Search CE Pro






Print  |  Email  |  Comments (35)  |  Share  |  News  |  Follow on Twitter, Facebook, Google+ or RSS

Salez Toolz Software Helps Qualify Clients

Abacus Prime's pre-qualification software uses simple pop-up bubbles that designate packages for various installation categories.


image
The first meeting for most integrators with a prospective client is exploratory. But what if you could actually get the homeowner to select his own system, pinpoint his exact budget and even close the deal in that first meeting?

Salez Toolz from Abacus Prime can help you do just that.

In this slow economy, dealers need every edge to speed up the sales process and build up the excitement of prospective clients. Proposal-writing software is great, but it won't help you close the sale or determine a budget in that first meeting.

Sales Toolz isn't a design application. It's sales software that allows the homeowner (with your help) to get a "big picture/low detail" look at his potential system. Replacing the pencil and paper on a clipboard, it uses simple pop-up bubbles (or multiple types of icons and backgrounds) on the screen organized in "Gold," "Silver" and "Bronze" packages of systems.

The homeowner merely clicks on a bubble to select what he wants in his home theater or lighting control, CCTV, multiroom audio, security, structured wire, phone or central vac system. A running total of the selections is listed on the right side of the screen. Each selection includes a "Performance Level" rating of 1 to 10. Labor costs are factored into the packages. The software also has built-in images of all the products.

When all the selections are done, Salez Toolz generates an on-the-spot "Budget Document" to be signed by the homeowner. The selections can be rolled into design/engineering software that includes:The software is totally customizable and helps dealers create repeatable, sellable packages.

Ron Callis Jr. of Firefly Design Group, a CAIP designer, is recommending it to all the integrators he works with as a qualifying tool.

Cost is $849 for a one-time license with no monthly fees.

Subscribe to the CE Pro Newsletter

Article Topics

News · Business Resources · Software · Software · All topics

About the Author

Jason Knott, Editor, CE Pro
Jason has covered low-voltage electronics as an editor since 1990. He joined EH Publishing in 2000, and before that served as publisher and editor of Security Sales, a leading magazine for the security industry. He served as chairman of the Security Industry Association’s Education Committee from 2000-2004 and sat on the board of that association from 1998-2002. He is also a former board member of the Alarm Industry Research and Educational Foundation. He is currently a member of the CEDIA Education Action Team for Electronic Systems Business. Jason graduated from the University of Southern California.

35 Comments (displayed in order by date/time)

Posted by Adam  on  03/05  at  08:25 AM

Great article, looks like some really cool software.  I was wondering if Salez Toolz comes with a database of products and how those products are updated?  I went to the Sales Toolz website but I could not find anything about a product database and there is no free trial demo.

Since this article mentions compatibility with other software products maybe someone at EH could ask some follow up questions.  I would like to know exactly how product data gets in and out of the system and how that data gets “rolled into” other software products.

Posted by mark  on  03/05  at  01:39 PM

The software comes preloaded with multiple data sets a customer can change to fit their business.  Salez Toolz doesn’t require a database like a design/engineering software.  A salesperson would rather not get involved at that level of detail in a first meeting.  10 sales people could feed project files to an engineer to work out the specifics of the project once the budget is accepted.  Most design software allows someone to combine multiple projects into one project.  End result, sales can spend more time selling and less time engineering.

Posted by Mark Sipe  on  03/05  at  02:32 PM

I almost forgot, Free trial available upon request. .(JavaScript must be enabled to view this email address)

Posted by Adam  on  03/05  at  03:47 PM

I guess we are getting the terms product data and database mixed up.  I imagine that Salez Toolz requires some sort of database to run.  I was wondering if Sales Tools needed any sort of product specific data or SKU’s to work. 

If Salez Tools does not need any specific product data like other design/engineering/estimating/quoting/accounting/management software then how can the data that the program generates be “rolled into” other platforms.  At some point a specific product needs to be specified.  Where does that happen in the Salez Toolz process?

I am not clear what happens after a budget is created with Salez Toolz.  Maybe you could post some sort of flow chart on the Salez Tools web site that explains the exact process.  I am sure some of your prospective customers would find that very usefull.  I know I would find it very interesting.

