Get professional estimates to customers quickly to close more business faster. Enable your sales teams to maximize opportunities and utilize detailed analytics to understand the health of your sales organization. Utilize the tools listed below!
In this article:
Sales Rep/Estimator On-Site Workflow
After a Lead is created in SingleOps, the Sales Rep/Estimator will perform an on-site estimate.
Meet with the customer on-site
On your tablet, build out a Proposal in SingleOps using all the tools below
Make sure Job Templates have been created for your common services offered. This will save you time by pre-populating items, pricing, tags, etc. | |
This is a tool that can be used to mark & measure the square or linear footage of an area on a Job’s site map. | |
Map pins can be used to denote locations on a Job's site map in order to mark trees, target work areas, pinpoint hazards, etc. | |
These are formulas that calculate quantity for an item (not price). These are great for quick and accurate estimating. | |
Secure Signature Onsite | Once the proposal is created, open up the preview and lock in your signature. If the 'Should clients sign to accept proposal?' account setting is enabled, they can use their finger to sign and accept right from your phone or tablet. |
Upsell & Get Paid Faster
This allow you to upsell by adding recommended products and options. This provides flexibility to your customers, ensuring they accept your business. | |
ProPay is SingleOps' payment processing system that includes the ability to process payments via CC and ACH. | |
GreenSky is a lending financial technology company that offers financing options right form your SingleOps proposal. |
Manage Your Pipeline
Create a dropdown custom input for Lead Source, Stage and Reject Reasons. | |
Spend less time on followups, and enable the Client Proposal Followup automation. | |
Track all outstanding Leads. Filter to yourself as the Sales Rep to see everything in your name. | |
Track all outstanding Proposals. Filter to yourself as the Sales Rep to see everything in your name. |
Track Your Success
Track the team's conversion rates using the Sales Rep Report. | |
Use Summary Data to track revenue by your custom inputs for Lead Source, Stage and Reject Reason. |
Daily Workflow Video
*Note: Some of the content in this video may reflect a previous version of SingleOps. For a more accurate guide, please refer to the steps listed above.