bmw service connection program program enrollment … enrollment docs.pdf · postcard code:...
Post on 27-Jun-2018
227 Views
Preview:
TRANSCRIPT
Center ID:
Administrator:
Dealer Product Services
T: (800) 407-6497
F: (847) 478-1325
www.dpscrm.com
Estimated Start Date:
Center Name:
Address:
Primary Phone #:
Alt Phone #:
Sales Phone #:
Sales Fax #:
Service Fax #:
Other Fax #:
Website:
Account Executive / AE #:
Date:
Information Technology
DMS in Service:
DMS in Sales:
Other Computer Platform(s):
Business Hours
Service Dept:
Parts Dept:
Lifestyle Boutique:
Body Shop:
Sales Dept:
Center Principal:
GM:
GSM:
Fixed Ops Mgr.:
Service Mgr.:
Parts Mgr.:
Other:
Office Mgr:
Accounts Payable:
System Administrator:
Website Administrator:
Contacts
Center Principal:
GM:
GSM:
Fixed Ops Mgr.:
Service Mgr.:
Parts Mgr.:
Other:
Office Mgr:
Accounts Payable:
System Administrator:
Website Administrator:
BMW Service Connection Program
Program Enrollment Form
Center ID:
Administrator:
Dealer Product Services
T: (800) 407-6497
F: (847) 478-1325
www.dpscrm.com
BMW Service Connection Program
General Program Specs
1. States to be included in marketing:
2. Radius around center for marketing:
3. Records to be excluded from marketing:
Employees
Fleets
A list MUST be provided with the Name, Customer ID and VINs
List Received (date):
List declined at this time
4. Letters include:
Introduction to the Service Department
Service Reminder 1
Service Reminder 2
Service Reminder 3
First Visit Thank You
Service Visit Thank You
Service Visit Thank You with Declined Recommended Services
Interim Communication
Inactive Communication 1
Inactive Communication 2
Inactive Communication 3
Inactive Communication 4
Businesses
Municipalities
5. Additional persons to be seeded:
6. Include inserts with letter?
If yes, provide insert layout form (available from program administrator) and
add cost for insert chosen.
Maximum dollar amount ($):
Signature:
Cap Criteria:
Model Year:
Activity Date:
Radius:
Zip Codes:
Other:
Center ID:
Administrator:
Dealer Product Services
T: (800) 407-6497
F: (847) 478-1325
www.dpscrm.com
Service Dept. Employees (includes Mgrs) Employee #
BMW Service Connection Program
Employee Information
for Analysis & Reporting
Center ID:
Administrator:
Dealer Product Services
T: (800) 407-6497
F: (847) 478-1325
www.dpscrm.com
BMW Service Connection Program
Service Department Introduction
If you wish to include an offer not part of the catalog, use the Custom Offer form.
Format
Introduction to the Service Department:
Letter Format (recommended)
Postcard Format
Postcard Code:
Signature Line
Your Service Team (default)
Service Manager’s Name:
Service Advisors’ Names:
Other:
For Service-Related Offers:
Please contact Dealer Name for details. Prices exclude tax. Offer valid only with coupon at Dealer Name.
One coupon per customer. Coupon has no cash value and is non-transferable. Original coupon must be
presented and redeemed at time of service write-up. Applies only to BMW vehicles. Cannot be combined
with any other offer.
For Original BMW Accessories Offers:
Offer valid only on Original BMW Accessories at Dealer Name. Prices exclude tax. One coupon per
customer. Coupon has no cash value and is non-transferable. Original coupon must be presented and
redeemed at time of purchase. Cannot be combined with any other offer. Discount applies only to retail
price of product and not to any sales or value-added tax.
For BMW Lifestyle Offers:
Offer valid only on BMW Lifestyle items at Dealer Name. Prices exclude tax. One coupon per customer.
Coupon has no cash value and is non-transferable. Original coupon must be presented and redeemed
at time of purchase. Coupon is non-transferable and cannot be duplicated. Cannot be combined with
any other offer. Discount applies only to retail price of product and not to any sales or value-added tax.
