DLA Management Guide

Online Training Management Guide For assistance, please contact our Training Liaisons 321-435-6000 Viviana Padilla, ext. 162 [email protected] Priscilla Young, ext. 160 [email protected]. 1/18

Table of ContentsInternet Browser and Audio Settings…………………..……..….Page 3How to Access Training Website……………………….…..…....Page 4How to Setup/Remove Users………………………………...…..Page 5How to Access Reports…………………………………………..Page 6Sales Management, Leadership, Train the Trainerand Sales Meeting……………………………….…………...…..Page 7How to Change Login and/or Password………………….….…..Page 8DLA Certification Program (Online and Training Center).….….Page 9-11Fixed Operations Courses………………………………………..Page 12DLA Online Certification………………………………………..Page 13Training Center Hotel Reservations/Corporate ID#.......................Page 14David Lewis & Associates, Inc. 2

Internet Browser and Audio SettingsOur website works on all internet browsers; however, each browser may need a one-timeadjustment to view videos.Chrome Users:  In Chrome, select the 3 vertical dots in the upper right corner.  Select “Settings”  Scroll to the bottom of your page and select “Advanced”  In the “Privacy & Security” section, select “Content Settings”  Select “Flash” o Ask first: (Set to grey) o Block sites from running Flash: (Set on Grey) o Select “Allow”, Select “Add”; then add 1. www.davidlewis.com 2. davidlewis.comThe user will need to close chrome and re-launch www.davidlewis.comAt this time the user should be able to view our videos via Chrome.Internet Explorer Users:For any users utilizing Internet Explorer, please ensure they download the following link.https://get.adobe.com/flashplayer/At this time the user should be able to view our videos via Internet Explorer.No Audio:Ensure your speakers are on; volume up and mute is off. If issue continues, complete thefollowing:Select “Start” menu * Select “Sound” * Double click on “Speakers” * Select “Levels” tab *Select “Balance”. Then place the Left speaker on 25 and right speaker on 75. Select “ok”or “apply” until you exit the window. Then login fresh to www.davidlewis.comIf the issue still is not resolve, please call us at 321-435-6000.David Lewis & Associates, Inc. 3

How to Access Training Website1. Log onto: www.DavidLewis.com2. Select “Login” at the top right corner3. Enter Login (Username), Password and then select “Login”.4. You are properly logged into our training website when your name appears.David Lewis & Associates, Inc. 4

How to Setup Users1. The following screen will appear. Select “Setup”.2. The following screen will appear. Scroll down until you locate a generic user name (e.g. User44) then select “Edit”. ***It is imperative you select a generic user and refrain from selecting and editing a previous Users profile. If you edit another user, reports will detail inaccurate information in relation to the new users completed assignments. Please notify us to remove users from your database***  Next, fill in the user information  Then, choose user access by selecting each applicable box, and select submitDavid Lewis & Associates, Inc. 5

How to Access Reports1. Select “Reports”2. Directly below “Reports” you will see the following options highlighted in yellow:3. By selecting the drop box next to “Activity Report” you will get three options: i. Activity Report (Indicates total # of sessions viewed & last view date) ii. Detailed Activity Report (List of each session name & last view date) iii. Test Results (List test name and results achieved)4. By selecting the drop box next to “Filter” you can select by individual name or select “Dealership” to view as a group. (The “Dealership” filter is available on both the Activity Report and Detailed Activity Report. The Test Results Filter is viewed by individual user.)5. Select any range of dates6. Select Run. David Lewis & Associates, Inc. 6

Sales Management, Leadership, Train the Trainer and Sales Meeting (Must have access to specific training)With (permissions granted access), you may see some or all of the following modules: Sales Management - Leadership - Train the Trainer - Sales MeetingEach module has chapters which outlines; the number of videos, total run time and total minutes pervideo. This allows you to plan your next meeting precisely for the amount of time needed. Sales Management- This section provides a variety of topical videos designed for Sales Managers, General Managers and Dealers. This section focuses on Preparation, specifically in relation to Sales and Management skills. Leadership- This section provides an array of topics for anyone in a Leadership position or aspiring to gain a Leadership role. Train the Trainer- This section is designed to introduce new and experienced trainers to a variety of DLA concepts. Once reviewed, the individual is able to effectively teach the selected course. Each Chapter contains multiple topical videos, pre-written lesson plan, introduction to lesson plan video and detailed lesson plan video. This section provides all the tools to present a phenomenal sales meeting with confidence. Sales Meeting- This section provides an array of topics for Sales Meetings.David Lewis & Associates, Inc. 7

How to Change User Login and/or Password (For users with setup access)1. Select “Setup”.2. Locate your personal user name and then select “Edit”.3. Employee Name should include first and last name4. Change Login and/or Password.5. Select “Submit” First and Last name First initial & Last name (all together, no caps) Note: This is visible to managementDavid Lewis & Associates, Inc. 8

