FordDirect CRM Mobile
Free
2.7for iPhone
Age Rating
FordDirect CRM Mobile Screenshots
About FordDirect CRM Mobile
Description:
The FordDirect CRM Mobile App provides complete access to FordDirect’s exclusive CRM platform to manage your dealership's key daily activities 24/7 efficiently. The FordDirect CRM is a customized CRM experience created for Ford and Lincoln dealers.
Features and Capabilities include:
Access sales opportunities and daily work plans
Add prospects and manager customer profiles
Quickly respond to internet lead opportunities anytime, anywhere
Inventory Search
VIN scanner
Seamless integrations with in-store CRM
Please call your FordDirect Digital Performance Manager for more information.
Enhancements:
-New video capture tool provides ability to send an email attachment of vehicle walkarounds
-Enhanced Sold, Ups and Other tabs on Desklog display breakdown of New and Used with drill downs for summary lists
-New Appointments tab on Desklog provides daily scheduled tasks with drill down
-Text Message push notifications for incoming New or Reply text messages
-Click to call from within the Customer Details screen
The FordDirect CRM Mobile App provides complete access to FordDirect’s exclusive CRM platform to manage your dealership's key daily activities 24/7 efficiently. The FordDirect CRM is a customized CRM experience created for Ford and Lincoln dealers.
Features and Capabilities include:
Access sales opportunities and daily work plans
Add prospects and manager customer profiles
Quickly respond to internet lead opportunities anytime, anywhere
Inventory Search
VIN scanner
Seamless integrations with in-store CRM
Please call your FordDirect Digital Performance Manager for more information.
Enhancements:
-New video capture tool provides ability to send an email attachment of vehicle walkarounds
-Enhanced Sold, Ups and Other tabs on Desklog display breakdown of New and Used with drill downs for summary lists
-New Appointments tab on Desklog provides daily scheduled tasks with drill down
-Text Message push notifications for incoming New or Reply text messages
-Click to call from within the Customer Details screen
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What's New in the Latest Version 2.7
Last updated on May 23, 2018
Old Versions
Fixed a login issue
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Version History
2.7
May 23, 2018
Fixed a login issue
2.4
Feb 27, 2018
Enhancements:
Add Prospect from Menu with partial address.
Add Prospect goes to Oppty Details.
Cancel license scan with Back button.
Send vehicle video from Oppty Details.
Issues Resolved:
Remember Me checkbox no error.
Video Access Denied resolved.
New/Used Inventory auto-refreshes.
Save All on Oppty active only when changed.
Click-to-Call displays link and registers calls.
Add Prospect from Menu with partial address.
Add Prospect goes to Oppty Details.
Cancel license scan with Back button.
Send vehicle video from Oppty Details.
Issues Resolved:
Remember Me checkbox no error.
Video Access Denied resolved.
New/Used Inventory auto-refreshes.
Save All on Oppty active only when changed.
Click-to-Call displays link and registers calls.
2.2
Nov 27, 2017
Enhancements:
-Edit a Trade from the Opportunity page
Issues Resolved:
-Vehicles added to opportunity now save as either New or Used
-When switching between New/Used Inventory, the selection dropdown fields reset
-State and title dropdown lists refresh from Add Prospect view
-Vehicle Wanted now displays from desklog statistics dropdown for active deals
-Customer Name on the Activity History screen now displays
-Edit a Trade from the Opportunity page
Issues Resolved:
-Vehicles added to opportunity now save as either New or Used
-When switching between New/Used Inventory, the selection dropdown fields reset
-State and title dropdown lists refresh from Add Prospect view
-Vehicle Wanted now displays from desklog statistics dropdown for active deals
-Customer Name on the Activity History screen now displays
2.1.2
Nov 13, 2017
Enhancements:
Desklog drilldown displays Sold Vehicle Gross with proper permissions
Desklog Sold tab now shows New, Used and Total columns
Issues Resolved:
Can now select due date for Next Activity
Texting no longer redirects non-texting related actions to CRM
Expanded support for trade-in integrations
Intermittent display issues with collapsible lists
Desklog drilldown displays Sold Vehicle Gross with proper permissions
Desklog Sold tab now shows New, Used and Total columns
Issues Resolved:
Can now select due date for Next Activity
Texting no longer redirects non-texting related actions to CRM
Expanded support for trade-in integrations
Intermittent display issues with collapsible lists
2.1.1
Oct 20, 2017
Enhancements:
- Allows user to save notification preferences
Issues Resolved:
- Login/Logout and time out errors fixed
- License Scan now saving City, ST and Exp Date to the CRM correctly
- VIN now displays full 17-digits
- Inbox view now defaults to top message and opens with header info displayed
- Push notification now displays notification type
- Inventory dropdown menu bugs resolved
- Mobile desklog appointment stats now match desktop stats
- Allows user to save notification preferences
Issues Resolved:
- Login/Logout and time out errors fixed
- License Scan now saving City, ST and Exp Date to the CRM correctly
- VIN now displays full 17-digits
- Inbox view now defaults to top message and opens with header info displayed
- Push notification now displays notification type
- Inventory dropdown menu bugs resolved
- Mobile desklog appointment stats now match desktop stats
1.0.3
Sep 12, 2017
FordDirect CRM - Release v1.0.3
FordDirect CRM version 1.0.3 update provides two enhancements and seven fixes for functionality and performance issues recently reported.
