This course will cover the basic use of the Sales Toolkit
The attendees for this course should be as follows: Sales Executives, Sales Administrators, Sales Managers
Creating an Enquiry
Recording a customer contact
Recalling an Enquiry
Adding a part exchange and viewing an appraisal
Creating a Quotation
Raising an Order
Completing an Enquiry
Review Sales Toolkit Reports
- Complete the practice sheet given by the trainer
For running this exercise, please use the information / worksheet relating to your delegate number. This will be referred to as your data set.
Please press print after completing each of the exercises and retain. Once all exercises have been completed, return this signed along with all the printouts.
Login to the system
Access Vehicles and select the Sales Toolkit
Exercise:
Please tick the “Complete” box next to each exercise as you go along.
1. Creating and Saving an Enquiry
· Create a new enquiry using the 1st customer from the dataset
· Select a vehicle from the price list
· Save the enquiry
Complete ⎕
2. Record a contact for a follow up action
· Using the enquiry above create a customer contact
· On the customer contact state the Enquiry was for a New Vehicle and the customer took a demonstration drive
· Enter a follow up date for next contact and enter the reason as “Too give the customer a quote”
Complete ⎕
3. Recalling an enquiry and adding a part exchange
· Using the previous enquiry, add a part exchange to the enquiry
Complete ⎕
4. Creating and Printing a Quotation
· Recall the previous enquiry and raise a quotation
· Print the quotation
Complete ⎕
5. Raising as an order
· Using the enquiry above, raise an order from the quotation previously made in exercise 4
Complete ⎕
6. Closing an Enquiry
· Recall the previous enquiry and close the log
· Mark the Enquiry as a sale and enter the next contact date as tomorrow date
Complete ⎕
Delegate Declaration:
I confirm that I have completed the exercises on the above topics
Signed: Position: Date:
Name: Company: Trainer:
Comments:
Delegate 1
Customer:
Tracey Miles
Delegate 2
Customer:
Robert Hible
Delegate 3
Customer:
Sara Olivant
Delegate 4
Customer:
Michelle Fern
Delegate 5
Customer:
Simon Coshan
The people behind DMS Navigator are motor trade veterans. We have decades of industry experience, both in running dealerships and delivering excellent software. Our Navigator system is designed to meet the challenges we all face. No wonder we’ve helped so many businesses grow.
