Defining the Budget Process

SalesBuilder Pro allows you to quickly build good, better, and best packages on one screen. By dragging products and predefined packages from the product tree into three different columns, you can easily produce budget comparisons for your customer.

Developing a budget range with your customer during the first meeting allows you to follow-up quickly with an accurate proposal. Your customer is already comfortable with where the project is heading and feels like they have control over the cost  throughout the process, eliminating "sticker shock" when the final proposal is delivered.

 

Delivering the Proposal

Once a budget is developed, and selections are made, simply import the customers choices into the proposal screen. At this point 95% of the proposal is complete and a few small changes customize it to the particular project.

By reducing the time it takes to produce a proposal, your sales team can follow-up quickly after the initial meeting. Fast response lets your customer make decisions while their interest in your products and services is highest, and reduces the chance they will begin to look elsewhere.

 

 

Managing the Project

No project goes as planned, nor should a customer be locked into their initial selections. Change orders usually mean increased profits if managed properly.

SalesBuilder Pro's change order system is the most powerful available. Once the initial proposal goes to contract, it is locked to prevent changes from being made. A change order allows you to add any product from the product tree, and to remove any product that is in the original proposal with any previous change orders included.

When a report is printed later in the project, it rolls in all approved changes and prints a modified version of the original. Of course, you can choose to go back and print the original contract and the change orders individually to show your customer how the project has progressed.