Business

CE Pro Video Q&A: Doug Greenwald of ProjX360 Discusses Software Efficiency

Doug Greenwald of ProjX360 outlines the real-time reporting functionality, proposal writing and other efficiency gained from end-to-end cloud-based software solution.

Each project in ProjX360 has a single page overview so at a glance you can see the client's information, assigned tasks, discussions, checklists, time tracking, attached documents, and much more.

Jason Knott · December 1, 2017

Most custom integration companies are busier today than they have ever been. That craziness means efficiency is imperative to keep the bottom line growing in stride with topline revenues. 

Doug Greenwald, CEO and founder of ProjX360, knows the routine. In addition to running the software company, he owns and operates Creative Sound & Integration, a thriving CE Pro 100 custom installation company in Scottsdale, Ariz. 

ProjX360 is an end-to-end cloud-based software solutions that provides Sales CRM, Proposal Generation Tool, and Purchase Order systems. the software allows the custom integrator to management a project from the sales process, create a proposal, order the product, and manage the project through completion and into service all in one platform.

Built by integrators, ProjX360’s Sales CRM allows integrators to manage and track the entire sales pipeline, which will allow dealers to close more deals more efficiently and give them more time to sell. The Sales CRM system allows CE pros to standardize their sales process with customizable deal templates that they create. Users can create tasks and events for individual deals to keep the most value-added activities front and center.

ProjX360’s Proposal Generation Tool allows dealers to quickly and easily create proposals. The user-friendly UI allows users to create professional and accurate proposals quickly. The Proposal Tool allows users to create custom packages of their favorite systems, so the sales team can create proposals with the systems the company wants to sell. Users can also attach product accessories to products so they don’t forget the small stuff.

Greenwald spent a few minutes with CE Pro talking about some of the efficiencies from the software. 



  About the Author

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. Have a suggestion or a topic you want to read more about? Email Jason at [email protected]

Follow Jason on social media:

Jason also participates in these groups:
LinkedIn · Google+

View Jason Knott's complete profile.



  Article Topics


Business · CEPro 100 · Sales & Marketing · Business Operations · News · Products · Media · Videos · CE Pro 100 · ProjX360 · Software · All Topics
CE Pro Magazine

Not a Magazine Subscriber?
Subscribe Today...It's FREE!!

Comments

There are no comments. Be the first to post!
There are no comments. Be the first to post!