Custom:
Offer Disclaimer
Offer Selections (from catalog)
Introduction to the Service Department
Offer 1 $ or % Off Offer 2 $ or % Off
Introduction to the Service Department
Offer Expiration
30 days from receipt of offer
60 days from receipt of offer
90 days from receipt of offer
Unique Center Features (select up to 6):
Certified Collision Repair Center
Glass Repair from BMW
Lifestyle Boutique
BMW Spa
Complimentary loaner vehicle
Rental vehicles
Shuttle services
Wi-Fi access
Espresso Bar
Café
Complimentary wash with service
BMW Mobile Assistance
Exercise facility
Paintless dent repair
BMW Tire Center
Convenient location
Convenient hours
Pick up and delivery service
Complimentary detail with service
Priority service scheduling
Internet Cafe
Other (33 char. max.):
Center ID:
Administrator:
Dealer Product Services
T: (800) 407-6497
F: (847) 478-1325
www.dpscrm.com
BMW Service Connection Program
Service Reminders
Offer Selections (from catalog)
Service Reminder 1
Offer 1 $ or % Off Offer 2 $ or % Off
Service Reminder 2
Offer 1 $ or % Off Offer 2 $ or % Off
Service Reminder 3
Offer 1 $ or % Off Offer 2 $ or % Off
Vehicles Not Under Warranty:
Service Reminder 1
Offer 1 $ or % Off Offer 2 $ or % Off
Service Reminder 2
Offer 1 $ or % Off Offer 2 $ or % Off
Service Reminder 3
Offer 1 $ or % Off Offer 2 $ or % Off
Vehicles Under Warranty:
If you wish to include an offer not part of the catalog, use the Custom Offer form.
Format
Service Reminder 1:
Letter Format (recommended)
Postcard Format
Postcard Code:
Service Reminder 2:
Letter Format (recommended)
Postcard Format
Postcard Code:
Service Reminder 3:
Letter Format
Postcard Format (recommended)
Postcard Code:
Signature Line
Your Service Team (default)
Service Manager’s Name:
Service Advisors’ Names:
Other:
Maintenance Op Codes
Description: Op Codes:
Oil Service
Inspection I
Inspection II
Scheduled Maintenance
Offer Disclaimer
For Service-Related Offers:
Please contact Dealer Name for details. Prices exclude tax. Offer valid only with coupon at Dealer Name.
One coupon per customer. Coupon has no cash value and is non-transferable. Original coupon must be
presented and redeemed at time of service write-up. Applies only to BMW vehicles. Cannot be combined
with any other offer.
For Original BMW Accessories Offers:
Offer valid only on Original BMW Accessories at Dealer Name. Prices exclude tax. One coupon per
customer. Coupon has no cash value and is non-transferable. Original coupon must be presented and
redeemed at time of purchase. Cannot be combined with any other offer. Discount applies only to retail
price of product and not to any sales or value-added tax.
For BMW Lifestyle Offers:
Offer valid only on BMW Lifestyle items at Dealer Name. Prices exclude tax. One coupon per customer.
Coupon has no cash value and is non-transferable. Original coupon must be presented and redeemed
at time of purchase. Coupon is non-transferable and cannot be duplicated. Cannot be combined with
any other offer. Discount applies only to retail price of product and not to any sales or value-added tax.
Custom:
Offer Expiration
30 days from receipt of this offer
60 days from receipt of this offer
90 days from receipt of this offer
Center ID:
Administrator:
Dealer Product Services
T: (800) 407-6497
F: (847) 478-1325
www.dpscrm.com
BMW Service Connection Program
Service Thank Yous
Vehicles Not Under Warranty:
Offer Selections (from catalog)
First Service Visit Thank You
Offer 1 $ or % Off Offer 2 $ or % Off
Service Visit Thank You
Offer 1 $ or % Off Offer 2 $ or % Off
Service Visit Thank You with Declined Recommended Service
Offer 1 $ or % Off Offer 2 $ or % Off
First Service Visit Thank You
Offer 1 $ or % Off Offer 2 $ or % Off
Service Visit Thank You
Offer 1 $ or % Off Offer 2 $ or % Off
Service Visit Thank You with Declined Recommended Service
Offer 1 $ or % Off Offer 2 $ or % Off
Vehicles Under Warranty:
If you wish to include an offer not part of the catalog, use the Custom Offer form.
Format
First Service Visit Thank You:
Letter Format
Postcard Format (recommended)
Postcard Code:
Service Visit Thank You:
Letter Format
Postcard Format (recommended)
Postcard Code:
Service Visit Thank You
with Declined Recommended Service:
Letter Format (recommended)
Postcard Format
Postcard Code:
Signature Line
Your Service Team (default)
Service Manager’s Name:
Service Advisors’ Names:
Other:
Declined Service Input
Text (ADP comments or R&R line 20)
Op Codes: Description:
If more than six, please supply list.
For Service-Related Offers:
Please contact Dealer Name for details. Prices exclude tax. Offer valid only with coupon at Dealer Name.