Release Date to App Stores: September 12, 2017
Enhancements:
– New Leads Inbox now displays the vehicle and primary salesperson associated with the lead as well as the lead source.
– Enhanced Create Prospect button label. Now 'Create Prospect' button is named 'Add Source and Vehicle' for clarity.
Issues Resolved:
– Ability to change company is corrected and now works for users that have access to multiple dealerships.
– Schedule icon no longer flickers when inactive customer viewed. The icon consistently either displays or not, as appropriate.
– Email feature is now visible in the Menu.
– Position permissions have been updated for users to only view impersonated user's emails if user position permissions set to do so. Otherwise, the Email menu item is hidden.
– Email Reply button is now hidden on New Leads Inbox when user navigates back from Customer Details screen.
– Inventory search optimized to store and update inventory results locally to speed process and no longer display duplicate results.
– Position permission added named 'CanAdminSalesTeam' which allows users with this permission to change the Opportunity or Position Primary to another Sales Team member.
Thanks to everyone who made suggestions to improve our product.
FordDirect_CRM_v1.0.3_Release_Notes_Android&iOS
FordDirect CRM version 1.0.3 update provides two enhancements and seven fixes for functionality and performance issues recently reported.
Release Date to App Stores: September 12, 2017
Enhancements:
– New Leads Inbox now displays the vehicle and primary salesperson associated with the lead as well as the lead source.
– Enhanced Create Prospect button label. Now 'Create Prospect' button is named 'Add Source and Vehicle' for clarity.
Issues Resolved:
– Ability to change company is corrected and now works for users that have access to multiple dealerships.
– Schedule icon no longer flickers when inactive customer viewed. The icon consistently either displays or not, as appropriate.
– Email feature is now visible in the Menu.
– Position permissions have been updated for users to only view impersonated user's emails if user position permissions set to do so. Otherwise, the Email menu item is hidden.
– Email Reply button is now hidden on New Leads Inbox when user navigates back from Customer Details screen.
– Inventory search optimized to store and update inventory results locally to speed process and no longer display duplicate results.
– Position permission added named 'CanAdminSalesTeam' which allows users with this permission to change the Opportunity or Position Primary to another Sales Team member.
Thanks to everyone who made suggestions to improve our product.
FordDirect_CRM_v1.0.3_Release_Notes_Android&iOS
1.0.21
Aug 3, 2017
Hotfix for texting.
1.0.2
Jul 27, 2017
Update provides two fixes for some functionality issues.
Issues Resolved:
- Dealers no longer get an error when attempting to add and save Trade-In on new or used Opportunities.
Thanks to everyone who made suggestions to improve our product.
Issues Resolved:
- Dealers no longer get an error when attempting to add and save Trade-In on new or used Opportunities.
Thanks to everyone who made suggestions to improve our product.
1.01
Jul 3, 2017
-Updates to homepage stats
1.0
Jun 9, 2017
FordDirect CRM Mobile FAQ
Click here to learn how to download FordDirect CRM Mobile in restricted country or region.
Check the following list to see the minimum requirements of FordDirect CRM Mobile.
iPhone
FordDirect CRM Mobile supports English