6 Steps to a Sale - Training Follow-up - Importing

What are the 6 steps of a sale?

1. Import

Importing is the process of retrieving your deal information from your DMS  and putting it into the MenuMetric System. In order to save time, it is highly recommended to use the Pre-rating tool at import. Pre-rating will allow the system to reach out for rates so that they are ready to go when you need to pick your coverages.

Be sure all of your deal information looks correct on the Sale Information Page. Fill in anything that might be pertinent that wasn't included at import.

2. Layout

The layout page is where you can create, organize, and customize your menu. You can build out your menu product by product or create templates for common product combinations.  The templates are another huge time-saving tool for ease in your selling process.

3. Coverages

Once you have built out your menu, it is time to select the proper coverages. 

Note: If you have not already rated at import, you should do so now by using the Get All Rates button. Rating is the many computer systems communicating together to know what coverages your deal applies for. You, as the Business Manager, then select the coverage that is best for your deal.

If you find yourself picking the same coverages over and over again, ask us about MenuSelect. MenuSelect uses artificial intelligence to help automatically select coverages based on your past choices.

Tip: If you use all of the time-saving tools we have recommended and built for your convenience, steps 1 -3 should only take about 2 minutes!

4. Presentation

This is your time to shine! You get to use all of your artistic interpersonal skills and industry expertise, but every craftsman needs good tools! Depending upon your preferences and what works best for your customer we have multiple different MenuStyles. You can use these to make a presentation that will leave the customer both impressed and comfortable. 


5. Contract

Contracting is done from the Forms page and is arguably one of the most key steps to this entire process. You are finalizing the agreed-upon details of the deal. Most importantly you are creating legal documents that will protect your dealership and your customer. It is imperative that all details be accurate before contracting. While it is possible to void contracts, it is extremely difficult. 


6. Logging
Logging helps to store deal records for future reference. It is the digital equivalent of putting the deal documents into a file cabinet. 
If your store has Reporting, the data in those records help to create the overall dealership reports that are automatically made by the MenuMetric system.