Hello. Hello.

How are you? All right. How are you? I'm doing all right. Hello. All right. Sorry. I'm gonna readjust. Um. I guess I will share my screen real quick and explain kind of why I did I ask to start this chat to ask if they could be set up to automatically email or export because I'm not certain that they can. If it'll let me, there we go. This back. Okay, so there's a few options. The management overview report. If I just run this for last month, so just so we can see what it looks like, it would break down the phone, internet, walk-in situation, and the totals for that.

Yeah,

It will give us like, you know, which ones were sold, which ones were not sold,

All that kind of crap. Well, it gives you your overall total: one hundred and fifty eight entered, fifty four sold. Yep. Yeah.

But does it have? Does this level have salesperson level data? Like, show each salesperson how many they got, how many they sold,

That kind of thing.

If you have to click through to each one,

Right? That's when you can see the salesperson was. So on so forth, so that's that report. If we looked at, let's let me see what this one looks like because I don't remember. So this one shows some salespeople. What was the number of prospects and?

And does it show what type of sold each of them got?

No. Oh my goodness! Maybe if we drill into it,

They're weird too. Yeah, see, there's the source. So that's why I was saying, like, there's not really one report I feel like would fully encompass what you're wanting. And then we talked about you mentioned response time, and let me just do BMW.

Then this would show the salesperson their number of prospects, and then when they responded to that sales that prospect, um, and this it it's internet, but you could add in phone, walk in, whatever. But again, you'd have to drill down to know which. What that was? It doesn't even because I added phone and walk in. It still it just lumps it in. It's not telling me right off the top. Yeah. Um. Oh Lord. Yeah. You see my conundrum.

Um. Yeah, this almost might just be kind of a non-starter. Like it just might not work for Jackson. Yeah. You know, I'm saying the data that I'm trying to get to build the reports that I'm trying to build for them. To build the dashboards that I'm trying to build. Watch, just so you can have some context, I'll show you. I'll show you. Let's see, where are you now? Share window. All right, can you see my screen? Yes. All right, so these are some stuff, things that I build for my dealerships and.

Here's the other BMW store, so it's super comprehensive. It is not many other places you can go to find this much data integrated into one place. So it's like all of our inventory, all of the lead data, and then also all of the GA4 Google Analytics that come from our website. So it starts all the way high level, digests all the traffic, shows referrals. Then I'm not going to go into the whole thing because I don't want to waste your time. But then shows like. All of the inventory, what the picture is, new, used, certified, median age, where spots are for improvement, that kind of thing, and then as you go, the reason I'm trying to get all this lead data is as you go, we come into lead shape. So like, which vehicles were most interested in, which vehicles were most trade, trade in mentioned, and then where it really gets cool is we go in and look at all of every single lead source. So we can like drill down into what's the most effective, what's high funnel, what's low funnel.

And then when it comes to coaching staff, we come into handling right. So like the speed at which things are answered, the average time response, average close rates, and then we go into people. So it gets granular down to the person. So it shows here's your most efficient people, who's highest close ratios, how many opportunities they got. And it did drill. You see how it drills in like internet, phone, walk in, all of the crap. So that's why like from the CRM. What I all I get usually is my goodness, and how y'all do it, deal with, go to meeting all day or anything all day. These Zoom controls are crazy. Ah, so out of oh Lord, out of here. Like when I go into Ven for this store, it's actually a really simple. It's like one report. Well, it's two. One for inventory.

And then one for all the lead data. I want to show it to you, so maybe, maybe, maybe there is something that's more like this. I don't know. Right. I come into here and I go. Why does it matter? Outie or or you don't? It doesn't matter. If I go insights, I have. Do do do. You know we have.

The other cool thing is we can literally just completely adjust these as we go. Like I can say, " Eh, I need more or I need less or whatever." My goodness, that's funny. I clicked on Audi.

So maybe we need. Yeah, there's like a back. There's a back screen. There's a back screen that when, when I've had customers switch from Focus to another CRM, they built like a back screen report.

Yeah,

So you see that maybe like that would be better.

Look how deep it goes. Like look at the columns. It's you know obviously lead source, lead type, where it came from, who worked it, how long it took. It's actually basic data, but you get a lot from just this basic list of data. And so I just can't. Yeah, I can't find the solution to, you know, the right replacement for that for that Jackson store.

Yeah, um, maybe so.

What about CRM? How does that?

Maybe that would be a better option. I don't know, but it. I mean, it's fun building it, but I would think that that might be best because. If that's what we're using to export all of the data to a new CRM, you know, to transfer all of that, then it should be able to be pretty. Yeah. Yeah.

So maybe something that I can go in and look at, so I don't have to bother you with it. Um. That's what I do. I don't usually bother like a PM or or anybody with. I just go build the reports and export them out. Or is that something that like needs your level or like tech support level?

Do you you have a focus login for being focused?

Yeah, yeah. I do all their emailing and all that kind of crap.

Yeah, as long as you have access to that screen, it should be fine. Because um, my customers before they were building it to go to that other CRM, and I just yeah, they just needed help with it. So that was the only reason I was involved. Um, so I guess let me share my screen again and see if I can remember how to get there because that was so long ago. Um. It does require you to go into the back screen. I'm just going to click into activities just to see if I can get where I want to go. Reports, collections.

Goodness gracious! Yeah. I have tools, clients, documents, media, prospects, user solutions.

Yeah. So.

Yeah, under reports, all I have is dashboard. That's all I can see.

Is it customer?

Add a feature to me. I might like be missing a. You know, I might missing.

What are you in the top left? Are you customer administration over here?

What? Let me see. Hang on a little bit. Screen. Where? The top left. Let me go see. Well, you know what? This just makes sense. Let me just do this real quick. Because. All right. Here we go. All right. Where do you need me to go?

Oh, go to the three lines in the top right, and click Clients just to get into the back screen under Tools. Okay. And then go to Reports there.

On the right. Okay. Collections.

Collections. Yeah. And then click Add just so we can.

No shit. So. So this is how I built. So like this one here, I built recent prospects, and I built what else? This. So you see BMW BMW J leads. Like I built that too. So you're saying this is the area that I need to be to export what you think I need?

That's what I'm thinking.

Okay. So from here though, like this, watch. I'll click it and see. I kind of I don't know how to use this tool that great. Like I've used it a couple of times, but it's really goofy. To be honest with you,

Yeah, it's it's difficult.

I know. So it's like, I got in here because this is actually one of the places Zach told me to go, and I was like, okay, I'll go try it, and I just had terrible results. I ended up with like a report that was, you know, twenty thousand lines, and it was just like, I obviously am not filtering this right. Like, I just had issues. Um, like what? Because my my thought was I would go BMW J sales leads. And then I I don't know what else I did you know edit collection what is the option yeah go back to that first.

Go back to that first collections and click add and let's just see what your options are at the bottom bottom right.

Add.

And then hit add criteria yeah we can title the shit later.

Oh we mean this.

Yeah yeah okay.

And then scroll down on that right side. I'm just trying to see what options are. I mean, obviously you would select their name.

Yeah, it's so much. So this is like how to filter, though. So I would say, like, you know, honestly, I don't know that I want to. The filter to me would be like show me all of the leads that came in in the last six months or one year. Like it can be as long as I need, and then I'll have my my system do the computing on it and filter it. Yeah. So here, I guess, is there a, you know,

Should be. I would go down to prospect the prospect section because this is your client, so that's gonna be like their the name profiles.

So. Okay.

So years created prospect created date. Got it. Not buy. You clicked buy. There's a prospect created date. That's probably what I would do. Okay.

And then say, Oh my God. What.

Easiest way would be within, or within the last?

Here we go. Within, yeah. And I put whatever months here. So if I say twelve,

Well, you said within the next, so that would be like future. Oh shit! So within last n months.

N months. Got it. See, I'm glad I have you. And then here,

I just say update. Yeah. And then if that's your only filter. Then I would scroll down and see if there's like a save to go to the next.

I can hit calculate size.

Let's see what it says. Yeah, once you hit that, I think that's when the add button.

So that's just every prospect that was created within the last year. So that's oh, averaging fifty or so, five five hundred or so. Yeah, right. About five hundred. I was thinking a month. Is that what that's averaging?

Yeah, yeah. So that's that's probably about right. So like, if we counted all of the phone and walk - ins and internet, then I would come up with that probably.

