Connections 2018 · 2018-09-20 · Indianapolis Convention Center hotel, Hyatt Regency Indianapolis is a shopper’s paradise! World class shopping, dining and entertainment are all

Connections 2018Race to Success with Tour de Force

Conference Preview

www.TourdeForceConnections.com | 419.425.4800

TOUR DE FORCE CONNECTIONS 2018www.TourdeForceConnections.com 2

Tour de Force Connections is a two-day conference centered around education and networking with Tour de Force clients to help them connect, learn, innovate, and improve their business processes!

Connections provides a once-a-year experience for our clients to interact with Tour de Force staff and network with other Tour de Force users and sponsors. They learn more about Tour de Force solutions and how other companies are using the solutions to help maximize their business processes. The goal is to have each attendee walk away from the Conference with new ideas and best practices to implement in their own solution.

Who should attend?Connections benefits anyone using or administering the Tour de Force solution. People who benefit the most are system administrators, sales/marketing executives and leaders, business owners, IT personnel, and end-users.

Why should you attend?Connections is a great opportunity to connect with both Tour de Force users and Tour de Force staff members, as well as other vendors and industry experts. The event provides you with insight to the Tour de Force solutions, how companies are using them, and how you can leverage that information to better position your products or services. We hope that you will consider joining us and we look forward to your participation!

Cost to AttendThe Standard Registration price of $800 will be in effect starting July 1, 2018. No refunds will be issued after Friday, September 15, 2018. You may transfer your registration to another person at no cost.

If you have any questions, please contact Kelli Smith, Tour de Force Sales & Marketing Event Manager at [email protected] or (419) 425-4800 ext 1541.

ContentsConnections Overview 2Location Information 3Keynote Speakers 4Conference Highlights 5Agenda Overview 6Session Descriptions 8

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Connections Overview

http://www.tourdeforceconnections.com

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Things to Do in Downtown Indianapolis

Hyatt Regency Indianapolis, connected to the Convention Center and just steps away from Lucas Oil Stadium, is within walking distance of many corporate offices, hundreds of shops and restaurants, and local attractions. Home of the Indianapolis 500, a conveniently-located Indianapolis Convention Center hotel, Hyatt Regency Indianapolis is a shopper’s paradise! World class shopping, dining and entertainment are all just steps away in Circle Centre Mall, where an exciting mix of your favorite stores and boutiques guarantees a most memorable experience.

Besides spectacular shopping and delicious dining, Indianapolis always has something that surprises. Visit Monument Circle, the true heart of Downtown Indianapolis and other historical gems throughout Indianapolis to spice up your visit.

Hotel

Perfectly situated in the heart of downtown Indianapolis, the beautifully designed and refined Hyatt Regency Indianapolis is a contemporary hotel conveniently connected to the Convention Center and just steps from Lucas Oil Stadium. The modern amenities blend effortlessly with classic design elements, creating a comfortable oasis in the heart of one of the Midwest’s most exciting cities with many exciting attractions nearby.

A special block of rooms has been obtained for Tour de Force Connections Conference attendees. When you reserve your hotel accommodations within the Tour de Force block, you receive additional benefits such as complimentary guestroom internet access and complimentary fitness center access.

All reservations must be made by Friday, September 21 to receive the group rate of $149 per night. Group rate reservations are based on availability. To make your reservation, visit https://aws.passkey.com/go/TDF8 or call Hotel Reservations at (800) 233-1234 and identify yourself as part of the “Tour de Force Connections Conference.”

Parking Information

Valet parking at Hyatt Regency Indianapolis is $45 per night with unlimited in-out privileges. Self-parking in the adjacent underground garage is $35 per night.

