I use and Excel program that I made that compares 3 purchase terms with 3 cash down options (9 payment options) and for new vehicles also compares 1 lease term with 3 cash down options. We leave it to our Sales Managers to determine what lease term is going to be most attractive based on the residuals and money factors. But the layout we have looks nice and clean and presents well. The top has three boxes: 1) MSRP 2) Discounts/Rebates/Trade In 3) Cash Difference with the payment options below.
My biggest gripe with using this as our desking tool is there is no intergration with CRM or DMS and no real way to save where you left off (other than hoping the sales person saved the proposal form) so you can re-hash deals. Currently I am working on a solution for that... We are hoping to start the beginning of the month saving all of our proposals with the Deal # from our CRM as the file name in a shared folder that all the Sales Managers have on their desktops. Not ideal but at least gives us something to reference when we are doing unsold follow up or save a deals with the sales people.
My biggest gripe with using this as our desking tool is there is no intergration with CRM or DMS and no real way to save where you left off (other than hoping the sales person saved the proposal form) so you can re-hash deals. Currently I am working on a solution for that... We are hoping to start the beginning of the month saving all of our proposals with the Deal # from our CRM as the file name in a shared folder that all the Sales Managers have on their desktops. Not ideal but at least gives us something to reference when we are doing unsold follow up or save a deals with the sales people.