Price Drop and Lower Payment Opportunities in Deskit

Audience: Sales Representatives and Sales Managers

Estimated time: 10 minutes

SECTION 01
Learning Objectives

Payment Alert is a deskit feature that automatically compares your active quoted deals against programs from the last three months. When a more favourable program is available, deskit displays it on the deal so you can re-engage the customer with a better payment.

By the end of this module, you will be able to:

✓ Recognize the lower-payment opportunity icon in the Deal Ledger.

✓ Identify the six triggers that cause an opportunity to surface.

✓ Use the Connect tab to email or text a customer about an opportunity.

✓ Distinguish what Sales Representatives and Sales Managers each see.

✓ Use the Notify Sales function to broadcast opportunities to the team.

✓ Understand how deskit’s automated emails route opportunities to the right person.

SECTION 02
Four Easy Steps

Spot the icon. Review the details. Reach out. Track progress.

Spot the Icon

Review Details

Reach Out

Track Progress

STEP 01

Spot the Opportunity

deskit scans your quoting deals against the last three months of programs in the background. When a better payment is possible, an icon appears next to the deal in the Deal Ledger.

💡 TIP

You don’t have to go hunting — if the icon isn’t showing, there’s no current opportunity. Check the ledger periodically at beginning of the month or when new programs are released.

STEP 02

Review the Details

Open the deal and go to the Connect tab. deskit shows exactly what changed — cash rebate, APR, residual, MRM, or retail price — and what the new payment would be.

⚡ QUICK

Read the trigger before you call. Knowing whether the win is a rebate increase or an APR drop helps you frame the conversation.

STEP 03

Reach Out to the Customer

From the Connect tab, send the customer an email or text directly. No copy-paste, no switching apps — Deskit logs the outreach on the deal.

💡 TIP

Lead with the savings, not the program change. “Your payment just dropped by $32 / month” lands harder than “APR moved from 6.99% to 5.99%.”

STEP 04

Track Progress

Use the My Opportunities widget to see every active opportunity assigned to you and where each one stands in the negotiation — contacted, responded, in re-quote, or closed.

✅ DONE

When you re-quote and the customer accepts, the deal moves forward and falls off the opportunities list automatically. No manual cleanup.

SECTION 03
Full Reference

The reference below covers how the opportunity engine works, the six triggers in detail, what each role sees, and how automated emails are routed inside the dealership.

1. How It Works

Every deal in Quoting status is compared automatically against programs from the previous three months. The comparison runs in the background — there is no button to press and no schedule to manage. When deskit detects that a current program would produce a lower payment for the customer, it presents that finding as an opportunity.

The opportunity is announced in two places: an icon on the deal ledger, and a record inside the My Opportunities widget. Both point to the same underlying event.

1.1 Why Quoting-Stage Deals?

Quoting deals are still in active negotiation, which means the customer has not yet committed to a structure. A lower-payment finding at this stage is a high-leverage moment — the customer is still open, the math has improved, and the salesperson has a concrete reason to reconnect.

2. The Five Triggers

An opportunity icon appears when any one of the following criteria is met during the three-month look-back:

Trigger	What It Means for the Customer
Cash rebate increase	A new or higher manufacturer rebate is now available on the vehicle.
APR reduction	Finance or Lease rate has dropped, lowering the monthly payment.
Residual value increase	Lease residual has gone up, reducing the depreciation portion of the lease payment.
MRM changes	Manufacturer rate or money-factor adjustments that alter the deal math.
Retail price decrease	MSRP or selling price has dropped on the unit.

Multiple triggers can fire on the same deal. The Connect tab will show all that apply, so the salesperson can choose how to frame the outreach.

3. Roles and Visibility

My Opportunities is role-aware: Sales Representatives see only what is theirs, and Sales Managers see the full team.

Role	What They See and Can Do
Sales Representative	Sees only their own opportunities. Can email or text the customer from the Connect tab and track negotiation status from the My Opportunities widget.
Sales Manager	Sees all opportunities across the team. Can email reports to the sales team using the Notify Sales function.

3.1 Notify Sales

Sales Managers have access to a Notify Sales email function on the Connect tab. This sends a summary of current opportunities to the sales team as a group, useful for morning huddles, end-of-month pushes, or surfacing aged opportunities that haven’t been actioned.

4. The Connect Tab

The Connect tab is where each opportunity lives in detail. From here, the dealer can:

• View the specific trigger(s) that caused the opportunity to surface.

• Compare the original quote against the updated payment.

• Email or text the customer directly, with all outreach logged on the deal.

• Move the opportunity through its negotiation stages.

5. The My Opportunities Widget

The widget is the salesperson’s personal queue. It shows all active opportunities, the negotiation stage of each, and the deal it relates to. Sales Representatives use it to plan their day; Sales Managers use it as a team-level coaching surface.

6. Automated Email Notifications

Whenever deskit identifies a new opportunity, it routes an internal email automatically so the right person is notified without having to monitor the ledger:

• If a Sales Representative is assigned to the deal, that representative receives the notification email.

• If no Sales Representative is assigned, the Sales Manager receives the notification email instead.

This routing ensures no opportunity sits unclaimed. Pair the email with the in-app widget for a complete loop: email tells you something has changed, widget shows you the queue, Connect tab handles the outreach.

SECTION 04 Knowledge Check

Five quick questions to confirm your understanding. Answers are at the bottom of the page.

1. What status must a deal be in for Deskit to scan it for opportunities?

2. How far back does Deskit look when comparing programs for a price-drop opportunity?

3. Name three of the five triggers that cause the lower-payment icon to appear.

4. If a deal has no Sales Representative assigned, who receives the automated opportunity email?

5. Which tab in deskit lets you email or text the customer about an opportunity?

✅ ANSWER KEY

1. Quoting status.

2. The previous three months.

3. Any three of: cash rebate increase, APR reduction, residual value increase, residual value decrease, MRM changes, retail price decrease.

4. The Sales Manager.

5. The Connect tab.

You’re ready.

Spot. Review. Reach out. Track.