HVAC Sales Management with the Opportunity Manager™

Sales Management Features:

The Opportunity Manager™ Sales Management software system makes managing your entire sales process a breeze. It is designed to give the owner/manager the ability to manage the sales process.  Here are just a few of the features built into the management console of the system:

• Change the costs and margins of any product with just a few "clicks"
  • Track and analyze projected profitability of every proposal
  • Set both global margins and individual product margins
  • Maintain profitability on EVERY job you propose
  • Special “Profit Protectors” automatically adjust your pricing on the fly to ensure you meet minimum profit goal
• Create Job Packets for your operations team
  • Pull sheets ensure that the installer has the right materials
  • Pictures can be used to visually communicate with your installers
  • Details of each installer’s daily tasks
  • Drawings and dimensions of the homeowner’s equipment
• Robust Sales Reporting capabilities
  • Track your add-on and upsell by salesperson
  • Complete view of your sales staff ’s performance
  • Set sales goals and compare goals vs. actual results
  • Compare what you are selling to what you are putting on a proposal.  (You can only sell what you put on a proposal!)
• Complete Job Budget Reports
  • Automatically breaks down all projected costs and labor for each job
  • Automatically tracks the GPMD (Gross Profit Per Man Day) per job
  • Track all your spiffs and commissions
  • Complete labor budgets are generated for each job broken down into job phases!
• All your pricing and equipment information can be modified
• Synchronize pricing and proposal information with all sales computers in your business—making it easy to keep pricing consistent across your entire sale team.

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