Kestrel - Quotations & Ratesbooks
#1. Quotations
The KESTREL quotation system offers the flexibility and functionality that the industry demands, providing a system for a range of products including Contract Hire, Contract Purchase and PCP. It is designed to be intuitive to use with a modern look (GUI/Windows) and with a minimum of screens for maximum efficiency. It is fully integrated with the ADP Marketing Module and is internet enabled.
Quotations
- Internet enabled
- Full mouse driven selection of data with additional keyboard support.
- All relevant information on a single screen
- Customer data creation at point of quotation
- Quote driven customer defaults
- Straightforward selection of vehicles and options
- Used vehicle quotations
- Service Only quotations
- Fleet Management, vehicle/option purchasing and resale.
- Standard vehicle options available to view at quotation stage
- User defined product definitions
- Quote driven product defaults
- Multiple Finance calculations
- On screen comparison of multiple data sources for residual and maintenance values
- APR calculation for CCA regulated business
- Audit log of edited values, by user, date and time
- On line help screens
- Easy recall of previous quotations
- Editing processes including rollback feature
- Auto faxing and email facilities
- Integrated with Kprint
- Print and print preview of quote and make-up with definable layout, including logos, to plain paper
Product Information
- Unlimited number of product definitions
- Up to 18 elements to each product
- Up to 6 rental splits
- Product notes to be displayed during quote production
- Minimum/Maximum Deposit driven products
- RFL options
- Motor club options
- Dealer commission options
- Insurance options
- Accident management options
- Powerful Excess/Under mileage calculator
- Relief Vehicle Management based on actual replacement charges
Management Information
- Improved analysis and monitoring via enhanced reporting
- Lost business analysis by competitor and reason
- Reporting on Quotes generated,
- Quotes accepted, and Quote
margins, all by:
- Business source
- Sales executive
- Customer
- Vehicle
- Product
Data Management
- Multiple import routines and user overrides for both the Maintenance and Residual tables
- Comprehensive data tool for easier update of core data
- Customer specific data inc bonus, discounts, vehicles etc
- Multi layer Manufacturer rebate options
#2. Ratesbooks
Designed to offer the functionality, flexibility and speed required for the efficient generation of Ratesbooks. In line with the Fleet Quotations system, it is Internet enabled and, with modern GUI/Windows functionality, it is intuitive to use.
- All relevant information readily accessible in one screen.
- Full mouse-driven selection of data with additional keyboard support
- Customer defaults
- Option to select by and/or print by the following - Rental range - List Price range - P11D range - On the Road Price range
- Ability to incorporate deposits
- Product information in line with Fleet Quotations
- Multiple Finance Calculations
- Vehicle and/or Option
selection criteria by:
- Body styles
- Number of doors
- Fuel type
- Transmission type
- CC
- CO2 Emissions
- Insurance Group
- Contains/Exceptions via context search - Display all/selected options for chosen vehicles
- Display option rental values
- Include cost of options within a selected rental range
- Ratesbook allows vehicle selection at any combination of levels (i.e. manufacturer, model or variant) for specific customer requirements
- Easy recall of Ratesbooks for re-calculation
- Ratesbook calculation to screen, print and file, including HTML output
- Exceptions list shows why vehicles were rejected from selection