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Quote Formats; Sales

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					                                                                                             How Does DIS Mobile Sales Work?                                DIS Mobile Sales
  DIS MOBILE SALES CLIENT                                                                                                                                   The most powerful tool available to help manage Unit Sales activities.
       ( LAPTOP/PORTABLE PC )




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                                                                                                                                                                                                                                                                                          Dealer Information Systems Corporation
                                                                                                                                                   DIS Mobile Sales Tool is a complete, portable, Unit Sales

                                        Intermittent Connection                                             DEALERSHIP NETWORK                     Management system that synchronizes detailed customer and
                                                                                               MS                                                  unit information with your DIS Business System.
            MOBILE PC


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                                                                              ecti                                                                 You come. You go. You don’t re-enter information.
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                                                                                            MOBILE SALES                               DIS
                                                                                          SYNCHRONIZATION                        BUSINESS SYSTEM
                                                                                               SERVER                                SERVER

                          MOBILE PC



                                                                                                                                                   What does DIS Mobile Sales do for me?                                                                                       PRODUCT:


                                                                                                                                                   DIS Mobile Sales Tool allows you to track customer appointments, detailed prospect information, up to date unit
                                                                                                                                                   inventory, customer quotes, and much more, all from a portable laptop PC. Upon reconnecting to your dealership

DIS Mobile Sales Client (Laptop/Portable PC)                                                                                                       network, updated information is synchronized between the DIS Business System and the portable PC. Consolidating all
                                                                                                                                                   sales information to a single point allows efficient sales management as well as secure backup, right along with the rest
Individual PC clients are usually not attached to the dealership network. Periodically the Mobile Sales PC Client will
                                                                                                                                                   of your business system data.
connect to the network. Data is synchronized to the Mobile Sales Synchronization Server. This can be done several times
a day, or once every several days. The schedule is up to you. When this occurs, changes to unit inventory and customer
contact data in the business system are updated in the Client PC. At the same time, customer quotes and contact data
changes made in the PC are updated in the Mobile Sales Server.                                                                                     Mobile Sales
                                                                                                                                                   Contacts:
                                                                                                                                                   • Scroll through list of contacts. For detailed customer information select from
DIS Mobile Sales Synchronization Server                                                                                                             the contact list, or use “Quick Find” which searches for contact as you type.

The Mobile Sales Server is stationary and remains attached to the business system via the dealership network. Mobile                               • Tracks unlimited contact notes, customer unit inventory, additional contact
Sales Client data updates are synchronized and consolidated in the Synchronization Server. On a preset schedule, the                                names, and additional phone numbers.

Mobile Sales Server will synchronize with the DIS business system. This is generally done prior to the scheduled daily                             • Option to track contacts as a prospect contact only or as a DIS business
business system data backup.                                                                                                                       ...system customer.
                                                                                                                                                   • Tabs at the bottom of the window make it easy to quickly toggle between
                                                                                                                                                    full contact list and the individual contact detail.                                                               Contacts

DIS Business System
Ultimately, all Mobile Sales PC Client data is synchronized and stored on the DIS business system. This data becomes a
permanent part of the business system database and is fully backed up when routine daily backups are performed. No
extra steps are required on your business system server to consolidate and back up Mobile Sales data.                                              Call Manager:
                                                                                                                                                   • Schedule calls or meetings based on available time periods, by sales rep.
                                                                                                                                                   • Tracks full call detail and call history.
                                                                                                                                                   • Schedule follow up contact appointments.
                                                                                                                                                   • Sales manager can review sales reps calls together, or by individual sales

           1315 Cornwall Avenue, Bellingham, WA 98225                                                                                              ...representive.
                                                                                                                                                                                                                                               Call Manager
           1.800.426.8870 phone                     1.360.647.6921 fax

           w w w. d i s - c o r p . c o m
DIS Mobile Sales Continued...


Units:
• Displays complete business system unit inventory listing with full                                    Key features: DIS Mobile Sales
...unit detail. Two views with different degree of detail.

