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In Release Highlights, we discuss items released Jan 23, 2018.
 
Release Highlights
 

In Release Highlights, we discuss an item already released and an item scheduled to release Feb. 23, 2018.

If you have any questions regarding these items, please contact your VinSolutions Performance Manager or Customer Support at 800.980.7488.

Already Released

  • When new Campaigns are being sent, leads that have been previously contacted based on the last contacted date filter will no longer be included.


Scheduled to Release on Feb. 23, 2018

  • Rates and Residuals users will now have the ability to choose 33 months as a valid term on the Program Selection screen. This enhancement supports OEM specific requirements and enables dealers to create accurate deals without having to manually modify a deal structure or spend time double checking the validity of the available lender programs for that term.

 
 
Posted: 2/22/2018 12:00:00 AM by Jennifer Heater | with 0 comments


In Release Highlights, we discuss items released Jan 23, 2018.

Release Highlights
 

In Release Highlights, we discuss items released Jan 23, 2018.

If you have any questions regarding these enhancements, please contact your VinSolutions Performance Manager or Customer Support at 800.980.7488.


New eAcademy Portal has Launched

  • In order to provide our customers with an better user experience when completing our Training videos, a new eAcademy Portal has been launched. This portal also provides new dealer reporting functionality. If you need access to the new reporting functionality, email Kara.Allerheiligen@coxautoinc.com. To get step by step instructions on accessing reports, see Knowledge Base article #1978.
 

Note: Historical eAcademy reports will be maintained for 6 months. To access the historical reports, contact your Performance Manager.

 

Reporting and Analytics Platform

Connect Reporting

  • Leads: Added time to all Contacted field values, which allows users to see the exact time that leads are contacted. Previously only the date was displayed and users could not validate lead response times.
  • DMS Sales: Added manager names for Finance Mgr, Sales Mgr, Closing Mgr, and Desk Mgr, which provides users the ability to see individual names instead of IDs.
  • Dealers: Added Custom 1-7 Road to Sale Abbreviations and Descriptions, which allows users to see defined values for the custom road to sale settings.

Dashboards

  • Enterprise Performance by Inventory Type Report: Added Show/hide columns filter, which allows users to select the fields they wish to display on the report.
  • Dealer Performance by Inventory Type Report: Added Lead Type filter, which allows users to measure performance based on specific Lead Type and Inventory Type filters.
 

Rates and Residuals Enhancements

  • Rates and Residuals users now have the ability to create Rates and Residuals Program Filter Templates for quick access to commonly used Program filters. Users can create, edit, and save templates to save time when creating deals and selecting eligible programs. Templates are saved at the dealership level and can be used by all users with access to Rates and Residuals. For more information, see Knowledge Base article #1976.
  • Users will see better vehicles matching between vehicles in inventory and the Rates and Residuals Create Deal screen. This will not fix every single vehicle configuration (some vehicles simply cannot be decoded all the way down to trim via VIN), but a large number of the vehicles will fully match the Year, Make, Model, and sometimes Trim. This should result in quicker workflows when creating a Rates and Residuals Deal.
 

Used Car Buyer's Guide FTC Compliance Update

  • To comply with the new FTC mandate, VinSolutions will have the updated the Used Car Buyer’s Guide in the Connect CRM. The Used Car Buyer's Guide verbiage is required to be updated for both the As Is and Implied Warranties version. Dealerships can reference this example of the updated Used Car Buyer’s Guide provided directly from the FTC.
 

Size Limitations on Distribution Email Templates

  • In order to improve the processing time of large bulk Distribution Campaigns, the total size of Distribution Email Templates will be reduced to 1 MB. This will not affect Campaign or Target Email Templates. Dealers are encouraged to use Campaigns, and upload images or use compressed embedded images. If users exceed the 1 MB size limit while creating a template, they will receive a message with the current size of the template.
 

Other Items

  • When viewing the Showroom Visit Log, the user will now see the option to edit each visit note content, regardless of whether or not the visit is open or has been closed.
  • When viewing the Showroom Visit Log, they will now see all the corresponding visit notes for each visit record.
  • When a user is viewing the Desk Log in Google Chrome and selects Print, the Print Preview window will now open showing the printable form of the data it contains.
  • For Canadian Dealers ONLY: Canadian dealers will be able to use the [LINK-OPTINPAGE] dynamic field in individual customer emails. This token will result in a hyperlink that will take a customer to the Established Business Relationship (EBR) subscription page to manage their opt-in options.

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Posted: 1/24/2018 12:00:00 AM by Jennifer Heater | with 0 comments


The following Rates and Residuals Program Filters  enhancement release has been delayed. Communications we be posted when this enhancement is released. We apologize for any inconveniences.

