New Marketing Module So Effective At Boosting Sales...You’ll Almost Feel Bad For Your Competition!

Is Your Phone Not Ringing Like You Want It To? Here’s The Answer To Making Money In A Tough Economy...

As you already know, SuccessWare gives you a ton of sales & marketing tools to make the phone ring.

But here’s the best part...we’ve been busy working on a "double-top-secret" project for the last four months. It’s a brand-new module designed to help you make a lot of money without spending another penny on advertising.

Introducing the brand-new "Opportunity Manager"

This new module is so powerful that we needed a double-sized issue this month to cover it all!
As you know, you have always been able to record opportunities in SuccessWare. What’s an opportunity? It’s anytime you make a recommendation to the homeowner but they decline at that moment. Just because they say "no" today doesn’t mean that you shouldn’t follow-up.

Just think of all the Opportunities you can recommend:

• Customers who suffer in the winter who will benefit from installing a humidifier
  Faucets that are leaking but still working
• Old furnaces that are old, inefficient should be replaced with a new unit that could pay for itself just on energy savings alone
• Homes that don’t have 220v service
• Hot water tanks that are old and could break anytime - that should be replaced
• Customers with bad allergies, in homes that have a lot of dust and need a high-efficiency air cleaner
  

With the brand-new Opportunity Manager, you can schedule follow up activity and manage leads as well. This allows you to follow up on ALL opportunities for ALL customers in one place!

The Opportunity Manager has four views:

• All – lists all opportunities with an opportunity date in the date range specified.
• Create Leads – lists all opportunities marked ‘lead required’.
• Follow Up – lists all opportunities and leads with a follow up date <= today.
• Unscheduled F/U – lists all opportunities and leads with follow up notes, but no follow up date.
• Period – lists all opportunities and leads with an opportunity date between two dates.
• Chain – lists all opportunities related to the currently selected opportunity. This will include the originating opportunity and any leads that have been created or continued in relation to the currently selected opportunity.

This manager actually lists both opportunities and leads. A lead is really a sales job that has been created for a customer and where the opportunity code has been entered on the Quote Summary form for the sales job.

And yes – you can record multiple opportunities for a customer in the Customer Opportunity Profile Form. When you record an opportunity, you need to identify:

1. Opportunity Code – This code identifies the type of opportunity. Opportunity codes are user defined in the reference library.
2. Opportunity Date – The date you became aware of the opportunity.
3. Recommended By – If applicable, the employee that recognized the opportunity.
4. Notified – Indicates if the customer was informed of the possible need.
5. Notes – Any general notes about the opportunity.

NEW! You can now record the following:

• Lead Required – Check this box if you want a sales job created for this opportunity, but don’t want to create the job right now. Be sure you record enough in the notes to create the sales job with all the appropriate information. You will be able to pull up a list of all the opportunities that ‘require a lead’ at a later time and quickly create the sales jobs.
• Follow Up Date – Enter a date you would like the follow up to occur on. When it’s time, you will be able to pull up a list of all opportunities that have been scheduled for follow up on that date.
• Follow Up Notes – Enter notes about the intended follow up activity to help someone else perform the follow up on a later date.

You can enter your follow up intentions and leave the date blank if you are not certain when you will follow up.

NEW! Job Summary has been updated!

To record an opportunity on the Job Summary Form:

• Check the ‘Opportunity Generated’ check box.
• Optionally check ‘Lead Generated’ if this opportunity requires a sales job.
• Record the employee the opportunity was ‘generated by’ or ‘referred by’.
• Select an opportunity code
• Optionally enter a follow up date and notes.

If this is actually a ‘lead generated’ that must result in the creation of a sales job, check the ‘lead generated’ box. Opportunities recorded in the Job Summary will show up in the Customer Opportunity Profile and in the Opportunity Follow Up Manager.

If you check ‘Lead Generated’, the opportunity will be marked as ‘Lead Required’. Here’s why this is SO IMPORTANT…

You can use this in the Opportunity Follow Up Manager to list and then create the related sales jobs. This process helps to ensure you don’t forget to create the sales jobs for any ‘leads generated’!

Is that incredible or what???

NEW! Quote Summary has been updated! You can schedule follow up activity for sales calls on the Quote Summary Form. So now all sales calls show up in the Opportunity Manager. Just select an opportunity code in the Quote Summary. Then:

• Select the ‘Follow Up’ Tab in the center of the form above ‘work suggested’. The tab book switches between Lead Notes, Follow Up and Follow Up History.
• Opportunity Code – Make sure you’ve identified an opportunity code for this lead. You can choose between current opportunities recorded for this customer that are not done and where the sales job has not been created. This will both set the opportunity code on the sales job and link the sale job with the originating opportunity. Or, you can select from the standard opportunity codes to create a new lead that has no originating opportunity.
• Follow Up Date – Enter a date you would like the follow up to occur on. When it’s time, you will be able to pull up a list of all opportunities that have been scheduled for follow up on that date.
• Follow Up Notes – Enter notes about the intended follow up activity to help someone else perform the follow up on a later date.

BUT – WAIT THERE’S MORE… This is just a brief recap of this exciting new module!

Not using SuccessWare? What are you waiting for? You’re missing out on the best thing you can do for your business. Get registered for an upcoming training class before it’s too late! If you want to get started, just call me, Chris DiRe, at (716) 565-3500 and I’ll get you all the information you need!

Better yet - visit www.successware21.com to get all the details on the best service dispatch software on the market today. Over 800 contractors trust SuccessWare to run their plumbing, HVAC and electrical businesses! Find out why!