Strengthening Customer Relationships

Offer your customers 24/7/365 access to your dealership.

 

Roadmap


  • Application Enhancements

    • UX/UI 
      • Design update including menu changes (dropdowns for a smaller main menu)
      • Admin add a customer UX updates for fewer steps including auto populating the customer information with account lookup
    • John Deere Merchandise
      • Allowing dealers to load their home, workshop, and apparel items with images for customers to purchase online through DealerCustomerPortal.com™
    • Specials
      • Ability to schedule when advertisements or promotions appear on the Current Specials and Events page of the portal (Publish to/Publish From dates)
    • Order Parts
      • Workflow approval process - one person creates order, another person in organization approves order before it submits
      • Alternate parts indicator and alternate part details included in parts search and details
      • Additional maintenance sheets
      • Quick Add Parts part number suggestion dropdown sorted by parts with price & availability with manufacturer visible in suggestion dropdown
      • Dealership modifiable shipping options (drop box locations, etc) or "curbside pickup"
      • Parts pricing consistent across all branches to use Sell Price 1 (requires EIS changes)
    • Parts on Site
      • Show parts cabinets per EQUIP account number, not per user, and allow all users to edit
    • Request Service
      • Dealership ability to add configurable text to the Service Request page
    • Make a Payment
      • Ability for customers to use in-house account credits to pay account balance
    • All Transactions
      • Ability for customers to enter a date range in My Invoices, All Transactions and Payment Activity
    • Profile
      • Add preferred contact method of text, email, or phone
      • Allow customers to select their default store
    • Admin
      • Customer to allow authorization of various users and set up access to their own EQUIP account (for large business accounts)
      • Ability for the dealer to edit the system generated emails of part order confirmation emails and status updates to the customer
      • Ability for dealer to set a default customer permissions template
      • Allow dealership employees access to both customer and admin access with one login
      • Dealership email notifications for all items per branch rather than site-wide
 
  • Integration
    • Enhanced statement and invoicing print capabilities with Performa Enterprise® Cloud
 
  • Research Projects
    • Real time parts order reporting

Would you like to see specific new functionality in DealerCustomerPortal.com? Please request a feature. All feature requests are taken into consideration with each new version release. 
  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