Proposal Development for Enhanced Sales Effectiveness
In an industry-leading initiative, ABM's franchising group is set to deploy a cutting-edge proposal management solution to empower field sales teams. This solution, integrated with pricing and CRM systems, aims to elevate recruiting, productivity, data accuracy, and overall professionalism. The proposed tools will optimize document management, streamline sales processes, and enhance client engagement for improved business outcomes.
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Presentation Transcript
ProposalBuilder Jeff Buennemeyer Area Vice President 27 January 2016
Vision and Objectives In a continuing effort to lead the industry with best-in-class HVAC and Electrical solution offerings, ABM s franchising group will develop and deploy a proposal management solution which will enable field sales teams to leverage the best current technology. This solution will be integrated to our pricing and CRM systems, which will aid in the ongoing success and growth of TEGG and Linc Service business partners in the following ways: Better recruiting and employee retention Improved productivity, close rates and shortened sales cycle Improved data accuracy Improved professionalism and proposal quality Times are changing and we will not only change with it, we must lead the change. 2
Introducing I is an online workflow and document management tool that we will leverage to streamline documents in our sales cycle and improve how prospects engagement with them. Manage sales materials that reflect our latest branding, content, and messaging Leverage pre-sales and Salesforce data to build relevant documents Understand who is viewing our content and what content they are viewing Drive faster transactions online with e-signatures Increase ease of use in the field 4
Introducing Web based proposal generation system Mobile and Desktop friendly capabilities Allows users to engage from any device anywhere Simple Menu based Allowing for the ability to bring in various templates Company history Local Organization Definition of solutions Contracts Etc.. Multi content format integration Websites Video Case histories Print and electronic delivery capabilities Integrated analytics Manage and track client interaction Know: when the document is opened, who is viewing it, what pages they are viewing and for what length of time. Integrated with SalesForce or stand alone DocuSign DocuSign allows customers to approve and sign proposals, contracts and spot quotes directly from their computer or mobile device 5
Introducing Access and utilize ProposalBuilder from any desktop or mobile device 6
Integrated Over the course of 2017 and 2018 we will be integrating our main software solutions together for ease of use and information sharing 7
Multi User Users: Maintenance sales Continue to hand deliver Follow up with Electronic Delivery DES / Project Sales Improved Delivery Speed User Interaction Tracking Simple Sign Off with DocuSign Service Management / Dispatch Quick Quoting Abilities Approval Tracking Easy Approval with DocuSign Reduced Risk and Liability 8
Summary & Roll Out Next Steps Final Product Field Testing & Finalization: Feb-Mar / Apr Franchise/Branch Roll Out: May-Dec Financial Considerations Initial $750 per branch set up fee 1st license included Each additional license $63/Month Getting Started Implementation will be scheduled on first come first serve basis 10
