Release Notes 9.6.4 - December 2024
timestamp1734433200000
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.
![](https://storage.noticeable.io/projects/8JFTStdTVAEb6OED1aAd/publications/dUA3ddYJAGxL2zPmIC6Q/01jebt2f9nk14x9d24rxs12wh8-image.png)
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.
![](https://storage.noticeable.io/projects/8JFTStdTVAEb6OED1aAd/publications/dUA3ddYJAGxL2zPmIC6Q/01jeejkz1xdajcm5ehh3npn6bb-image.gif)
Learn More about Engage AI
Did you like this update?