Get up and running with Sales Builder Pro!
Start customizing your HVAC sales presentation with our easy implementation program
Success Phone Call
Sales Builder Pro for Managers
Time: 30-minutes
This is an introductory call with our trainer. We'll decide the best of course of action for your team and discuss the implementation process for Sales Builder Pro.
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Learn How to Use the App
Fast Track for Managers
Time: 1-hour
FAST TRACK is an ”in a hurry” version of the Boot Camp and Certified Sales Builder Pro Training workshops. Schedule this appointment if you are the Project Manager or a Sales team member who is comfortable using tablet software technology.
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Business Management Portal
for Managers
Time: 1-hour
The Business Management Portal gives you complete visibility of the data contained in your app. You will learn how to view the status of your app, schedule appointments, submit documents to IMS, export current equipment, accessory and add-on pricebooks and customize accessories, materials, financing options and Sales Presentation materials.
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Pricing Phone Call
for Managers
Time: 1-hour
Learn how to set-up and manage pricing of your equipment and services in the Business Management Portal.
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Sales Team Workshop I - App Training
Boot Camp
Time: 60-minutes
This is a 60 minute session where you will build 5 proposals of increasing complexity. After completing this class, you will be ready to become a Certified Sales Builder Pro, our capstone sales training program.
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Sales Team Workshop II
Certified Sales Builder Pro
Time: 1-hour
If you have completed the Sales Builder Pro Boot camp this is the workshop for you. In this workshop you will learn Schedule Management (on-app or on-line), how to build a 3 option quote, 3 ways to adjust a quote for job complexity, how to build a Mitsubishi Electric ductless quote and 3 ways to present your company's value proposition in the Sales Presentation
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