2. AUTOMATED EQUITY MINING
We take the science out of equity mining.
Dealer Wizard is the auto industry’s only true database intelligence solution
for dealerships wishing to capitalize on the power of BIG DATA.
Dealer Wizard’s automated equity mining is the most intuitive,
cost effective software interface in the marketplace.
DEALERSHIP PERFORMANCE METRICS
We are believers in the maxim “too much detail means less retail”
Assess your operation and prepare for your management meetings within minutes.
Quickly rifle-in on departmental performance, projections, and opportunities.
Point-&-Click to drill down on all revenue producing employee production.
HOW WE TURN YOUR DATA INTO DOLLARS
132INCREMENTAL
VEHICLE SALES
7%
INCREASE IN
NEW & USED SALES
$251,000ADDITIONAL
GROSS PROFIT
37%
STRONGER NEW CAR
TRADE PROFITS
47%
STRONGER USED CAR
TRADE PROFITS
AVERAGE COST OF SALE:
$164
IN 2015, OUR DEALER PARTNERS AVERAGED:
DEDICATED ACCOUNT MANAGER
Every Dealer Wizard Customer Is Assigned Their Own Account Manager
To Assist With Training, Best Practices, Utilization, and Campaign Support
3. TURN YOUR PAST CUSTOMERS
INTO CURRENT DOLLARS
DATABASE WIDE
EQUITY MINING
MAKING THE MOST OF YOUR DATA
Dealer Wizard is your solution for protecting and retaining your most valuable asset – your owner base.
Our proprietary technology automatically analyzes the full scope of your DMS each month and alerts you
of owners with the highest probability of repurchasing.
Monthly Sales Opportunities
• Dealer Wizard automatically pinpoints current owners who are in an optimal
position to trade, based on their loan completion, lease maturation date,
or length of ownership. Turn current owners into new sales, utilizing our
turn-key personalized letter and eCampaigns.
OEM Specific Campaigns
• Our marketing team provides additional support to ensure that your local
marketing message aligns with your manufacturer’s regional promotions
and special incentive offers. Dealer Wizard will work with your team to
ensure that campaigns meet Co-Op eligibility requirements.
Customizable Equity Mining Searches
• Define your own search criteria in a quick, point & click interface.
Search by model classifications, remaining loan or lease payments,
high APR owners, equity range, and vehicles without extended service
contract coverage.
Conquest Campaigns
• Seek out local conquest conversion opportunities through our database
profiling solution. Dealer Wizard recommends targeted conquest campaigns
based on your dealership sales history, consumer demographics, and local
market data.
July 1, 2016
John Q. Sample
12345 S. Main Street
Anytown, USA 00000
Dear John,
ABC Ford is very excited to announce the arrival of 2016’s Ford Truck Month. Come test drive the American
legend and experience it’s monstrous toughness, Ecoboost Technology for better fuel mileage, and the first ever
mainstream heavy-volume vehicle with a nearly all-aluminum body and all new high strength steel frame, helping
to shave 700 pounds off the previous model. We have a huge selection of these new F-150’s in stock ready for
immediate delivery with incredible Truck Month Savings!
Based on your estimated equity position, along with Truck Month incentives, you may be able to upgrade
to a brand new model, possibly with no money out of pocket and potentially keeping the same $329.56
payment that you are paying now or were previously paying prior to paying off your loan or lease. In fact,
with all of the above applied, you could possibly even reduce your payment!
Only a limited number of our previous customers qualified to receive this notice. To take advantage of this
opportunity call us at (123) 456-7890 and ask to speak to one of our Sales Managers, or simply bring your letter to
our Dealership and ask to speak directly to me. It’s that easy.
Ever changing inventory levels, as well as interest rates, current dealer incentives, and your current vehicle’s
condition and mileage may affect our calculations, so we recommend that you respond as quickly as possible.
Congratulations on qualifying for this exceptional opportunity!
Sincerely,
Richard Smith
General Manager
THIS NOTICE IS VALID ONLY AT:
ABC Ford
54321 W. Main Stree
Anytown, USA 00000
(123) 446-7890 • www.abcford.com
2016 F-150 XL/XLT
SUPERCAB OR SUPERCREW
0% APRFOR 60 MONTHS
OR
AND
NotallbuyerswillqualifyforFordCreditfinancing.0%APRfinancingfor60monthsat$16.67
per month per $1,000 financed regardless of down payment. For all offers, take new retail
delivery from dealer stock by 5/1/16. Ford rebates and lowAPR’s on select models and can
change at any time per Ford Motor Company. See dealer for current incentives and details.
