truck quotes / dealer commissions (Tq/DC)

The Truck Quote or Dealer Commission, commonly referred to as a "TQ/DC" is an object in Salesforce established in order to track 2 main items:

1) Truck Quotes - when we give a quote for a fire truck, this information is stored within this record.

2) Dealer Commissions - when we receive a lead from any outside source, a record is established of It in a TQDC record so that if business is conducted from this record, (when it is marked closed - won and revenue is collected), we can review to determine if a commission is owed.

That being said, the Truck Quote and Dealer Commission (TQ/DC) object in Salesforce is a critical object driving and managing the industry relationships Brindlee maintains. Why? Because this is where we track what finder's fees, or external commissions we are paying to incentivize people in the industry to tell us about used fire truck sales, purchasing opportunities, or refurbishment projects that exist. This can be seen as a marketing channel, where we are paying for exposure to deals, or compensating people in the industry who are "playing in traffic" to notify us when a used fire truck deal may exist.

To create a TQDC record (this Is our internal acronym for records in this object):

• Open the opportunity related to the deal

• Hover over the Truck Quote and Dealer Commission related object 

• Click "New" to create the record.

• Enter the FD or Company the person who sent the deal is related to In the FD or Company field.

• Enter the person's name In the Person field

• Choose whether this is a purchase quote or commission record or both In the field xxxxx

• If known, enter the commission amount, type (purchase or sale), and the story on the commission. Many times this is not known upon original entry of the TQ/DC, but can be filled in later.

How to provide a truck quote

How to provide a truck quote

Quoting fire trucks to purchase Is obviously foundational to what Brindlee Mountain Apparatus provides to the market. We have to buy a fire truck before we can sell It, so quoting trucks Is critical. We want to be excellent In this regard, so this means having quick and easy access for all users to some basic Information:

• Fire Department name of the truck we've quoted

• Spec of the truck we've quoted

• The party to whom the quote was given

• The amount of the quote

• The terms of the quote, (how long can It be accepted, and when must the truck be released)

How to Provide a Truck Quote to a requesting party:

1. The first step Is providing a quote Is to Build an Opportunity for the truck In question

2. The opportunity should Include all pertinent Information required to make an educated quote:

• year, make, model

• pump size, tank size, mileage, aerial length and type, If applicable

• link to google drive with ample photos to review the truck's condition

• If the truck Is coming from a location known to have rust, (Insert link to page discussing this), underside photographs

• If repairs are needed beyond the scope of the Purchasing Rep, appropriate Input from Operations advising on estimated repair costs and risk

• (not required but helpful) comparable listings on the market currently, and comparable historical sales to gauge financials values

• (not required but helpful) Investment Plan (IP) filled out on the opportunity

• Deal dynamics, Including motivation to sell, hot buttons that can help them sell to us, dealer and manufacturer Involvement, other trucks they want to sell, are they looking to buy used, previous customer, etc.

• REQUIRED - The Purchase Rep's recommend purchase price

All Info above should be filled out In the Purchasing - Buy opportunity created for this truck.