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

1. 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

1. 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.

2. 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.

   

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Service CRM Fixes

1. 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.

2. 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

1. 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.

2. 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.

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Sales CRM Features

1. 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.

2. 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.

3. 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:

1. 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.

   

2. 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

1. 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.

2. 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!

3. 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.

4. 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.

5. 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

In the 2.9.0 version of the Sales Mobile App (SMA), we released the ability to process and respond to leads quicker. We are currently collecting data on average response times and will provide an update in a future release.

Features

We always want to make your processes easier, and one of those ways is to help with clearly defining specific names. Here are some definitions for easier understanding:

Processed Lead: This is a web lead that has been assigned to a salesperson, linked to a profile, and traffic created.

Completed Lead: This is a web lead that has been processed, and an email, text, or phone call has been sent to the lead from within DealerMine CRM. When completing a lead within the Sales Mobile App, it will mark the lead as completed in the desktop model as well (puts a line through the lead).

Based on feedback from our customers (You), we have decided to add the same experience into the desktop version when it comes to Completed Leads. It will mark the lead as completed and put a line through it. Keep an eye on upcoming release notes, as this feature is planned for a future update.

As mentioned in previous release notes, we are hard at work retooling the User Interaction and User Experience (UI/UX) on the SMA. Based on activity, we have started with the Leads and Traffic sections.

We're excited to share a sneak peek of the revamped Leads and Traffic sections, designed to improve navigation and efficiency. Stay tuned for more details in future updates!

Fixes

We have fixed an issue where some of the lead comments were not showing up in the Lead Information section on the SMA.

Feedback

As the Product Manager, your feedback is invaluable in shaping the DealerMine Sales CRM experience. Whether it's about the Sales Mobile App or anything CRM-related, I'd love to hear from you!

Email Tommy Harris

We are Proud to be Part of NADA 2025! Learn More

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

1. 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

1. 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

1. 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.

2. 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.

   

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Service CRM Fixes

1. 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.

2. 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.

3. 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

1. 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

1. 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.

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Sales CRM Features

KEY FEATURE!

1. 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

2. 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.

1. 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.

2. 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

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

Learn More about Engage AI

The DealerMine CRM mobile application is undergoing a facelift. Stay tuned as we will be rolling out appearance and useability changes over the next several months.

Introducing Faster Lead Processing with DealerMine CRM Mobile App 2.9.0

We’ve listened to your feedback and made incredible improvements to how you process web leads in the DealerMine Sales CRM mobile application!

What’s New?

With version 2.9.0, you can now process leads faster than ever. Go from receiving a lead notification to creating a prospect and logging traffic in as little as TWO clicks. Once that’s done, simply click the email or phone links to contact your lead. It’s that simple!

Why You’ll Love It:

• Streamlined Process: Fewer windows, dropdowns, and clicks.

• Time Saver: Spend less time navigating and more time connecting with customers.

• User-Friendly: Designed to make your workflow faster and easier on the go.

Get Started Today!

Ready to take advantage of this amazing functionality? Make sure you’re on version 2.9.0 and check out our Web Lead Process - Sales Mobile App guide for more details.

Learn More about Engage AI

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

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

1. 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.

2. 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

1. 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

1. 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!

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Service CRM Fixes

1. 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!

2. 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.

3. 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

1. 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)

2. 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

1. 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)

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Sales CRM Fixes

1. 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.

2. Traffic Log Status - The “Delete Traffic” status is now mandatory and cannot be deleted, edited or made inactive from the Showroom Configuration screen

3. 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”.

   

   

4. 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

The “Distribute Replies” field in Batch Contact settings serves to assign a username to each outgoing batch contact (the “From” user).

If no user is selected, it will default the username to “Mailing”.

When a customer replies, we have logic that auto assigns the username to the last user that sent the customer a text (for batch text replies) or email (for batch email replies) of any kind. The user must have access to texting/email, but not necessarily the phone number in question (for texting).

The logic looks for the most recent message to and from the phone numbers/email addresses as the current message, then looks for the “From” username assigned and ensures the username has access to texting/email. It then assigns that username to the incoming text/email.

If no user is found, username will be left blank.

Since “Distribute Replies” assigns a user as the sender, when the customer replies, that user will also be the one who most recently sent a text/email, therefore that user will be assigned to the incoming reply as well.

Engage AI – Batch Texting

There is no “Distribute Replies” logic with Engage AI, therefore the setting is not available.

When setting up a batch with Engage AI, if you set “Personalisation” to “Employee Name” and select user(s) (this is the same list of users available in Distribute Replies), it is these users that will be set as the sender of the messages. As in, the same functionality as Distribute replies.

