We all know what is on the financial statement, but what’s going on between the Sales desk and the financial statement?
Increase:
Ability for desk managers to make deal-making decisions on the fly based upon where their MTD profits are sitting real-time.
Accountability, efficiency, and performance of Sales people, Managers, FI, and Office staff
Cash flow by speeding up the deal flow process from the time the deal is written to actual lender funding.
Decrease:
Wasted time and Personnel expense reporting data and creating "pending lists" and "looking for deals to post"
Mistakes due to mis-posting or incorrect grosses
Sample of automated email reporting to key employees daily:
(Recipients of all reports can be easily configured to whomever you want to receive these reports)
This is not a CRM. This is not a DMS. This software fills the gap in between, tracking the deals you write at the sales desk onto your financial statement. Deal Vision replaces your current "Daily Sales Log" - be it a manual paper log, spreadsheet, or other method.
Written and designed to fill a need by a successful Automotive General Manager with over 25 years of boots-on-the-ground experience.
No fluff. Just real-time answers and reporting to help you run your business more efficiently and profitable in today’s competitive market.
Increase:
Ability for desk managers to make deal-making decisions on the fly based upon where their MTD profits are sitting real-time.
Accountability, efficiency, and performance of Sales people, Managers, FI, and Office staff
Cash flow by speeding up the deal flow process from the time the deal is written to actual lender funding.
Decrease:
Wasted time and Personnel expense reporting data and creating "pending lists" and "looking for deals to post"
Mistakes due to mis-posting or incorrect grosses
Sample of automated email reporting to key employees daily:
(Recipients of all reports can be easily configured to whomever you want to receive these reports)
- Pending Deals - Written but not paid sent to your Sales Managers and FI Team
- Paid-not-posted Deals - (Deals to be posted today) sent to your management and office staff each morning
- Problem Deals – sent to your management and office staff each morning
- Salesperson performance reports – Automatically sent out to your entire sales team.. which salespeople have the best gross and volume? Supportive of FI?
- Management performance reports- Automatically sent out to your team.. PRU’s and Volume by desk manager.. who is most supportive of your FI Team?
- Daily Matrix of key Volume, Gross, and Trend performance indicators sent to your management team
- Executive level report of key performance indicators across multiple-store platforms
- How many deals are paid but not posted?
- How much gross is sitting in the FI office?
- How many deals have been written this month that are not yet paid? (Pending Deals) How much gross is sitting there?
- How much gross did you give up on cancelled deals?
- What’s your PRU look like up to the minute? Including the deals written today, but not posted?
- Which salespeople are slow to get their deals paid?
- How many deals have cancelled this month? Do you know which salespeople have the highest cancellations?
- Which deals can’t be posted due to “Problems” with the deal or missing paperwork? How much gross is sitting there? How much cash are you tying up on these deals which can’t be processed but the CIT clock is ticking?
- How many times do you think a month is going to finish a certain way, but the numbers that hit the statement don't match your sales log?
- How does each one of your stores compare with each other on each of those components?
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Text Notifications to your Exec/Management team each time a vehicle is sold with profit data
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Text Notifications to your Sales team when their client’s vehicle is registered
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Aging paid deals over 7 days, but not yet registered? <-Helps keep you safe from DMV compliance problems!
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Accurate up-to-the minute Volume and PRU performance by Salesperson, Sales Manager, and FI managers.
(Ever heard…. “The CRM isn’t right. It doesn’t know the difference between a Calendar month and our Accounting month” .. Well Deal Vision does.)