DLA CertifiedTraining ProgramDLA Certification can be achieved by attending classes at our training center or completing online assignments. Training Center Certification Upon completion of the required courses each student will be certified as either a “DLA Certified Salesperson” or “DLA Certified Sales Manager”. Online Certification Upon completion of any online series with accompanying certification test each student will be certified for that specific series.David Lewis & Associates, Inc. 9

DLA Course Certification 10 Philadelphia, Metro NY/NJ, PittsburghEntry Level Salesperson:1. Entry Level Sales (5 Day)2. Leasing for Salespeople (Half Day)3. Understanding Your Customer (Half Day)4. Prospecting & Follow-Up (Half Day)5. Business Etiquette (Half Day)6. Common Mistakes Salespeople Make (Half Day)7. Advanced Sales Level 28. Objections Level 29. Phone-Ups Level 2Experienced Salesperson:1. Advanced Sales Program (4 Day)2. Advanced Sales – Level 13. Objections – Level 14. Phone-Ups – Level 15. Leasing for Salespeople (Half Day)6. Prospecting & Follow-Up (Half Day)7. Advanced Sales – Level 28. Objections – Level 29. Phone-Ups – Level 210. Business Etiquette (Half Day)11. Common Mistakes Salespeople Make (Half Day)12. Understanding Your Customer (Half Day) David Lewis & Associates, Inc.

DLA Course Certification Philadelphia, Metro NY/NJ, PittsburghManagers:1. Advanced Sales Management Program (4 Day)2. Advanced Sales Management3. Leadership (Half Day)4. Coaching (Half Day)5. Leasing for Managers (Half Day)6. Advanced Management Negotiations (Half Day)7. Hiring / Motivation (Half Day)8. Train the Trainer (Half Day)9. Advanced Sales – Level 110. Objections – Level 111. Phone-Ups – Level 112. Business Etiquette (Half Day)13. Internet/BDC Lead Generation (optional)David Lewis & Associates, Inc. 11

Fixed Operations Course Certification Philadelphia, Metro NY/NJ, PittsburghUpon completion of the Fixed Operations Program, each studentwill receive a Certificate of Completion.Service Directors/Managers: 1. Advanced Service Management Program (3 Day) 2. Advanced Service Manager Concepts 3. Management Service Advisor Training (Half Day) 4. Advanced Service Revenue Creation (Half Day) 5. Understanding the Service Customer (Half Day) 6. Advanced Service BDC Concepts (Half Day)Service Advisors: 1. Advanced Service Advisor Program (2.5 Day) 2. Advanced Service Advisor Techniques 3. Understanding the Service Customer (Half Day) 4. Service Advisor Phone Techniques (Half Day) 5. Effective Service Walk Arounds (Half Day)Entry Level Service Advisor:  Entry Level Service Advisor (4 Day)David Lewis & Associates, Inc. 12

DLA Online Certification Each student can receive an online certification for each series with accompanying test (minimum score >80% required). Managers can view the video usage and test scores in the “Reports” section online.1. Sign-on2. Select “Reports”3. View “Detailed Activity Report” to ensure the videos were viewed. The video viewed percentage needs to be 90% or higher to receive full credit. (See below)4. View “Test Results” to view highest score for each test. The student is required to achieve at least 80% to receive their certification. (See below)Students can view video usage and test scores online. (See below)David Lewis & Associates, Inc. 13

Training Center Hotel InformationPhiladelphiaThe Best Western Plus is located 1 mile from the Philadelphia Training Center. We have adiscounted room rate of $99 per night. To make a reservation, please call the hotel directly at610-265-4500 and use the DLA rate code of # 01543690 to secure your room.There is no shuttle service available from the hotel to the DLA Training Center.Metro NY/NJThe Best Western – Inn At Ramsey is located 5 miles from the Metro NY/NJ Training Center.We have a discounted room rate of $99 per night. To make a reservation, please call the hoteldirectly at 201-327-6700 and use the DLA rate code DLA TRAINING to secure your room.There is no shuttle service available from the hotel to the DLA Training Center.PittsburghOption 1 (Airport and Training Center Shuttle Available):The Pittsburgh Airport Marriot is located 8 miles from the Pittsburgh Airport and a half-milefrom the Pittsburgh Training Center. We have a discounted room rate of $109 per night. Tomake a reservation, please call the hotel directly at 800-328-9297 and use the DLA rate codeDLA TRAINING to secure your room. There is free limited shuttle service available from theairport to the hotel and from the hotel to the DLA Training Center.Option 2 (Airport and Training Center shuttle Unavailable):The Pittsburgh Residence Inn is located a half-mile from the Pittsburgh Training Facility. Wehave a discounted room rate of $104 per night. To make a reservation, please call the hoteldirectly at 412-787-3300 and use the DLA rate code DLBU to secure your room. There is noshuttle service available. For assistance, please contact our Training Liaisons 321-435-6000Viviana Padilla, ext. 162 [email protected] 14Priscilla Young, ext. 160 [email protected] David Lewis & Associates, Inc.