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January Training: Complimentary Webinars

Article Highlights:

  • Reynolds and Reynolds is offering free webinars.
  • Learn how to utilize your system more effectively.

Do you want to learn how to use your system more efficiently? Join Reynolds and Reynolds for complimentary webinars to learn how you can be more efficient when working in ERA-IGNITE.

Register for the following webinars at www.reyrey.ca/training.

FOCUS Sales Goals

How are you currently tracking goals for your sales and BDC teams? When your dealership starts using FOCUS, your team’s sales goals are front and centre when they log in. Discover how to set up and track Sales Goals using FOCUS.

Learn how to:

  • Review existing Sales Goals.
  • Update Sales Goals for individuals.
  • Set default Sales Goals.
  • Set up the Sales Goals Dashboard module.
  • View the Sales Goals Report.
  • Track sales progress in FOCUS.

When:
January 11, 2021 – 2:00 p.m. – 2:45 p.m. ET

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ERA-IGNITE: Reporting Options (Dealership-Wide)

How much time do you spend scrolling through your reports just to find one piece of information? Discover the many options that are built right into your ERA-IGNITE reports.

Learn how to:

  • Group columns.
  • Use filters to assist in locating information in a report.
  • Apply report and/or group averages and/or totals.
  • Add or remove columns based on need.
  • Export reports into email or PDF.

When:
January 12, 2021 – 2:00 p.m. – 2:30 p.m. ET

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FOCUS for Sales and BDC

The FOCUS for Sales/BDC webinar teaches the salesperson and BDC about User Landing Pages and helps users learn the overall structure of FOCUS.

Learn how to:

  • Complete daily follow-up.
  • Use the calendar.
  • Track their personal progress through the month.

When:
January 12, 2021 – 11:00 a.m. – 12:00 p.m. ET
January 20, 2021 – 3:30 p.m. – 4:30 p.m. ET
January 26, 2021 – 11:00 a.m. – 12:00 p.m. ET

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FOCUS for Management

The FOCUS for Management webinar teaches managers about the tools available to help them run their team using FOCUS.

Learn how to:

  • Review various performance metrics.
  • Oversee daily activity in the dealership using the Desk Log and Calendar.
  • Track prospect progress through the Client Record.
  • Monitor overall team progress each month.

When:
January 12, 2021 – 3:30 p.m. – 4:30 p.m. ET
January 20, 2021 – 11:00 a.m. – 12:00 p.m. ET
January 26, 2021 – 3:30 p.m. – 4:30 p.m. ET

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ERA-IGNITE Smart Centre

How do you know what to enter when you’re stuck on a field in ERA-IGNITE? Where can you go to find training videos to help you navigate applications, screens, and/or certain fields? With Smart Centre, you can get the information you want without leaving the screen you are using.

Learn how to:

  • Navigate help messages to get the correct and complete information about a field or screen.
  • Learn what security access is needed for specific screens and actions.
  • Look up ERA-IGNITE equivalents of ERA screens.
  • Find all training and documentation about a specific topic.

When:
January 13, 2021 – 2:00 p.m. – 2:30 p.m. ET

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ERA-IGNITE: 4 Steps to a Cleaner Name File

What happens when you have multiple records for the same customer? How does that affect your dealership’s customers and employees? Learn how you can improve customer satisfaction by identifying and combining duplicate records.

Learn how to:

  • Identify duplicate name records using manual and automatic searches.
  • Select duplicate records to be combined.
  • Review pending name combinations.
  • Schedule the combination process to run.

When:
January 15, 2021 – 2:00 p.m. – 2:30 p.m. ET
January 26, 2021 – 2:00 p.m. – 2:30 p.m. ET

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Work Schedules

How does your BDC team know when salespeople are free for appointments? FOCUS can help streamline the transition from BDC to Sales by integrating Work Schedules and the Calendar. Discover how to set up Work Schedules to utilize them in both Contact Management and FOCUS.

Learn how to:

  • Review and update existing Work Schedules.
  • Create new Work Schedules.
  • Discuss the impact of Work Schedules on Lead Assignments.
  • Add appointments to FOCUS using Available Salespeople.

When:
January 19, 2021 – 2:00 p.m. – 2:30 p.m. ET

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Introduction to ERA-IGNITE

How long does it take you to go from signing in to ERA-IGNITE to actually starting your work? Learn ways to quickly open, navigate, and use ERA-IGNITE screens.

Learn how to:

  • Navigate ERA-IGNITE screens.
  • Launch ERA-IGNITE applications.
  • Use the keyboard to get around.
  • Find more help when you need it.

When:
January 20, 2021 – 2:00 p.m. – 2:30 p.m. ET

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ERA-IGNITE 101: Parts

How quickly can you create a parts invoice? Do you know where to find needed part information?

Learn how to:

  • Utilize the Counter Sales screen to make front and back counter sales.
  • Inquire on parts special orders.
  • Inquire on basic and detailed part information.
  • Find and utilize help tools.

When:
January 21, 2021 – 2:00 p.m. – 2:45 p.m. ET

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ERA-IGNITE 101: Accounting

What is the fastest way to adjust a transaction? How can you easily move from one journal to another? Learn common accounting practices such as posting a transaction, using inquiry screens, and creating links to get straight to the screens you use the most.

Learn how to:

  • Customize the Accounting Main Page.
  • Search for, add, and modify a transaction.
  • Use basic inquiry tools.
  • Find help on specific screens, tools, and functions.

When:
January 27, 2021 – 2:00 p.m. – 2:45 p.m. ET

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New dates will be added to www.reyrey.ca/training as they become available. Please check back often for an updated list.

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