales CRM Features

Sales CRM Fixes

Release Notes 9.5.8 - June 2024

Coming Soon!

Service CRM Features

DMS Fixes

OLS Fixes

Sales CRM Features

Sales CRM Fixes

Release Notes 9.5.7 - May 2024

Coming Soon!

Voice Drops

Action Buttons

Service CRM Features

Service CRM Fixes