2016 FORD F-150 APR FINANCING
0.9%
2.9%
1.9%
4.9%
FOR 36
MONTHS
FOR 48
MONTHS
FOR 60
MONTHS
FOR 72
MONTHS
$
1,500BONUS
CASH
October 1, 2016
Jane Q. Sample
54321 S. Main Street
Anytown, USA 99999
Dear Jane,
As a previous ABC Chrysler Dodge Jeep Ram customer, we have reviewed the original purchase contract of your
2012 Jeep Grand cheroee, purchased on 10/19/12 and have determined your loan payoff to be approximately
$1,652.46.
Based on your estimated equity position, along with a high demand in the market place for Grand Cherokee models,
you may be able to upgrade to a brand new 2016 or 2017 model, with no money out of pocket and potentially keep
the same $378.32 payment that you are paying now or were previously paying, prior to paying your loan off. In fact,
with dealer incentives applied, you could possibly even reduce it. This is an opportunity for you to drive a brand new
model without increasing the current monthly payment you are accustomed to.
Only a limited number of our previous customers qualified to receive this notice. To take advantage of this opportunity
call ABC Chrysler Dodge Jeep Ram at (321) 123-4567 and ask to speak to a Sales Manager, or simply bring your
letter to our Dealership and ask to speak directly to me. It’s that easy.
Ever changing inventory levels, as well as interest rates, dealer incentives and your current vehicle’s condition and
mileage may affect our calculations, so we recommend that you respond as quickly as possible. Congratulations on
qualifying for this exceptional opportunity!
Sincerely,
John Smith
General Manager
P.S. This notice is valid only at:
ABC Chrysler Dodge Jeep Ram
12345 S. Main St., Anytown, USA 99999
(321) 123-4567 • www.abccdjrwebsite.com
Month, Day, Year
Jane Q. Sample
54321 S. Main Street
Anytown, USA 99999
Dear Jane,
We feel it is important that we make you aware that recent strong consumer demand is having a
generous impact on Mercedes Benz trade-in values, enabling you to transition into the next
generation Mercedes Benz product possibly with minimal to no out-of-pocket investment.
Favorable economic conditions also provide you with an opportunity to capitalize on historically low
interest rates on vehicle purchases. In addition, strong Mercedes-Benz residual values, coupled with
attractive incentive and lease offers, provide numerous financial options for your next new or pre-
owned vehicle purchase.
Should you have interest, I would like to schedule some time with you to provide you with a
professional appraisal of your 2012 Mercedes-Benz E350.
Please contact me any time that is convenient for you to discuss a day or time that best aligns with
your schedule.
We appreciate you providing us with the opportunity to fulfill your transportation needs.
All the best,
John Smith
General Manager
Mercedes-Benz of Anytown
12345 S. Main Stret, Anytown, USA 99999 • (321) 123-4567 • www.mbofanytown.com
2 Years Pre-Paid
Maintenance
Included in the purchase of a New or
Certified Pre-Owned vehicle. Must
present this letter to qualify.
4. TURN YOUR OPERATION & TEAM
INTO A WELL-OILED MACHINE
360º
PERFORMANCE METRICS
INSTANT, ACCURATE, AND RELEVANT DATA AT YOUR FINGERTIPS
Dealer Wizard Performance Metrics provide the information necessary to quickly and effortlessly assess your operation.
Departmental Snapshots
• Dealer Wizard provides you with the opportunity to rapidly assess
all departments and revenue producing employees. Custom dealer
specific alerts will quickly identify trends and opportunities.
Custom Reports
• Manage your operation by utilizing our visually intuitive statistics
and reports. Drill down by employee, deal, RO, or inventory and
gain control of your profits.
Inventory Management
• Take control of your new and used car inventory by utilizing our
state-of-the-art technology, which predicts future inventory trends
and trade cycles. Mobile app allows you to instantly appraise
vehicles and view market trends, book values, and auction data.