Yeah, I was thinking when you hit calculate size though, the button would be available to add it. I mean,

I think I might. Yeah, we we have to do some.

Oh, we got to title the thing. Forgot we didn't do that.

Prospects. V two because I keep finding this. I want to make sure I see it stand out. Primary category. I don't need a secondary category.

I wouldn't think so.

Scroll down again. No. Yeah, that. And then now the. Okay, so for this, I can just hit add,

And and then I would see what.

Our that's what I'm kind of wondering.

All the options are basically.

So if I click it.

Where this was the piece that he kind of lead me through, like I'm an idiot. Like where, how do I end up with this? Like where do I like run it, and then it was like an export, and then I had to go download it manually. I think is what it was, or it like lived somewhere.

Yeah, I was thinking though when after we hit add, it would give you options for what columns and so.

This is it. Look, export. Yeah. Yeah, like you mean like to build it. And see what columns it has in it.

Yeah, that's what I was. I know that's how I've done it before. There was there was the criteria, and then there was something else. So now I'm questioning things.

This is kind of the area where he had me go and look. Yeah. I don't. I guess the way we ended up with a result was we click export. He said it like ended up in the inbox or something like that.

I remember. Maybe it's when we export it that it gives you the options. Go back to collections. Okay. And hit that, and then yeah, there it is. Okay, I knew it was somewhere. Yes, so you can select all the crap on the right side because I doubt you need their address and stuff. No,

And then just select you actually. The address would be nice because then I can start looking at like take rates per zip code and stuff like that. So I'm not I'm not opposed to that. It's almost like I want to just hit export and like see me.

It's also showing you client and prospect. So just because I would clear out,

I would almost one's which what's the out all this? Why does one called client, one's called prospect?

So clients, clients are basically any that's from the DMS. Like there, there's a name ID in the DMS. Because either that person has purchased a vehicle, they've had their vehicle serviced here, they've bought parts, whatever it may be, yeah. Um, and they have an actual record. So in a prospect becomes a client, basically.

Yeah. So some, some might want both.

But, but as far as like tracking communication,

Yeah, tracking like leads came in.

This is how that would be more of the prospect. Yeah. Because the prospect is the lead,

You're saying it's almost like we don't need the client stuff.

You don't think? At least not all of that. I mean, if you want to leave like the address or something, just in case that prospect is tied to a client.

If I click it, it disappears. It goes over back over to the left, basically.

I I think so.

Yeah. Yeah, it just disappears. Okay.

Yeah.

Yeah. All right. Well, yeah. This is. Definitely useful. Like I think this might. So I I wonder if so. This is going to give me trade data, which is good because I want to see like most common trades and shit like that. So you said you don't think that there's an inventory output. I wonder because I know Focus has the inventory, right? Because they search it and add it and all that kind of shit. Let me go see real fast. Add.

I was gonna say change that primary category. Maybe see what other options there are. I wonder if sales would have.

Yeah, owned car parts sales. Let's go sales.

Just don't feel like I've ever seen a list of inventory in the CRM. That's when we always refer to our. Like the DMS. Inventory management. Yeah, the DMS or.

Get it from the auto. Yeah, that's what I was gonna say. If they had our tool, then I would say AutoVision, but.

Whatever their alternative is to that would probably be your best bet.

Yeah, here we go. Let's see. That's probably what the codes. It's probably what that is.

But then it says stock type too, which makes me question. You know.

Yeah. Okay. Well, let's see what this is. Does it give me a multiple guess? Yeah. Here we go. Hmm. Interesting. Oh, hey! So then I would come in here and I would go. I would find a date, right? Like, let's see. So starting.

Okay, so maybe, maybe. I wonder if it's just vehicle sold.

That might be all it is, huh?

Because it's because I mean, deal number, deal date.

Yeah , I would say. What day we look for if we're looking for what day the car was stocked in?

Do you think? Vehicle stock date, if it was a thing.

That's what I'm saying.

I'm wondering. Yeah, date and equity date, sales warranty, and yeah, I think this is going to be more of a sold situation.

Yeah, like it's.

I see what you're saying. I would. I would. Refer to V Auto on that one, okay, or the DMS. I mean, I could.

I know V Auto can have can like set up an email.