Location Information


Sam Glenn, known to many as “The Authority on Attitude,” has been traveling the country for over 20 years delivering his inspirational talks that focus on recharging attitudes for success. In addition to being an award-winning inspirational speaker, Sam is the author of 18 incredible books on personal and professional development. Sam Glenn is devoted to igniting personal and professional positivity through his captivating talks which revolve around empowerment, leadership, peak performance, employee engagement, transformation, customer service, teamwork, and of course, attitude. We are proud to welcome Sam as our Guest Keynote speaker on Monday, October 15th. Learn more about Sam Glenn on his website: www.samglenn.com.

Keynote Speakers

Monday, October 15th

Tuesday, October 16thMatt Hartman is the Founder and CEO of Tour de Force, and is excited to present the President’s Keynote Address on Tuesday, October 16th. Matt’s experience in the distribution and manufacturing industries provides him with direct insight into the needs of these industries, from which he created the Tour de Force solution. He possesses a very broad understanding of technology, distribution, manufacturing, corporate finance, banking, property management and equipment leasing. With the knowledge gained through each of these various business experiences, Matt is well positioned to lead our company into the future. Join us to hear from the man behind the heart of Tour de Force. Learn more about Matt on our website: www.TdFinc.com/company.



Full Conference ItinerarySunday, October 14

3:30 PM - 6:00 PM Registration

6:30 PM - 7:30 PM TDFUG Reception (MEMBERS ONLY)

7:00 PM - 9:00 PM Welcome Reception

Monday, October 15

7:00 AM - 8:20 AM Breakfast

7:00 AM - 12:00 PM Registration

7:00 AM - 5:00 PM Sponsor Pavilion

8:30 AM - 9:50 AM Welcome & Guest Keynote

10:00 AM - 5:00 PM TdF Help Desk

10:00 AM - 11:50 AM Sessions

12:00 PM - 12:50 PM Lunch

1:00 PM - 1:50 PM Open Lab

2:00 PM - 5:00 PM Sessions

5:30 PM - 6:30 PM Networking Reception

6:30 PM - 8:30 PM Dinner & Awards Presentation

Tuesday, October 16

7:00 AM - 8:20 AM Breakfast

7:00 AM - 3:00 PM Sponsor Pavilion

8:30 AM - 9:50 AM President’s Keynote

10:00 AM - 3:00 PM TdF Help Desk

10:00 AM - 11:50 AM Sessions

12:00 PM - 12:50 PM Lunch

1:00 PM - 3:00 PM Sessions

3:15 PM - 3:45 PM Closing Session

*Schedule is subject to change.

Help Desk

The Tour de Force Help Desk, located in the Sponsor Pavilion, will be open throughout the Conference. Open from 10:00 am - 5:00 pm on Monday and from 10:00 am - 3:00 pm on Tuesday, the Help Desk is intended to provide assistance on any questions or issues that you may currently be experiencing.

Sponsor Pavilion

The Sponsor Pavilion will be open from 7:00 am - 5:00 pm on Monday and from 7:00 am - 3:00 pm on Tuesday and will feature services and solutions from Tour de Force’s partner organizations.

Conference Highlights

Connections Awards

The Tour de Force Connections Awards are intended to recognize customers who are using Tour de Force solutions in unique or innovative ways. Options for nominations are Best Innovation and Best Use Case. Visit www.tourdeforceconnections.com to place your nomination! Nominations must be received by July 23rd, 2018. Awards will be presented at the Tour de Force Connections Conference on Monday, October 15th during dinner.



2018 Full AgendaTour de Force Connections 2018 features two full days of education and networking! Breakout sessions will be presented across four tracks:

Daily 300 Track: End-User Level InfoCenter 400 Track: Power-User Level TdF Admin 500 Track: Admin-Level Sponsors Track: All User Levels

While everyone is welcome to attend whatever session they please, we encourage you to use these as a guide to find the sessions from which you will get the most value.

Track Descriptions

Each track is designed for a specific level of user; however, attendees are free to attend any session in any track. Tour de Force Connections 2018 provides an educational experience that you can tailor according to how you use our software.

