2016Agenda - Auto/Mate€¦ · Are you running out of space to store paper? ... AIS, and...

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NATIONAL USER SUMMIT

2016Agenda

AgendaTUESDAY, SEPTEMBER

BREAKFAST & REGISTRATION AREABallroom E

INTRODUCTION WITH MIKE ESPOSITOWhere we are, where we’re going, and what we’re about.

Ballroom E

5 TECHNOLOGY MUSTS TO DRIVE SALES & SERVICE REVENUEAttendees will identify the 5 areas where forward-thinking dealers are utilizing technology to drive revenue in both sales and service operations.

Ballroom E, Erik Nachbahr, Helion Automotive Technologies

INTRODUCTION TO SALES & F&I: 101Sales and F&I open discussion with Auto/Mate staff and dealership employees.

Ballroom A - Auto/Mate Dealership Systems

THE MAN, THE MYTH, THE LEGEND - PROFESSOR KEN ROCKJoin us for a one on one open discussion with Ken Rock on best practices.

Ballroom B - Ken Rock, Auto/Mate Dealership Systems

INTRODUCTION TO PARTS: 101Parts open discussion with Auto/Mate staff and dealership employees. Ballroom C - Auto/Mate Dealership Systems

APPLIED ACCOUNTING UPDATESOpen discussion on how to utilize enhancements and updates to the accounting module with Auto/Mate staff and dealership employees.

Sugar Maple - Auto/Mate Dealership Systems

8:30 AM - 9 AM

8 AM - 8:30 AM

9 AM - 10 AM

20th

TRANSITIONING TO A PAPERLESS DEALERSHIPIs your office still dealing with paper records? Does it take too much time to find archived documents? Are you running out of space to store paper? If you answered yes to any of the above, this presentation is a must see!

Ballroom E, Jon Lincoln, etfile

ACCELERATING THE SALES EXPERIENCEDiscussion on how to utilize Desking, AIS, and eContracting in order to increase your dealerships bottom line.


OPEN SERVICE LECTURE Take advantage of this open session to talk to Auto/Mate service staff about any questions or comments you have regarding the Auto/Mate system.

Ballroom B - Auto/Mate Dealership Systems

SOCIAL MEDIA IN HIRING & FIRINGLearn the important role that social media plays in today’s HR processes.

Ballroom C - David Druzynski, Auto/Mate Dealership Systems

HISTORY OF PAYROLL & ITS FUTUREParyoll open discussion with Auto/Mate staff and dealership employees. Sugar Maple - Auto/Mate Dealership Systems

KEYNOTE SPEAKER - DAVID VILLAHow to set the stage for change and win the buy-in.

Ballroom E - David Villa, IPD

THE “JUST” DISEASEMost people at one point have said “I’m just...” before talking about their job, or role in life. Through powerful personal/professional anecdotes, Patrick Longo gets to the root of what he calls “The Just Disease,”

Ballroom E - Patrick Longo, Upaya Partners

ARE YOUR PEOPLE READY FOR 21ST CENTURY SELLING?Even with all the available technology, many sales people are stuck in 1985. If you’ve invested in the tech to move your dealership ahead, doesn’t it make sense to invest in the information necessary to help your people adapt?

Ballroom A - John Fuhrman, OptionSoft Technologies

10:15 AM - 11:15 AM

12:45 PM - 1:45 PM

2 PM - 3 PM

TUESDAY, SEPTEMBER 20th

PARTS INVOICING: PAST, PRESENT & FUTUREOverview of the parts invoicing screen.


IS YOUR DEALER COMPLIANT WITH FCRA?How pulling credit in your CRM & DMS can save you time and money, while also making you compliant.

Ballroom C - Ken Hill, 700 Credit

DEVeloping RELATIONSHIPSSit down with Auto/Mate’s development team and gain a unique perspective into the development of our software and the role our customers play in the process.


DEATH OF THE TRADITIONAL DEALERSHIP SALESPERSONIn this session Mark will give you the critical question all dealership leaders will have to ask and answer to be successful. Attendees will learn the top do’s and don’ts in leadership and sales to increase productivity and sales.

Ballroom E, Mark Tewart, Tewart Enterprises

THE VALUE OF RE-ENGAGING LOST SOULS IN TODAY’S MARKETING METHODSLearn the value of re-engaging lost souls in today’s marketing methods. Ballroom A, Shawn Rajabi, Total Customer Connect

BUILDING FOR YOUR SUCCESSTime with our Customer Success Managers, Jennifer Jones & David Vickers.


UNIFIED NAME DATABASE MANAGEMENTOur GoTeam members will review the important details you need to know to utilize the changes to our name database.

Ballroom C - Auto/Mate Dealership Systems

MANUAL VS. AUTOMATIC DISPATCH THEORY.Our resident dispatch scholar will discuss pro’s and con’s of the different types of dispatch available.


2 PM - 3 PM

3:15 PM - 4:15 PM

TUESDAY, SEPTEMBER 20th

AgendaWEDNESDAY, SEPTEMBER

BREAKFAST & REGISTRATION AREACome fuel up for the day with breakfast on us!

