Deal Management

Drive Efficiency Through Customization

The Dealership Drive Deal Management system significantly enhances operational efficiency by automating sales documentation, enabling customizable deals, and providing precise financial oversight, and simplifies tracking team performance, boosts marketing effectiveness, and refines lead analysis.

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Time Efficiency and Error Minimization

Having a central repository for all contacts and correspondence ensures that information is easily accessible and up to date. This centralization eliminates the need for multiple databases or spreadsheets, reducing confusion and potential errors, saving both costs and time.

Comprehensive Customer Insights

The integration of our Deal Management System with our CRM and Inventory Management Systems allows you to leverage your existing contacts and inventory to formulate deals. Alongside the capability to generate custom, auto-populated sales documents like quotes, contracts, and invoices, drastically cuts down on the time spent on paperwork and minimizes the risk of errors from manual data entry. This not only speeds up the sales cycle but also ensures compliance and accuracy in all documentation.

Optimized Financial Planning and Performance Tracking

Our system delivers an in-depth view of the financial details of each deal, providing insights into costs, revenues, and profits. This facilitates the identification of potential cost reductions, revenue enhancement strategies, and avenues for enhancing profit margins.

Transparent Performance Evaluation and Streamlined Commission Management

Our Deal Management System offers the ability to associate each deal with team members, enabling precise tracking of both individual and team performance. This feature facilitates the accurate and efficient calculation of commissions and offers actionable insights for personalized coaching, team development and performance optimization.

Enhanced Marketing and Sales Strategies

Leveraging our comprehensive marketing and sales analytics, your teams can gain a deeper insight into customer preferences and market dynamics. This allows for a more targeted approach in your marketing and sales initiatives, potentially boosting sales conversions and optimizing marketing expenditure.

Advanced Lead Source Analysis and Tracking

The integration between our Deal Management and Lead Management Systems allows for precise association of deals to their originating leads, enabling detailed monitoring and analysis of the performance of different lead sources and refinement and optimization of your marketing strategies.

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Heavy Equipment, Truck & Trailer Deal Management Tools and Features

Step-by-step Guidance

Quickly generate personalized deals, quotes, and invoices by following step-by-step guidance provided within our Deal Management System.

Inventory-to-CRM Linking

Quickly and easily connect any contact with any items in your inventory within your Deals framework.

Auto-populated Forms & Documents

Generate custom, pre-filled forms such as purchase agreements, contracts, state forms, warranty disclaimers, buyers guides, and others.

Secure Document Storage

Securely store and back up documents or files that pertain to this deal, such as signed agreements, warranties, inspection reports, receipts, etc. in the cloud.

Detailed Sales & Profit Reports

See complete breakdowns of every deal including revenue, total cost, gross profit, commissions, and more.

Marketing & Sales Analytics

Apply various filters to create finely-tailored, in-depth reports for assessing the effectiveness of marketing efforts and sales initiatives.

Deal Notes

Easily capture and store transaction-related notes, linking them with the corresponding deal to maintain context and preventing the oversight of crucial details.

Deal Jacket Checklists

Generate, customize, and manage checklists for deal jackets, outlining specific tasks to be completed for each deal, such as 'Obtaining State Tax Exemption Certificate,' 'Securing Power of Attorney,' 'Coordinating Shipping,' 'Uploading Final Documents,' and others.