Emails & Domain
DealerSpike, Google, Gmail, Office365, Microsoft, GoDaddy, etc. or not sure?
Example: Outlook, Web-based email, just a forward, etc
PLEASE NOTE... We will need access to the domain with login credentials or will need to share screens to get the site pointed over at the time of Launch. REMEMBER: These sites are required to be managed via HighImpact/MWS
Setting Up Customer Payments
Setting up eCommerce? The customer will need to determine if they are allowing for online purchases or just listing prices, or even call for quote.
We will need to know if products need to be configured for national shipping or local pick-up only. NOTE... If shipping is active additional product setup will be needed. Shipping size and weight will need to be added for each item AND larger items may need freight added like Riding mowers!
3 types of Financing Applications Available to Add to Your Website
Choose The Type of Credit Application Offered To Customers
Option 1: Get Financing Application – (Most recommended) This is a secure application on your website that customers enter sensitive (SS#, DL) info which we combine requirements from both Sheffield and TD apps into one, giving you the ability to complete both applications if needed after you receive it. You will receive a notification email but to access this sensitive info (PCI compliant) you log in to a secure program that we provide. Option 2: Pre-Approval Application This pre-approval app is where your customer can complete an application that asks “general questions” related to their credit. This is not intended to be able to process a credit application. It identifies if they had a bankruptcy, approximate credit score, and other credit related questions. Option 3: Direct link to Finance Company’s site application (Examples: Sheffield and TD, etc.) There is no credit information received or stored from/through your website. Customers are directed be a link provided by the lender. Option 4: Need Assistance to Choose – Not sure what is best? Select this and a representative will go over these with you.
Price Per Month Plans
We offer a payment per month feature for all equipment which includes the tax, acquisition fee (buydown), documentation fee, and an fixed adder amount (your option to add $X amount to the final price per month) included in the price per month so that a customer looking to purchase has accurate price per month cost out the door. This gives you the ability to place the MAP price (cash price) online and when a customer asks what the price is if I finance it, it is very accurate. We need to know for each manufacturer that you want to show payment per month for the financing plan/tax rate/buydown (if you choose)/doc fee/ and adder.
Please Provide:
