Training & Implementation

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Training & Implementation 2017-08-29T05:21:38+00:00
Get up and running with Sales Builder Pro!

Start customizing your HVAC sales presentation with our easy implementation program

SBP Orientation

Time: 20-minutes

This is an introductory call where we will go over the implementation process for Sales Builder Pro.

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SBP On-Boarding Call

Time: 1-hour

This is your first hands-on call with your Customer Success Specialist, detailing their needs for your build. Your Customer Success Specialist will detail each step of the process and how you can customize your app for further differentiation against your competition.

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SBP Boot Camp

Time: 45-minutes

This is a 45 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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SBP Pricing Workshop

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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SBP Using the Business Management Portal

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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SBP 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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Want to learn how you can increase your average sales price and get more time back in your day?

Schedule a Demo

I was WOWed by the customer support and follow-through IMS provided. You went beyond the scope of service I expected, even helping us in other areas of our business.

Furnace World, Colorado Springs, CO

We’ve seen an increase in high-SEER equipment sales, which I attribute to Sales Builder Pro’s easy-to-understand options format. When you give the customer options, they are less likely to shop around and more willing to sign your proposal.

Colonial Plumbing & Heating Company, Colonial Hts, VA

My team has achieved 5% increases in both average ticket price and same-day close rate with Sales Builder Pro. The accessibility of information, customer engagement in selecting options, and proposal-building feature help us sell more in less time.

Michael & Son Services, Alexandria, VA