The Opportunity Manager™ Software Overview
Opportunity Manager™ is a suite
of HVAC sales tools developed by recognized leaders in the HVAC
industry. It is the most complete and professional proposal generation
/ sales presentation and management tool available to the HVAC dealer.
The Opportunity Manager (Opman)
includes two main sections:
1. Proposal Generation / Sales Presentation and Estimating, (the front end) and
2. Sales Management and Reporting (the back end).
Each section is packed with features!
HVAC Proposal Generation / Sales Presentation and Estimating
(more detailed info)
- 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
- Add your company logo and colors to
customize the software
- Implement an Accessorey selling strategy with Lifetime System Enhancemets
complete the implementation of a complete "Turn Key" solution (optional)
is an invaluable tool for salespeople to educate customers
about high efficiency products.
It is fully integrated into the Opportunity Manager system. Optional
versions for use on your company's website, iPads, Android and Windows
- Other Features
- The Opportunity Manager ships with the 7th Edition of Manual
built in. Optional versions for use on iPads, Android and Windows mobile devices.
- 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
Sales Management and Reporting
(more detailed info)
- 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".
- Centrally manage your Retail prices
- Easily manage your prices to your desired blended margins
- Manage your accessory and equipment upgrades and add-ons.
- You can generate reports with job budgets and create a complete job packet
for your installers containing the details of the installation as
discussed with the homeowner, including photographs and notes from
the sales team.
- Sales tracking and sales performance reports including profitabilty indictators, such as GPMD, to show you which sales are the most profitable.
- Lead Tracking reports
- Commission and Spiff reports
- Labor efficicency reports
- Reports that measure closing ratios, average sale price, # of accessories, month goals, etc.
Top 10 Benefits
- Fast, Accurate proposals generation
- Increase professionalism and sales performance
- One stop close ability with Good - Better - Best
- Implment the Lifetime System Enhancement process
- Highly visual, animated presentations
- Offer financing on every proposal
- Save 2 to 4 hours of Labor per project
- Increase profit and growth
- Centrally Managed Retail pricing
- Sales reporting and Lead tracking
Call to schedule a demo:
Note: The Opportunity Manager software
is designed for use with the latest version of Internet Explorer. It
will not function or view properly in other browsers, or older versions
of IE. Please update or open Internet Explorer to view this demo.
here to update to the latest version of Internet Explorer.