1. Giving the SalesPersonThe Tools

2. YourCustomers
Both
Companies& Individuals
YourContacts
ata Company
YourBodyBuilders& Suppliers
TheBanksYou Dealwith
TheVehicles
You Sell
BothNewand... Pre-Owned
Pre-Owned
Dealers
DealTrakWill Help YouManage......

3. This InformationIs Used To...........
GenerateQuotes
OfferstoPurchase
CostSheetsetc...
All WithinMinutes
GenerateaFullRange of
ReportsInA FewClicks

4. The Roadto aSaleStartsWithThe CustomerorProspect
InformationofThe
CustomerisStoredonTheir
Card
Clickingon theIcon oftheMap,
TakesYouA......

5. GoogleMapofthe
Customer’sAddress
WithfullGoogle
MapsFunctionality

6. Adding A Contact
Clickingon the
ContactsTab
LetsYouAdd
A ContactPersonfor
thisCustomer
YouCanHaveas
Manyas YouLike
•TheFleetManager
•TheBusinessOwner
•Etc.

7. DetailsoftheContactareEnteredHereaswell
as:-
AnyNotesonthisContact
And AnyInterestsTheyMightHave.Thisis,
forexample,veryusefulwhenplanninga
GolfDay.

8. Clickingon theNotesTabBrings
UpaNotesWindowwhichlets
you AddanyNotesasYou Make
Appointments,DoQuotes,
FollowUpetc.

9. AListoftheseNotesarethen
AddedHere

10. Clickingon theQuotesTab.....

11. BringsUptheQuotesEntry
Window.....
TheVehicleisSelectedfroma
DropDownList
Clickingon theExtrasTab......

12. TheExtrasEntryWindow
TheSupplierisSelectedfroma
DropDownList
And TheExtraisSelectedFromADrop
DownListoftheirProducts

13. Clickingon “ViewCostSheet”

14. BringsUptheCostSheetWindow
VehicleGrossProfitisDisplayed,aswell
as....
ExtrasGP isDisplayed
ExtrasGP isDisplayed
Thiscanbe thenPrintedfortheDeal
File

15. DealTrakevenallowsforSundryCosts
tobeIncluded

16. Clickingon thePrintButton......
BringsUpthePrintQuote
Dialog
TheQuotecan eitherbePrintedor
SavedasaPDF

17. TheQuote Terms& Conditions,aswellas......

18. FullSpecificationsareallPackagedTogether inOne
ProfessionallyPresentedDocument

19. ClickingOntheReportsButton
BringsUptheReportsSelectionWindow

24. Won Deals/LostDealsEtc.

25. Benefits:-
•YourDeals are Securewith Multi Level Password Access
•VeryUser Friendly with Point &Click Process
•TheDeals Stay with the Dealership, even if a Sales Person Leaves– ASales Persons Access Can Be ShutDown
Immediately
•Instant Reporting Available
•Quotes and Cost Sheets as well as OTPs canbe generated in Minutes, not hours
•Frees Up Much More of the Sales Persons Time