Dealer Support
• Dedicated Account Manager will help identify trends and
recommend course of action to improve revenue ad profitability.
PERFORMANCE REPORT
ABC Chrysler Dodge Jeep Ram, 12345 S. Main Street, Anytown, USA 00000
New Car Avg Sales Gross Used Car Avg Sales Gross
ALL Deals
$580
Cash Down
$338
NO Cash Down
$727
ALL Deals
$1,512
Cash Down
$1,295
NO Cash Down
$1,741
New Cars Used Cars
Fastest Selling
300
Most Profitable
2500
Top Selling
1500
Fastest Selling
Renegade
Most Profitable
Elantra
Top Selling
1500
New Cars Used Cars
SP Units Sold
Brett
Mgr Avg Sales Gross
John
F/I Mgr Avg F/I Gross
Kevin
SP Units Sold
Curt
Mgr Avg Sales Gross
John
F/I Mgr Avg F/I Gross
Jimmy
HIGHEST
PERFORMING
SALES
PERSONNEL
New Cars Used Cars
SP Units Sold
Merinda
Mgr Avg Sales Gross
Terrance
F/I Mgr Avg F/I Gross
Mary
SP Units Sold
Patrick
Mgr Avg Sales Gross
Bruce
F/I Mgr Avg F/I Gross
Lance
New Car Avg Sales Gross Used Car Avg Sales Gross
ALL Deals
$1,979
Product Sale
$2,022
NO Product Sale
$450
ALL Deals
$1,301
Product Sale
$1,404
NO Product Sale
$0
Avg Gross Profit Per unit by Days in Stock
0-30 days
$131
31-45 days
($1,602)
46-60 days
$0
61-75 days
($3,785)
76-90 days
$94
91+ days
($860)
Avg Gross Profit Per unit by Days in Stock
0-30 days
$1,228
31-45 days
$1,733
46-60 days
($382)
61-75 days
$2,466
76-90 days
$0
91+ days
$197
Avg Gross Profit Per unit by Days in Stock
0-30 days
$1,685
31-45 days
$1,707
46-60 days
$1,767
61-75 days
$518
76-90 days
$1,838
91+ days
$503
Most Traded Make Avg Days To Sale Avg Sales Gross Avg F/I Gross Avg Days to Whlsl Avg Whlsl Gross
Dodge
Jeep
Chrysler
Fiat
26
23
26
37
$1,565
$1,625
$1,183
$0
$1,278
$1,069
$1,919
$547
35
18
25
65
$0
$90
$647
$0
USED CAR
TRADE
TRENDS
Service Advisor Labor Sales per RO Service Advisor Total Hours per RO
Advisor
Kristi A.
Emily L.
Sean T.
Multi Line RO’s
$289
$233
$194
One Line RO’s
$406
$157
$30
Advisor
Kristi A.
Emily L.
Sean T.
Multi Line RO’s
3.6
2.4
2
One Line RO’s
0.7
0.3
0.1
SALES
GROSS
INVENTORY
TRENDS
F/I
USED CAR
WHOLESALE
TOTAL NEW
GROSS BY AGE
TOTAL USED
GROSS BY AGE
LOWEST
PERFORMING
SALES
PERSONNEL
SERVICE
DAILY WIZDOC SUMMARY
ABC Toyota, 12345 S. Main Street, Anytown, USA 00000
Date Available Viewed Available Call List/Mailed
6/16/2016
6/17/2016
6/18/2016
TOTAL
16
14
4
34
0
0
0
0
2,448
92
690
3,230
0/696
0/0
0/0
0/696
MONTHLY SALES
OPPORTUNITIES
SERVICE DRIVE
OPPORTUNITIES
Finance
Lease
Cash/OSL
Total
SALES
Delivered
Sales Gross
Avg Sales Gross
F/I Gross
Avg F/I Gross
Total Gross
Avg Total Gross
MTD Tracking
USED
22
$44,725
$2,033
$13,440
$611
$58,165
$2,644
44
$89,450
$2,033
$26,880
$611
$116,330
$2,644
MTD Tracking
TOTAL
51
$40,509
$794
$42,881
$841
$83,390
$1,635
102
$81,018
$794
$85,762
$841
$166,780
$1,635
MTD Tracking
NEW
29
($4,216)
($145)
$29,441
$1,015
$25,225
$870
58
($8,432)
($145)
$58,882
$1,015
$50,450
$870
INVENTORY
Total Units
Days Supply
Value
Aged Units
Equity (+/-)
MTD Whsl. +/-
NEW USED
164
69
$3,994,102
46
n/a
n/a
109
74
$1,043,544
34
($47,069)
($1,081)
FIXD OPS
Labor Sales
Labor Gross
Parts Sales
Parts Gross
ELR
Hours Sold
Hours R/O
MTD Tracking
$64,622
$51,440
$63,616
$24,729
83.60
773
1.13
$129,244
$102,880
$127,232
$49,458
83.60
1,546
1.13
FINANCE
PVR
Power Rating
Finace Penetr
Svc Con Penetr
Maint Penetr
Gap Penetr
Other
MTD
USED
$611
1.73
64%
32%
0%
5%
136%
MTD
TOTAL
$841
2.14
76%
43%
0%
8%
163%
MTD
NEW
$1,105
2.45
86%
52%
0%
10%
183%
5. TURN YOUR SERVICE CUSTOMERS
INTO SHOWROOM DOLLARS
DAILY SERVICE DRIVE
OPPORTUNITIES
