Customer Relationship Management (CRM)

Option to create future activities from events
A new function has been added to the Contact Activity Schedule that lets you create future follow up activities.  When a new follow up activity has been added to your follow up schedule, use function 6=Create Future Activities to set up the follow up phone calls and letters as if the new activity had been in place when the trigger event occurred.

Benefit: Assists you in keeping in contact with customers according to your current follow up schedule as your schedule changes and evolves.

New follow up activity: Missed Showroom Appointment
This new event has been activated to generate follow up activities in Daily Work Plan.  The Contact Activity Scheduler will dispatch a follow up activity to the assigned person’s Daily Work Plan when an appointment in Showroom Management is flagged as missed with function NS=No Show.

Benefit: The dealership can closely follow up on showroom appointments that were missed and try to get the customer rescheduled.

New follow up activity: No Service Visit
This new event has been activated to generate follow up activities in Daily Work Plan.  The Contact Activity Scheduler will dispatch a follow up activity to the assigned person’s Daily Work Plan when a customer who purchased a vehicle with the dealership goes the specified number of days without bringing their vehicle in for service.  The number of days is measured from the deal date to the current date during nightly processing.

Benefit: The dealership can follow up with customers who purchased vehicles and try to obtain their service business as well.

New follow up Activity: Missed Service Appointment
This new event has been activated to generate follow up activities in Daily Work Plan.  The Contact Activity Scheduler will dispatch a follow up activity to the assigned person’s Daily Work Plan when a customer misses a service appointment.  Any appointments in the service system for dates prior to the current date will be considered missed service appointments during nightly processing for the purpose of this follow up activity.

Benefit: The dealership can follow up in a timely manner with customers who miss their service appointment and try to get them rescheduled.

Option to select formatting for date fields in mail merge
A new option has been added to the Contact Activity Schedule that lets you specify the date format you want to use for dates in your follow up letters.  Examples of the 3 date formats available are: 09/22/2006, Sep 22, 2006, or September 22nd, 2006.  To select a date format for your letters, an authorized user can take the following steps:

1. Take option 50=Application Environment from the Customer Showroom Management menu and take option 1=Select by Contact Activity Schedule.
2. Take option 2=Change by an event and take option 2=Change by a correspondence activity.
3. Hit F4 on the Date Style* field and take option 1=Select by the date format you want to use for this letter.

Benefit: Makes your follow up letters more professional-looking by using an appropriate date style.

Separate sold and unsold customers in the Daily Work Plan customer list
The customer list in your Daily Work Plan now defaults to customers who have purchased a vehicle from you.  Use function F11=Unsold to toggle to your unsold customers and F11=Sold to return.

Change: Previously all unsold prospects and customers show in your customers list.
Benefit: Keeps unsold prospects from appearing with your sold customers.

Mark Do-Not-Call phone numbers on the Salesperson Call Sheet
The caption *DNC* will print next to phone numbers on the Salesperson Call Sheet that appear on the Do-Not-Call list or have the Allow Contact field set to N on the Customer Information screen.

Benefit: Helps employees assigned to make follow up calls know when they can’t call a customer.