As 2018 winds to a close we wanted to share with our customers an update on our progress with rebuilding our Desktop Studio as an HTML5 application. We've been working hard as this project for a number of months and it's starting to come together.
At this stage our goal is to have the new Sales Pipeline in the hands of a select few dealers for a BETA trial around March/April 2019. Once we have run this trial for a month or two we will look to roll-out to the rest of our dealers in a staggered approach to ensure we can support our customers with the new software.
As we are getting to the pointy end of the project we'll keep the updates coming as regularly as possible.
If you have any questions about the HTML5 project, or would like to put your hand up to get early access please contact email@example.com
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 are at the forefront of delivering innovative digital tools that are designed to enhance our customers day-to-day activities - whether it be through helping our Dealers become more efficient or by assisting them to drive a higher level of sales performance chances are we’ve got a solution that works for your Dealership.
We’ve been working closely with the team at MotorWeb - Trademe’s vehicle data business to develop a more tailored solution to support the vehicle appraisal process. Recognising not all vehicles are subsequently traded Sales Consultants and Managers have asked for a more targeted report to help them carry out appraisals.
Both AutoPlay and MotorWeb are committed to promoting best practice within the automotive industry. Our workflows are designed to protect both Dealers and their customers. MotorWeb’s reports help you meet both your legal obligations and financial compliance checks, leaving nothing to chance.
The new Appraisal Report will provide your sales team valuable insights at the very start of the process, upfront when you need to engage in great customer conversations.
So what are some of the benefits of an Appraisal Report?
How’s the Appraisal Report integrated within AutoPlay?
If you are currently using the MotorWeb VIR service in NZ via AutoPlay you will notice it change over automatically on 5/12/18. If you do not currently use this service within AutoPlay you can sign up via email@example.com. There is no additional charge from AutoPlay to use this function within the Sales Pipeline.
What’s the next step if we decide to purchase the Vehicle?
The MotorWeb Vehicle Information Report (VIR) will always be required to comprehensively check the vehicle before making any payment, as it checks a whole range of financial conditions including legal ownership, registered finance securities and will soon form part of your obligations under The Anti-Money Laundering and Countering Financing of Terrorism Act 2009 (AML/CFT). The VIR is only available through the MotorWeb Dashboard or if we’re integrated within your Dealer Management System (DMS).
To find out more about this service or sign up, please contact the MotorWeb Dealer Support team on 0800 668 679 or email firstname.lastname@example.org
View an example of the Appraisal Report from MotorWeb
It’s that time of year again – Christmas is rapidly approaching and with it comes the inevitable rush to get all your website changes and email campaigns completed before the end of year break. Although we try our best to get all work done before the Christmas break, it is an extremely busy time for AutoPlay and work is completed in a strictly first come, first served basis.
To ensure your website changes or email campaigns are completed before the end of the year you need to ensure you submit all your requests by the following deadline;
5pm NZT on Wednesday 12th December, 2018
AutoPlay will officially shut down for the year on Friday 21st December at 3pm. The office will be reopening at 8am on Monday 7th January, 2019. Over the official shutdown period you will be able to email email@example.com for any emergencies.
As many of you will be eagerly awaiting, we've been rebuilding our existing Silverlight based Desktop Studio in HTML5. This will give our customers huge benefits including the ability to run the Desktop on any browser (Chrome, Firefox, IE, Edge, Safari etc), as well as on any device (iOS, Android, Windows tablet and devices). This obviously means that installs are easier, and it becomes a lot more flexible for our users to jump on and manage leads at any time.
We've been working diligently on this project on/off from January, but it's been a while since we last updated all our customers on our progress towards completing this massive project. Where possible we are pumping as much resources into this project as possible, and we are making good progress. At present we are working on the most important part of the system - the Dashboard of the Sales Pipeline.
As you can see from the screenshot above we are making good progress on this. The Dashboard is much faster loading and has had a few subtle improvements, whilst still maintaining all the amazing features our customers are used to.