One coupon per customer. Coupon has no cash value and is non-transferable. Original coupon must be
presented and redeemed at time of service write-up. Applies only to BMW vehicles. Cannot be combined
with any other offer.
For Original BMW Accessories Offers:
Offer valid only on Original BMW Accessories at Dealer Name. Prices exclude tax. One coupon per
customer. Coupon has no cash value and is non-transferable. Original coupon must be presented and
redeemed at time of purchase. Cannot be combined with any other offer. Discount applies only to retail
price of product and not to any sales or value-added tax.
For BMW Lifestyle Offers:
Offer valid only on BMW Lifestyle items at Dealer Name. Prices exclude tax. One coupon per customer.
Coupon has no cash value and is non-transferable. Original coupon must be presented and redeemed
at time of purchase. Coupon is non-transferable and cannot be duplicated. Cannot be combined with
any other offer. Discount applies only to retail price of product and not to any sales or value-added tax.
Custom:
Offer Disclaimer
Offer Expiration
30 days from receipt of offer
60 days from receipt of offer
90 days from receipt of offer
Center ID:
Administrator:
Dealer Product Services
T: (800) 407-6497
F: (847) 478-1325
www.dpscrm.com
Format
Interim Communication 1:
Letter Format
Postcard Format (recommended)
Postcard Code:
Interim Communication 2:
Letter Format
Postcard Format (recommended)
Postcard Code:
Theme
Interim Communication 1:
Lifestyle
Accessories
Tire Center
Interim Communication 2:
Lifestyle
Accessories
Tire Center
Signature Line
Your Service Team (default)
Service Manager’s Name:
Service Advisors’ Names:
Other:
BMW Service Connection Program
Interim Communications
Offer Selections (from catalog)
Vehicles Under Warranty:
Interim Communication 1
Offer 1 $ or % Off Offer 2 $ or % Off
Vehicles Not Under Warranty:
If you wish to include an offer not part of the catalog, use the Custom Offer form.
Interim Communication 1
Offer 1 $ or % Off Offer 2 $ or % Off
Maintenance Program Upgrade
Original Owner Protection Program
Seasonal Message
Maintenance Program Upgrade
Original Owner Protection Program
Seasonal Message
Interim Communication 2
Offer 1 $ or % Off Offer 2 $ or % Off
Interim Communication 2
Offer 1 $ or % Off Offer 2 $ or % Off
For Service-Related Offers:
Please contact Dealer Name for details. Prices exclude tax. Offer valid only with coupon at Dealer Name.
One coupon per customer. Coupon has no cash value and is non-transferable. Original coupon must be
presented and redeemed at time of service write-up. Applies only to BMW vehicles. Cannot be combined
with any other offer.
For Original BMW Accessories Offers:
Offer valid only on Original BMW Accessories at Dealer Name. Prices exclude tax. One coupon per
customer. Coupon has no cash value and is non-transferable. Original coupon must be presented and
redeemed at time of purchase. Cannot be combined with any other offer. Discount applies only to retail
price of product and not to any sales or value-added tax.
For BMW Lifestyle Offers:
Offer valid only on BMW Lifestyle items at Dealer Name. Prices exclude tax. One coupon per customer.
Coupon has no cash value and is non-transferable. Original coupon must be presented and redeemed
at time of purchase. Coupon is non-transferable and cannot be duplicated. Cannot be combined with
any other offer. Discount applies only to retail price of product and not to any sales or value-added tax.
Custom:
Offer Disclaimer
Offer Expiration
30 days from receipt of offer
60 days from receipt of offer
90 days from receipt of offer
Center ID:
Administrator:
Dealer Product Services
T: (800) 407-6497
F: (847) 478-1325
www.dpscrm.com
BMW Service Connection Program
Inactive Customer Communications
Offer Selections (from catalog)
Inactive Communication 1
Offer 1 $ or % Off Offer 2 $ or % Off
Inactive Communication 2
Offer 1 $ or % Off Offer 2 $ or % Off
Inactive Communication 3
Offer 1 $ or % Off Offer 2 $ or % Off
Inactive Communication 4
Offer 1 $ or % Off Offer 2 $ or % Off
Vehicles Not Under Warranty:
Inactive Communication 1
Offer 1 $ or % Off Offer 2 $ or % Off
Inactive Communication 2
Offer 1 $ or % Off Offer 2 $ or % Off
Inactive Communication 3
Offer 1 $ or % Off Offer 2 $ or % Off
Inactive Communication 4
Offer 1 $ or % Off Offer 2 $ or % Off
Vehicles Under Warranty:
If you wish to include an offer not part of the catalog, use the Custom Offer form.
