In-Home Selling & Sales Management:
Right-Consultant™ is a professional in-home selling tool which automates the entire sales process with the most complete sales presentation and proposal builder solution available. Designed with an interactive easy-to-use user interface for both computer novices and experts, Right-Consultant™ will help set you above the competition.
Use Right-Consultant™ to:
Send out a proposal in minutes. This custom proposal includes total price, tax, total cost, rebates on cost, rebates on price, total cost after and average margin for each investment option. Parts of this proposal will self-generate as you complete your design to simplify the process even further. Then, choose to email or simply print your proposal to leave behind after you meet with your customer. (Includes all features of Right-Proposal®.)
Identify customer needs with built in customer questionnaire. Right-Consultant™ relies on information gathered during the questionnaire to automatically suggest accessories, kits, rebates and/or discounts on the final proposal, specific to the customer’s needs.
Enjoy a point and click interface. Right-Consultant™ requires virtually no typing. Simply select what you would like to include, and the program will take care of the rest.
Compare equipment types with a good, better, best system. Choose to select up to four types of equipment based on the only systems and brands you carry in order to analyze the estimated cost of system operation and educate the homeowner of their return on investment and payback timeframe. (Requires Right-$™)
Easily assign kits, accessories, rebates and discounts. Utilize your own part numbers, descriptions and images within the program to customize your workflow.
Offer payback analysis and cost variables. Let Right-Consultant™ do the math for you, and offer available cost options for your customer. (Requires Right-$™)
Display in-home presentations. Right-Consultant™ allows you to build superior presentations for your client using PowerPoint, video and Flash.
Manage your accounts. Improve your account management system with individual and team data synchronization. Right-Consultant™ also allows you to track potential customers though the sales process, and create and track customer stages for more accurate sales targets.
Set custom permissions per employee.
From your initial customer setup through your final proposal, this tool has everything you need to keep your customer projects organized and your sales in the green.