ProMax Unlimited Online Training Class Descriptions

Online Training Descriptions

Retail F&I
Easiest way to desk a Retail deal, this feature uses one stock number that has been selected by the customer and one lender which is the default lender that has been setup by the dealership in Admin, but has the ability to switch to other Retail lenders and tiers on the fly.

Retail/Lease Search
This feature looks at multiple stock numbers and multiple lenders that fit the search parameters and allows the dealership to search for the most profitable vehicles for the Payment Buyer or Negative Equity Buyer looking to buy or lease.
 The dealership can use ‘Scan Type’ to search for units by:

1. Dealer Sale Price – Uses the listed sale price from the inventory record
2. Max Price – Uses the max lender advance to cover negative equity
3. Max Profit – Uses Max lender advance and Max Reserve
4. Desired profit – Dealership selects the profit amount to be made

Retail/Lease
This feature looks at one stock number and multiple retail or lease lenders that are defaulted or can be selected by the dealership on a per customer bases which allows the dealership to do buy vs. lease comparisons for customers that are thinking about leasing a new vehicle instead of buying the vehicle. Also this is the only screen that should be used to calculate a ‘ONE PAY LEASE’.

There is a ‘Build a Lease/Balloon Settings’ that allows the dealership to build a customer lease when the Residuals expire at the end of the month and can be presented to customers using several different proposal types.

Lease F&I
This feature uses at one stock number and the first Lease Lender from the Lender Guidelines found in Admin, but the dealership has the ability to switch to other Lease lenders and tiers on the fly.  In order to get the ‘BEST’ results the Retail/Lease feature should be used first to calculate payments and by selecting a lease payment on the Retail/Lease screen will bring the deal structure to the Lease F&I screen which adjustments can be made to the deal.

Subprime Search
This feature looks at multiple stock numbers and multiple lenders that fit the search parameters and allows the dealership to search for the most profitable vehicles for the Payment Buyer or Negative Equity Buyer using Subprime lenders by Minimum Profit or Max Payment. Also the dealership can put in lender callbacks to find vehicles that fit the callback parameters.

Subprime F&I
This feature uses at one stock number and the first Subprime Lender from the Lender Guidelines found in Admin, but the dealership has the ability to switch to other Subprime lenders and tiers on the fly.  In order to get the ‘BEST’ results the Subprime Search feature should be used first to calculate payments and by selecting a Subprime payment on the Subprime Search screen will bring the deal structure to the Subprime F&I screen which adjustments can be made to the deal.

Cash
This feature uses one stock number that has been selected by the customer which the dealership has the ability to adjust the deal accordingly and collects the ‘Balance Due’ from the customer.

Wholesale
This feature uses one stock number that has been selected by the wholesaler which the dealership has the ability to adjust the deal accordingly and collects the ‘Balance Due’ from the customer. The sale tax, deal fees and doc fees are not calculated into the deal.

Inventory

 Inventory Maintenance
 This feature allows the dealership to review freshly imported inventory and inventory no longer available in ProMax due to deliveries, dealer trades or wholesaled which are subject to deletion out of ProMax.

 Vehicle Photos
 This feature allows the dealership to import, export and manage photos in ProMax which can be sent to websites, used with proposals or emailed to customers using the ProMax E-brochure.

 Unbooked Inventory
 This feature allows the dealership to see reasons why their inventory is unbooked and by clicking on the stock number, takes the user to the inventory record.
NOTE: If the Inventory Maintenance is reviewed ‘DAILY’ the number of unbooked vehicles can be kept to a minimum and unbooked inventory can affect desking deals for your customers.

 Create Used Vehicles
 This feature allows the dealership the ability to ‘Created Used Vehicles’ prior to being imported into ProMax from the accounting system.

 Create New Vehicles
 This feature allows the dealership the ability to ‘Created New Vehicles’ prior to being imported into ProMax from the accounting system.

 Browse Inventory
 This feature allows the dealership to view ProMax created reports or custom built reports and the dealership has the ability to build their own custom inventory reports.

Edit Vehicle
 This feature allows the dealership to ‘RECALL’ vehicles in ProMax which can be recalled by:

1. Stock number
2. Last 6 digits of the VIN Number
3. Model Code – must be entered into ProMax
4. DMV Number – license plate (California use)
5. Year
6. Make
7. Model

 

Dashboard

 Desk Log
This feature helps dealerships to track Daily showroom, Steps of the Sale, Sale Ranking which tracks salesperson performance, Daily Appointments, Lead Management, Unsold Prospects for the month, Aged Inventory, Compliance Reports and Heat Sheet which is another way to track salesperson performance on following up with customers.
  Detail
  This feature allows the dealership to track daily showroom traffic along with steps of the sales.
   Summary
   This feature allows the dealer to view charts and graphs on Prospects, Sales Steps and Sales based on actual, month-to-date and projected numbers.

