Tired of bolt-on CRM products from third party vendors? Extend your productivity in dealing with leads, prospects and communications by extending the CRM functionality of the PBS v10 Dealer Management System into the palm of your hand.
Whether you are responding to new leads while watching the game, skimming through inventory with a new friend at the pub, or walking through the lot with an interested buyer - you can increase your ability to match customers to the right vehicle whenever the opportunity arises.
Scan a VIN to select an inventory vehicle; scan a drivers license to add customer data (and match any existing customers in your DMS) and you're off to the races. Need to text, email or call - do it from your device and track that activity has taken place.
Not sitting at a computer? Get alerts for your customers visiting the service department... with insights into whether (and why) they may be entering into a purchasing cycle. Receive notifications for new leads and reply to 'stop-the-clock'. Schedule activities, meetings and appointments that remain visible to your managers without leaving the DMS. Need to get some input from someone at the dealership while you're on a demo drive? Use the v10 Chat to instant message your manager for timely responses.
But it's going to cost me an arm and a leg, right? No way! The PBS Sales Rep App runs complimentary with each user login in the PBS v10 DMS. If your sales reps are actively using the DMS today, one DMS login will share a user license with the app. It's as easy as that.
If your dealership is on PBS v10 versions 10.5 and higher, download the app and talk to your admin about getting your sales team set up today!
What's new (v5.6.3)
Marking an appointment as complete no longer shows error after adding a note
Doc sign documents no longer mark themselves as signed before signing is complete
New contacts now save with the correct sales rep
Attachments will resume uploading if the app is closed before uploads finish
The back camera will always be used when taking photos or videos
Appointment criteria has been improved; each status can now be selected and the app will remember your selections
Can now search within doc sign lists
Marquer un rendez-vous comme étant complété ne génère plus d'erreur après l'ajout d'une note.
Les documents via DocuSign ne sont plus marqués comme étant « signés » avant que le processus de signature ne soit entièrement terminé.
Les nouveaux contacts s'enregistrent maintenant avec le bon représentant aux ventes.
Le téléversement des pièces jointes reprendra automatiquement si l'application est fermée avant la fin du transfert.
La caméra arrière sera toujours utilisée pour prendre des photos ou des vidéos.
Les critères de recherche des rendez-vous ont été améliorés; chaque statut peut maintenant être sélectionné et l'application mémorisera vos choix.
Une recherche dans les listes des documents signés est maintenant possible.