BRIDGING THE GAP BETWEEN THE SERVICE LANE
AND THE SHOWROOM FLOOR
Easily convert service customers into new vehicle sales, increasing customer retention, market share, and gross profit.
We dig deep by analyzing hundreds of customer data points prior to every service appointment, allowing you to
re-engage and retain your customers before your competitors take control.
Quick Screen Soft Credit Pull
• Quick Screen soft credit pull gives you visibility into your customers’
credit profiles and current auto loans. This feature is for both your
current database and service conquest customers.
Full CRM Integration
• Dealer Wizard currently integrates with all major CRMs.
Service Drive Opportunities can be pushed to your CRM
on demand for seamless integration.
Automated Communications
• Re-engage owners through our no cost, automated
Vehicle Exchange eCampaigns, providing owners with next vehicle
recommendations. Personalized letters available on demand at no
cost to you, allowing the option to present customer offer in person.
Next Vehicle Recommendations
• Based on customer loan parameters, OEM incentives, and current
equity position, Dealer Wizard identifies and recommends vehicles
that customers are most likely to purchase. Put the right customer
in the right vehicle every time..
PROFESSIONAL BDC
APPOINTMENT SETTING SUPPORT
TEXT MESSAGE SENT TO
SALESPERSON ALERTING THEM OF
INCOMING APPOINTMENT.
6. SERVICE RETENTION
THE SOLUTION FOR TOTAL DEALERSHIP GROWTH
Reestablish relationships with your customer portfolio. Shorten trade cycles, increase RO count and maximize profits
with our proven Service Retention strategy.
Customer Retention Campaigns
• Dealer Wizard automatically dissects
all service records and identifies owners
with no recent repair order history.
Custom service voucher booklets
combined with a personalized letter
provide long shelf life and repeat business.
Return On Investment
• Measure activity and redemptions through barcode scanning. Online ROI to measure response, service
advisor performance, greatest upsell opportunities, top performing zip codes, and dollars generated.
Extended Service Contracts
• Generate incremental gross profit by marketing extended service contracts to the right owners at the
optimal time in the ownership cycle. Identify both OEM and non-OEM opportunities in your database.
Service To Sales
• Service customers are your most profitable source of new vehicle sales. By providing incentives to visit
your service department, additional opportunities for new vehicle sales are generated, increasing
customer retention and market share.
TURN YOUR LOST CUSTOMERS
INTO REPEAT CUSTOMERS
7. SUCCESS STORIES
BRENDAN G. MILLER
General Manager, Mid Island Hyundai
“Dealer Wizard attributes to 35-40 units a month for our store, helping
us send out targeted marketing campaigns to our equity customers
within our database, helping us to retain these customers and bring
them back into the dealership. Also, the application provides us
with quality leads that are coming through our service lane, helping
us to stay in communication with these customers that may be in
a position to upgrade into a newer vehicle. Our Account Manager
Jamie is extremely efficient and handles any issues that come up
in a timely manner. They have EXCELLENT customer service, their
website is easy to use and they help sell us cars! If you are looking
for a database and analytics tool, I would recommend Dealer Wizard,
hands down!.”