• Quick Find searches for specific unit as you type.
• Performs detailed searches for units with similar features.                                           • Provides the ability to access business system customer profiling and
• Works with New, Used, and Rental Units.                                                               ...detailed contact information while outside of the dealership.
• Search for all “available” units that match search criteria.                                          • Provides access to detailed unit information from the business system,
• Instant sorting of search results in various ways by simply                                           ...including unit pictures.
...clicking on desired column header.                                                                   • Runs on Microsoft Windows based PCs. Easy to learn and use.*
• Displays multiple unit pictures. Pictures transfer to Mobile Sales                                    • Synchronization with DIS Business System keeps information current on
...PC from Business System. Can also be added by rep in the field.                                      ...both the PC and your business system. No re-entering data,
                                                                                                           Synchronization with DIS business System requires only a single click
• Maintains complete quote history for each unit.                                                       ...
                                                                                                           on a button and can be done as often as needed.
• Displays Unlimited detailed unit specifications.                                                      ...
                                                                                                        • Each sales rep can make and track appointments on their own unique
• Single click adds a unit to a customer quote.
                                                                                                        ...calendar. Sales manager can review all sales rep detail.                       Calendar Date Pop-Up

                                                                                                        • Sales rep can create detailed quotes while with customer in the field.
                                                                                                        ...Quotes can include unit pictures (in color). Portable color printers are
Quotes:                                                                                                 ...available for printing on the go.
                                                                            Mobile Sales Unit Picture
• Quotes link to customer contact and to the unit. Full history is




                                                                                                                                                                                                                 Dealer Information Systems Corporation
...maintained on quotes by customer and by unit.                                                        • Create custom reports. Reports can be printed, saved and exported to
                                                                                                        ...various file types including PDF, MS Excel, MS Word, Crystal Reports, RTF,
• Quotes are highly configurable, with many options for default                                          ..CSV, and Record Style.
...settings to speed creation of quotes.                                                                .
                                                                                                         * Requires Windows 2000 or XP.
• Items can be listed and priced individually and in user defined
...groupings on the same quote.
                                                                                                        Usability Features:
• Multiple unit trade-in allowances can be included on quote.
                                                                                                        - DIS Mobile Sales application can be sized as full screen or as a user
• Quote detail can include new, used, and rental units, as well as
                                                                                                        ...defined, variable sized window.
...special fees, labor, delivery charges, miscellaneous comments,
...applicable tax, item based discount, and summary based
                                                                                                        - Within the Mobile Sales window, each functional area, such as Contacts
...discounts.
                                                                                                        ...or Units, can be sized as full screen. Or you can size and position
• Standard terms and conditions can be predefined and configured                                        ...multiple windows, one for each functional area.
...to print on every quote.
                                                                                                                                                                                              Units Form View
• Color pictures of unit can be included and printed on quotes.                                         - Tabs across the bottom of the Mobile Sales window allow quick switching
                                                                                                        ...from one task area to another (from units to contact to quotes for example).
• Export quotes into a variety of different file formats (PDF, MS
...Excel, MS Word, Crystal Reports, RTF, CSV, Record Style) for easy
                                                                                                        - “Quick Find” starts searching while you type. You will probably find the
...faxing and emailing.
                                                                                                        ...item you are looking for before you finish typing. Want to Quick Find by
• Pre-defined discounts, fees, and labor rates can be established                                       ...phone number? Simply select the phone number column and start typing
...for consistency and to save time creating quotes.                             Mobile Sales Quote     ...the phone number.

                                                                                                        - Calendar date pop-up windows help you visually select correct date.

                                                                                                        - On screen reports and lists can be sorted on any field just by clicking the
                                                                                                        ...column header. Click the same header again to sort in reverse order.

                                                                                                        - Contacts and Units can be viewed in compact table view (rows and
                                                                                                        ...columns) or in form view (recessed data fields) for easier readability.

  The most powerful tool available to help manage Unit Sales activities.                                - On-Line Help is like having the manual with you. On-line help includes
                                                                                                                                                                                                   Online Help
  Call the DIS Marketing Department at 800.426.8870 for more information.                               ...selected screen images in addition to instruction to quickly show you the
                                                                                                        ...answer to your questions.

				
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posted:7/28/2011
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Description: Quote Formats; Sales document sample