The calculator lets you take full control of customer proposals, modify elements or apply entirely new ones. Highly versatile and compatible with both retail and leasing plans, the enhanced calculator is a powerful tool to help your renewal process.
The calculator can be loaded by clicking the calculator icon in the Go-To menu. One of the most common ways of using the calculator is to conduct a search of customers who you wish to target then use the calculator to apply financial parameters to them.
Please note that the calculator can be applied to a maximum of 20,000 customers at once.
Calculator First Look
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Applied Offer Calculator
When using the Applied Offer function to build an offer, every aspect of the proposal is yours to construct from the ground up.
Build the proposal
Add Support
Adjust Valuation
Decide Deposit Min/Max
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Your Proposal on the Details Page
The proposal you have built will now be present as the loaded proposal on your customer details page.
You will then be prompted to name your offer and confirm the save. This will then be visible in the customer’s personal offer menu.
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Offer Adjustment Calculator
The offer adjustment calculator lets you make alterations to your customers’ existing offers, rather than creating a new one from scratch. This could be used to add support figures to certain cohorts of customers, or to apply or modify the interest rates to customers matched with certain finance products.
Adjust Interest Rate
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Apply vs Modify
You can either choose to set a new interest rate for each finance plan, or else adjust the rates for each finance plan by a specific figure.
Support and Valuation
As with building your own offer, you can add support or trading allowance figures to enhance the renewal position of the customers in your list. In these cases, manually added support will sit as an addition to the support figures attached to brand marketing offers.
Advance Payments
For leasing plans, you can set the number of advance payments required for your new proposal. This can be set as a single figure, or as a minimum and maximum range.
As with manually built offers, your adjusted proposal will now appear on the details page for your customers, for review and adjustment, and can be saved to their record for future recall.
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Prefer to take these instructions to go? Download the PDF guide here: