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CHEVROLET CHEVROLET MANAGEMENT COUNCILMANAGEMENT COUNCIL
CHICAGO 20 GROUP CHICAGO 20 GROUP MEETINGMEETING
SUPER IDEA TIMESUPER IDEA TIME
PROMAX ONLINEPROMAX ONLINE
Why ProMax Online????Why ProMax Online???? ProMax Online Version 8.0 is a stream-lined, fully integrated web-ProMax Online Version 8.0 is a stream-lined, fully integrated web-
based program that can manage every aspect of your operation, based program that can manage every aspect of your operation, from desking to CRM, inventory management, and much more. from desking to CRM, inventory management, and much more. The new 8.0 version is more powerful than ever before with an all-The new 8.0 version is more powerful than ever before with an all-new compliance package option, including digital signature pads new compliance package option, including digital signature pads and electronic archiving. ProMax Online 8.0 performs the functions and electronic archiving. ProMax Online 8.0 performs the functions of of lease software, special finance software, prospect and customer lease software, special finance software, prospect and customer follow up software and inventory managementfollow up software and inventory management softwaresoftware, all in one , all in one program. It can be accessed from any computer and is easy to use!program. It can be accessed from any computer and is easy to use!
In this hand out you will find several screen shots from ProMax In this hand out you will find several screen shots from ProMax online. We use ProMax Online and it saves us time and money, it online. We use ProMax Online and it saves us time and money, it takes the place of several software systems in one easy to use takes the place of several software systems in one easy to use system. No more keying in the customer information several times system. No more keying in the customer information several times in different systems.in different systems.
It is also Red Flag compliant and handles all OFAC screening and It is also Red Flag compliant and handles all OFAC screening and Do Not Call list compliances.Do Not Call list compliances.
ProMax is also a Certified One Source CRM. ProMax is also a Certified One Source CRM.
PROSPECT LOGPROSPECT LOG
This is your landing page, shows all logged customers, visit type, lead source, phone numbers, CBI score, sales rep, trade in and deals, red flag status, etc.
Trade-in ScreenTrade-in Screen
The trade-in screens allows to you appraise your trade with MMR, Autocheck and Carfax with a push of a button. Also shows all book values.
Special Finance SearchSpecial Finance Search
Special Finance Search allows you to search your inventory to find the most profitable unit on your lot, see next page for results.
Special Finance Search ResultsSpecial Finance Search Results
The search then sorts the results by profit then by lender, so in a few seconds you will see what units will work for your customer and your most profitable unit.
F&I ScreenF&I Screen
Once you have decided which unit you want to desk, click the stock number and it takes you to the F&I screen, where you can print a proposal, menu, submit through Dealer Track or Route One and push to R&R or ADP.
Proposal Proposal
You have your choice of proposals to use in ProMax, this one is the alt choice, but you also have a 4square, and Multi-option.
MenuMenu
This is the menu, which you can customize for any products you sell, you can also have it signed using a signature pad.
Customer WorkscreenCustomer Workscreen
The customer work screen is where all info on the customer is keep, included all interactions through email and GM OneSource info.
Credit App SubmitalCredit App Submital
This screen lets you complete the credit app and submit to your lenders through Dealertrack or route one or Fax, you can submit a structure or a payment call.
Inventory TrackingInventory Tracking
ProMax also keeps all of your New and Used Inventory and you can run multiple reports, the report above shows 50+ days units and Black Book Values.
Inventory RecordInventory Record
The inventory record shows all info for each unit and all book values, including NADA, Blue Book and Black Book you can print a book out sheet for either source.
ROI ReportROI Report
ROI report shows what you have sold and average gross and return, shows how many in stock, average days and number sold in last 45 days and how many you need.
ReportsReports
Track your advertising dollars and see where your money is best spent.
Sales Person TrackingSales Person Tracking
Sales Person Tracking report shows units, gross, incoming calls, appointments, etc.
Sales Person Daily WorkplanSales Person Daily Workplan
Sales Person Daily Workplan, keep track of what your salesperson is doing, what calls they are making and appointments they have coming in. Great for one-on-ones.