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‘Net Classes: Featured Sessions of the Month

Article Highlights:

  • March Featured Session 'Net Classes for ERA® and ERA-IGNITE.
  • Learn more about using Contact Management and Dynamic Reporting.

Training can help bring new employees on board faster, and help long-serving employees find new ways to increase their productivity. Featured Sessions of the Month are hands-on, interactive live ‘Net Classes with experienced instructors online to help employees become more familiar with their systems.

Contact Management for Managers ‘Net Classes

What has your sales team accomplished this week? Are there days when you look at a report and don’t know what to focus on to help your team improve? Keeping up with a sales team is hard work. Discover all of the great tracking features Contact Management has to offer in this two-part Net Class.

CMM101: Management Tools

Learn how to:

  • Track your dealership activity and traffic.
  • Create dashboards to monitor progress.
  • Analyze reports to determine what needs improvement in your sales department.

Cost: $120 for each PC logged into the session
When: March 12, 2019 – 11:00 a.m. – 12:30 p.m. ET    Register

CMM102: Sales Settings

Learn how to:

  • Setup Contact Management to work best for your department.
  • Utilize sales goals for your team.
  • Learn about additional settings to make managing your sales people easier.

Cost: $120 for each PC logged into the session
When: March 12, 2019 – 3:30 p.m. – 5:00 p.m. ET     Register

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Contact Management for Internet Managers ‘Net Class

How long does it take your team to respond to an Internet lead? With manufacturers wanting internet prospects handled faster all the time, using Contact Management can be key to successfully hitting your target response times. Learn how Contact Management can help you distribute, track, and oversee those incoming leads.

This session can help you:

  • Create Work Schedules.
  • Use Distribution Rules.
  • Report on lead conversion.

Cost: $120 for each PC logged into the session
When: March 13, 2019 – 3:30 p.m. – 5:00 p.m. ET    Register

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Contact Management Schedules and Campaigns ‘Net Classes

How soon after initial contact do you want your salespeople to follow up with their leads? What promotional marketing campaigns do you run for your dealership and how do you manage those documents? This two-part ‘Net Class shows you how to manage your client follow-up and marketing campaigns in a streamlined manner.

CMF101: Managing Follow-Up

This session can help you:

  • Create and assign follow-up schedules for your salespeople.
  • Manage schedule criteria, activities, and results.
  • Assign scheduled activities to teams.

Cost: $120 for each PC logged into the session
When: March 14, 2019 – 11:00 a.m. – 12:30 p.m. ET    Register

CMS102: Campaign Management

This session can help you:

  • Customize your client correspondence.
  • Create and send targeted marketing pieces.
  • Build client collections to group customers by common criteria.

Cost: $120 for each PC logged into the session
When: March 14, 2019 – 3:30 p.m. – 5:00 p.m. ET    Register

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ERA® Dynamic Reporting ‘Net Classes

This two-part ‘Net Class covers advanced usage of Dynamic Reporting.

DYR101: Building Custom Dynamic Reporting Reports

How often do you find yourself looking for information that isn’t in your standard ERA reports? How much time do you spend requesting the same custom reports over and over every day/week/month? Learn how to use ERA Dynamic Reporting to create and export customized reports that contain the data you need, even with data from multiple stores or branches on a single report.

This session can help you:

  • Search for existing Dynamic Reports.
  • Import Criteria and settings from an existing report.
  • Create a new Dynamic Report from scratch.
  • Define report criteria.
  • Define report output.

Cost: $120 for each PC logged into the session
When: March 14, 2019 – 11:00 a.m. – 12:30 p.m. ET  Register

DYR102: Advanced Dynamic Reporting Settings and Security

Discover how to build your own custom fields, how to grant secure access to your custom reports, and schedule reports to run using ERA Dynamic Reporting.

This session can help you:

  • Create User Defined Fields (UDFs).
  • Display Multi-Valued fields on reports.
  • Schedule Dynamic Reports to process.
  • Grant access to a Dynamic Report.
  • Export a Dynamic Report.
  • Define Dynamic Reporting settings.

Cost: $120 for each PC logged into the session
When: March 14, 2019 – 3:30 p.m. – 5:00 p.m. ET  Register

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