 Leader Board
 This feature allows the dealership to track sales reps performance based on the number of guests seen throughout the month.

  Appointments
  This feature shows today’s appointments with the ability to view past, present or future customer appointments.

  Lead Management & Results
  This feature allows the dealership to view lead sources results.

  Unsold Prospects
  This feature allows the dealership to determine why customers are not purchasing vehicles with several difference reasons to choose. A great ‘ONE ON ONE’ tool to use with the sales staff.

  Inventory
  This feature allows the dealership to manage aged used vehicles in ProMax.

  Compliance
  This feature allows the dealership to see if the store is keeping compliant and this report makes better sense to managers after attending the Compliance Training Class.

  Heat Sheet
  This feature allows the dealership to track sales reps on following up with their customer base.

Compliance Training
This training covers the ProMax Compliance Package which covers the aspects of keeping the dealership compliant that includes:

1. Setting up Signature Pads and setting the requirements to collect signatures
2. Configure Privacy notice to fit your stores needs and ‘BEST’ practices of when to give the Privacy to customers
3. Setting User Access for individual users
4. Discussing OFAC and how it works
5. Discussing RED FLAGS and how it works
6. National DNC (Do-not-call list)
7. Risk Based Pricing letters and when the letter is required to be given to the customers
8. Discuss Adverse Action letters and when the letter is required to be given to the customers
9. Look at the Dashboard Compliance Tab to see if the dealership is staying compliant.

Also on completion of training a Sample Identity Theft Protection Program (ITPP) manual will be emailed to the provided email address which the manual can be used to create a new manual or add to an existing ITPP manual.
Note: The training that has been provided is for general information only. You should contact legal counsel for specific application.

Compliance Review

This is an open forum to discuss Compliance or process issues with the use of the ProMax Compliance Package.
Note: The training that has been provided is for general information only. You should contact legal counsel for specific application.

Basic Sales Training
This training for the new sales rep at the dealership and will be trained on:

1. Logging into ProMax
2. Entering basic customer information (manually or DL Scan)
3. Changing customer status
4. Entering Desired vehicle
5. Entering Trade-in information
6. Completing the Credit Application

Intermediate Sales Training
This training is for the sale rep that has a good working knowledge of ProMax, but needs to get to the next step.

1. Recalling Customers
2. Adding  notes to the customer workscreen
3. Completing Inbound and Outgoing calls
4. Sending E-brochures to customers
5. Completing the Daily Work Plan
6. Scheduling Activities for customers

 Advanced Sales Training
This training is for the sales rep that needs to manage their customers more effectively.

1. Show  filter/sort feature for prospects and customers
2. Transferring customers to different logs
3. Creating templates to be used for emails and letters
4. Merging multiple customers
5. Changing their ProMax password

 

Internet Managers

 Automated Follow-up
 This feature will allow the dealership to create follow-up to stay in contact with their customers.

1. Look at Other Customer Statuses – drives the scheduled calls, letters and emails
2. Store Hours – this affects the lead contact time
3. Create new automated follow-up
4. Print letters or send emails for the entire dealership

 
 Lead Delivery
 The feature allows the dealership to rotate leads to the BDC or sales staff and to setup a duplicate lead configuration.

1. Look at setting up Employee work schedule
2. Store hours
3. Setting the lead rotation for BDRs or Sales reps
4. Setting up the Lead duplication
5. Setting up additional lead notifications to managers

 Internet Tab
 This feature allows the dealership to manage internet leads.
   Leads
    Detail
    Summary

    Inventory
     Inventory Summary Graph
     Salesperson Inventory
     Vehicle Web Report
     Vehicle Photos

     Reports

    Lead Management
    GM One Source
    Prolink and Website Usage
    BDC Sales and Management
    Lead Source ROI
    Dupe Lead Report

Auto Responders & Building Templates
These features allow the dealership to send auto responds to incoming leads from customers and build unique letter templates that can be used in letter or email campaigns.

Reports
 Lead Management
 This feature allows dealerships to view reports that help with lead management.

 Salesperson & Management
 This feature allows dealerships to view reports that help with salesperson and management.

 Compliance Management
 This feature allows dealerships to view reports that help with compliance management.

 Sales & Finance Management
This feature allows dealerships to view reports that help with Sales & Finance management.

 Vehicle Management
This feature allows dealerships to view reports that help with vehicle management.

Credit Bureau Management
This feature allows dealerships to view reports that help with credit bureau management.

 

Master Sales Certification 

SALES STAFF, You think you know ProMax! 
Take the Master Sales Certification Exam and become a ProMax Master Certified Sales Consultant. This exam will consist of 20 questions that are multiple choice with a few questions that do have multiple answers and True & False questions. In order to become Master Certified you must score 80% or higher on the exam and if you do not pass you will have to attend the Basic Sales, Intermediate Sales and Advanced Sales training sessions in order to retake the Master exam.
GOOD LUCK!!