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Desking Spreadsheets?

AI Summary

A sales consultant asks whether using an Excel spreadsheet could streamline the desking process before entering deals into VIN Solutions. Responses indicate that most modern DMS/CRM systems already have built-in quick quote features that eliminate the need for duplicate data entry, and that VIN Solutions' Desking software specifically allows users to input data once and generate multiple scenarios without additional spreadsheet work.

willips

Green Pea
Aug 31, 2015
3
1
First Name
Will
Hello! New to the forum here.. been in the business about 15 months as sales consultant. I can't help but wonder how much time we could save if we could go to an excel spreadsheet for basic Desking deals prior to loading multiple scenarios into VIN solutions. Does anyone else utilize a spreadsheet where you can input data (sales price, rebates, tax rate etc.) and have it calculate bottom line, monthly payments, or leases?

I'd love to make one or work based off a template, but really have no idea where to begin!

My apologies if this has been posted in the past!
 
What you are asking for is built into the new Desking software in Vinsolutions. You can enter one set of numbers for the way that you have structured your deal, and receive as many different quotes or scenarios that you wish to see. It's pretty easy to build these templates. Contact your Performance Manager and they can walk you through the process. Hope this helps.
 

✨ AI Highlights

A sales consultant asks whether using an Excel spreadsheet could streamline the desking process before entering deals into VIN Solutions. Responses indicate that most modern DMS/CRM systems already have built-in quick quote features that eliminate the need for duplicate data entry, and that VIN Solutions' Desking software specifically allows users to input data once and generate multiple scenarios without additional spreadsheet work.

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