Northeast Foyer

ACCORDING TO GOOGLE: 95% OF CAR BUYERS BROWSE A DEALERSHIPS WEBSITEAs stores have gone online, they’ve been challenged to keep up with changing browsing preferences, such as “mobilegeddon” when Google gave preferential treatment to mobile-ready websites. Learn how to leverage your data and create a long term action plan for profitability.

Ballroom E, Aaron Schinke, Dealersocket

THE DEATH OF CUSTOMER OWNERSHIPThe archaic concept of sales reps having the sole right to a customer is a remnant of a time when that right benefited the dealer. In an era when it no longer does, this talk is about adopting strategies that move the needle in the post-ownership world.

Ballroom A - Richard Keith Latman, CRMSuite

DEVeloping RELATIONSHIPS Sit down with Auto/Mate’s development team and gain a unique perspective into the development of our software and the role our customers play in the process.


TAKING SERVICE TO THE FUTUREDiscussion on the future of our Service Mobile Consultant, including tips and trick for using Rev/Mate to rev up your profits.


APPLIED ACCOUNTING UPDATESDiscussion on how to utilize updates to the Auto/Mate accounting module.


8:30 AM - 9 AM

9 AM - 10 AM

21st

CONSUMER EXPECTATIONS & BUYING PREFERENCES The loss of your customer has a measurable cost, and replacing the lost customer adds cost and reduces the dealership net. Learn best practices on how to keep your customers in today’s world.

Ballroom E - Todd Mason, RouteOne

ACCELERATING THE SALES EXPERIENCEDiscussion on how to utilize Desking, AIS, and eContracting in order to increase your dealerships bottom line.


PARTS INVENTORY: PAST, PRESENT & FUTUREOverview of the Parts Inquiry Screen


THE IMPORTANCE OF MAINTAINING YOUR CUSTOMERThe loss of your customer has a measurable cost, and replacing the lost customer adds cost and reduces the dealership net. Learn best practices on how to keep your customers in today’s world.

Ballroom C - Stu Zulad, NADA

IMPROVE CUSTOMER LOYALTY WITH THE NET PROMOTER SCORE® Learn how to use the Net Promoter Score Surveys as a way to measure and improve customer loyalty in your dealership.

Sugar Maple - Mike Esposito, Auto/Mate Dealership Systems

THE POWER OF ALIGNING DMS BEST PRACTICES & CPI MANAGEMENTLearn how to take the meaningful interpretation and management of daily, weekly and monthly, cash flow requirements and proper DMS reporting to influence a dealership organization’s performance qualities is the basis for smart performance choices.

Ballroom E - Mike Roppo, WithumSmith + Brown PC

SOFT PULL PRESCREEN ADVANTAGES THROUGH YOUR CRM & YOUR COMPLIANCE OBLIGATIONLearn how to pull credit data at the beginning of the sales process that acts as Lead Qualifying, Lead Generation & Customer Engagement tool that will let your dealership sell more cars.

Ballroom A - Bob Lettis, 700Credit

10:15 AM - 11:15 AM

12:45 PM - 1:45 PM

WEDNESDAY, SEPTEMBER 21ST

THE MAN, THE MYTH, THE LEGEND - PROFESSOR KEN ROCKJoin us for a one on one open discussion with Ken Rock on best practices.

Ballroom B - Ken Rock, Auto/Mate Dealership Systems

UNIFIED NAME DATABASE MANAGEMENTOur GoTeam members will review the important details you need to know to utilize the changes to our name database.


EAM: EMPLOYEE ACTIVITY MANAGEMENT AND WHY IT’S VITAL TO EXCEEDING DEALER GOALSSit down with the Senior Manager of Traffic Cop CRM, now Traffic Control CRM and learn DMS best practices vital to your dealerships success.

Sugar Maple - David Ortega, Traffic Control CRM

YOU’VE BEEN HACKED - NOW WHAT?Learn about the legalities of incident response.

Ballroom E - Dan Didier, GreyCastle Security

OPEN ACCOUNTING LECTURETake advantage of this open session to talk to Auto/Mate staff about any questions or comments you have regarding the Auto/Mate system.


CLOSING REMARKS Take advantage of this open session to talk to Auto/Mate staff about any questions or comments you have regarding the Auto/Mate system.

