The Opportunity Manager™ Software Overview

The Opportunity Manager™ is a suite of HVAC sales tools developed by recognized leaders in the HVAC industry. It is the most complete and professional proposal generation / sales presentation and management tool available to the HVAC dealer.

The Opportunity Manager (Opman) includes two main sections:

1. Proposal Generation / Sales Presentation and Estimating, (the front end) and

2. Sales Management and Reporting (the back end).

Features Overview

Each section is packed with features!

HVAC Proposal Generation / Sales Presentation and Estimating

(more detailed info)

• Presentation
  • Using an interactive "point and click" process, The Opportunity Manager™ involves customers in building their own comfort system. Learn more about the advantages of an Opportunity Manager sales presentation .
  • Generate a professional proposal and print it out in the customer's home!
  • Add your company logo and colors to customize the software (optional)
  • HVAC Dealers can choose between Retrofit Sales and New Construction Sales Modules, depending on your business emphasis.
  • Laptop packages complete the implementation of a complete "Turn Key" solution (optional)
  • The Showroom is an invaluable tool for salespeople to educate customers about high efficiency products. It is fully integrated into the Opportunity Manager system. Optional versions for use on your company's website are available.
• Other Features
  • The Opportunity Manager ships with the 7th Edition of Manual J Load Calculation built in
  • Also available is the convenient handheld version of the Comfort Optimizer Load Calculation software , which integrates completely with the Opportunity Manager. (optional)
  • The proposal that is generated draws all the pricing information from an extensive database of your products and labor pricing structure. This database is set up by us before we install the software.

HVAC Sales Management and Reporting

(more detailed info)

• Management
  • The Opportunity Manager™ makes managing your entire sales process a breeze. You can quickly and easily change the costs and margins of any product with just a few "clicks".
• Reports
  • You can generate reports with job budgets and create a complete job packet for your installers with photographs of the homeowner's existing equipment.

*New Construction Modules also available

Top 10 Benefits

1. Save 2 to 4 hours per project
2. Increase professionalism and sales performance
3. One stop close ability with Good - Better - Best
4. Fast, Accurate proposals generation
5. Highly visual, animated presentations
6. Offer financing on every proposal
7. Hire sales staff from outside the industry
8. Increase profit and growth
9. Owner controls the sales process
10. Get the customer involved

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