Posted by Mark Sipe  on  03/05  at  04:30 PM

Adam, let’s do on online demo, once we have walked you through the software it will all make sense. Contact us to schedule a demo .(JavaScript must be enabled to view this email address)  Basic training on Salez Toolz is free!

Posted by Adam  on  03/05  at  04:57 PM

Thanks for the offer but I would rather just take you up on the “free trail available on request” you mentioned.  Is the free trial still available?  Do I need to sign up somewhere?  Does this work like most/all other free software trials where you sign up, get a link to download the software and then are able to try it for a limited amount of time?

My main interest is how Salez ToolZ manages to roll non specific product information into other systems that require specific product information.  If you don’t want to give me a trial then can you post a flow chart or your product documentation that explains this process?

Speaking of free trials Microsoft has a no strings attached 60 day free trial of Visio here: http://office.microsoft.com/en-us/visio/default.aspx

Posted by Susan  on  03/05  at  05:45 PM

Salez Toolz is as a Budgetting tool. We meet with the customer and get them excited about what we sell.  What the customer wants to know is how much it costs.  Salez Toolz accomplishes both tasks - as we’re describing the systems features they see the price.  Once selected it adds it to the budget.  The budget can be reviewed and changed right on the spot.  At the end of the first meeting we’ve arrived at a realistic budget.  If the customer wants to proceed our next step is engineering.  That’s when we can provide a proposal.  What most of us do is jump right into the proposal.  We present a single option on systems they they selected days ago and they get sticker shock - so we start all over again.  This is a very expensive way to arrive at a budget number. 
There are some great testimonials on the website where customers are so engaged in the process that they take over the mouse and begin making the selections themselves - it’s that easy!

Posted by Mark Sipe  on  03/05  at  05:56 PM

Adam, aren’t you the president of D-tools Software?

Posted by Adam  on  03/05  at  05:59 PM

Sounds like an awesome product, can I get a free trial?  So how does the data get “rolled into” other software products?

Posted by Adam  on  03/05  at  06:15 PM

Yes I am the President.  Did you not know that when when you called me a few hours ago?. 

I am just asking for someone to clarify a few statements that were made in the article and in the comments by Prime Design. .

1: Can I get a trial copy of the software?

2: How does the SaleZ ToolZ “roll up” data into other programs.

Is that so hard?

Posted by Adam  on  03/05  at  06:22 PM

I forgot to add follow me on twitter http://twitter.com/HeadTool

Posted by Susan  on  03/05  at  06:42 PM

Yes Adam we knew who you were just no one else did.  We provided D-Tools with several licenses years ago at no-charge when your company sold Salez Toolz.
The way it rolls up is same way it did before based on the name of the system. 
Salez Toolz is an independent program and does not require direct interface with any program in order to produce a budget. 
By the way, we think D-Tools is a very good program also that’s why we bought it and or have trained on it over the last 10 years.

Posted by Adam  on  03/05  at  07:11 PM

Same questions:

1: Can I get a “free trial” of the CURRENT version, not one “several” years old.

2: Can you explain in some sort of product documentation how the “roll up” works?

Posted by Jason Gotz  on  03/06  at  09:30 AM

Is this version Mac compatible? When I tried to use this before, it was not Mac compatible and would not even work under parallels.I haven’t seen any updates or info in a year or two

Posted by Mark Sipe  on  03/06  at  10:05 AM

Jason, you no longer have a rep in the area so we didn’t have someone following up.  The problem we had with you was network security settings.  The software has to be able to access the internet to license the first time then it will work fine. 
We are running it right now on Macs in beta testing and should have it out end of the month.  In fact a dealer in Seattle (just north of you) is using it on a Mac and doing very well.

Page 1 of 3 comment pages  1 2 3 >
Post a comment
Name:
Email:
Choose smileys | View comment guidelines
Remember my personal information
Notify me of follow-up comments?

Sponsored Links

  About Us Customer Service Privacy Policy Contact Us Advertise With Us Dealer Services Subscribe ©2012 CE Pro
  EH Network: Electronic House Electronic House Ideas Commercial Integrator ChannelPro ProSoundWeb Church Production Worship Facilities Electronic House Expo Worship Facilities Expo