Archive for March, 2010

30 Days on DealerTrack DMS – One Customer’s Experience

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One of DealerTrack new Dealer Management System Customer recently gave DealerTrack 3 thumbs up and stated

I give DealerTrack DMS 3 Thumbs Up!

Their employees attitude, willingness to assist, responsiveness on the phone and overall demeanor show that they are a progressive and good group to depend upon.


Below is the full story from www.DealerRefresh.com.

jarrettThinking of changing DMS providers? If so I want to share with the community our experiences in the first 30 days after going live with Dealer Track DMS (formerly Arkona).

First I will start off by saying it is nice for a change to have a DMS vendor who treats you like a customer and appreciates the opportunity to earn your business.

We have gone from driving an antiquated Cadillac with all the features money could buy in 1991 to an 08 Ford XLT with Carpet delete. I mean to say DealerTrack’s system does not offer butt warmers so to speak.

Sales & Finance Managers: They refer to their desking and sales software as Business Office. It sounds like this may be common for dealers somewhat east of the Mississippi River. The desking screens work and are fairly intuitive. Sometimes it seems you have to back out of a deal and go back in to get things to re-calc. Your limited to 1 pick-up payment (differed down). Contract letter spacing can only be moved in whole points and is sometimes hard to line up perfectly. DMV fees are hand calculated now and require valid information from your Accounting Dept.

In a nutshell we work deals out of DealerTrack’s Dealer Management System (Arkona DMS) and the rest is done with custom programming / CRM, i.e. Invoice Books, Inventory Analysis, vAuto for booking and used management.

If you are like me go with the green screen software over the GUI they are promoting.

Service Manager: The fixed operations teams had some adjustments to make. You can not close out pay types individually, You can close Customer pay but when you close Warranty it closes Internal as well. You are given a new pay type and that is Service Contracts, kinda nice. There is no way to force a Hat Tag# as a required field instead it can be accidentally bypassed. Tech Time and Tech Clocking / Dispatching if you use dispatching is pretty underdeveloped.

Parts Managers: This department will have a difficult time. Finding the invoices can be a total headache. Furthermore when you order parts and they arrive and you bill them out you get a new invoice#. Transactions can get lost and there are about three screens you need to look in to find them. Creating returns is fabulous and works better than any system I have been on before (Not that I like returns). Once again Green Screen software in this department is a must. Other areas to be aware of is the inability to place 0 quantity of a part on an RO (Usually helpful with parts availability and requisition requests.) Lost Sales once registered on an Invoice can not be converted to sales, they have to be deleted and re added.

Business Office / Accounting Department: Hmm. I will report on the business office in the future cause after 30 days they are still spinning. Fortunately we have a very talented and bright staff and they have made tremendous headway, however Payroll seems to be difficult to fine-tune. Factory Financial Statements and reporting all works well and have not had any issues related to getting the factory their data.

Data Exchange: Works well and even an idiot like me can set up automated FTP uploads. Love It.

OpenTrack: We are a signed OpenTrack vendor for our own internal software. The price was right and the team behind the OpenTrack initiative are awesome. For those that are interested OpenTrack is a SOAP based integration service for data exchange. ODBC is being phased out and to my knowledge is no longer available.


I give DealerTrack DMS 3 Thumbs Up!

Their product has room to grow. Especially for multi-line stores. I would not recommend a multi-accounting / multi-GL setup if you can avoid it. However their employees attitude, willingness to assist, responsiveness on the phone and overall demeanor show that they are a progressive and good group to depend upon.

Jarrett

Thanks Jarret and DealerRefresh for posting this.  We appreciate your insight and feedback as we continually improve the DealerTrack Dealer Management System.

DealerTrack Revs Up Its Dealer Management System With Customer-Facing BI Environment From Information Builders

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Automotive Dealers Gain Insight Into Opportunities and Risks With Dashboard-Driven Reporting Environment

NEW YORK, NY–(Marketwire – March 23, 2010) –  DealerTrack is revving up the analytic capabilities of its Dealer Management System (DMS) with a customer-facing business intelligence (BI) solution from Information Builders, an independent leader in BI solutions. As news about the struggling U.S. auto industry continues to dominate headlines, DealerTrack is demonstrating how BI dashboards, created with the Information Builders WebFOCUS BI platform, can help dealers make smarter, more profitable decisions related to customers, sales, inventory, and finance.

In addition to operating the industry’s largest online credit application network, DealerTrack is an application service provider (ASP). It created DMS to manage every aspect of the automotive retail business, from selling cars to handling vehicle inventory to producing financial statements. Offered as an on-demand service, nearly 2,500 auto dealers have adopted DMS for its comprehensive functionality and lightweight, on-demand deployment model. These customers can log in to the system from any Web browser — a similar architecture to the WebFOCUS environment, which is known for its zero-client footprint on user desktops.

According to CJ Pedler, a senior project manager in DealerTrack’s South Jordan, Utah office, DealerTrack evaluated about a dozen BI products and selected WebFOCUS because of its lightweight, browser-based deployment model and also because WebFOCUS provides a superior end-user experience. “Information Builders is pushing us to the top of our industry with its customer-facing BI technology,” he said. “WebFOCUS simplifies deployment for us and improves usability for our customers. Authorized users can use our DMS dashboards to easily select data, format reports, and obtain precisely the types of information they want to see from our Dealer Management System.”