Daily 300 Track: Kick things into first gear in this session track designed to provide education, training, and best practices for various Tour de Force end-users. These sessions will not be technical in nature and will focus on functional information.

InfoCenter 400 Track: Bump it up to second gear in this session track designed to provide education, training, and best practices for Tour de Force users who are in a management role or considered a power-user. These sessions are technical in nature and will include more managerial information.

TdF Admin 500 Track: Advance into third gear in this session track designed to provide education, training, and best practices for Tour de Force users who are in an Information Technology or TdF Adminstrator role, . These sessions are technical in nature and will include more detailed administrative functionality.

Sponsors Track: The Sponsors Track provides a glimpse into the solutions and services provided by our sponsors. Make sure to also stop by the Sponsor Pavilion to meet with our partners!

Agenda Overview



Daily 300 Track | InfoCenter 400 Track | TdF Admin 500 Track | Sponsors Track

Sunday Oct. 14th3:30 pm - 6:00 pm Registration

6:30 pm - 7:30 pm Tour de Force User Group Reception (MEMBERS ONLY EVENT)

7:00 pm - 9:00 pm Welcome Reception

Monday Oct. 15th7:00 am - 8:20 am Breakfast

7:00 am - 12:00 pm Registration

7:00 am - 5:00 pm Sponsor Pavilion

8:30 am - 9:50 am Welcome Session & Guest Keynote

10:00 am - 5:00 pm Tour de Force Help Desk

10:00 am - 10:50 am Understanding BI Data - How is BI Data Useful to Me?

Managing Your Sales Team from Inside to Outside

Discover What’s New in v2018.0 and Our Product Roadmap

Conexiom

11:00 am - 11:50 am “How To’s” within TdF - All the “How To’s” You Can Handle and Other Useful Utilities

How to Get the Most out of Your ERP Integration

Is TdF Cloud Right for Me? *Sponsors Track Session Details to Come

12:00 pm - 12:50 pm Lunch

1:00 pm - 1:50 pm Open Lab

2:00 pm - 2:50 pm Navigating Various Communication Paths within TdF

ROI of CRM and BI Roundtable

Effective Use of Screen and Grid Design Part 1

*Sponsors Track Session Details to Come

3:00 pm - 3:10 pm Afternoon Break

3:10 pm - 4:00 pm What do I Need to Know about Job Management in TdF?

Using TdF to Take Customer Service to the Next Level

Utilizing the TdF API Dodge Data & Analytics

4:10 pm - 5:00 pm TdF Toolbar Bootcamp - Best Practices, Tips and Tricks

Managing Jobs in TdF Effective Use of Screen and Grid Design Part 2

Tour de Force User Group

5:30 pm - 6:30 pm Networking Reception in the Sponsor Pavilion

6:30 pm - 8:30 pm Dinner & Awards Ceremony

Tuesday Oct. 16th7:00 am - 8:20 am Breakfast

7:00 am - 3:00 pm Sponsor Pavilion

8:30 am - 9:50 am President’s Keynote

10:00 am - 3:00 pm Tour de Force Help Desk

10:00 am - 10:50 am Why do I need TdF Web? Taking Full Advantage of TdF Support

Reviewing Email Drafts and Templates


11:00 am - 11:50 am Understanding the Basics of Quote Management

Sales and Marketing Roundtable

Deep Dive into Advanced Reporting


12:00 pm - 12:50 pm Lunch

1:00 pm - 1:50 pm How to Effectively Use TdF to Improve Customer Experience

Understanding Advanced Quote Management

Building Business Processes Using TdF

Strategic Pricing Associates

2:00 pm - 2:50 pm Outside Sales - From Pre-Sales to Closing a Deal

What Can Marketing Automation Integration do for Me?

The Value of the BSI Connector


3:00 pm - 3:15 pm Afternoon Break

3:15 pm - 3:45 pm Closing Session

* Session schedule is subject to change.



