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• Track complete customer information: prospect details, notes and history, appointments, to-do items, documents, and new opportunities.• Populate pre-defined fields including name, company, phone, address, web site, e-mail, and automatically insert predefined customer numbers for QuickBooks.
• Access virtually unlimited date and time stamped notes as well as history of your company’s prospects and customers. View a list of notes and see the entire contents of a note.
• Attach company rep/salesman to each prospect. Track each sales decision as the prospect is converted from prospect to customer.
• Quickly identify the last communication with a prospect from the contact tab.
• Access pre-defined templates to save time building e-mails and letters. Easily customize the HTML graphical templates to e-mail customers.
• Access company-wide account data, including prospect information, customers, and the role that each contact plays in your business relationship.
• Provides a web page on your site where your customers can submit requests for service.
Contracting company owners can be confident their teams are producing at their Best. Improve your sales now.Sales Representative
Coordinating customer-facing activities and events are a critical part of closing business and managing customer relationships. The sales activity management capabilities available in Rapid E-Manage help keep your reps organized and working together so your customers receive the attention they need.
Tracking and Collaboration
You can track tasks and activities, schedule joint meetings, assign tasks to other users, and set up activity templates for frequently or automatically assigned tasks.
Activity Reports
A key to sales activity management is the ability to see what your sales organization is doing at any given time. Generate sales activity reports to get a bird’s-eye view of your organizational sales activities for better performance management. Reports for a view of the sales metrics that matter the most to your company.
Activity Scheduling
Schedule and set reminders for appointments and other activities for yourself and other users. Publish calendars for shared resources such as company or team activities.
Team Roles
Identify a role for each team member (executive, sales manager, sales representative ). Define a different security level for each member to provide access to the appropriate information.
Real-Time Alerts
Set custom alerts and rules (big deal alerts, at-risk deals, and so on) to automatically notify individuals of critical business events.
Activity History
Maintain a historical record of all activities (complete and pending) related to an account, contact, or opportunity.
• Company sales reps need solutions that make their jobs easier, not more complicated. Rapid E-Manage gives them fast access to data, online and via mobile devices.
• With a simple and intuitive user interface Rapid E-Manage is the one SFA (Sales Force Automation) solution every sales rep will love and use.
• Contracting company sales managers get access to the activities of their reps and insight into sales pipelines.
• Rapid E-Manage provides powerful opportunity management, forecasting, and reporting, so company owners can be confident their teams are producing at their full capacity.
• Contracting company owners get accurate information so they can evaluate their company's past performance while looking ahead to the future.
• Owners can answer critical business questions quickly without sifting through reams of data. With the powerful analytics that Rapid E-Manage provides, owners have the real-time information they need to be effective.
The calendar allows you to set your default view to a day, week, or month view at a glance. The calendar has a built-in, one-touch tab for viewing each of the views. Calls, meetings, and to-do items can be filtered by priority, date range or user, even displaying totals for each type of activity. You can move from the past to the future with ease. Color coding allows quick recognition of each type of event. Each of the calendar views allows you to schedule any item, whether personal or business. Each area of the contractors' bid system allows them to schedule a measurement or sales appointment by opening a link to schedule on the fly. The on the fly calendar links the scheduled events with the contractor's customer. This results in the ability to start with a customer and schedule anything. Activity alarms will help you be more productive.
Scheduling:
• Schedule calls, meetings, and to-dos quickly and easily.
• Use color coding to quickly see type of event on the calendar.
• Set up measurement appointments and sales calls.
• Filter calendar by employee - Easily view employee availability and instantly drill down into individual calendars.
• Employees can quickly see today's and future activities along with important alerts and reminders.
• Add personal events - Alert employees about important tasks and calendar changes with e-mail or text messaging.
• Set up group meetings quickly. Sends alerts to all participants.
• Set reminders and to-dos for both personal and business events.
• Access detailed note history for each appointment.
• Follow direct link to customer information.
• Access maps and driving directions for appointments from the calendar.
• Quickly determine time and distance between appointments.
• Access different calendar views: month, week, and day for all users.
• Access detailed information for each event.
Rapid E-Manage allows you to enter any manufacturer and unlimited products that a manufacturer carries. Manage a single, master list of all your company's products. Increase efficiency, accuracy, and consistency.Rapid E-Manage provides two methods of inserting products into your Pro system. The initial method is the program inserted information. The contractor answers the questions in the product and pricing sections.
Products:
• Ability to add many different products and different types
• Set custom prices for each aspect of a product (starter, square, etc)
• Ability to add multiple manufacturers for your company
• Add extra services that you offer to clients
• Set custom units/sizes for extra services as well as prices
Communicating with your prospective customers is extremely important.Advertising letters and templates bring in qualified leads inexpensively and quickly.A library of customer support letters are ready to use and completely customizable to your business.Letter Examples:
• Pre appointment
• Answer any questions
• Delay apology
• Start - Thank you
• Follow up - One week
• Follow up - Two week
• Follow up - Three week
• Follow up - Five week
• Follow up - Eight week
• Finish - Thank you
• Referral - Thank you
Each letter can be modified by the contractor to meet the needs of a specific client or just send them as they are. It is that simple.
• Add pre-job photos. Just take the digital photos and upload them into the bid.
• Easily build new bids by selecting three products in a "good, better, best" scenario.
• Edit existing bids for customers.
• Easily look up older bids for reference later. Many prospects buy up to two years after they receive a bid.
• Easily select a product color to show the customer on the bid.
• Add bid comments to show up on final proposal.
• Easily add custom notes geared towards customers.
• Print bids in full color.
• View bids online through company website.