The HTML5 version of the AutoPlay Studio for Desktop is our number one development priority. At this stage we are hoping to get an early release BETA version out to selected customers at the end of Q1. If this changes then we will advise you as soon as possible.
If you have any questions about the HTML5 version of the AutoPlay Studio then please feel free to email firstname.lastname@example.org with your questions.
Version 18.3 is now out and includes a number of improvements to existing AutoPlay features.
Australian dealerships are now able to run vehicle lookups through MotorWeb within the Appraisal screen in the AutoPlay Sales Pipeline. Vehicle look ups cost $0.64AUD + GST for each successful lookup, which populates some vehicle fields on the Appraisal Form. To find out more about this function you can view the How To Guide HERE. To sign up for this function please email email@example.com
At AutoPlay we've always been all about integration. Wherever possible we've looked to integrate our AutoPlay Sales Pipeline with other 3rd Party systems such as DMS and CRM systems, through to vehicle checks via MotorWeb, CarJam and Motorcentral.
Provident Insurance are 100% kiwi owned and driven - just like AutoPlay. So when the opportunity came up for AutoPlay to integrate with Provident Insurance it proved to be a no brainer. For mutual customers that use Provident Insurance as their insurance provider, salespeople are able to tap a button to easily push info across to the Provident Insurance system - jump starting the Insurance Application process.
Once complete, salespeople can jump into the Provident Insurance system without having to retype all the customer or vehicle information already captured in AutoPlay. From there, it's a simple case of completing any information required by Provident that is not able to be supplied via AutoPlay in order to finish the insurance application.
How do I get started?
1. If you are already a customer and want to take advantage of this feature then the first step is to contact AutoPlay via firstname.lastname@example.org to request set up. The purpose of this email is to give AutoPlay written permission to send customer and lead data to Provident Insurance.
2. Once we have permission, AutoPlay will contact Provident Insurance and request your unique Provident ID Number.
3. Once supplied by Provident, AutoPlay will set up API access using your unique ID as the key to send data from AutoPlay Sales Pipeline to Provident Insurance.
4. Once the export record is set up as per (3), the Provident Insurance option will be visible within the FINANCE & INSURANCE button.
5. Once the button is visible when you wish to start a new Insurance application with Provident Insurance just open the lead with the customer who wishes to apply and click Finance & Insurance>Provident Insurance.
VIEW SAMPLE FILE
The latest version of AutoPlay is now available for download from the App Store. Make sure to grab the latest version to take advantage of all the changes listed below. Additionally, if you use the Desktop Studio make sure to log out, close the browser window and reopen the application to apply the latest update.
As we have mentioned in the PlayBook's recent issues the AutoPlay development team are busy rebuilding the Desktop Studio as a fully responsive HTML5 app - meaning users will be able to access the AutoPlay Studio via different browsers like Chrome, Firefox etc as well as via Android or Windows smartphones and tablets.
We are now almost 10 weeks into our HTML5 rebuild and making decent progress. To date the focus has been building the infrastructure - things like logins and security, navigation menus and account structures. Although extremely necessary to the success of the project these are not the glamour screens we want to shout from the rooftops about.
We've recently completed the listings screen - a central pillar to the whole AutoPlay Studio. The new listing screen will feature...
Check out the image gallery below to see our progress. The project is massive so at this stage we are unable to provide an ETA of when this will be released (sorry!). However, rest assured we are putting in as much resource as possible without sacrificing day-to-day business and we will keep you updated as we move closer to our goal.
AutoPlay’s focus over the first few months of 2018 has been rebuilding the AutoPlay Studio in HTML to enable it to work on Android and Windows devices as well as in other browsers such as Chrome and Firefox. Despite this focus we found a few spare moments to sneak in a couple of small improvements to our existing iOS and Desktop applications.
If you have any questions about the latest release please contact email@example.com
AutoPlay Sales Pipeline is a pre-sales lead management tool designed for dealerships, dealer groups and automakers