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:: Products  I learned so much from the first book that I ordered two more. The knowledge in your books surpasses any class I've ever taken. Thanks again for doing what you do...helping others do their job better." Michelle Clemens McMahon Ford

:: New - Super DOC Plus for ADP and  Arkona, and most other DMS systems!
:: Super Excel learn Excel 2007 and use data from your DMS system!
:: Super Controller Guide  - now emailed to you!     
:: Coming Soon - Redbook Tasks!
:: Super Controller II - Expense and Employee Guide
:: Pay Plan Wizard- now emailed to you! 
:: New - Final 4 DMS Decision Report $499  - now emailed to you! 
:: Gold Access to all past issues Profit Retention Newsletter
:: Subscribe to Profit Retention Newsletter and Premium Downloads
:: Power ADP Reflection - now emailed to you! 
:: Advanced ADP Reflection Programming- now emailed to you! 
:: New - Labor Wizard- for ADP emailed to you! 
:: Power R+R ERALink - now emailed to you! 
:: New - Data Mining made Easy- for ADP, R+R, Arkona and most systems 
:: Expense Master for Auto/Mate
:: New - DMS Import - save your DMS database before changing systems 
:: Safeguards Rule Training - now emailed to you! 

Super Controller II - Employees and Expenses

I learned so much from the first guide that I ordered two more. The knowledge in your books surpasses any class I've ever taken. Thanks again for doing what you do...helping others do their job better." Michelle Clemens McMahon Ford

Expenses and Employees are the toughest challenges of a Super Controller. Learn Sandi’s “item Expense” method of tackling expenses. Hundreds of ideas on how to reduce every expense in the dealership! What about employees? How many people do you need in your accounting office. How can make them more productive? This guide helps you with job descriptions (for the whole dealership too!) Bonus plans for accounting office, reviews, and staffing guidelines.  This 101 page guide in Word (emailed to you) also includes the related files containing forms, spreadsheets and job descriptions. You learn to use Sandi's Item method to reduce expenses.  Written by former controller, Sandi Jerome (editor of Digital Dealer magazine) contains detailed information on how to

In the Expense Control section you’ll learn how to;

	Use technology like Excel to find out how much is being charged to an account
	Use my “item” method of attacking expenses
	Decide what should be in each account and create a metric 
	Make a plan and budget to reduce expenses.

In the Employee section you’ll learn how to;

	Create job descriptions using the samples I’ve included
	Develop pay plans that work
	Use tools like reviews and bonuses to get the results you want
	Determine the staffing of your office or centralized accounting department

Click HERE to view contents

Our Price - Emailed to You! $495 USD
Buy with Super Controller I, the PRN Newsletter and Save!
Our Price: $990.00 USD
Buy with PRN Newsletter and Save! Our Price: $590 USD
Buy Super Controller II with the PRN Newsletter and Pay Plan Wizard and Save!
Our Price: $740.00 USD
Power EraLink with Super Controller II, Pay Plan Wizard, Newsletter and Save!
Our Price: $1095 USD
Power EraLink with Super Controller II, Newsletter and Save!
Our Price: $930 USD
Power ADP Reflection with Super Controller II, Newsletter and Save!
Our Price: $930 USD
Power ADP Ref with Super Controller II, Pay Plan Wizard, Newsletter and Save!
Our Price: $1095 USD

Super Controller Guide I

I learned so much from the first book that I ordered two more. The knowledge in your guides surpasses any class I've ever taken. Thanks again for doing what you do...helping others do their job better." Michelle Clemens McMahon Ford

Do you want to switch from being a “bean counter” to a “Super Controller", Office Manager, or CFO?

This 116 page Word guide (emailed to you) and emailed Excel files lets you learn step-by-step on how to do things - like measure technician productivity, reconcile parts inventory and find shortages, create benchmarks, understand the sales department and for the accounting office - ways to make your job easier - how to reconcile floor plan, close the books in 3 days, calculate days supply of used vehicles - and so much more! This total reference book - written by former controller, Sandi Jerome (editor of Digital Dealer magazine) contains detailed information on how to control, manage and understand:

  • Sales Department
  • Service Department
  • Parts Department
  • Accounting Office
  • DMS Computer System

New to the industry? Are you a CFO of a dealership group? Use this reference as part of your training program, policy manual - even cut and paste sections to make super memos! The reference is in a Word document - so you can update and add to it - a must for dealerships.

