Version 18.4 of the AutoPlay Sales Pipeline is coming soon - it will be available for download on 05/12/18
Although we are dedicating most of our time to rebuilding the Desktop Studio in HTML5 we have managed to squeeze in a few small improvements into this release.
Event No Shows
We have been receiving a lot of feedback from dealerships that they want to track how many customers don't make it to scheduled appointments. To facilitate this request we've added a new option on Calendar Events called "No Show". This option can be selected when the customer does not turn up for their appointment. No Shows are tracked in the Morning Meeting, Overdue and Daily Health Check Reports. In addition we've built an Appointment Conversion Report which is available via the Desktop Studio under Generate Reports.
Pending Leads Criteria
In 18.4 we've modified the criteria for a lead to appear in the Pending Leads screen. Where previously if the lead was automatically allocated to any user the system would determine it wasn't "pending" and the lead would not appear in Pending Leads. In the latest release we have modified the criteria so that the lead will display if it is Awaiting Action, has no Calendar Events, Emails, SMS or forms created by a User in AutoPlay.
(FYI in the HTML5 rebuild we have created a better way to handle this on the existing Lead Dashboard without the need for a dedicated screen for Pending Leads).
Improvements To Customer Search
We've improved how the iOS and Desktop apps search for customer records with two names in the first name field. This will make identifying these customers in your database easier. Records returned are now ordered by first name match first, then company followed by last name.
Drivers Licence Scanning Will Now Scan Address Details
If Address details are located on the front of a customers Drivers Licence the DL scan will now pick up these details and populate within the relevant address fields on your lead or Test Drive Form.
Appraisal Valuation Details Removed From Email Appraisal
If you use the 'Email Appraisal' function on the Appraisal Form to email wholesalers we've now removed the Valuation and Customer sections from this information.
New Setting To Restrict Lead & Customer Export To DMS Until Closed Won or Closed Lost
In the past it was possible to restrict exporting Customer and Lead exports to the DMS until the lead made it through certain Progress steps. With the latest release we've expanded this functionality to include 'Closed Won' and 'Closed Lost'. This will provide dealerships with an additional mechanism to restrict what is exported to the DMS.
In Market Leads Matching On Sold Listings
18.4 includes several fixes to the In Market Leads functionality. We've made several tweaks to the engine behind this functionality which have helped make this function run faster. In addition we have tidied up a small issue where In Market Leads were including listings that were already marked as sold.
Tidied Up User List In Standard Response Screen
We've cleaned up the 'User' drop down in the Standard Response screen to exclude users that are 'Deleted'. This brings the drop down in line with other User drop downs throughout AutoPlay.
Improved Notifications When SMS Fail To Send
We've improved the error handling on SMS sending when the SMS fails to send due to an incorrectly formatted phone number. AutoPlay will now trigger an email to the sender letting them know the SMS failed, as well as displaying a notification against the lead, and the Notifications panel on the Dashboard.
Storing Photos When Licence Scans Fail
In 18.4 we have added the option to store a photo of the customers Drivers Licence even if the scan fails to scan any customer details due to blurryness/poor lighting/movement etc.
New MotorWeb Appraisal Report Replacing the MotorWeb VIR
In the latest version of the Sales Pipeline, the MotorWeb VIR will be replaced with a brand-new Appraisal Report. The new report allows salespeople to return vehicle details & easily view comparative model listings on Trade Me to help meet customers trade price expectations. Check out the link here for more details.
We are aiming to have the HTML5 project in the hands of some customers for preview on March 31st depending on how much resource we can dedicate to this project. More updates will follow in February 2019. If you have any questions about this project please email firstname.lastname@example.org
AutoPlay Sales Pipeline is a pre-sales lead management tool designed for dealerships, dealer groups and automakers