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

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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.

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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

Web Leads Process

We are hard at work refining the process of receiving, processing and responding to leads in the DealerMine CRM Sales Mobile Application. The goal is to shorten the process to reduce clicks, create automation and respond to leads quicker and easier. Stay tuned.

Updates

We have updated the look and feel of the Lead Information when a Web Lead comes into the Sales Mobile Application.

The Lead Information carries through to the Traffic Log so you never lose sight of the information that came in on the lead.

We have also reduced the amount of space on the Traffic Log Entry by collapsing the various sections of the Traffic Log (such as the new Lead Information, Traffic Details, Worksheets, Notes, and Follow Ups).

New Features Overview

• We've spruced up the sign-in window with updated Terms of Use and Forgot Password links. Now, you can easily review the latest terms and, more importantly, reset your password if it slips your mind. Remember, your username and password are the same for both the mobile app and the web-based application. Reset one, and you've reset them both! Happy logging in!

• Fetch Campaigns: Now, you can easily view and take action on Fetch Campaigns directly within the DealerMine Sales Mobile app. No more switching back and forth - it's all right at your fingertips!

• Birthdate Integration: We've made it even easier to capture customer data by pulling in birthdates from the Driver's License Scanner.

• Contact History Refresh: Your customer profiles are now more dynamic than ever. With every email, text, and phone call made from the Sales Mobile App, the contact history is automatically updated with the Contact Type: Sales Mobile. Keeping track of your interactions has never been easier!

• We’ve removed the Create a Follow Up button on the Work Plan tab in Sales Mobile App. This button is not designed to create a traffic log follow up - just a customer profile follow up. This option is already available using the ( + ) symbol.

• We've added some helpful verbiage to the ( + ) symbol on the Work Plan tab. Now, when you click on the ( + ) symbol to create a follow-up, you'll see a friendly reminder that you're creating a non-traffic log follow-up.

On the Work Plan you click the ( + ) symbol	You are prompted with the the following

• We're all about keeping things consistent across platforms, which is why we've made the Lead Icons and the Lead Tabs appear the same in the Sales Mobile App (SMA) as the DealerMine CRM.

Before	After

• The vehicles dropdown within text and email creation/responses has been removed. Now, creating and responding to texts and emails is even easier and more intuitive. Enjoy the improved user experience!

We're thrilled to roll out Version 2.2.0 of the DealerMine Sales Mobile App (SMA), packed with our latest innovation: Lead Notifications. Always on top of every lead—no exceptions. It's like having your own personal lead sidekick. Let's take a closer look:

New Features Overview

• Lead Notifications: Our new Lead Notifications feature is your central hub for all things leads. From shiny new leads to those that slipped through the cracks, everything's neatly organized and actionable right within the SMA.

Key Updates:

1. Never Miss a Lead: Meet your new buddy—the Lead Notifications tab. It's your partner in crime, minus the actual crimes, to ensure you're always in the loop.

   • The Lead Notifications tab, showing both Lead Assigned and Lead Broadcast notifications.

   

2. Assigned Leads:

   • Get Notified: When a lead is earmarked for you, you'll know instantly. If you see a "Process" button, it's your cue to spring into action—the lead isn't fully processed yet.

   • Taking Action: Processing a lead is seamless. Just hit "Process," and the system guides you through linking the lead to a customer profile and creating a piece of traffic. No "Process" button? Simply click the notification to go into the lead's traffic log - this action also clears the notification from your list.

3. Broadcast Leads:

   • Time-Sensitive Actions: Tick-tock! With Broadcast Leads, every second counts. Snag that lead before it slips away. Act fast to claim your lead or it's up for grabs again.

   • Exclusive Opportunity: Successfully processing a Broadcast Lead clears the notification for everyone. If someone beats you to it, you'll be notified by a token at the bottom of your screen. Once a lead is processed, the broadcast notification vanishes for all.