Format
Inactive Communication 1:
Letter Format (recommended)
Postcard Format
Postcard Code:
Inactive Communication 2:
Letter Format
Postcard Format (recommended)
Postcard Code:
Inactive Communication 3:
Letter Format (recommended)
Postcard Format
Postcard Code:
Inactive Communication 4:
Letter Format
Postcard Format (recommended)
Postcard Code:
Signature Line
Your Service Team (default)
Service Manager’s Name:
Service Advisors’ Names:
Other:
For Service-Related Offers:
Please contact Dealer Name for details. Prices exclude tax. Offer valid only with coupon at Dealer Name.
One coupon per customer. Coupon has no cash value and is non-transferable. Original coupon must be
presented and redeemed at time of service write-up. Applies only to BMW vehicles. Cannot be combined
with any other offer.
For Original BMW Accessories Offers:
Offer valid only on Original BMW Accessories at Dealer Name. Prices exclude tax. One coupon per
customer. Coupon has no cash value and is non-transferable. Original coupon must be presented and
redeemed at time of purchase. Cannot be combined with any other offer. Discount applies only to retail
price of product and not to any sales or value-added tax.
For BMW Lifestyle Offers:
Offer valid only on BMW Lifestyle items at Dealer Name. Prices exclude tax. One coupon per customer.
Coupon has no cash value and is non-transferable. Original coupon must be presented and redeemed
at time of purchase. Coupon is non-transferable and cannot be duplicated. Cannot be combined with
any other offer. Discount applies only to retail price of product and not to any sales or value-added tax.
Custom:
Offer Disclaimer
Offer Expiration
30 days from receipt of offer
60 days from receipt of offer
90 days from receipt of offer
Center ID:
Administrator:
Dealer Product Services
T: (800) 407-6497
F: (847) 478-1325
www.dpscrm.com
BMW Service Connection Program
Custom Offer Form
Communication:
Position: Offer 1 Offer 2
Offer Title:
Offer Amount: $ Off % Off
Offer Body:
Communication:
Position: Offer 1 Offer 2
Offer Title:
Offer Amount: $ Off % Off
Offer Body:
Communication:
Position: Offer 1 Offer 2
Offer Title:
Offer Amount: $ Off % Off
Offer Body:
Communication:
Position: Offer 1 Offer 2
Offer Title:
Offer Amount: $ Off % Off
Offer Body:
Communication:
Position: Offer 1 Offer 2
Offer Title:
Offer Amount: $ Off % Off
Offer Body:
Center ID:
Administrator:
Dealer Product Services
T: (800) 407-6497
F: (847) 478-1325
www.dpscrm.com
1. Center Information
Center Name:
Center ID:
System Administrator:
Contact Phone:
2. DMS Type
If your DMS does not allow dial-in access, proceed to section 5 below. A DPS Data Specialist will contact the
System Administrator specified in section 1 to review the specific requirements for your DMS.
3. Connection Information & Special Considerations
Modem Phone #:
Login / User ID: Password:
Account / Area:
ERA/ERA XT Users: Provide access to program 6910 (Report Generator) in the Service and F&I area.
ADP Elite Users: Provide access to the ENG function in the Service and F&I area.
Please specify if there are any special considerations that need to be made when extracting data.
(Ex: More than one store share one data area (branching/shared accounting). Body Shop ROs in the same area
as Service Dept. ROs.)
4. Confirmation Transaction
In order to confirm that we are extracting data from the correct Service area, please provide the following
information on a recently closed RO within that Service area.
VIN or Stock Number:
RO Number:
RO Close Date:
In order to confirm that we are extracting data from the correct F&I area, please provide the following
information on a recently closed deal within that F&I area.
VIN or Stock Number:
Deal Number:
Deal Close Date:
5. Submission Information
Fax completed information to (847) 478-1325. For questions regarding this
form, please call toll-free (800) 407-6487.
BMW Service Connection Program
DMS Access and Data Extraction
Information
Start Date:
No. of Customer Pay ROs per Month:
No. of Warranty Pay ROs per Month:
No. of New and CPO Vehicles Sold per Month:
R&R ERA / ERA XT
Arkona
Jarvis
ADP Elite
UCS
Autosoft
EDS
Automate
DDS
Other:
(8500, 8800, 9000, 9200, Millennium)
ADP Alliance
top related