Daily 300 TrackMonday, October 15th

10:00 am - 10:50 am - Understanding BI Data - How is BI Data Useful to Me?This session will cover how to use business intelligence to better understand your customers and further your lead in the race. We will review sales information that will give you more insights into your customers’ buying habits, most recently purchased items, and information that is typically reserved for those users accessing their accounting system.

11:00 am - 11:50 am - “How To’s” Within TdF - All the “How To’s” You can Handle and Other Useful UtilitiesJust like a race car has a lot of working parts, TdF has an extensive amount of capabilities. Learn the “how to’s” from simple things like changing your skin to creating a personal grid view. 2:00 pm - 2:50 pm - Navigating Various Communication Paths Within TdFIt’s necessary to know which direction to go to reach the finish line. Adequate communication with coworkers, vendors, and customers is extremely important, and choosing the right path for communication is critical. Learn from the experts on how to effectively communicate via Activities, Tasks, Outlook, and more!

3:10 pm - 4:00 pm - What do I Need to Know about Job Management in TdF?Drivers need to know their cars inside and out in order to operate them effectively in a race. In our own industry races, sometimes the deciding factor for winning a job is knowing every detail of that job. Attend this session to learn how to understand the process from opportunity to job creation. Review everything from your sales funnel to close jobs.

4:10 pm - 5:00 pm - TdF Toolbar Bootcamp - Best Practices, Tips and TricksKnowing shortcuts in the race course is very beneficial and can lead to a win. This session will go over everything you need to know about using the TdF Outlook toolbar. Learn how to take advantage of all the shortcuts you have at your fingertips and understand what options you have between Web and desktop.

Tuesday, October 16th

10:00 am - 10:50 am - Why do I Need TdF Web?The future of TdF lies in a browser-based format. TdF web allows you access to your information anytime, anywhere and from any device. While this is extremely convenient for working off-site, please don’t TdF and drive!

11:00 am - 11:50 am - Understanding the Basics of Quote ManagementSplit-second decisions could mean the difference between winning and losing your race. Give power to your sales team to win by creating quotes and proposals on the fly. If you’re a first-timer, this session will also provide a review of how to create and manage quotes within TdF.



1:00 pm - 1:50 pm - How to Effectively Use TdF to Improve Customer ExperienceStick-shift or automatic? Stick-shift provides a quicker take-off but automatic makes for a smoother ride. Come to this session to better understand and take advantage of the automation capabilities that TdF provides. Use grid views and processes to better understand your customers.

2:00 pm - 2:50 pm - Outside Sales - From Pre-Sales to Closing a DealCome see a day in the life of an outside sales rep. Take a drive through a normal daily routine using multiple facets of TdF including the Outlook toolbar and TdF Web.

InfoCenter 400 Track


10:00 am - 10:50 am - Managing Your Sales Team from Inside to OutsideFully understand where your sales teams spend their time. Take full advantage of automated alerts allowing you to track Activities, Appointments, Opportunities and any other metrics related to inside and outside sales.

11:00 am - 11:50 am - How to Get the Most Out of Your ERP IntegrationCome review and understand all of the BSI connector capabilities that you may not be aware of. Review advanced features such as Opportunity BI, Vendor BI, two-way sync processes and a number of other capabilities allowing you to get the most out of your integration.

2:00 pm - 2:50 pm - ROI of CRM and BI RoundtableUnderstand and discuss topics related to features, processes, and benefits of using CRM and BI. Discuss business opportunities with peers in the industry as well as others who may have an outside perspective. Come ready to discuss using TdF in your industry race track!

3:10 pm - 4:00 pm - Using TdF to Take Customer Service to the Next LevelJust like a pit crew supports their drivers, it is important to support your customers. Review and understand the customer service and support TdF can offer from using the standard support module to having a full customer portal online. Learn how customer service (good or bad) can truly make or break an organization.

4:10 pm - 5:00 pm - Managing Jobs in TdFLearn the concepts and capabilities of managing standard, single customer, and public bid jobs, including using Workflows, automated processes and reports within TdF so nothing gets left in the dust.


