Pre-Platform Initiation and User Setup

Pre-Platform Initiation Meeting Tasks

• Forms must be completed
• Pre-onboarding questionnaires, forms, GMF, GM payment services, Subdomains, Training, D2C2 onboarding, pre-prod spun up, and kick-off meeting are required
• Assign champions
• All of the above tasks are necessary

User Setup vs. Roles

• Roles define permissions for each role
• User setup assigns roles to individuals

Custom Roles in DRP

• Recommend a custom role in DRP when a user needs multiple permissions

Deal Gathering

• Involves asking for funded deals and guiding dealers through deal entry in their DMS to ensure data consistency across systems

Deal Gathering Questions

• Are fees capped or upfront?
• Do you discount vehicles?
• How many fees does the dealer have?
• Are standard accessories offered?
• Are free car washes offered?

GM DRP Deal Validation

• Deal validation in GM DRP must match the Dealer's CRM (one-to-one)

Loan Deal Gathering Items to Hide

• Customer Personally Identifiable Information (PII)
• Sale price
• Monthly payment
• Total tax amount

Fee Review Questions

• Is the fee taxable?
• Does the fee apply to leases?
• Is the fee capped or upfront?
• All of the above

Default Values Tool Purpose

• Default values tool in Sales Setup is for pre-set defaults in sales transactions.

Lease Working Cash Toggles

• Controls aspects of lease transactions

DRP Integration for Taxes and Fees

• DRP automatically calculates taxes and fees through its integrations.

Capped vs. Upfront Fees

• Detailed description of the difference between capped and upfront fees is needed.

Cap Cost Reduction Definition

• Definition of Cap Cost Reduction is needed

Definition of PEN

• Definition of PEN is needed.

Credit Application Options

• DRP integrates with credit application options.
• DRP allows for deal initiation with leads from integrated CRMs

Tax Rate Manipulation

• Tax rates are not adjustable on a deal-by-deal basis. GM Financial loan/lease rates are pulled in automatically, while other lenders use default rates from Sales Setup.

iPad Casting Scenarios

• iPad casting is available for the following scenarios:
  • F&I Menu
  • Document Display
  • Using Car Trade-In
  • CRM Management in DRP

Deal Recording Payment Section in Desking Module

• Specific section in the Desking module where Dealers record payments is needed.

DMS Integration with DRP and button for Deal Sync

• Specific button in the integrated DMS to initiate deal sync.

Supporting GM System for DRP

• Description of the supporting GM system for DRP. (inventory, prices, images).

Dealer Vehicle Addition to DRP

• Dealers can add vehicles to the DRP from the DMS.

Inventory Ineligibility for CarBravo in DRP

• Dealers can mark inventory as ineligible for CarBravo via DRP.

Vehicle Recalls in DRP

• Presence of vehicle recall information in the DRP is needed.