Aust & NZ
23rd Jun 2017

Free DealerSocket Training!
Complimentary DealerSocket Training!

Pentana Solutions’ DealerSocket consultants hold monthly interactive Webinar sessions for those wanting to learn more user tips for DealerSocket.

To maximise learning, all sessions will only run for 30 minutes. We will update the Webinar schedule before the next session and provide everyone with plenty of notice to attend.

Webinar Schedule

Day / Date Session Topic Time Register
Tuesday, September 26th Blackbird Introduction 11:00 - 11:30am Click Here
Wednesday, September 27th Blackbird Introduction 11:00 - 11:30am Click Here
Tuesday, October 24th Blackbird Sales Manager - Review 11:00 - 11:30am Click Here
Wednesday, October 25th Blackbird Sales Person - Review 11:00 - 11:30am Click Here
Tuesday, November 28 List Builder 11:00 - 11:30am Click Here
Wednesday, November 29 Blackbird Salesperson - Personalising the Dashboard 11:00 - 11:30am Click Here
Tuesday, December 5th DealerSocket System Administrator 11:00 - 11:30am Click Here
Wednesday, December 6th Email and SMS Templates in DealerSocket 11:00 - 11:30am Click Here

What to Expect:

Contact Dashboard

The Contact Dashboard Review Training session is designed for new users or as a refresher for current users. You will learn how to navigate around the page and the process of adding a new prospect into DealerSocket. This session will only run for 30 minutes followed by 15 minutes for questions.

  • Searching and adding Contacts
  • Creating Sales Events
  • Creating To Do’s
  • Best Practice, Tips and Tricks

Employee Dashboard

The Employee Dashboard Screen is a prospect and customer follow up tool, allowing DealerSocket users to monitor and complete their daily tasks and view future tasks. This session will highlight the importance of checking open events on a daily basis and completing To Dos correctly to ensure the accuracy of your information. This session will run for 30 minutes, followed by 15 minutes for questions.

  • To Do’s Today or Older
  • Open Events
  • Types of To Do’s
  • Completing To Dos
  • Marking to Lost
  • Best Practice

DealerSocket System Administrator

This System Admin Users Session is designed for Dealership System Admin staff. With administration access you can create and remove users, reassign sales events and tasks, ensure the accuracy of information by merging sales events and deals, and create power teams. This session will run for 30 minutes, followed by 15 minutes for questions.

  • Adding a New User
  • How to Make a User Inactive
  • Reassigning Customers
  • Reconcile Sold Deals
  • Team Roles – Power Teams

List Builder

List Builder is an important tool for marketing, allowing you to customise the information you want out of DealerSocket and your Database. We will go through Navigation of the List Builder screen and how to know where to pull the right information. The use of scenarios will help with your understanding of this tool. This session will run for 30 minutes, followed by 15 minutes for questions.

  • Blackbird Opportunities
  • Sales Manager Console
  • Sales Checkout – Inspect what you expect
  • Adding Removing Widgets
  • Recommended Reports
  • Best Practices

Sales Manager Review

Great management of your team leads to the success of your Dealership. This session is ideal for all managers as it provides insight to the great tools DealerSocket offers which in return helps you better manage your team. This session will run for 30 minutes, followed by 15 minutes for questions.

  • Sales Manager Console
  • Check Out “Inspect what you expect”
  • Best Practices
  • Adding/Removing Widgets
  • Recommended Reports

Email and SMS Templates

Empower your Salespeople by creating set templates to standardise the communication to your customer with increased speed and accuracy. This session is designed for Marketing Managers. This session will run for 30 minutes, followed by 15 minutes for questions.

  • When to use templates
  • Creating an Email Document
  • Using/sending email Templates
  • Creating campaign step for SMS
  • Creating SMS

Blackbird - Introduction

The Blackbird Introduction Training session is designed to give a snapshot of the new version of DealerSocket, Blackbird. You will be shown basic features including the process of adding a new customer and prospect into DealerSocket and creating and managing the follow up. This session will run for 30 minutes, followed by 15 minutes for questions.

  • Basic Dashboard Layout
  • Searching and adding Contacts
  • Adding / Removing Widgets
  • Differences from DealerSocket Classic

Blackbird Sales Person - Review

The Blackbird Sales Person Dashboard Review Training session is designed for new users to Blackbird. You will learn how to navigate around the Dashboard and the process of adding a new customer and prospect into DealerSocket and managing the follow up. This session will highlight the importance of checking open opportunities on a daily basis and completing Task correctly to ensure the accuracy of your information. This session will run for 30 minutes, followed by 15 minutes for questions.

  • Searching and Adding Contacts
  • Creating Sales Opportunities
  • Creating all Types of Tasks
  • Completing Tasks
  • Open Opportunities
  • Marking to Not In Market

Blackbird Sales Person – Personalising the Dashboard

The Blackbird Salesperson Personalising the Dashboard session is designed for new users to Blackbird. We will go through basic Navigation, how to add and remove a widget, resize them and creating bespoke widgets. Returning the Dashboard to the Default Set Up is also covered. This session will run for 30 minutes, followed by 15 minutes for questions.

  • Navigation Overview
  • Moving and Resizing Widgets
  • Adding and Removing Widgets
  • Creating Bespoke Widgets
  • Reverting to Default Dashboard

Blackbird System Administrator

This System Admin Users Session is designed for Dealership System Admin staff. With administration access you can create and remove users, reassign sales events and tasks, ensure the accuracy of information by merging sales events and deals, and create power teams. This session will run for 30 minutes, followed by 15 minutes for questions.

  • Adding a new user
  • How to make a user inactive
  • Reassigning Customers
  • Reconcile Sold Deals
  • Team Roles – Power Teams

Further Assistance

Should you have any questions please don’t hesitate to contact a DealerSocket consultant here.