Strengthening Customer Relationships

Offer your customers more from your dealership.


Roadmap


Here are the new features and functionality included in version 3.0
Don't see what you need here? Please request a feature.
 

System Enhancements
  • Upgraded backend/coding
  • Upgraded browser performance 
  • Enhanced monitoring


User Management Upgrades
  • Granular customer and dealer permission to functionality – show/hide pages by individual user
  • Ability for users to only pay by credit card or ACH or both
  • Ability for dealer users to change email notifications for all emails
  • Enhanced customer user verification from EQUIP
  • Customer impersonation for dealer users


Enhanced & New Features
  • Transactions - add in 30/60/90/120 amounts and make clickable for filtering
  • Transactions – lookup transactions by PO Number
  • Transactions – filter items over 30 days old
  • Transactions/Payments/Invoices – option to show/hide pie charts
  • Rental Contracts – enhanced rental contract information
  • Online payments – upgrade to Card Connect
  • Online payments – users can make payments towards their account even with a $0 balance
  • Online payments – ability to pay by ACH or credit card or neither can be set per customer
  • Parts - change current cart branch and check all stock/inventory
  • Parts – name/number ordered by added to part check-out for pick up
  • Parts – need by date field added
  • Parts – dealers can create parts carts for customers
  • Parts – part search analytics page added to dealer side
  • Parts – order history has the ability to print
  • Parts – entire order can be linked to a piece of equipment rather than part by part
  • Parts lockers – allow dealers to create customer parts locker
  • Parts lockers – send out email notification when parts locker reaches low limit
  • Used equipment – tie customer user to a specific salesperson
  • Request service – ability to select a piece of equipment from the equipment list
  • Request service – branch will be set to user’s default branch
  • Get Help - additional FAQs including parts and parts locker questions
  • Added specials page updateable by the dealer

 
  We went live with DealerCustomerPortal.com in August of 2013, with the intention of supporting 30 to
40 different customers.  We now have well over 100 active customers utilizing the product and growing.  What a game changer!  This has given our customers the opportunity to manage their accounts better, as well as free up valuable administration time internally, by not having to look up and reprint multiple customer invoices each time they had accounting questions.  

Overall, DealerCustomerPortal.com has turned out to be a great investment for our organization, and has become something we now wonder how we ever did without. The product just works.  Downtime has been second to none, and allows us to stay on task without additional interruptions.  I cannot wait to see what else this product has in store for us in the future…  

Brian Martin, LandMark Implement

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