Click HERE to view contents.

Our Price- Emailed to You! $395 USD
Buy with the PRN Newsletter and Save!
Our Price: $490.00 USD
Buy Super Controller with the PRN Newsletter and Pay Plan Wizard and Save!
Our Price: $640.00 USD
Power EraLink with Super Controller, Pay Plan Wizard, Newsletter and Save!
Our Price: $995 USD
Power EraLink with Super Controller, Newsletter and Save!
Our Price: $830 USD
Power ADP Reflection with Super Controller, Newsletter and Save!
Our Price: $830 USD
Power ADP Ref with Super Controller, Pay Plan Wizard, Newsletter and Save!
Our Price: $995 USD
 

Pay Plan Wizard

Uses Excel and YOUR objectives to develop a pay plan that works! Decide how much to pay in Salary, Commissions, and Bonus based on how much weight you put on the employee reaching your objectives. Comes loaded with actual suggestions for each employee based on our study of existing pay plans. After you use the Wizard to create your pay plan, it flows into a worksheet for your employee to have and forecast their pay each month. Use the Wizard to make bonus payroll a snap! Includes pay plans for GM, GSM, Sales mgr, BDC, salespeople, Internet, F&I, Service mgr, Advisors, Body Shop mgr., Parts mgr, Parts counter, Warranty

Click HERE to view a case study and Contents.

Pay Plan Wizard contains over 30 Pay Plan Spreadsheets! Emailed to you!

Our Price-Emailed to you! $250 USD
Buy with the PRN Newsletter and Save!
Our Price: $345.00 USD
Buy Super Controller with the PRN Newsletter and Pay Plan Wizard and Save!
Our Price: $640.00 USD
Power EraLink with Super Controller, Pay Plan Wizard, Newsletter and Save!
Our Price: $995 USD
Power ADP Ref with Super Controller, Pay Plan Wizard, Newsletter and Save!
Our Price: $995 USD

Labor Wizard for ADP

With this program you can download the contents of the ADP service history file by the opcodes and ADP fields you select.  The file is downloaded in the form of a standard csv file, which Excel can open and analyze.  

System requirements:

The Labor Wizard for ADP is written using Reflection version 10, which was the final version of Reflection used by ADP when they began implementing their webSuite software.  Reflection is still commonly used in dealerships, however, because it affords more control and customization when it comes to programming and file downloads.  Most dealerships have Reflection 10 on their PCs and their DMS.  If you have an earlier version, please contact ADP for support.

Watch the Video of how it Works!

Also includes the Labor Analysis Spreadsheet**! All of it is Emailed to you!

Our Price-emailed to you! $275 USD

** If you don't have an ADP system and want the spreadsheet, it is provided free of charge to subscribers of Sandi's Profit Retention Newsletter.  Email sandi@crsauto.com for your free copy (subscribers only.)  To subscribe and not miss any free spreadsheets, click here.

Power R+R ERALink

The ultimate training guide written in Word and emailed to you to help you learn ERALink - over 75 pages of step-by- step instructions. The Queries that you need to run to get the data you need - and how to run them (over 15 included in the email-create over 100 reports!) Instructions on how to bring the information into Excel, and sample spreadsheets (included in the email). Learn the advanced features of Excel like AutoFilter, Pivot tables and Vlookup. Includes the step-by-step Automated Bank Reconciliation and sample spreadsheet! Find the "Why" instead of the "What" with Sandi's Power Tips!

"I just wanted to tell you that I absolutely LOVE the information in the Power R&R ERAlink for Dealership Management. I've only gone through the new vehicle inventory reports and was in awe! What a great tool! I was so excited I immediately forwarded the information to the GM, NC sales manager and the ordering department."  Michelle Clemens - McMahon Ford

Click HERE to view contents.