In the texting tab and phone window, the username will show as “Engage AI”, but in contact history and all reporting, the actual usernames will display, as is the current non-Engage AI functionality.

If you set “Personalisation” to “AI Assistant” or “Do Not Include Name”, then the “From” username will be blank, therefore defaulting to “Engage AI”, rather than “Mailing” as the placeholder.

Engage AI has already powered up your maintenance groups, so we’ve upped the ante with Engage AI Batch Texting! Starting October 29 for Pilot, and November 5 for all other stores, if you currently have at least one active maintenance batch setup in your batch texting jobs, you will see a new task available in the Engage AI tab (for user roles that have access to this tab, of course).

If you don’t happen to have an active maintenance batch right now, don’t worry, you can still take advantage of Engage AI! Simply connect with your Customer Success Manager to get everything started! Please note, there is small monthly cost associated with this feature, but the enhanced benefits make it totally worth it!

Once you have activated Engage AI Batch texting, the “Power Up” button will become blue and clickable. This will allow you to go through the setup process of powering up your batch texts with Engage AI! After clicking “Power Up”, you come to the “Ignite” step:

IGNITE

This is where you select which of your existing batch maintenance text jobs you want to power up with Engage AI. Simply slide the toggle ON next to each batch name you’d like to power up. After this, you will be presented with a number of settings that will be used by Engage AI to guide the crafting of maintenance reminders for your customers! There is a tool tip next to each setting that explains what it does, but here is an overview:

Dealership Name - This is an editable field that allows you to change how your dealership name will be introduced to customers, giving you the freedom to choose any naming option you’d like.

Personalization - Decide who you want the texts to come from. You can choose between: 1) a round robin of your existing staff; 2) give Engage AI its own name; 3) avoid any name and just introduce the dealership.

Engage AI Response Times - What happens if a customer responds to a text at 3am? Should Engage AI respond right away? Wait for your stated business hours, or a more specific time frame? The choice is yours!

Language - Engage AI is pretty smart, and can craft messages and carry on a conversation in English, French, Spanish and Mandarin. We think your customers will love this!

Phone Number - Do you want to include your dealership number to encourage phone calls? Enable it if so, or leave it disabled if you prefer to encourage carrying on via SMS!

Maintenance Group Names & Order - We think this is the standout feature for Engage AI. Let each customer know exactly what services they are due for. Simply toggle this setting ON and on the subsequent popup, drag any (or all) services over to the right that you want Engage AI to be able to mention to customers. Then rank them in order of importance. This part is important, since we all know there are loads of customers out there who don’t service quite as much as they should. As a result, they may have a bunch of services due. Engage AI will only mention up to 3 services to avoid a long, boring laundry list. So, ranking them makes sure the most important ones are discussed with your customers. Talk about efficient!

You can also re-name any service you want to ensure it’s customer friendly. Don’t worry, it’s just for Engage AI and won’t update the name anywhere else.

Next Appointment Date - Exclusive to Engage AI, this feature calculates when your next available appointment date is, accounting for your business hours, any upcoming holidays and any days that are full for any reason. If you enable this, Engage AI will let the customer know how far out you are booking without committing to a specific date. That’s what humans are for!

Online Scheduling - Enabling this allows you to enter a URL to your online scheduling page. If you already use DealerMine’s OLS (if you don’t, we think you should!) it will default to the OLS URL but regardless, you can use any URL you want! Engage AI will use this info to encourage the customer to book an appointment online.

Once you save the settings and click “Let’s Go”, Engage AI fires up to create an example message using the settings you just created. If you ever need to change these setting, don’t worry – you can do it at any time.

IGNITE INTEGRATION

Once Engage AI has had some time to ponder, you’ll be all ready to see what it has come up with!

EMPOWER

On the left is the example output from Engage AI. On the right is what the same message would look like using the existing template that is assigned to the batch in question. Makes for a nice comparison, we think!

You have three options at this stage:

1. Accept - This will officially power up the batch with Engage AI and send the settings to Batch Contacts within Templates and Batch Setup

2. Decline - If you just aren’t feeling Engage AI for this batch, then keep the status quo!

3. Modify - This will open up the settings. Feel free to tweak, switch, change, or update anything you’d like, then generate a new example and see if you like it better!

Just keep in mind, what you see here is just an example. All the messages will be a little bit different but will always take your settings into account and create a message that we think is just perfect for your customers!

BATCH SETTINGS

Once the batch has been powered up, in the batch settings you’ll note the “Power with Engage AI” toggle is active. At any time, you can disable that toggle and go back to a template based batch. You can also click the SETTINGS button next to the toggle at any time to update things and give Engage AI a fresh new “look”.

