The Opportunity Manager™ Software Overview

The Opportunity Manager™ is a suite of HVAC sales tools developed by recognized leaders in the HVAC industry. It is the most complete and professional sales presentation and management tool available to the HVAC dealer.

The Opportunity Manager (Opman) includes two main sections:

1. Sales Presentation and Estimating, (the front end) and

2. Sales Management and Reporting (the back end).

Features Overview

Each section is packed with standard features, and there are many optional features available as well.

HVAC Sales Presentation and Estimating

(more detailed info)

• Presentation
  • Using an interactive "point and click" process, The Opportunity Manager™ involves customers in building their own comfort system. Learn more about the advantages of an Opportunity Manager sales presentation .
  • Generate a professional proposal and print it out in the customer's home!
  • Add your company logo and colors to customize the software (optional)
  • HVAC Dealers can choose between Retrofit Sales, Home Depot Sales, and New Construction Sales Modules, depending on your business emphasis.
  • Laptop packages complete the implementation of your professional sales force (optional)
  • Just released In late 2006, the Ideal Home Comfort Showroom is an invaluable tool for salespeople to educate customers about high efficiency products. There are three versions available:
    1. Stand-alone for use on your desktop or laptop computer (optional)
    2. Web version for use on your web site (optional)
    3. Opportunity Manager version for use within the Opman software (optional)
• Estimation
  • The Opportunity Manager ships with the 7th Edition of Manual J Load Calculation built in
  • Also available is the convenient handheld version of the Comfort Optimizer Load Calculation software , which integrates completely with the Opportunity Manager. (optional)
  • The proposal that is generated draws all the pricing information from an extensive database of your products and labor pricing structure. This database is set up by us before we install the software.

HVAC Sales Management and Reporting

(more detailed info)

• Management
  • The Opportunity Manager™ makes managing your entire sales process a breeze. You can quickly and easily change the costs and margins of any product with just a few "clicks".
• Reports
  • You can generate reports with job budgets and create a complete job packet for your installers with photographs of the homeowner's existing equipment.

*Retrofit, Home Depot, and New Construction Modules also available

Top 10 Benefits

1. Save 2 to 4 hours per project
2. Increase closing ratios and upsells
3. One stop close
4. Accurate and thorough proposals
5. Professional presentations
6. Offer financing on every proposal
7. Hire sales staff from outside the industry
8. Increase profit and growth
9. Owner controls the sales process
10. Get the customer involved

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