Following are the Connect CRM enhancements and fixes scheduled for release Jan. 19. Select the links to jump to that section. You can also download these notes as a PDF.
If you have any questions regarding these enhancements, please contact your VinSolutions performance manager or VinCare Support at 800.980.7488.
See related Knowledge Base article #1518.
Admin and Manager level users now have the ability to cancel service appointments from the Customer Dashboard and Service Appointments page.
See related Knowledge Base article #1512 for Customer Dashboard or article #1513 for Service Appointments page.
See related Knowledge Base article #1514 for Assigning a Sales Rep or article #1515 for Creating a Task.
Following are the Connect CRM enhancements and fixes released between Nov. 10 - Dec. 15 as a part of the continuous delivery process and the Dec. 13 monthly release. Click the links to jump to that section. You can also download these notes as a PDF.
Note: If the Leads Dashboard is not in the list of Dealer Dashboards or the Leads option is not available in the dropdown, please contact your administrator for access.
Note: There are multiple reason why customers may not have a campaign action completed (for example: Bad or no email address, duplicate customers in a campaign, missing customer data, etc.).
To view additional details about a customer for the campaign, select the arrow to the left of the campaign. To view a list of customers for each category, select the number under each column.
Note: To see the attributes, a customer must visit the KBB and ATC website before the dealer's website.
In a continuous effort to standardize and update the Connect interface, the Desking interface will be updated on Tuesday, Nov. 29. The Desking Navigation icons and Deal Scenario icons will be replaced with text descriptions , as well as updating the Desking page colors.
Although the icons will be replaced, the functionality will not change. The Push To option will contain a drop-drown menu, which will allow users to push a deal to the DMS, DealerTrack, or RouteOne.
Users can hover over any of the new text descriptions to get additional information.
Note: Over the next few weeks, the eAcademy Desking Courses will be updated to reflect the new Desking interface.
If a dealership has a DMS that is configured to send service appointment data to Connect, the data will be imported into the CRM Service Lead records and Service Appointment Reminders follow-up processes will be available to create reminders up until the scheduled appointment time. This will give dealerships better visibility to upcoming service appointments, as well as allow them the ability to set-up Service Appointment Reminders follow-up processes.
Note: A dealer will not be able to schedule or manage their service appointments in the CRM, but will have a central location for communications with customers who have upcoming service appointments.
When service appointment records are imported, they will either be matched to an existing customer and lead record or if no match is found, a new record will be created.
The following are explanations of the different import scenarios:
Note: When a new service lead is created, the lead will be assigned according to the service lead assignment rules for that dealership.
The Service Appointment Reminders can be found on the Sales and Service Processes page (Settings > ILM/CRM Settings > Sales and Service Process). Once a service lead record is matched or created, the Service Appointment Reminder processes will be enabled and reminders can be created.
If you have any questions regarding this enhancement, please contact your VinSolutions Performance Manager or VinSolutions Support at 800.980.7488.
VinSolutions is a COX Automotive Company.
© 2016 VinSolutions Inc. All Rights Reserved