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News

New Quick Tool: Recent Customers

Based on a Customer Suggestion we added a handy new item to the Quick Tools section: a Recent Customers icon.

Clicking this icon will give you a dropdown of the 10 most recent customers you've viewed, regardless of what context you viewed them in (e.g. in a Deal, on their Customer Workscreen, etc.)

ProMax and LeadsBridge are Preferred Partners

We are happy to announce that ProMax and LeadsBridge are now preferred partners!

LeadsBridge is a marketing workflow, sales funnel and retargeting feed automation platform that offers a suite of tools to connect multiple lead generation sources with hundreds of platforms, helping its customers automate repetitive marketing related tasks and avoid any funnel interruption.

In short, LeadsBridge builds a bridge between your ProMax system and vendors who don't submit leads in a standard format (e.g. Facebook, Craigslist).

To learn more about how this partnership with LeadsBridge can help your dealership, contact Lead Integrations at 800-322-9034 ext. 213, or email us at derekjohnson@promaxunlimited.com.

Have You Used the

Customer Suggestion Portal Yet?

We're always working to make ProMax better! Last year we introduced a great new way for YOU to help us- it's called the Customer Suggestion Portal. You can get there from within ProMax:

Any ProMax user can visit and make suggestions for new features and upvote other users' ideas as well. Got a great idea? Add it! Got a pet peeve that other users have too? Upvote it!

The 'Recent Customers' Quick Tool above is just one example; we are adding your suggestions all the time! Here are some more recent additions suggested by you:

"While desking deals, we often need to glance at customer info, such as physical address and email addresses, in order to check a available incentives in manufacturer's portal. I've been desking for almost twelve years and have always found myself bouncing from deal screen, to workscreen, and back to deal screen. It would help us be more efficient while working six to eight deals at a time."
-We added a new option to "Launch Mobile Workscreen" when clicking on the Applicant hyperlink on any Desking screen.

"It would be nice to add the "Vehicle Color" and "Mileage" to the Used Vehicle Web Report. If we have more than one of the same year/make/model it would make desking more efficient timewise"
-Column space is very limited, so we added a popup display with Color and Mileage when you mouse over the Stock # on the Used & New Vehicle Web Report.

Our Featured Employee for the month of May is Mitch Tomey. Mitch relocated from Chicago and came on board recently as the ProCredit Sales Manager after many years working and consulting for dealerships.

What are your hobbies outside of work?

Golf. And I like woodworking, but I’ll have to put that on hold for a while until I can find a place for all my tools.

What kind of movies do you like?

Action, drama. My favorite movie is The Godfather.

What teams do you root for?

The Bears, the Cubs, and the Iowa Hawkeyes.

What is your favorite color?

Blue.

What is something interesting about you people may not know?

My dad played football for the Iowa Hawkeyes a long time ago, and also professionally for a few years, for the Bears and a semi-pro team in Burlington.

Training Spotlight

of the Month:

Compliance - Red Flags

Each month we post a new video highlighting new features in ProMax or reviewing things you may not be using to their fullest potential.

Recently we've been focusing on different elements of our Compliance package. This month, the spotlight is on Red Flags.

Watch this month's video and learn about:

How to use the Red Flags Score, out-of-wallet questions, and more
Where to track and view Red Flags reporting within ProMax
How the Red Flags rule and the threat of identity theft affects your dealership

Keep an eye on the newsletter or our Dev Blog for more Training Spotlights.

Company Newsletter

Employee Spotlight: Mitch Tomey

Training Spotlight

of the Month:

Compliance - Red Flags