Well, and I can I can easily pull a report inventory from the DMS too. But then the question is, are Landon and Brick and whoever updating the DMS as well? Because a lot of times they'll update pricing in V Auto and stuff like that, but they won't go back. Yes, I wouldn't have accurate pricing,

But I don't know if that's.

Because Speaking in a general sense, anyway,

The main angle for the inventory import is going to be: here's how many cars you have in stock. Here's the status: new, used, certified. What's the age? You know, what's your average price? And then it's how did they? You know, how did they move? Um, that kind of bullshit. So I mean, honestly, the V Auto export might be the best route for that. That's kind of a simple fix. I think I can just send an email, and because I mean, that's what they do.

That's what I would say too, because I mean,

That's what they do is syndicate data out.

Yeah, we have an equivalent appraisal tool, and if they had it, then I would tell you that would be your better out. So in this case, they don't have it, so I'd suggest V Auto.

That's what we'll do. All right,

We'll don't tell anybody I'm suggesting another.

Company. In case it is right, yeah. So one of the things that I talked to Zach about the other day too, before we go.

Because he was talking to them, I know he was in there selling them some new stuff, right? I forgot what I think. A lot of it was like like customer.

Dear writer probably form.

I think is what it was. But so one of the things that I'm doing with and look, we we we don't hate Podium, but with some other stores, Venn Solutions has an import an internal tool now, where the benefit is all of your AI BDC action takes place natively inside the CRM. And so I was asking, and I'm asking you: Is like, what what piece do y'all have that would completely replace what Podium does? Like, auto response to leads at all hours, auto response to leads that are, you know, campaign specific based on the actual context of the lead. Like, does does Focus have a tool like that in inside of it that's available? Kind of a complete AI BDC, basically.

I think the close thing to that is curator. Okay, and that's probably what Zach was talking about. It's just too new, so I'm not that familiar.

I don't know. So curator, I thought was kind of like I think it's equivalent inside of the Venn Solutions space is customer intelligence or buyer insights. And the the piece I'm talking about would be almost like an automated Gubagoo, because isn't that y'all's chat that's implemented inside of inside of Focus?

Yeah,

Gubagoo or Gubagoo was automated and had AI behind it, and then could also interact and sell cars.

Right. I don't know if if we had anything, it would be in that curator world space. That's so new.

I got you in that area because I think that we even got the price on that. It was honestly, it was completely insane. It was like. Doubling the price of the CRM, which is crazy. Yeah.

I just it's new, so I don't know its full capabilities. I know, like I've seen where they say pull me every customer that does this and blah blah blah blah blah, like the insights like you're talking about. But aside from that, I'm not familiar with it because it's new. I've got just a couple customers with it and have with it. That's Zach's ballpark.

All right. Well, you've been super helpful. So. As far as you know, though, there's no way for me to automate these. These will just be one. One, you know, I go grab my list, hit export on it, and that, and you know, download it into my system. Is what you think? Yeah. Yeah. Yeah.

All right. Yeah. The only, well, in this person, I was looking back to see if they said anything. Yeah. The only extent that I've worked with this is you export and it sends it to that main. Page back in the new focus, yeah, and you can access in there, but there's no automation to it. I don't think. I think as soon as you go through this, hit export, hit what columns, and it sends it over. I don't think there's.

Yeah, what did it land when I hit export.

From what I remember, yeah. Go ahead and hit it so we have an example. Process the export. So then when you go and it might not be here yet. Go back hit that blue. Yes. Yeah.

Okay. Lord Jesus. All right. So yeah, he had said it landed like.

Now it's making you do.

What is it doing? No, it's because. Oh my God! It hates this. Let's try this.

It's trying to make you take courses.

Yeah, and but normally I can. Like delete out of that, but today it's like,

How do I? Might make you learn things. Oh my god! But I could share my screen and show you where it would be.

Show me where it would be. What the French toast are you.

Doing? At least from what I remember, is back in your home page and your inbox, it should show up here.

Got it. Yeah, I remember. Regular stuff. Yeah, it shows there, and I think it's named whatever your export, whatever your yeah is named. All right. Well, that's awesome. You've been super helpful.

Thank you. You're welcome. I guess let me know if there's anything else I can help with.

Will do.

You have a good one. Yeah. All right. You too. Bye.