Our Price-emailed to you! $495 USD
Buy Power EraLink with the PRN Newsletter and Save!
Our Price: $590.00 USD
Power EraLink with Super Controller, Pay Plan Wizard, Newsletter and Save!
Our Price: $995 USD

 

Power ADP Reflection

I learned so much from the first book that I ordered two more. The knowledge in your guide surpasses any class I've ever taken. Thanks again for doing what you do...helping others do their job better." Michelle Clemens McMahon Ford

The ultimate training guide to help you learn ADP's Reflection - over 75 pages in a Word file of step-by-step instructions.

  • The Macros and Queries that you need to run to get the data you need—and how to run them (over 15 included in the email - create over 100 reports!)
  • Instructions on how to bring the information into Excel, and sample spreadsheets (included in the email).
  • Learn the advanced features of Excel like AutoFilter, Pivot tables and Vlookup.
  • Includes the step-by-step Automated Bank Reconciliation and sample spreadsheet!
  • Find the “Why” instead of the “What” with Sandi’s Power Tips!

Click HERE to view contents.

Our Price emailed to you! $495 USD
Buy Power ADP Ref with the PRN Newsletter and Save!
Our Price: $590.00 USD
Power ADP Ref with Super Controller, Pay Plan Wizard, Newsletter and Save!
Our Price: $995 USD

Advanced ADP Reflection Programming

With an Excel DOC workbook on CD - Take your Reflection skills to the next level!

Learn how to use the programming capabilities of Reflection to create powerful and professional applications. Advanced Reflection Programming teaches you the basics of VBA, the language used in Reflection and Excel. Using real-life examples, you'll see how you can automate much of your workload, guarantee correct data entry, pull data for your own custom reports, and work hand-in-hand with Excel.

You'll learn:
  • How Reflection VBA can be used to eliminate repetitive tasks
  • How to go beyond simple macro recording and take full control of Reflection
  • How to harness Reflection to create programs that make your life easier
Also included: the Excel DOC workbook, a fully-functional spreadsheet you
can use to present a snapshot of your dealership's performance during the
month, complete with interactive, at-a-glance charts and graphs that show
each department's and total dealership's numbers compared to prior year
and budget.  Used in conjunction with the Reflection macro also included,
once you've prepared the spreadsheet for your dealership, you'll be able to
present this DOC to your managers in minutes!

See Screenshots

 

Advanced ADP Programming - Our Price- emailed to you! $395 USD

Final 4 DMS Decision Report

Can't decide between AutoSoft and Arkona?  What is the difference between Auto/Mate and ACS?  The most popular 4 "alternative DMS systems" are covered in this report.

  • Autosoft - ASI - with top 4 reasons to buy AutoSoft
  • Arkona - with top 4 reasons to buy DealerTrack/Arkona
  • Auto/Mate - with top 4 reasons to buy Auto/Mate
  • ACS - with top 4 reasons to buy ACS

One of these systems could save you hundreds of thousands of dollars!  

Contents of the 36+ Page Report

  • Details for each of the top 4 alternative systems include price ranking 
  • Top 10 reasons you might need to stay on ADP or R+R
  • Tips to prepare & survive the conversion
  • List of all the DMS providers and their rank as Tier 1, Tier 2, and Tier 3

For those of you who might question whether or not I'm independent after designing DealerStar - I'm not, but I do know these systems and I haven't met another consultant that has spent the time that I have consulting with dealers on these systems. In one month alone, I was on an AutoSoft system helping them use the dispatching and flagging system, then over to an ACS system to help them download to Excel, and finishing up with an office manager during their Arkona/DealerTrack DMS installation. I recently wrote Expense Master for Auto/Mate.  I am proud to say that I am probably the only consultant that has taken payments for almost ALL of the DMS providers over the years.  Yes, I've consulted with almost each one; product consulting, data extraction or sales training.  I like all these systems and they do the job, so the challenge will be for you to read this guide, see the systems, and pick the one best for you!

Buy now and it will be emailed to you !

Our Price-emailed to you! $499 USD
Phone Consultation $399 USD

If you're already purchased this report or the previous DMS White Paper and still have questions about the 15 available DMS systems, you can purchase a 1 hour phone consultation (perfect for manager's meetings) and ask your tough questions about the systems you are considering- or whether or not to stay with ADP/R+R.  Offer only for purchasers of the report or previous DMS White Paper.