Ballroom E - Auto/Mate Dealership Systems

12:45 PM - 1:45 PM

2 PM - 3 PM

3 PM - 3:30 PM

WEDNESDAY, SEPTEMBER 21ST

BALLROOM B BALLROOM C Sugar Maple

/// The Man, The Myth, The Legend - Professor Ken Rock, Ken Rock, Auto/Mate Dealership Systems

/// Introduction to Parts: 101, Auto/Mate Staff, Auto/Mate Dealership Systems

/// Applied Accounting Updates, Auto/Mate Staff, Auto/Mate Dealership Systems

B R E A K

/// Open Service Lecture, Auto/Mate Staff, Auto/Mate Dealership Systems

/// Social Media in Hiring & Firing, David Druzynski, Auto/Mate Dealership Systems

/// History of Payroll & It’s Future, Auto/Mate Staff, Auto/Mate Dealership Systems

B R E A K

K E Y N O T E : M A I N C L A S S R O O M



B R E A K /// Parts Invoicing: Past, Present & Future, Auto/Mate Staff, Auto/Mate Dealership Systems

/// Is Your Dealer Compliant with FCRA?, Ken Hill, 700Credit

/// DEVeloping Relationships, Auto/Mate Development Team, Auto/Mate Dealership Systems

B R E A K

/// Building for Your Success, Auto/Mate Staff, Auto/Mate Dealership Systems

/// Unified Name Database Management, Auto/Mate Staff, Auto/Mate Dealership Systems

/// Manual vs. Automatic Dispatch Theory, Auto/Mate Staff, Auto/Mate Dealership Systems

TIME NORTH EAST FOYER BALLROOM E BALLROOM A

8 - 8:30 AM Registration, Breakfast & Exhibitor Area

8:30 - 9 AM Intro with Mike Esposito

9 - 10 AM Open Exhibitor Area

/// 5 Technology Musts to Drive Sales & Service Revenue, Erik Nachbahr, Helion Automotive Technologies

/// Introduction to Sales & F&I: 101, Auto/Mate Staff, Auto/Mate Dealership Systems

B R E A K

10:15 - 11:15 AM Open Exhibitor Area

/// Transitioning to a Paperless Dealership, Jon Lincoln, etfile

/// Accelerating the Sales Experience, Auto/Mate Staff, Auto/Mate Dealership Systems

B R E A K

11:45 AM - 12:45 PM Lunch & Exhibitor Area

12:45 - 1:45 PM Open Exhibitor Area

/// KEYNOTE: How to Set the Stage for Change & Win the Buy-In, David Villa, IPD


B R E A K

2 - 3 PM Open Exhibitor Area /// The “Just” Disease, Patrick Longo, Upaya Partners

/// Are Your People Ready for 21st Century Selling?, John Furhman, OptionSoft

B R E A K


/// Death of the Traditional Dealership Salesperson, Mark Tewart, Tewart Enterprises

/// The Value of Re-engaging Lost Souls in Today’s Marketing Methods, Shawn Rajabi, Total Customer Connect

ScheduleTUESDAY, SEPTEMBER

20th

BALLROOM B BALLROOM C Sugar Maple

/// DEVeloping Relationships, Auto/Mate Development Team, Auto/Mate Dealership Systems

/// Taking Service to the Future, Auto/Mate Staff, Auto/Mate Dealership Systems

/// Applied Accounting Updates, Auto/Mate Staff, Auto/Mate Dealership Systems

B R E A K/// Parts Inventory: Past, Present & Future, Auto/Mate Staff, Auto/Mate Dealership Systems

/// The Importance of Maintaining Your Customer, Stu Zulad, NADA

/// Improve Customer Loyalty with the NPS, Mike Esposito, Auto/Mate Dealership Systems

B R E A K

/// The Man, The Myth, The Legend - Professor Ken Rock, Ken Rock, Auto/Mate Dealership Systems

/// Unified Name Database Management, Auto/Mate Staff, Auto/Mate Dealership Systems

/// EAM: Employee Activity Management and Why It’s Vital to Exceeding Dealer Goals, David Ortega, Traffic Control CRM

B R E A K

- -/// Open Accounting Lecture, Auto/Mate Staff, Auto/Mate Dealership Systems

B R E A K

C L O S I N G R E M A R K S C L O S I N G R E M A R K S C L O S I N G R E M A R K S

TIME NORTH EAST FOYER BALLROOM E BALLROOM A

8:30 - 9 AM Registration, Breakfast & Exhibitor Area

9 - 10 AM Open Exhibitor Area

/// According to Google: 85% of Car Buyers Browse a Dealership’s Website, Aaron Schinke, Dealersocket

/// The Death of Customer Ownership, Richard Keith Latman, CRMSuite

B R E A K

10:15 - 11:15 AM Open Exhibitor Area

/// Consumer Expectations & Buying Preferences, Todd Mason, RouteOne

/// Accelerating the Sales Experience, Auto/Mate Staff, Auto/Mate Dealership Systems

B R E A K

11:45 AM - 12:45 PM Lunch & Exhibitor Area


/// The Power of Aligning DMS Best Practices & CPI Management, Mike Roppo, WithumSmith + Brown PC

/// Soft Pull PreScreen Advantages Through your CRM & Your Compliance Obligation, Bob Lettis, 700Credit

B R E A K

2 - 3 PM Open Exhibitor Area/// You’ve Been Hacked - Now What?, Dan Didier, GreyCastle Security

-

B R E A K

3 - 3:30 PM/// Closing Remarks, Auto/Mate Staff, Auto/Mate Dealership Systems

C L O S I N G R E M A R K S

ScheduleWEDNESDAY, SEPTEMBER

21st

2016Agenda - Auto/Mate€¦ · Are you running out of space to store paper? ... AIS, and...

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