Direct Desk

General Overview

With CAR-Research XRM's definitive Direct Desk Tool you have everything at your fingertips in order to desk your deals. With Direct Desk you will no longer have to look up current programs for rates and residuals as well as adding preset dealer adds with their cost and retail prices set.

Key Features and Benefits

• Accurate retail/lease/balloon payment calculations with side-by-side comparison view
• Multi-payment grid for desking and customer presentation
• Automated lease rate, residual manager, and retail-rate matrix
• Presentation forms, including buyers orders and worksheets
• Push customer information and deal structure to DMS
• Pull credit history for buyer and co-buyer
• Roll payment to cash down, rate, or discount
• Scanned and printable invoice access
• Complete desking history from previous customer visits
• Vehicle desking history
• Dealer add management with cost, retail, and residual amounts
• Determine what manufacturer programs a customer qualifies for based on credit history
• Load all accessory costs and retail amounts into desking and instantly add them to a deal
• Print dealership forms within CAR-Research XRM
  

Retail/Lease/Balloon Payment Calculations. Create and compare your retail, lease and balloon deals side by side as well as give customers the ability to choose which option works best for them.

Multi-payment Grid. Within each option show your customers a multi-payment grid where they can choose higher down payments and longer terms to get to their desired payments instead of a lower payment.

Automated Lease Rate, Residual Manager, and Retail-Rate Matrix. Choose a vehicle and provide the customer’s credit information to instantly see what manufacturer programs that they qualify for.

Presentation Forms. All of the forms that your dealership currently needs and uses to put a deal together are transformed into printed electronic paperwork that makes your dealership appear more professional and run smoother and faster.

Pull Credit History. With our integration points with companies such as CBC and 700 Credit, you can pull and store credit information for all of your customers within your customer records.

Complete Customer Desking History. Allows you to see what a customer was offered during their last visit to your dealership.

Complete Vehicle Desking History. How many times has a vehicle been traded at your dealership and a pending deal was lost? With CAR-Research XRM you can look up not only how many customers have been interested in that vehicle, but also when was the last showroom visit and what was the status is for that vehicle.

Roll Payments.When a customer makes a suitable offer for a vehicle, you don’t want to hesitate to get the paperwork in front of that customer. If the customer says that they will pay $525 and you are at $550, our Direct Desking Tool allows you to roll the deal to that payment and choose where to change the deal to reach an agreement, (for example, cash down, trade allowance or discount the vehicle).

Dealer Add Management. Negotiating accessories can affect how quickly you can put a deal together for a customer who wants to purchase a vehicle. Now you can load all of your accessories cost and retail amounts into our Direct Desk tool and add them to a deal on the fly.