RIM Implementation Assessment Questions 2024 PDF

Summary

This document is a past paper for a RIM (Retail Information Management) implementation assessment. The assessment covers key topics like user setup, roles, integration, deal gathering, and various other features of the RIM system. The document includes multiple assessment quizzes and live demonstrations. This document is geared towards professional automotive dealers or employees.

Full Transcript

Section 1: ========== Key Components: - Pre-Onboarding/Platform Initiation Meeting - User Setup - Notifications - Roles - Integration Activation - Deal Gathering/Deal Validation Section 1 Quiz: 1. What tasks must be completed prior to scheduling a Platform initiation Meetin...

Section 1: ========== Key Components: - Pre-Onboarding/Platform Initiation Meeting - User Setup - Notifications - Roles - Integration Activation - Deal Gathering/Deal Validation Section 1 Quiz: 1. What tasks must be completed prior to scheduling a Platform initiation Meeting? 2. Please explain the differences between the User Setup and Roles? 3. When is it best to recommend a custom role in DRP? 4. Please define the Integration Activation Process. 5. What is Deal Gathering? 6. Which of these questions should be asked during Deal Gathering? Please select all that apply. a. Are your Fees Capped or Upfront b. Do you discount your vehicles? c. Do you offer free Car Wash? d. How many fees do you have? e. Do you offer standard accessories? f. Can I see your CRM? 7. True or False: Your GM DRP Deal Validation must match 1:1 with the Dealers CRM? 8. When conducting a Loan Deal gathering which of the following items should not be visible? g. Customer PII h. Sale Price i. Monthly Payment j. Financed Amount k. Rate l. Total Tax Amount 9. If you are unable to view the financed/adjusted amount during Loan Deal Gathering, you should request to see what values are located within the dealers DMS? Live Assessment: 1. Please demonstrate the ability to edit User Settings. 2. Please demonstrate the ability to edit Roles. 3. Please create a custom Role. Section 2: ========== Key Components: - Retail/CRM Settings - Leads - F&I Settings (Lender Setup, Forms, F&I) Section 2 Quiz: 1. Prior Lease Payoff Fees should always be defaulted to \$0? True or False: 2. Which of these questions should be asked when setting up fees? Select all that apply. a. Is this fee taxed? b. Does this fee apply to a lease? c. Is this fee capped or upfront? 3. What is the purpose of the "Default Values" tool located in Sales Setup? 4. What does lease Working Cash Toggles control? 5. What integration does DRP use to auto-calculate taxes and fees? 6. DMV Fees should be targeted under the Retail, Lease and CarBravo Fees section when applicable? True or False: 7. Please detail the difference between a Capped Fee and an Upfront Fee. 8. Please define Cap Cost Reduction. 9. Can a Lender be created from scratch within the DRP? 10. What is PEN? 11. What Credit Application Options are integrated with the DRP? 12. Define DMV Electronic Registration & Titling? Live Assessment: 1. Please demonstrate the ability to create a Lender. 2. Please demonstrate the ability to create an F&I product. 3. Please demonstrate how to mark a form inactive. Section 3: ========== Key Components: - Desking - Credit Tab - Recap Tab - Documents Tab - Cashiering Tab - Concierge - Integrations Section 3 Quiz: 1. Does DRP give users the ability to start a deal using leads from their integrated CRM? 2. Can tax rates be manipulated on a Deal-by-Deal level? 3. When adding a trade to a deal in DRP Dealers can only manually enter trade details? True or False: 4. The loan or lease rate will automatically pull in from GM Financial. All other lender institutions will use the default rates in Sales Setup. True or False: 5. Desking can sync to a Dealers DMS tool? True or False: 6. Ipad Casting is available for the following scenarios? Please select all that apply. A. F&I Menu B. Document Display C. Use Car Trade-In D. CRM Management in DRP 7. Please define Concierge and its capabilities. 8. What section in the Desking module will Dealers record payment? 9. If a DMS is integrated, what button must be selected to initiate Deal Sync? Live Assessment: 1. At a high-level please explain how dealer would begin the integration activation process for each of the available DMS integrations. 2. At a high-level please explain how dealer would begin the integration activation process for each of the available CRM integrations. Section 4: ========== Key Components: - Vehicle Inventory - Central Stock Section 4 Quiz: 1. Please define Central Stock. 2. What supporting GM System provides inventory, pricing, and imagery for the DRP? 3. Can Dealers add a vehicle into the DRP that is not in thier DMS? 4. Can Dealers mark inventory ineligible for CarBravo in the DRP? 5. Are vehicles recalls present in the DRP? Live Assessment: 1. Please demonstrate how a dealer would add a vehicle to the DRP. 2. Please demonstrate how a dealer would remove a vehicle from the DRP. 3. Please demonstrate how a dealer would mark a vehicle ineligible in the DRP. Section 5: ========== Key Components: - Final Walkthrough - Support - Signoffs Live Assessment: 1. Please demonstrate the Final Walkthrough. 2. Please demonstrate how you would validate a CTA. 3. Please demonstrate the submission of a test lead. 4. Please demonstrate Support Ticket creation. 5. Please load up your tool for securing Sign-Offs. Please walk me through the Sign-Off process and explain to me the reason of each sign-off.

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