Sales Channel
This CVA is sold by the team who assists customers with option financing.
What is lease conversion?
The customer signed the CVA addendum with the machine doc packet but did not sign the CVA agreement. This action is needed to correct.
What is a CFAS Redoc?
This program provides a $500 credit towards a new CVA on a CCE or BCP core machine.
What is BCP National Program?
A serial number has this many characters in the US.
What is 8?
This USED CVA can be sold as part of the Trifecta program.
What is asset management?
Deal split between Product Group and Dealer with the difference potentially covered by CFAS
What is flat rate (or embedded)?
This program fully merchandises a 3 year /3000 hours/ Parts Kits, Oil Sampling / ConnectPro CVA.
What is GCI National Program
Starting July 24th, we should search by this criteria when assigning a dealer to a MCF quote to avoid booking errors.
What is dealer code?
This is our most common sales channel
What is program business?
Customer A sells his machine with a CVA to customer B.
What is a transfer and assumption?
**DAILY DOUBLE** This CFAS group member enjoys using lock visuals in their presentations.
Who is Clint Poole?
These two pieces of information are required to start a quote in MCF.
What is quote name and customer name?
The dealer is fully subsidizing a CVA.
What is dealer invoice?
Customer is presented options with program funds to reduce the cost.
What is selection form discount?
This program fully merchandises a 3yr/ 1500 hr/ Parts Kits, Oil Sampling / Connect Pro CVA for Foley Inc and Milton.
What is the Harrisburg Shex program?
MCF quotes expire after this many days.
What is 120?
There is a fully merchandised offer but the customer opts to finance a richer CVA.
What is selection form upgrade?
Customer is experiencing issues with a machine that was recently delivered. The dealer agrees to change out the unit with a different one of the same model.
What is a substitution of collateral? (SOC)
This group has a commercial offer for used equipment owned by Cat Financial. The offer includes a reduced interest rate for qualifying customers as well as EPP and a CFAS CVA at no cost to customers or dealers.
What is asset management?
This new function will allow dealers to quickly copy older deals and requote CVAs more efficiently.
What is the clone quote functionality?