bmw service connection program program enrollment … enrollment docs.pdf · postcard code:...

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:

E-Mail

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:


Website Administrator:

BMW Service Connection Program

Program Enrollment Form

Center ID:

Administrator:


T: (800) 407-6497

F: (847) 478-1325

www.dpscrm.com


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




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:


T: (800) 407-6497

F: (847) 478-1325

www.dpscrm.com

Service Dept. Employees (includes Mgrs) Employee #


Employee Information

for Analysis & Reporting

Center ID:

Administrator:


T: (800) 407-6497

F: (847) 478-1325

www.dpscrm.com


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)


Offer 1 $ or % Off Offer 2 $ or % Off


Offer Expiration

30 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:


T: (800) 407-6497

F: (847) 478-1325

www.dpscrm.com


Service Reminders


Service Reminder 1


Service Reminder 2


Service Reminder 3


Vehicles Not Under Warranty:

Service Reminder 1


Service Reminder 2


Service Reminder 3


Vehicles Under Warranty:


Format

Service Reminder 1:


Postcard Format

Postcard Code:

Service Reminder 2:


Postcard Format

Postcard Code:

Service Reminder 3:

Letter Format

Postcard Format (recommended)

Postcard Code:

Signature Line




Other:

Maintenance Op Codes

Description: Op Codes:

Oil Service

Inspection I

Inspection II

Scheduled Maintenance

Offer Disclaimer
















Custom:

Offer Expiration

30 days from receipt of this offer



Center ID:

Administrator:


T: (800) 407-6497

F: (847) 478-1325

www.dpscrm.com


Service Thank Yous



First Service Visit Thank You




Service Visit Thank You with Declined Recommended Service


First Service Visit Thank You




Service Visit Thank You with Declined Recommended Service




Format

First Service Visit Thank You:

Letter Format


Postcard Code:

Service Visit Thank You:

Letter Format


Postcard Code:


with Declined Recommended Service:


Postcard Format

Postcard Code:

Signature Line




Other:

Declined Service Input

Text (ADP comments or R&R line 20)

Op Codes: Description:

If more than six, please supply list.
















Custom:

Offer Disclaimer

Offer Expiration




Center ID:

Administrator:


T: (800) 407-6497

F: (847) 478-1325

www.dpscrm.com

Format

Interim Communication 1:

Letter Format


Postcard Code:


Letter Format


Postcard Code:

Theme


Lifestyle

Accessories

Tire Center


Lifestyle

Accessories

Tire Center

Signature Line




Other:


Interim Communications



Interim Communication 1






Maintenance Program Upgrade

Original Owner Protection Program

Seasonal Message

Maintenance Program Upgrade

Original Owner Protection Program

Seasonal Message




















Custom:

Offer Disclaimer

Offer Expiration




Center ID:

Administrator:


T: (800) 407-6497

F: (847) 478-1325

www.dpscrm.com


Inactive Customer Communications





















Format

Inactive Communication 1:


Postcard Format

Postcard Code:


Letter Format


Postcard Code:



Postcard Format

Postcard Code:


Letter Format


Postcard Code:

Signature Line




Other:
















Custom:

Offer Disclaimer

Offer Expiration




Center ID:

Administrator:


T: (800) 407-6497

F: (847) 478-1325

www.dpscrm.com


Custom Offer Form

Communication:

Position: Offer 1 Offer 2

Offer Title:

Offer Amount: $ Off % Off

Offer Body:

Communication:


Offer Title:


Offer Body:

Communication:


Offer Title:


Offer Body:

Communication:


Offer Title:


Offer Body:

Communication:


Offer Title:


Offer Body:

Center ID:

Administrator:


T: (800) 407-6497

F: (847) 478-1325

www.dpscrm.com

1. Center Information

Center Name:

Center ID:


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.


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

bmw service connection program program enrollment … enrollment docs.pdf · postcard code:...

Documents