Shark Byte eliminates the need for multiple software tools to manage your sales processes. Connecting lead generation, mobile building equipment surveying, service agreement and project estimating, and proposal generation, SharkByte streamlines your sales process and improves sales performance. Designed by service contractors, industry experts and sales managers, SharkByte addresses the specific sales needs of the mechanical service contractor. Our approach to sales management identifies sales challenges for early intervention, ways to maximize individual sales performance and areas of sales success. With SharkByte a Sales Rep can survey a customers building in the morning, estimate the agreement, have the estimate approved, and generate a proposal by the afternoon.
Overview
SharkByte CRM is a complete sales system that is based on time proven service sales processes. SharkBytes CRM is designed to guide your team through the sales process from suspect development to a closed sale and turnover to operations. SharkByte contains tools to streamline the sales process, tools including a mobile surveying tool, service contract and project estimating, proposal generation. Managers will have greater visibility over the activities of their sales team, and be able to manage and forecast future sales easily with this tool. We have created a unique set of reports and dashboards making managing multiple reps, is single office, or in many cities or regions a breeze.Shark Byte reporting allows for quick answers and follow up to clients.
Features
CRM & Reporting Tool
Service Management
Proposal Generation
Estimating
Mobile Surveying