WebFOCUS also works well with DealerTrack’s IBM iSeries platform and DB2 database, which, according to Pedler, made it easy to integrate with DealerTrack’s existing software infrastructure. The new BI environment includes parameterized reports that enable dealers to easily extract data and create custom reports. For example, the Parts Inventory report helps service personnel restock inventory, the Sales History report helps sales managers make smarter purchasing decisions, and the Customer Activity report helps dealers launch targeted promotions. WebFOCUS enforces the existing login procedures and access restrictions resident in the Dealer Management System. A reporting wizard asks questions and then generates reports based on each user’s responses.

“Information Builders has been phenomenal to work with. They have gone out of their way to improve the reporting system, strengthen the security architecture, and make the BI environment very appealing and user-friendly for our customers,” said Blake Nielson, director of solutions at DealerTrack’s South Jordan, Utah office.

DealerTrack demonstrated this new BI environment at the recent National Automobile Dealers Association (NADA) Show in Orlando. DealerTrack expects to deploy 1,500 instances of the new reporting environment to automotive dealerships this year and ultimately to offer it to 2,500 dealerships supporting about 10,000 users.

“True customer-facing BI environments of this type are rare in the ASP market,” said Gerald Cohen, president and CEO of Information Builders. “Today’s auto dealers must learn to work smarter to increase profits. DealerTrack is using BI technology to help them identify their best customers, pinpoint up-sell opportunities, and run their back offices as efficiently as possible.”

About DealerTrack
Based in Lake Success, New York, DealerTrack’s intuitive and high-value software solutions enhance efficiency and profitability for all major segments of the automotive retail industry, including dealers, lenders, OEMs, agents, and aftermarket providers. For more information, visit www.dealertrack.com.

About Information Builders
Information Builders’ award-winning combination of business intelligence (BI) and enterprise integration software has been providing innovative solutions to more than 12,000 customers for the past 30 years. WebFOCUS is the world’s most widely utilized business intelligence platform. It provides the security, scalability and flexibility needed at every level of global extended enterprises. Its simplicity helps create executive, analytical, and operational applications that reach dozens to millions of users. Information Builders’ iWay Software suite provides state of the art, multi-purpose, pre-built integration components that address all SOA, application, data and information management requirements. Its integration adapters have been adopted by the leading software platform providers. Information Builders also offers solutions in the performance management, business activity monitoring, and enterprise search markets. The company’s comprehensive enterprise product offerings give Information Builders’ customers the ability to grow and innovate according to their needs.

Information Builders’ customers include most of the Fortune 100 and U.S. federal government agencies. Headquartered in New York City with 90 offices worldwide, the company employs 1,450 people and has more than 350 business partners. More information is available at http://www.informationbuilders.com.

Featured Link:
www.informationbuilders.com

www.dealertrack.com/dms

How Do I Get New F&I Forms Programmed?

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The DealerTrack DMS Support Center has a department completely dedicated to helping you with your F&I Forms. In order to quickly and accurately program your forms, please review the following information:

  • Mail 4 Blank, Original copies of the form to:
    • DealerTrack DMS
    • Attention: Forms Department
    • 10757 S River Front Parkway Ste 400
    • South Jordan, UT 84095
  • Fees
    • Form Programmed – $150
    • Rush Fee – $100 (plus the $150/programming fee)
      • Paying a Rush Fee ensures the Form will be programmed within 24 Hours of when it reaches the DMS Office
  • Forms cannot be programmed off of a fax; you will need to mail in a copy

For more information about Forms, please contact the DMS Support Center at 877-357-8725 x 1.

How Do I Add Customized Lines of Text to My Repair Orders or Counter Tickets?

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You can use Promo Messages for printing user-defined text lines on your Repair Orders or Counter Tickets. Promo Messages can be used for advertising specials, holiday greetings, disclosure notices, or other notes. Once a Promo Message is defined, it can be added to or removed from Repair Orders and Counter Tickets at your discretion.

Promo Messages are set up in the Parts Department Application Environment or Service Department Application Environment. Use function Promo Messages from within a Counter Ticket or Repair Order to add or remove the desired messages.

For more information please visit the DealerTrack DMS Support Wiki: https://www.arkona.com/website_09/support/wiki/index.php/Function_Promo_Messages

My Repair Order is Marked “G/L Error.” Is This Something I Can Resolve on my Own?

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Repair Orders have a status of “G/L Error” when someone tries to close the Repair Order and the system is unable to locate all of the Accounts necessary to apply the transactions.  Until the G/L Error is resolved, the repair order will not close or post into the General Ledger.

SD_Repair_Orders_GL_Errors

Accounts are defined throughout the system. Since so many accounts are necessary to close a Repair Order, the DealerTrack DMs Training Department developed a guide to help you learn how to resolve G/L Errors without needing to call into the Support Center.

Please visit our guide on the DMS Wiki: https://www.arkona.com/website_09/support/wiki/index.php/Repair_Orders_-_G/L_Errors