Simply drive revenue. SPConnect's sales module improves your company's professional image while increasing your sales team's efficiency, productivity, and pricing accuracy.
SPConnect simplifies complex calculations for Service Agreements, Project Agreements and Quick Quotes, providing consistent and accurate estimates for even your greenest reps.
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?
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.
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.
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.
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.
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.
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.
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!
Of course! The SPConnect team will set you up with your initial templates, but there's also an editor built right into the program so you have absolute control over your customer-facing document templates.
No. SPConnect does not provide estimates on amounts/quantities of materials needed based on project specifications. For Projects, SPConnect provides a calculator for inputting all costs (line by line, if necessary) and applying appropriate mark-ups based on cost category. It will then generate a professional proposal to include ROI calculations.
All Service Agreement pricing is driven by the equipment type, size, and age. SPConnect hosts thousands of lines of industry-driven data tables, providing labor and material estimates for every type of equipment, including repair estimates on full-service agreements. You say how often and we'll tell you how much.
Absolutely. SPConnect allows for the separation of divisions (as many as you like) so you can track revenue based on the service offering.
We download everything to MSWord so that you can make final tweaks to the template if needed. There are also several MSExcel downloads where it makes sense - for example, equipment inventories or service agreement cost details.