Made for Commercial HVAC Service Companies
SPConnect Sales Module
Simply drive revenue. SPConnect's sales module improves your company's professional image while increasing your sales team's efficiency, productivity, and pricing accuracy.
Highlights
Industry Pricing Tools
Industry Pricing Tools
Industry Pricing Tools
SPConnect simplifies complex calculations for Service Agreements, Project Agreements and Quick Quotes, providing consistent and accurate estimates for even your greenest reps.
Document Generator
Industry Pricing Tools
Industry Pricing Tools
The professional presentation of every customer-facing document is a subtle representation of the quality of your organization. What do your proposals say about your company?
Sales Management & CRM
Industry Pricing Tools
Sales Management & CRM
You can't manage what you don't measure. Every proposal that's priced or built in SPConnect is tracked by stage of the sales cycle, providing comprehensive reporting for reps and managers alike.
Key Features
Asset Management
Store all customer and equipment data to include manufacturer details, photos, capacity, age and history. SPConnect automatically assigns an expected useful life for equipment lifecycle planning.
Complex Service Agreement Pricing and Proposals
Driven by the equipment data, SPConnect provides five (5) levels of Service Agreements with varying coverage for a custom solution for your customer. Pricing calculations are driven by industry-proven tables, and 100% configurable to meet the needs of your business.
Robust Project Pricing & Proposals
Competition can be fierce, but our Project Proposals stand out from the rest. Build value into your offer by including ASHRAE equipment useful life and return-on-investment calculations with a few simple clicks.
Quick Quote Management
The Quick Quote module of SPConnect is aptly named. Whether in the office or in the field, quickly build a quote for repair without leaving your customer waiting. Build templates to speed up the process and track outstanding quotes to drive more revenue.
Sales Funnel Management
Every sales opportunity is automatically tracked by stage of the sales cycle, reducing the need for double entry into an outside CRM. Monitor backlogs, total sales, close ratios, upcoming contract opportunities and all revenue-generating activity in one place.
Best Practices & Processes
SPConnect provides over twenty-five (25) custom documents to meet the day-to-day needs of your business, beyond proposals and sales reports. These include start-up meeting documents, warranty letters, equipment assessment reports and much more!