Navigating FOCUS

Hello and welcome to the first FOCUS Learn It video: Navigating FOCUS.

Today, I’m going to walk through some simple navigation tips. These will help you get familiar with the layout of FOCUS.

Make sure to bookmark this video to review again once your dealership is using FOCUS.

When FOCUS launches at your dealership, you’ll login like normal using your dealer.reyrey.net credentials. But instead of being taken to Contact Management, you’ll be taken directly to FOCUS. Your screen will have a similar layout to what you see here, but it will be unique to your user role. This layout is for sales managers, so if you’re a salesperson or work in the BDC, you’ll still have this same interface, but you’ll have different panels specific to your role.

At the top of the page, all users will see the same icons. The icons in the middle are where you will receive notifications for Daily Work Plan, Prospects, and Inbox Interactions. In the manager view we are looking at today, I also have access to the desk log. On the top right, you have icons for search, recent clients, instant messaging, quick links, alerts, and the menu.

The next panel is your calendar overview section. This allows you quick access to View Calendar and Add Appointments. You can also see an overview of today and tomorrow’s total appointments. Here, you can view Next Appointment Details.

This Mobile Manager panel is specific to the sales manager landing page. This section summarizes what the sales team is doing today. It can be expanded to see sales process details, queue management functions, and where the salespeople are within the dealership.

Below Mobile Manager, you’ll find all Performance Metrics. These are role specific and update in real time. So yours may look different from mine, depending on what you have set up. You have several to choose from. These can also be expanded using the plus sign to display further details. I’ll discuss what I have set up for my Performance Metrics.

Starting with Prospect Performance Metrics. This shows totals for all prospect interactions, as well as trending data from the previous month and the previous year.

Next are Deal Performance Metrics where you’ll find metrics for deals worked, created, and sold.

Appointment Performance Metrics will show appointments for the day, month, and year, where they came from, and trending data for comparison.

Finally, the Service Appointment Metrics will display service appointments for the day, month, and year, also with trending data from last month and last year.

To customize this section, you can make adjustments in your profile settings.

The bottom right of my landing page displays the Sales Goals panel and the Activity Overview panel. Managers can see overall team and individual metrics. They can review goals at a dealership level or dive into individual salespeople. Other users can view their own metrics to make sure they are on track to meet goals.

Moving over to the left hand side, this is your main working area. This panel is also specific to your user role and the default panel can be changed based on your needs. Salespeople and managers will likely default to show the Prospects Panel which is what is shown here.

These icons across the top will be different for each role as well. Since I am in the manager view, I have icons to access the daily work plan, prospects, inbox, client care issues, and desk log. Once you click an icon, you’ll dive into specific details for each work space. For example, with the prospects icon selected, you can view details for all prospects, phone prospects, internet prospects, and walk-in prospects. You can also change the view to summary or detail depending on your preference.

To add a new prospect, click the “Add Client Icon.” The Add Client Panel will open on the right so you can enter the information. Once done, click save, then exit. Now you are back at the Prospects Panel.

To dive into individual client records, you can choose any prospect from the Prospect Panel and their client record will open on the right hand side. You can now view recent notes and interactions, all contact information, and all prospect information. Clicking through the tabs across the top right, you can view garage information, all dealership interactions, and actions taken with the client and/or prospect.

You can also contact the client using the Action Toolbar across the top left. If you were to email the client, the email panel will open to the left so you can still view all client information while creating the email to ensure you’re sending the right message. Once you send the email and close the panel, you will be back at the Prospects Panel.

That concludes the simple navigation of FOCUS. We will continue to send you helpful resources over the next few weeks to help prepare you for FOCUS. Once your dealership starts using FOCUS, you can access videos within the system for help.  If you need additional training, you can also register for webinars through Software Education or purchase optional training through Reynolds Consulting Services.

Thank you for watching and we hope you enjoy using FOCUS!