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February 2023

NEW MAXIMIZING CRM POTENTIAL Use your CRM system to set solid appointments that show and convert.

BILLERS’ WORKSHOP: PROCESSING NYS DMV TRANSACTIONS The essentials to being an efficient and effective Biller.

Wednesday, February 8, 2023

Thursday, February 9, 2023

DATE

DATE

TIME 10:00am - 1:00pm INSTRUCTOR Mark Rodriguez, Auto Client Care, Inc.

TIME 10:00am - 4:00pm INSTRUCTOR Jean Marie Rugg, General Manager, DMV-DIRECT

MEMBER FEE $120.00 NON-MEMBER $200.00

MEMBER FEE $175.00 NON-MEMBER $300.00

Are you currently using your CRM system to its full potential? Your CRM system is a tool to help you stay organized, improve your relationship with existing customers, and identify prospective customers. Very often dealership personnel struggle with knowing what to say and how to retain, maintain, and convert sales and service opportunities into appointments that show and sell. In this workshop attendees will learn how to connect, engage, and persuade customers that your CRM and Dealership Data mining software identifies as timely sales opportunities. Learn the required skills to strengthen customer relations and use your CRM system to never miss a sales or service opportunity! n How to take advantage of everything your CRM system has to offer n How to change your messaging for new, potential, and existing customers n Methods for engaging your customer and setting appointments n How to track performance and identify opportunities Attendees will learn: n How to identify Sales/Service opportunities

Streamline your billing process, making it faster and more accurate.

This seminar focuses on DMV compliance requirements, proper paperwork completion, and how to submit items to the DMV. You will return to your dealership understanding the requirements of working the DMV desk and how to set it up to run smoothly and accurately. n The process of registering new and used vehicles n The various DMV forms, including titles and odometer disclosure n The fees associated with vehicle registrations n The specific terms used in registration processing Attendees will learn about:

n The timelines imposed by DMV

n Stocking and completing title and registration

WHAT PEOPLE ARE SAYING:

Great class! Very thorough,

very entertaining, would have loved this class earlier in my billing career.

CRYSTAL MAJOR WORLD

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C E N T E R F O R A U T O M O T I V E E D U C A T I O N & T R A I N I N G

W H I T E S T O N E , Q U E E N S / G N Y A D A . C O M / E D U C A T I O N