Seamless Mover’s Estimating – All From A PC Tablet
CompuMove’s completely integrated Sales Tools Pro suite of functions combines three important things:
A customer-focused sales management environment
CompuMove’s Customer CRM Dashboard shows a real-time view of leads, estimates and surveys, sold quotes and follow-up reminders.
CompuMove integrated Task Management also plays a role, generating reminders and outbound messages based on event dates and times, both internal and external to the company.
Automatic importing brings in website leads, lead vendor referrals, military offer sheets and others directly into the CRM listing for action. From there they move through the life cycle of scheduling, surveying, estimating, providing a PDF quote document, and closing a sale.
Account management functions mean that each salesperson can be given a focused view of their own work and schedule, or can share pooled assignments with other members of a sales team. Various management views of salesperson schedules, active records by status, and overall salesperson performance are available to inform managers and planners.
A “Moving Calculator” Mobile Estimator
The heart of SalesTools Pro is the fully integrated mobile estimator, a dual-mode moving cost estimator App that functions on any standard Windows tablet as both a ‘desk’ application with the keyboard attached, and also as a fully touch-based, tablet-oriented, handheld mobile survey tool when turned.
Since much of sales work is ‘office work’, it’s essential to have a sit-down desk environment, with a real keyboard, and a stylus or mouse. Making appointments and scheduling, composing correspondence, answering emails – in short, desk work.
Then, when it’s time for action, stand up and separate the keyboard, turn the display vertical, and the app morphs into a touch-operated room inventory system, featuring:
Customizable room-item-lists and all-item-lists, with alpha-jump
Edit or Add On-the fly item Description, Cube, and Mode
Detailed Crate(s) Calculator
Multiple Going/Not Going/ Going Where? Functions
Packing estimating as Hourly, Carrier Pack cartons, and PBO
Write stylus longhand text on the screen and it becomes text for item descriptions.
Write detailed item notes, or general notes or messages for the shipper, and they are integrated into the estimate documents.
Professional PDF Document Presentation
Once the article list has been completed, and the estimate is calculated with the internal tariff rating system, the final completed estimate documents are generated as PDFs. The salesperson can generate multiple different versions of estimates for a given move, for example to include full packing or not.
Once the estimate is generated, it can be signed for directly on the tablet screen, emailed directly from the app, or printed on paper using a Bluetooth printer.
Finally, the completed estimate record, including generated documents, uploads to your Cloud CompuMove, and is immediately available to other users as needed.
Seamless Operations Integration
Closing the sale of a move is of course just the beginning. The complete detail of the estimate must be visible to the operations department, including anticipated quantities of service and any special notations or operations messages. Original estimate values and documents are retained as the life cycle of the move continues, eventually providing valuable sales management information.
When move day arrives, the dispatch ticket and Bill of Lading job notes will reflect the estimated weight, expected carton counts, and shipper or job-specific notes as made by the salesperson.
Ultimately, the full record of the cycle is seamlessly preserved as the job moves through operational completion and into billing, commissions, and beyond, with the linked and detailed history of the entire SalesTools function fully engaged.
This company changed our life. Big enough to be a great well thought out product Small enough to feel appreciated as a customer and get any issue taken care of right away. I highly recommend CompuMove to anyone looking for a solution to thier business needs. Thanks guys!