LISA COPELAND
Chief Marketing Officer, EBW2020
(Empowering a Billion Women by 2020)
“Of every lead provider we had, it was absolutely the most efficient,
cost effective lead provider that I ever used in my automotive career.
One of the things we like about working with Dealer Wizard was that
it was very user friendly and we had our own account rep that would
call me, the General Manager, once a month and let me know what
was sitting in our database, how many leads we had, how many leads
had actually been followed up on, and how many cars had been sold.”
KEN GOETHALS
Vehicle Exchange Manager, Nimnicht Chevrolet
“We started using Dealer Wizard back in December of 2015 and since
then we have experienced a substantial growth in the number of sales
through our Vehicle Exchange program. Prior to our partnership with
Dealer Wizard we were averaging less than 20 units per month. The
first month that we used DW services we generated over 30 units and
it has steadily increased month over month since then. We are currently
averaging close to 50 units per month. I would highly recommend to
any dealership that is serious about improving the success of their
Vehicle Exchange program partner with Dealer Wizard. They also
provided great customer service, everyone I’ve spoken to at the main
office is friendly and professional. Our Acct Manager, Nick Cotignola,
is always quick to respond to any questions or concerns I have and
calls or emails me to see how everything is going.”
SAM EDDY
Internet Sales Manager, Brighton CDJR
“Dealer Wizard has been a great asset to our store. The organized
customer base mail campaigns we run encourage our previous
customers to return and drive consistent business to our showroom.
The comprehensive data mining tool is a feature we use frequently to
create filtered contact sheets for all of our sales people so no early
lease termination slips through the cracks. And, most importantly,
anytime we need support or changes to our marketing materials,
Jessica is reliable and fast with solutions. Our customer retention rates
are through the roof and we are turning more and more shoppers into
lifelong customers everyday. Dealer Wizard is a no-brainer. 10/10.”
BLAKE S. HELFMAN
Sales Manager, River Oaks CDJR
“Dealer Wizard is an incredible tool that is unparalleled in the
automotive industry! The cost per advertising has the best ROI out of
all of our products. It has an spectacular way of driving traffic back to
our showroom from the service drive. Dealer Wizard has been a game
changer in prospecting our current customers to come back in and
purchase!”
OC BROOKS
General Manager, Clear Lake Nissan
“We’ve used Dealer Wizard for over 2 years now and it’s a phenomenal
tool. The tool by far has the most effective return on investment of any
marketing tool that we use. Yolanda and her team are outstanding
and the support is second to none. The backend tool helps us to
track our business as well as monitor our potential opportunities.
They are always available and the effort they make to help train your
team is extremely impressive. We have seen year over year growth
and our retention numbers have skyrocketed every since we signed
with Dealer Wizard. In my 17 years of managing auto dealerships, I
have never been so impressed with a team of representatives and
a product. I have sent out 1,500 mail pieces with Dealer Wizard that
have generated more deliveries and gross than a 10,000 piece mailer
with other companies. They definitely get the job done and are so
easy to deal with I don’t see myself managing a dealership without
signing up with Dealer Wizard. Feel free to call me if you have any
questions about the product.”
HEAR WHAT OUR CUSTOMERS
HAVE TO SAY
8. COMPATIBLE WITH ALL DEALER MANAGEMENT
SYSTEMS AND APPROVED BY MULTIPLE OEMS
Dealer Wizard maintains the most rigorous Data Protection Standards and Requirements
• FCA Endorsed / PAP Eligible Campaigns
• Honda READS Approved Vendor
• Nissan North America Preferred Vendor
• Jaguar Land Rover North America Preferred Vendor
• Reynolds & Reynolds Certified Interface Approved Vendor
• CDK / DMI Certified Vendor
• PCI DSS Compliant
• GIAC Certified
• Gramm-Leach-Bliley Compliant
• Alert Logic Threat Manager
• 24/7 Active Security Operations Center
• Data Breach Insured
DEALERWIZARD.COM • 813.712.5691
610 West Azeele Street • Tampa, Florida 33606
PARTNERS
LEA BECKLEY
REGIONAL SALES MANAGER
Mobile: 616.298.4465
Direct: 813.868.7323
lea@dealerwizard.com
