Docs and Processes: Quotes, OTP's, and Financing
This course provides an in-depth look at critical aspects of automotive sales, including vehicle evaluation, technological tools for appraisals, collaboration ...
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The “Docs and Processes: Quotes, OTPs, and Financing” course delves into the essential documentation and processes that underpin successful automotive sales. This course offers an in-depth look at vehicle evaluation, technological tools for appraisals, collaboration with management, navigating the F&I process, and understanding the car registration process in South Africa. It is designed for sales professionals seeking to enhance their skills in delivering a seamless customer experience, from initial vehicle selection to final delivery and financing.
Target Audience
This course is intended for automotive sales professionals, dealership personnel, and anyone involved in the financing and documentation aspects of automotive sales.
Course Overview
Module 1: Introduction to the Sales Executive's Role
Module 2: Understanding Quotations
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4
2.1 What is a Quote? -
5
2.2 Documentation Required for Financing
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6
2.3 Common Challenges in Quote Generation
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7
2.4 Generating a Quote
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8
2.5 Using a CMS for Quotes
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9
2.6 Personalization in Quotes
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10
2.7 Analyzing Quote Performance
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11
2.8 Legal Considerations in Quoting
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12
2.9 Case Studies of Successful Quote Practices
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13
2.10 Technology Trends in Quoting
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14
Quiz
Module 3: Offer to Purchase
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15
3.1 Understanding the Offer to Purchase Document
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16
3.2 Process of Creating an Offer to Purchase
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17
3.3 Submitting the Offer for Financing
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18
3.4 Common Challenges in Financing Applications
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19
3.5 The Importance of Customer Communication
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20
3.6 Understanding Financing Terms and Conditions
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21
3.7 The Role of Compliance in Financing Applications
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22
3.8 Best Practices for Using Seriti and CMS Platforms
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23
3.9 Case Studies and Success Stories
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24
Quiz
Module 4: The Financing Process
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25
4.1 The Role of the Financing Department
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26
4.2 Credit Assessments and Approval
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27
4.3 Overview of Financing Options
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28
4.4 Preparing for the Financing Process
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29
4.5 The Role of Dealerships in Financing
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30
4.6 Understanding Loan Terms and Conditions
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31
4.7 Common Pitfalls to Avoid
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32
4.8 Impact of Credit Assessment on Insurance Rates
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33
4.9 Frequently Asked Questions (FAQs)
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34
4.10 Case Studies or Examples
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35
4.11 Resources and Tools
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36
Quiz
Module 5: Licensing and Registration
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37
5.1 Relationship with the Licensing Department
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38
5.2 Required Documents for License Plates and Registration
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39
5.3 Frequently Asked Questions (FAQs)
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40
5.4 Penalties for Non-Compliance
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41
5.5 Special Cases
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42
5.6 Customer Support Resources
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43
5.7 Case Studies from Various Provinces
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44
5.8 Best Practices for Customer Education
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45
5.9 Updates on Legislation
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46
5.10 Conclusion and Key Takeaways
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47
Quiz
Module 6: Additional Products and Bundling
Module 7: Daily Operations of a Sales Executive
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52
7.1 Daily Workflow and Documentation
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53
7.2 Tools for Sales Performance Tracking
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54
7.3 Best Practices for Documentation Management
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55
7.4 Utilizing Technology to Streamline Processes
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56
7.5 Managing Customer Relationships for Long-Term Success
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57
7.6 Time Management Techniques
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58
7.7 Building a Personal Brand
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59
7.8 Effective Negotiation Skills
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60
7.9 Understanding Automotive Industry Trends
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61
7.10 Handling Objections and Rejections
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62
7.11 Collaboration and Team Dynamics
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63
7.12 Goal Setting and Performance Metrics
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64
7.13 Emotional Intelligence in Sales
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65
Quiz
Module 8: Conclusion and Next Steps
1. Who is this course for?
This course is suitable for automotive sales professionals, dealership staff, and anyone involved in the financing and documentation aspects of automotive sales.
2. What will I gain from this course?
Participants will learn about the documentation and processes involved in automotive sales, including vehicle evaluation, financing options, and the importance of compliance.
3. How will this course improve my skills?
Through case studies, role-playing, and interactive exercises, participants will gain practical experience that enhances their understanding of the sales process and documentation requirements.
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Course details
Duration
4 hours
Lectures
62
Video
2 hours
Quizzes
6
Level
Intermediate
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