 

Safeguards Rule Training

  • Employee Training for Safeguarding Customer Data
  • Advanced Manager and IT Training to prepare your dealership for the Safeguards Rule

One of the elements of the Safeguards Rule is to provide training for your employees on how to protect Customer Data - Avoid $11,000 per day fines!

Included in your emailed files:

  • What is the Safeguards Rule?
  • What data must be protected: Examples
  • Why Customer Data must be protected
  • Protecting your system from the Internet
  • Viruses, Firewalls, Passwords
  • Working with Service providers
  • Performing a dealership checkup
  • Plus: Specific Jobs you Need to Run on ADP, R+R, EDS and UCS Systems

Click HERE to view contents.

Our Price-emailed to you! $995 USD
More Info

 

Table of Contents - Searching for a past issue?

Sandi Jerome's  Profit Retention Newsletter

Written by former controller, CFO, office manager, F&I manager, fixed ops manager and assistant GM, Sandi Jerome, this newsletter gives you ways to retain your profit and increase your sales.

A quality profit building newsletter, with a focus on Automotive Dealership Technology, Customer Retention, Marketing, Profit Retention and Business Development.  Emailed in a PDF file that can be forwarded to other personnel in your dealership monthly, this newsletter is for:

  • Dealers
  • General Managers, GSM, Sales Managers
  • Controllers and Office Managers
  • BDC departments - Customer Service Managers
  • IT managers and System Administrators
  • Internet managers and Marketing Directors

In each issue, you will find:

  • How to Create a Marketing Campaign
  • BDC and CRM Quick ideas
  • Techno Tips
  • Ways to Reduce your Computer Expenses
  • Time Savers

Read a recent sample issue

View Table of Contents - Searching for a past issue?

Gold Access - have access to all past issues and 1 year subscription with Premium Downloads (you will be emailed when access is ready)
Our Price: $295 USD
Buy 2 years and Save! Gold Access - have access to all past issues and 1 year subscription with Premium Downloads (you will be emailed when access is ready)
Our Price: $495 USD
12 Issues and access to Premium Downloads (you will be emailed when access is ready) -1 Years
Our Price: $195 USD
Buy 2 years and Save! 24 Issues and access to Premium Downloads (you will be emailed when access is ready) - 2 Years
Our Price: $350 USD

Gold Access to Sandi's Profit Retention Newsletter

Don't like having to keep all the past issues in a binder or folder?  Want to search and download that old issue?  Gold Access provides hundreds of past issues along with premium access

  Gold Access - hundreds of issues for download!  Our Price: $295 USD

Table of Contents - Searching for a past issue?

 

Data Mining Made Easy

Where is your customer database on your DMS system?  Do you know how to data mine to target market to customers? This guide comes with instructions for ADP, R+R (Power-UCS and ERA,) Arkona/DealerTrack, PBS, AutoSoft, DDS, and others.  It also has over 25 marketing ideas ready for you to create – that’s over two years worth of monthly ideas to help you sell more cars and service them - or win your best idea sessions! This step-by-step guide created in Word and emailed to you with instructions and worksheets helps you use your existing DMS system or your CRM software to increase sales today. Using the 5 step process, you’ll find the best products to sell, how to contact your customers, and measure your results. This is a perfect project for your high tech General Manager, Sales Manager, IT Director, Internet, Inventory, CSI, BDC, or CRM manager - or for a Super, Super Controller!

View Contents

Need to extract from a DMS system? Contains information on getting data out of ADP’s new Web Suite 2007, websuite 1000 (Alliance,) ARG (former EDS,) Arkona, ACS, Auto/Mate, DPC, Dubuque, R+R Eralink, and R+R Power (UCS).

   
Data Mining Made Easy - emailed version- Our Price: $325.00 USD
General Manager Bundle - Data Mining ebook, Pay Plan Wizard - emailed and PRN Newsletter and Save!
Our Price: $690.00 USD
Printed copy of Data Mining made Easy and CD: $395.00 USD
   

 

 

Super DOC Plus!

Are you tired of trying to use your DMS system's DOC?  Do you need better reporting - more visual for your managers?  Previously (and currently) included with the Advanced ADP Programming book, the Excel Super DOC is now updated, improved and available as a separate product.  Some of the features include:

The DOC page.  An overview analysis of your dealership's gross profit.  Includes a per-unit analysis for vehicles, and GP snapshots of all departments.  A series of charts allow you to instantly see where you are compared to your target and last year's numbers.

The Analysis page.  Examines the numbers extracted from your income and expense report.  Compares current numbers with last year's and current year targets.  Handy feature allows you to switch between actual and estimated expenses, which you can fine-tune, based on your expense expectations!

The Charts page.  Here you can see timelines for current year against target and last year for any department or total dealership.  Select the department and category (sales, GP, expenses, or net), and all charts on the page instantly update to examine your selection.

See screenshots

New - Super DOC Plus! - Same as the regular Super DOC, but the Plus version has the new Department DOC Pages.  The Super DOC Plus! includes individualized DOC pages for New Car, Pre-Owned, Parts, Service, and Body Shop.  

ADP and Arkona users have an automated import from standard ADP and Arkona reports.  For R+R and other system users, use our easy import template to automate your import.

Emailed Super DOC Plus! $295 USD
Upgrade from Super DOC to Plus! for existing Super DOC owners $100
Buy Super Doc Plus! with Super Excel e-book below and Save! Our Price: emailed $495.00 USD

 

 

Super Excel for Dealerships

Want to learn the new Excel 2007 fast but don't have time to take night classes or online tutorials?  This guide has almost 150 pages of dealership specific examples, tutorials, and lessons for all levels of Excel users - from beginner to advanced - using data from your DMS system. Along the way, we’ll be covering some topics that will hopefully enlighten you as to some of the capabilities of Excel including Super Formulas -- handy formulas such as OFFSET and multiple-condition AND/OR statements, how to use arrays in formulas, quick little tips on Excel shortcuts, and more.  It includes Super workbooks like;

  • Gross Book Analysis. This workbook will use information from a gross book report file and allow the end-user to view and analyze the performance of the salespeople. We’ll also begin building a salesperson commission workbook which will allow us to enter our commission information in an efficient way by building a workbook with a good foundation and flexibility

  • Excel and Outlook Sales Commission- a two-part application, where Excel creates workbooks on its own based on a master workbook. We’ll be continuing with our commission workbook and adding some code to it. A simple Outlook macro then takes those newly created spreadsheets and emails them to the designated recipients.   What a time-saver!!!

Included is an Excel 2007 simple tutorial that includes a Pivot Table and the AutoFilter with the instructions for both 97-2003 and the new Excel 2007. This enables those of you who are still using the older Excel to have a tutorial, but those of you who are struggling with Excel 2007 – to have “quick start” method to convert to the newer version.

Need to extract from a DMS system? Contains information on getting data out of ADP’s new Web Suite 2007, websuite 1000 (Alliance,) ARG (former EDS,) Arkona, ACS, Auto/Mate, DPC, Dubuque, R+R Eralink, and R+R Power (UCS). There are two versions; a PDF file (eBook) to read on screen and the files that are zipped and emailed (you need to be able to receive a 7MB file) and the regular printed copy and CD containing the files and eBook pdf file.  Works with Excel 97-2003 and the new 2007 Excel.

 View Contents             See Screenshots

 

Super Excel - eBook (pdf), files emailed
Our Price: $295.00 USD
Super Excel - Printed book and CD - shipped to you
Our Price: $395.00 USD
Buy Super Doc Plus! with Super Excel e-book below and Save! Our Price: emailed $495.00 USD

Expense Master for Auto/Mate

Do you miss your Vendor/Base Expense report from your old R+R or ADP system? Expense Master from Sandi Jerome Computer Consulting imports a special report we create for you in OfficeMate* that links to Expense Master and then enables you to see all the expenses for a certain vendor for the month – or see the combine expenses for a certain account number.  It uses vendor and base account analysis. You can then print all or a portion of the report.  Created in Excel, you can run and refresh monthly, then save as a monthly file; ExpensesJuly2010.  By analyzing and saving your expenses, you are starting the first step to Sandi’s method of Item Expense Detail and reducing expenses (see Super Controller II Guide – Expenses.) * OfficeMate has a limit of 60,000 lines, so you might have to run the report twice to get all your data for one month if you’re a bigger dealership.

 

 

 

 

 

Download the order form

Expense Master for Auto/Mate
Our Price: $895.00 USD