Archive for the ‘Tip of the Week’ Category

Understanding the Ideal DMS Model

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Welcome, I’m Allan Stejskal VP and General Manager of DealerTrack DMS.
We have now discussed todays traditional DMS model, now let’s discuss the ideal
DMS model. The ideal DMS model is founded on the principle of “Software
as a Service” (SAAS), where the technology is provided via Internet,
eliminating the need for costly on-site servers.

With this DMS model of tomorrow, the responsibility shifts from the
dealership to the DMS provider. Routine DMS maintenance items like
installation of software upgrades, management of factory integration
points, and maintaining a secure environment for the server all become
duties that the DMS Provider takes care of, as opposed to the customer.
In addition, the SaaS model is considerably less expensive for the
dealership. The dealer only needs to lease space on the DMS Provider’s
server, rather than purchasing and maintaining an on-site server. By
reducing upfront server costs and ongoing maintenance costs, the
dealership can easily increase their bottom line by just switching to a
DMS using the SaaS model.

Roman Stanek, CEO and Founder of Good Data explains “Back in the old
good days of enterprise software, we did not need to worry about our
customers. We delivered bits on DVDs – it was up to the customers to
struggle with installation,
integration, management, customization and other aspects of software
operations. We collected all the cash up front, took another 25% in
annual maintenance. Throwing software over the wall: that’s how we did
it. Sometimes almost literally, I now live in the SaaS world. My
customers only pay us if we deliver a service level consistent with our
SLAs. We are responsible for deployment, security, upgrades and so on.
We operate software for our customers and we deliver it as service.”

Moreover, the ideal DMS model offers complete interdepartmental
integration. This means that the F&I, Parts, and Service Departments are
all integrated with the centralized Accounting Office. One customer
database, containing the customer’s contact information and all history
within the dealership, exists that is shared between departments. In
addition, one vehicle inventory database is shared between departments,
making it easy to create deals in the F&I Department, perform Service
and sell Parts to inventory vehicles. Rather than wasting time on double
entries, dealership personnel becomes more productive as information
only needs to be added to the DMS once.

The ideal DMS model has an “Open Architecture” structure
that not only facilitates, but encourages, third-party integrations.
Rather than assuming the DMS is the end-all solution for dealerships,
the ideal DMS recognizes that specialized companies provide unique
software solutions that the dealership can benefit from. As third-party
software vendors integrate with the DMS and data is shared, the
dealership becomes more efficient.

Advancing your DMS is the first step towards the becoming a dealership
of tomorrow, and SaaS technology is essential to that progression. An
increase in efficiency and productivity directly correlates with an
increase in profit. Finding a DMS solution that uses the ideal model
will help your dealership reach profitability, efficiency, and
productivity goals.

CRM FAQ: How Do I Print Correspondence Letters?

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Correspondence Letters are printed through a software program called LetterSelect. LetterSelect is typically installed when you begin using CRM. The LetterSelect functionality allows you to import batches of letters from the CRM Application into Microsoft Word. Using Mail Merge templates, the letters will practically write themselves. All you need to do is print.

For more information, please see the following guides:

Please keep in mind that you can also generate individual letters through the Email Template functionality. Take option Send Email, choose the desired Template, and use the Merge function. You can then Print the email rather than sending it. As long as you use the Print tool from within the message, the Email header information will not print on the document.

It is best to use LetterSelect to print letter batches. The Send Email feature will only create individual letters.

This and other useful information can also be viewed on the DealerTrack DMS Support Wiki.

How Do I Assign a New Salesperson/BDC Representative to a Customer Record?

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When salespeople or BDC Representatives leave your dealership, it is a good idea to re-assign all of their customers and prospects to a different person. Reassignment will force all follow-up activities to be generated for the new representative’s Daily Work Plan.

New salespeople can be assigned to customer records using the Sales Representatives Reassignment tool. New BDC Representatives can be assigned to customer records using the BDC Representative Reassignmenttool. These tools are accessible from the Customer Showroom Management Application Environment.

For more information, please see the following guides:

Sales Representatives Reassignment
BDC Representative Reassignment

DealerTrack DMS CRM Function: What Do the Symbols Mean on my Daily Work Plan?

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– The Blue Circle indicates that the customer is currently in the showroom. When the customer leaves the showroom, click on this icon to remove the notification.
– The Yellow Triangle is for Activity Notification. During CRM setups, the Minutes to Past Due was defined in the Initial Values. The Yellow Triangle indicates that 2/3s of the response time has expired. You must take an action with the prospect, such as Scheduling an Activity or Adding a Note before the notification will be removed.
– The Red Circle with an Exclamation Point is for Activity Notification. During CRM setups, the Minutes to Past Due was defined in the Initial Values. The Red Circle indicates that the response time has expired, and the prospect is considered “Past Due”. You must take an action with the prospect, such as Scheduling an Activity or Adding a Note before the notification will be removed.

All this information and much more can be found on the DealerTrack DMS Support Wiki
More Customer Relationship Management FAQs can be found here.

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.