| 8:00 a.m. to 9:00 a.m. |
Buffet Breakfast & Networking |
| 9:00 a.m. to 9:30 a.m. |
Welcome Address from Frank |
| 9:30 a.m. to 10:15 a.m. |
Exploring the Open Road Ahead at IDS
A run-down of recent developments and a preview of what is on the horizon...Download Slides |
| 10:15 a.m. to 10:30 a.m. |
Pit Stop: Networking Break |
| 10:30 a.m. to 11:15 a.m. |
Keys to Unlocking Efficiency Across Your Dealership
Practical insights and strategies for using IDS effectively, including:
- Leveraging integrations with lenders
- Managing leads using notifications
- Utilizing appointments Service Scheduling - Status Updates
- Leverage Cycle Counting and manage obsolete and aging inventory
Download Slides |
| 11:15 a.m. to 12:00 p.m. |
Choose Your Own Adventure: Custom Configuration Consultation
Meet with the IDS staff to review your current configurations and ask any questions you have. Take what you have learned in the previous session and implement it right away or get a deeper understanding of the impacts and turn it on later. |
| 12:00 p.m. to 1:00 p.m. |
Pit Stop: Buffet Lunch & Networking |
|
CHOOSE YOUR EFFICIENCY DESTINATION STARTING POINT |
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VARIABLE OPERATIONS TRACK - SALES FINANCE CRM & ACCOUNTING |
FIXED OPERATIONS TRACK - SERVICE & PARTS |
| 1:00 p.m to 1:45 pm |
Sales and Finance
Back to Basics for Sales and FinanceDownload Slides |
Service and Parts
Back to Basics for Service and PartsDownload Slides |
| 1:45 p.m. to 2:30 p.m. |
Sales Finance Sales CRM
Lead to Deal Workflow: Using IDS to turn your lead into a Deal using Sales, Finance and Sales CRMDownload Slides |
Service
Service Workflow: Beginning-to-end for Service Advisors and Technicians while using Service CRM/Parts Request Manager and E-SignDownload Slides |
| 2:30 p.m. to 2:45 p.m. |
Pit Stop: Networking Break |
| 2:45 p.m to 3:45 p.m |
Safeguard for Efficiency: Dealership Security for Data Files
Setting standards for keeping your data safe.Download Slides |
| 3:45 p.m. to 4:45 p.m. |
Meeting in the Middle: Exchange, Enlighten or Elevate
Participate in dynamic roundtable discussions on various topics. Exchange knowledge, share insights, and network with fellow industry professionals or if you prefer, get advice from industry experts. |
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Pit Stop: Break |
| 6:00 p.m. to 10:00 p.m. |
Dinner |
Friday, February 9, 2024 |
| 8:00 a.m. to 9:00 a.m. |
Buffet Breakfast & Networking |
| All Day |
Personalized Account Management Discussions
Sign up on Friday for a 30 min session to connect with your dedicated Account Manager |
| 9:00 a.m. to 9:15 a.m. |
Welcome Note |
|
PAVING THE WAY TO EFFICIENCY |
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VARIABLE OPERATIONS TRACK SALES FINANCE CRM & ACCOUNTING |
FIXED OPERATIONS TRACK SERVICE & PARTS |
| 9:15 a.m. to 10:30 a.m. |
ACCOUNTING - Managing Your Dealership with Finance Precision
- What tools to use to monitor your dealership
- Measuring performance for improvement
Download Slides |
PARTS - Optimizing Parts Inventory Management: Implementing Best Practices for Enhanced Efficiency
- Effectively monitor and manage recommended orders
- Uncover obsolete parts management best practices
- Generate orders based on parts movement trends
Download Slides |
| 10:30 a.m. to 10:45 a.m. |
Pit Stop: Networking Break |
| 10:45 a.m. to 12:00 p.m. |
SYSTEM ADMIN/ACCOUNTING IMPACTS
- Optimizing your system setup and accounting impacts for efficiency
- System setup
- User setup
- Employee setup
Download Slides |
SERVICE - Efficient Warranty Claims Submission
- Maximize your warranty revenue with an in-depth understanding
- Unit Purchase vs Warranty Claim Submission
- Ensuring optimal submission volumes
- Warranty Claim Manager
Download Slides |
| 12:00 p.m. to 1:00 p.m |
Pit Stop: Buffet Lunch & Networking |
| 1:00 p.m. to 2:00 p.m. |
ACCOUNTING - AP Automation
Unlocking efficiency through AP Automation.Download Slides |
SERVICE - Significance of RECT Reporting The top 5 strategies to minimize your RECT and maximize your profits.Download Slides |
| 2:00 p.m. to 2:15 p.m. |
Pit Stop: Networking Break |
| 2:15 p.m. to 3:00 p.m. |
UNIT INVENTORY - Exploring Unit Build & All Its Functions
- Adding units from a predefined table
- Updating mfg specs for streamlined unit entry
Download Slides
|
SERVICE - Elevating Service Department Management Through Advanced Reporting
- Learn how to report on tech efficiency
- Track your completed labor
Download Slides |
| 3:00 p.m. to 3:45 p.m. |
ALL DEPARTMENTS - Leadership Insights
All roads meet here...bringing everything together with data analytics.Download Slides |
| 3:45 p.m. to 4:15 p.m. |
Thank You & Closing Remarks |
