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.

  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.

  1. 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.

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

  3. 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.

  4. 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.

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.

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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