APPOINTMENT COORDINATOR ESCALATION

At the heart of Engage AI is its ability to assess the conversation to derive the customer intent. The conversation history will always be available to certain role types, like BDC Manager. However, for Appointment Coordinators (Service BDC role type), they won’t see any messages or replies within the Texting tab until the conversation is escalated. Escalation happens when Engage AI is able to confidently assign an intent to the conversation, at which time Engage AI escalates it and the most recent message will now be available in the Unread Message tab, ready for an Appointment Coordinator to take over!

You can easily identify messages that were part of an Engage AI conversation because the “AI” icon will be in the Batch Name field, and the “Intent” field will be populated with the intent as established by Engage AI. This allows appointment coordinators to know exactly what the outcome of the conversation was at a glance, and what action they are likely required to take. The list of potential intents are as follows:

1. Book Appointment - Customer indicates they want to book an appointment.

2. No Longer Owns Vehicle - Customer indicates they no longer own the Vehicle.

3. Services Elsewhere - Customer indicates they service the Vehicle themselves or at another shop.

4. Complaint - Customer indicates they are not happy for any reason.

5. Unsubscribe - Customer specifies they do not wish to be contacted for maintenance reminders.

6. Pricing Inquiry - Customer wants to know the price of a particular part or service.

7. General Inquiry - Customer asks a non-pricing related question that we need more info to answer

8. Other - Customer indicates a different intent other than what is described in the above six intents.

STATS

In the “Texting Stats” sub tab, we have added some great reports to easily show how everything is performing! The grid now displays a count of any undelivered messages as well as how many were delivered by Engage AI. The updated “Total Sent By” pie chart will show you the count, and percentage of total, that each user has sent during the selected time frame. There is also a new chart for “Intents” which gives you a visual representation of your customers intents when communicating via SMS using Engage AI.

Batch ROI

We also wanted to give you a quick and easy way to see the performance of your SMS batches and compare how Engage AI is performing vs your template based batches. To do so, we pulled in some data from the Batch ROI report and embedded it into the Texting Stats page for easy access. You can easily identify Engage AI batches by the “AI” icon in the Batch Name field.

CUSTOMER PROFILE

Available to everyone at all times, Texting History on the customer profile will show all Engage AI conversation history. Any messages from Engage AI can be identified where Username = Engage AI with the “AI” Icon.

We are very excited to get this out to you and hope you love Engage AI as much as we do. We think your customers will appreciate the unique, personalized approach and we think Appointment coordinators will appreciate being able to focus more on what they do best, book appointments and sell maintenance!

For more information or to subscribe to Engage AI Batch Texting, please contact your Customer Success Manager or email customersuccess@quoruminfotech.com

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

1. 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!

2. 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.

3. 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

1. 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.
      

      

2. 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.

3. 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.
      

      

4. Accurate Text History - Any SMS that was not successfully delivered will not display on the customer profile under Texting History.

5. 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.

6. 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

1. 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.

   

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Service CRM Fixes

1. 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.”

2. 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.

3. 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.

4. Opcode Control - There was an issue where opcodes were displaying 3x when being added to a new Repair/Recall Group. This has been resolved.

5. 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.

6. 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

1. 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.

2. 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.

3. 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.

4. 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

1. 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.

2. 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.

3. 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.

4. 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.

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Sales CRM Feature

1. 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

1. 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.

2. Portfolio - We have adjusted the columns to ensure they are wide enough to display the data without overlapping.

3. 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.

4. 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.

5. 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.

6. 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.

7. 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.

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Web Leads Process Improvements

We’re refining the process of receiving, processing, and responding to leads within the DealerMine CRM Sales Mobile Application. Our goal is to streamline the workflow by reducing clicks, enhancing automation, and enabling quicker, easier lead responses. Look out for these great new enhancements in the near future!

Consistent UI/UX Enhancements

In addition to improving the lead process, we’re enhancing the user interface (UI) and user experience (UX) to make the DealerMine CRM mobile app more intuitive and enjoyable to use. We want to you want to use it, not just need to. Expect to see more UI/UX improvements in upcoming versions. Exciting changes are on the way!

Fixes

• We have resolved an issue where sales leads were not being marked as completed after a salesperson took a lead, created a traffic log, and responded via email, text, or phone call with the Sales CRM mobile app. Now, all lead responses - whether through email, text, or phone call - will properly update the customer profile’s contact history and mark the lead as completed.

• Our team has successfully fixed a bug where text messages were being sent to a previous customer when a phone number was reassigned. For example, if Jill had the number 555-123-4567 and later gave it to her son Joe, any text messages sent to that number were still being associated with Jill’s customer profile. This has now been corrected to ensure messages are linked to the correct customer.

Learn More about MyDeal