Sales & Marketing Supercharge Your Home Service Business
with Successware

Sales & Marketing

Sales Tracking with Our Business Management Software

A better understanding of your sales process will allow you to train your employees to drive more sales. Through Successware’s estimate delivery and reporting module, you’ll know which salespeople are closing their deals, and those who are not. This can help you fine tune training for your salespeople and create trackable followups with your customers.

Our Sales Lead Tracking process helps you manage the job, enter the quote, create the installation job, and automatically populate the invoice. Successware provides access to the closing ratios of your sales team, outstanding customer quotes for office call backs, lists of customers that couldn’t move forward due to finances, and what advertising sources are (and are not) generating leads and sales.

Reach the customers you need to with the help of Successware.

Opportunity Management with Our Field Service Software

Your technicians in the field are often the best identifiers of sales opportunities. Successware allows you to identify these opportunities and set dated followups within the system. How many times has a technician gone out on a job and noted opportunities for future sales to a customer on their invoice? It’s easy for facts such as this to get filed away and never looked at again. With Successware, you can associate those opportunities with the customer’s account and then report on them — which will help you know who to market to in the future.

Price Books

Determining your pricing can be a daunting, difficult, and filled with the risk of loss. Successware gives you several options to either create your own pricing or integrate with a third party. Flat-rate price books can be created through our business management software, as all as formulas to calculate job pricing. Or, if you have an existing price book with one of our partners, it will integrate seamlessly into Successware.

Price Book Integrations

Agreement Management

Selling maintenance agreements is the key to building a solid customer base and guarantees continued business. However, managing these agreements incorrectly can lead to frustrated employees and angry customers

Successware has powerful tools for managing agreements from both an operational and accounting perspective. With our Agreement Manager, the scheduling of visits, processing of periodic billings, and renewals are all performed with just a few clicks! Retain a larger base of maintenance customers thanks to increased efficiency, create more opportunities to get into your customer’s home, and generate additional revenue. It's all possible with Successware!

Document and Image Capture

The capture and storage of photos and documents allows you to have a complete view of your jobs. Successware allows you to store these images and documents in folders specific to each service location. This way, you'll always have a history of what work was done, when it was done, and how it looked while your company was there.

Integration Options

Campaign Creation & Management

Every piece of customer data you enter into Successware can be used as the basis for marketing to clients. Whether your campaigns are based on age of equipment, history of repairs, or advertising that customers have responded to in the past, you can create campaigns specifically targeting them those customers.

Marketing List Management Reports can be run from any customer-based report in the system. You can then export the customer name, address, and email from the system and use it to create form letters, phone lists, and even email marketing content. With all this information, you can create marketing campaigns specifically tailored to your customers, resulting in higher closing rates and additional revenue.

Treat your Maintenance Plan members like VIPs by sharing exclusive offers and advanced pre-season maintenance scheduling opportunities. Know when promised visits are coming up and remind your customers via email. Send notices to your customers via postcard or email and create a list of visits due in dispatch. All these things are possible through Successware's Campaign Creation!

Reputation Management

Successware integrates with the top reputation management solutions in the industry, helping you remain engaged with your customers and allowing them to provide their positive feedback about your company and team. Use this feedback to measure the performance of your technicians, incentivize them to improve customer service, and generate more leads for service with a stronger online presence.

Learn More

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