Leverage this feature – and more sales.

Customer Only | December 12, 2017

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Want to provide more accurate quotes to your customers who didn’t purchase their vehicles at your dealership? Now you can do just that – and sell more vehicles – with the Estimated Customer Payoff Calculator, a dynamic feature of the newly enhanced Customer Details page in Quote. Easily calculate and save customer loan payoff information and deliver quotes every month with up-to-date estimates. Read on to learn how to leverage this new tool.

Convert More Service-to-Sales Customers

Make the most of your service-only customer traffic and empower your team to give customers more accurate quotes – helping them to make more informed decisions and close the deal. With a few simple questions, your team can collect the customer’s basic loan payment information to calculate the estimated payoff amount.

Input Once, Get More Accurate Future Quotes

From the Customer Details page in Quote, select the Purchase tab. Here you can enter a customer’s monthly payment, term length, and payments remaining, and the system will automatically calculate the estimated payoff amount. Click on Save to keep this information in the system and provide your customers with more accurate quotes. Every 30 days the system will update the remaining payments and payoff amount until Payments Remaining reaches 0.

If you know the customer’s payoff amount, you can also input this information. The system will use this value for 30 days after the Save date.

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For more information on how to profit from this new feature of Quote, please contact your Performance Manager.

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