Rates and Residuals Program Filter Templates

  • Rates and Residual users now have the ability to create Rates and Residual Program Templates for quick access to commonly used Program filters. Users can create and save templates, which will save users time when creating deals and selecting eligible programs. Templates are saved at the dealership level and can be used by all users with access to Rates and Residuals. For more information, see Knowledge Base article #1976.

 

If you have any questions regarding this update, please contact your VinSolutions Performance Manager or VinCare Support at 800.980.7488.

Posted: 1/19/2018 12:00:00 AM by Jennifer Heater | with 0 comments


Release Highlights discusses items released on the Reporting and Analytics Platform.

 

Release Highlights
 

 

Release Highlights discuss items released between Jan. 5 - 17 and items scheduled to release Jan. 19.

If you have any questions regarding these enhancements, please contact your VinSolutions Performance Manager or VinCare Support at 800.980.7488.

Released Jan. 5

Other Items

  • A User who does not have an open Showroom Visit can update their status by selecting STATUS in the top right corner of Connect. Users will no longer receive an error when updating their status.

Released Jan. 17

Editing a Users Account Information

  • Users with Account Manager access will now be able to edit a user’s account information using the User Access (Setting > Dealer Setting > edit next to desired user) page. Selecting Edit next to the Username will launch the Edit User screen, which allow changes to the user’s Password, Email, and Access Level.
 

Scheduled to release Jan. 19

Rates and Residuals Filter Templates

  • Rates and Residual users now have the ability to create Rates and Residual Program Templates for quick access to commonly used Program filters. Users can create and save templates, which will save users time when creating deals and selecting eligible programs. Templates are saved at the dealership level and can be used by all users with access to Rates and Residuals. For more information, see Knowledge Base article #1976.
 
Posted: 1/18/2018 12:00:00 AM by Jennifer Heater | with 0 comments


Release Highlights discusses items released on the Reporting and Analytics Platform.

 

Release Highlights
 

 

Release Highlights discusses items released on the Reporting and Analytics Platform.

If you have any questions regarding these enhancements, please contact your VinSolutions Performance Manager or VinCare Support at 800.980.7488.


Reporting and Analytics Platform

 

Dashboards

  • To enable easier access to edit filers, the settings gear has been moved to the right of the widget title.
  • The Lead Source ROI by Dealer and Lead Source ROI by Source reports now include data from users who had been deactivated from the dealership but still owned leads.
 
Posted: 12/18/2017 12:00:00 AM by Jennifer Heater | with 0 comments


Release Highlights discusses items released on the Reporting and Analytics Platform.

 

Release Highlights
 

 

Release Highlights discusses items released on the Reporting and Analytics Platform.

If you have any questions regarding these enhancements, please contact your VinSolutions Performance Manager or VinCare Support at 800.980.7488.


Reporting and Analytics Platform

 

Dashboards

The Reporting and Analytics platform has new reports available to be added to Dealer Dashboards and User Dashboard.

  • Leads: Identify Ungrouped Lead Sources report allows users who utilize the Lead Source ROI report the ability to identify new ungrouped lead sources prior to running the report. Users can drill through and see the new Lead Sources and are linked to the Lead Source List settings page.
  • Enterprise: Enterprise Performance by Inventory Type report allows users to easily report on key sales metrics by Inventory Type at an enterprise level. Available information includes Leads, Appointments, Visits, and Sales. Data can be filtered by Dealers, Date Range, Lead Type, Lead Status, Sold Status, Appointment Type, and Inventory Type.
  • CRM: Dealer Performance by Inventory Type report allows users to easily report on dealership level key sales metrics by Inventory Type and Lead Type. Available information includes Leads, Appointments, Visits, and Sales. Data can be filtered by Dealers, Date Range, Lead Status, Sold Status, and Appointment Type.
  • Credit: Credit Bucket Customer Distribution report allows dealerships with our credit pull feature can now view the distribution of customers by customizable buckets. Users can drill through the buckets and see Lead Status, Credit Pull Date, the user who pulled credit, and the agency.
  • Inventory: Wish List Status report now shows additional detail in the drill through so users can export the list to take to auction.
  • The Enterprise: Salesperson Activity report now includes the Total Sold and Total Visits columns.
 

Connect Reporting

  • Users now have the ability to join Recent Task Detail to Customers and Leads. This enables better reporting on Lead and Task statuses. In addition, you can also report on Process Types and Process Sub Types, so users can report on effectiveness of a specific process.


 
 
Posted: 12/13/2017 12:00:00 AM by Jennifer Heater | with 0 comments


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