   

Automatic Clean-Up

No cleanup crew needed here! Lead notifications tidy up after themselves, disappearing once you've acted on a lead, the notification disappears automatically—nothing manual required.

With Lead Notifications in SMA Version 2.2.0, we're all about keeping you in the know and on top of your game. This new feature makes every lead an opportunity within reach.

For more information, please read the following:

• Sales Leads Notifications.docx

• Lead Broadcast Training Doc.docx

The latest iteration of DealerMine Sales CRM Mobile Application software, version 2.1.1, marks a giant step forward for the automotive sales industry by seamlessly integrating Autovance Desk into the DealerMine Sales CRM Mobile Application (SMA). This transformative update is tailored for sales teams who demand efficiency, accuracy, and mobility.

The DealerMine Sales CRM Mobile Application, widely recognized for its robust capabilities, now offers an enhanced sales process that caters to the modern salesperson's needs. The addition of Autovance Desk allows for the easy creation of worksheets and generation of quotes directly from a mobile device, ensuring sales teams are ready to provide excellent service anytime, anywhere.

A standout feature of SMA 2.1.1 is the innovative driver's license scanning capability. Sales representatives can now quickly scan a customer's driver's license, significantly reducing data entry time and errors, streamlining the customer onboarding process, and allowing more time to focus on delivering personalized customer experiences.

Available for download on both the App Store and Google Play Store, the DealerMine Sales CRM Mobile Application with the new 2.1.1 update is setting a new standard in mobile sales efficiency. This update underscores our dedication to providing enhanced productivity, improved customer satisfaction, and increasing sales success.

With Sales Mobile App 2.1.1, automotive sales professionals can now navigate the sales process with ease and precision, from scanning a driver's license to creating a worksheet and generating a quote, all from the convenience of their mobile device. Experience the future of automotive sales with the enhanced DealerMine Sales CRM Mobile App and see the difference that version 2.1.1 makes.

Coming Soon!

Here are a few items that we’re working on that you’ll see in our upcoming releases:

Lead Notifications History - We are adding a new tab to the Messages window for Lead Notifications. You will be able to see previous sales leads notifications in case there were any that you, or your team, has missed.

Features

Updating our users more effectively

Every time we have a new update within our application, you’ll be notified by seeing this icon in the Workplan tab. Simply click the icon to read the updates. You’ll be able to leave feedback and share your reaction using an emoji!

Lead Broadcast Functionality

Lead Broadcast Functionality will be available to dealerships once they have received version 9.5.2 of DealerMine CRM. 9.5.2 is expected to be released on Wednesday, January 10th, 2024.

Click on this link for more information on Lead Broadcast Functionality,

Added Traffic Salesperson to the Customer List

You can now easily see the traffic salesperson directly from the customer list.

Traffic Log Entry

• We have resized the drop-down fields on the Traffic Log Entry window to be smaller, taking up less space vertically and making it easier to navigate.

  Before	After

• When nothing is selected from the drop-down list, you will see the word “Select“.

• If something is selected in a drop down, you will see the word “Change”.

  

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Fixes

• Users can now easily switch from light mode to dark mode on an Android device without any issue.

• We have corrected a number of minor items to make the user experience smoother and more reliable.

Updating our users more effectively

Every time we have a new update within our application, you’ll be notified by seeing this icon in the Workplan tab. Simply click the icon to read the updates. You’ll be able to leave feedback and share your reaction using an emoji!

Features and Fixes

• We are now populating the customers birthdate and country when scanning a driver’s license.

• Corrected a process where users were not able to get out of the customer profile when entering via worksheet.

• Added a message when scanning a driver’s license to ensure the user has enough light when scanning

• You can now cancel a scan by clicking the red X.

• Clicking a lead notification now brings you directly into that lead.

• Fixed various bugs.

• Multi Factor Authentication has been added to Sales Mobile App

Fixes

• Improved the workflow of creating a customer when using the Drivers Licence Scanner.

• You can now see the date on Past Due follow ups in the Sales Mobile App when using dark mode