10:00 am - 10:50 am - Taking Full Advantage of TdF SupportEvery driver has a team and a set of tools available to improve their car’s performance. Understand all of the help and tools available to YOU through the TdF Support Site and take advantage of your TdF Maintenance Plan. Review what the TdF Support Site has to offer and things you may not even know exist.



11:00 am - 11:50 am - Sales and Marketing RoundtableDiscuss topics ranging from web-based marketing plans to email campaigns to managing events. Come meet with peers facing the same bumps in the road and find out what makes them successful.

1:00 pm - 1:50 pm - Understanding Advanced Quote ManagementAttend this session to learn how to set up and track TdF Quotes and take advantage of advanced features such as Quote-to-Order, customer pricing, and kit creation. Review features not typically found in a standard quoting system.

2:00 pm - 2:50 pm - What Can Marketing Automation Integration do for Me?While the good oil may cost a little more, we all probably prefer to spend a little extra to make for a smoother ride. Learn how third-party marketing automation with TdF can take you to the next level with your sales team. Review all the details from creating a mailing list to looking at statistics from your marketing automation system.

TdF Admin 500 Track


10:00 am - 10:50 am - Discover What’s New in v2018.0 and our Product RoadmapCome take a drive with the TdF team on our product roadmap to learn where we’ve been, and where we’re going.

11:00 am - 11:50 am - Is TdF Cloud Right for Me?Considering switching lanes? Attend this session to understand what TdF Cloud can do and when might be the right time to move. This session will also review how the system works from the BSI Connector to using SQL over the internet.

2:00 pm - 2:50 pm - Effective Use of Screen and Grid Design Part 1Take advantage of all the tools available through the TdF Screen Designer. Get an in-depth look at how different controls, tabs, and design aspects can help your users. Learn why good layouts and screen design are crucial to your end users’ efficiency and effectiveness in the field.

3:10 pm - 4:00 pm - Utilizing the TdF APIYou may hear the term “API” tossed around a lot but have no clue what it stands for or what it does. The future of the TdF product will be dependent on, and heavily use, API’s. Attend this session to learn what API means and what all TdF can provide.

4:10 pm - 5:00 pm - Effective Use of Screen and Grid Design Part 2Take advantage of even more tools available through the TdF Screen Designer. Get an in-depth look at how different controls, tabs, and design aspects can help your users. Learn why good layouts and screen design are crucial to your end users’ efficiency and effectiveness in the field.




10:00 am - 10:50 am - Reviewing Email Drafts and TemplatesThis session will review and shed light on some of the under-utilized yet powerful tools that TdF offers. Each of the features reviewed in this session will provide important information for various levels of TdF users.

11:00 am - 11:50 am - Deep Dive into Advanced ReportingCome to this session to see an in-depth look of BYOR and Alerts and Notifications. We’ll define what BYOR can truly provide and how accurate reporting is critical to your users. Also learn how combining reporting with a robust Alerts and Notifications process can fill all your reporting needs.

1:00 pm - 1:50 pm - Building Business Processes Using TdFThis session will discuss how designing processes for features and business processes like Lead Management and Workflows can add tremendous value to your team. Learn how to modify and structure TdF to follow your best business practices. Many of these practices may fall outside standard CRM functionality.

2:00 pm - 2:50 pm - The Value of the BSI ConnectorJust like your car engine, the BSI Connector has one goal: to pull all of your information into a single system in order to make your company, or your car, run smoother. Take advantage of additional integration points including third party systems like Dodge reporting, your phone system, and any additional databases that provide crucial information. Find out what you could be missing out on!

Sponsors Track

*Session details to come.

Connections 2018 · 2018-09-20 · Indianapolis Convention Center hotel, Hyatt Regency Indianapolis is a shopper’s paradise! World class shopping, dining and entertainment are all

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