Sales & Training Agents

Overview

This Sales Agent guide will assist you in learning how to make SoloAssist Sales. From the first point of contact with a sales customer to presenting a product demonstration online, through to a customer sale. As a SoloAssist Sales Agent, you will operate your own consulting business. You will need extensive building experience and knowledge in how to estimate jobs, setup and run building businesses, and be computer and software proficient with SoloAssist software.

Business Criteria

Business Criteria


We encourage Australian residents who want to build and grow their own business to support and promote the SoloAssist product range and community, which includes product sales, training, estimating services and business consulting.

If you meet the following criteria, please contact us with your business details so we can list you on our website to promote your business as part of the SoloAssist community support network.


What you need

  • Have a registered business name, logo, ABN.
  • Have a professional modern looking website we can link to.
  • Have a business contact phone number clients can call you on.
  • Have experience in building and estimating.
  • Have a thorough, practical and technical understanding of the SoloAssist software and Help Centre.
  • Have your own office space, computer with dual 24', 27“ screens.
  • Have a current SoloAssist Estimating + Plan Scan user license.
  • Have reliable Internet connection for performing online sales demonstrations, training and consulting.

Sales Lead Screening

Sales Lead Screening


When first talking to a prospective sales customer, try to get a brief understanding of their business nature, then you will know how to explain the SoloAssist software benefits the best way.

You don't want to be wasting time if SoloAssist doesn't suit their business type.

Let them know SoloAssist has been specifically designed for small to medium building businesses and not medium to mega business. SoloAssist is primarily designed to suit all domestic construction and small commercial.

Example: Custom Built Homes, Alterations, Additions, Extensions, Renovations, Shop & Office Fitouts, Shed Tilt-ups.

Before booking in a customer for a demonstration ensure they download and install the SoloAssist Free Trial.


Sales Questions

These are typical sales questions you should be asking your customers.


1
How are they currently quoting jobs? Pen/Paper, Excel, other Software?

2
What type of building work do they do?

3
How many jobs are they usually running at the same time?

4
How many jobs do they do per year? And what size dollar value?

5
What business solutions are they trying to solve with SoloAssist? Estimating, Quoting, Onscreen Takeoff, Cost Control, etc.

6
What accounting software do they use? Xero, MYOB, other?

7
How are they currently doing their Cost Control and overall Profit & Loss?

Product Demonstration

Product Demonstration


Although we give the following recommendations, we want you to find what works best for you that converts the sales lead into a sale in the most effective way possible.

A product demonstration typically takes 45min-1.5hrs depending on how you present the product and how many questions the customer asks. Keeping structure and time is key.

The product demonstration should be carried out via remote assistance using Team viewer or LogMeIn/RescueAssist. This is done by view the customer's computer after they have downloaded and installed the SoloAssist Trial.

Before starting the demonstration, ensure the customer is prepared in advance with their Company Details, Logo, Client Details, and Job Plans as you will need these to set them up in the demonstration. If the demonstration turns into a sale, then the customer already has been setup. This technique will make the SoloAssist software feel more personal in the demonstration print reports and throughout the trial period after the demonstration.

Each customer is a little different and your instincts and life experience of reading their personality and situation will help greatly. Try not to let the customer deviate you off course otherwise you could be there 2-3hrs later and exhausted! We don't want that!


Online Demonstration

By using online remote assistance with TeamViewer, LogMeIn RescueAssist, GoToAssist or other, you can conduct a SoloAssist product demonstration. Below we have recommended a chronological list of tasks and features to include in your presentation.


1
Go to Company Setup and setup their business details and logo.

2
Setup their MYOB or Xero Connection.

3
In the SoloAssist Home (menu) under Welcome, Start New Quote using a copy of the Sample Template.

4
Setup the Job Details > Site Info > Client Details > Documentation

5
Save the quote file into the SoloAssist > Quotes & Jobs > Quotes Open (folder)

6
More coming!

Customer Sale

Customer Sale

When your customer purchases SoloAssist, ensure they select your business name as the Sales Agent in the SoloAssist online purchase form so the sale confirmation can be emailed to you at the time of purchase. Then you can forward a sales commission invoice on the following Monday to be paid by the following Friday.