1. ProposalBuilder
Jeff Buennemeyer
Area Vice President
27 January 2016

2. Vision and Objectives
In a continuing effort to lead the industry with best-in-class HVAC and Electrical solution offerings, ABM’s franchising group will develop and deploy a proposal management solution which will enable field sales teams to leverage the best current technology. This solution will be integrated to our pricing and CRM systems, which will aid in the ongoing success and growth of TEGG and Linc Service business partners in the following ways:
Better recruiting and employee retention
Improved productivity, close rates and shortened sales cycle
Improved data accuracy
Improved professionalism and proposal quality
Times are changing and we will not only change with it, we must lead the change.

3. The Sales Landscape

4. Introducing
I is an online workflow and document management tool that we will leverage to streamline documents in our sales cycle and improve how prospects engagement with them.
Manage sales materials that reflect our latest branding, content, and messaging
Leverage pre-sales and Salesforce data to build relevant documents
Understand who is viewing our content and what content they are viewing
Drive faster transactions online with e-signatures
Increase ease of use in the field

5. Introducing Web based proposal generation system Simple Menu based
Mobile and Desktop friendly capabilities
Allows users to engage from any device anywhere
Simple Menu based
Allowing for the ability to bring in various templates
Company history
Local Organization
Definition of solutions
Contracts
Etc..
Multi content format integration
Websites
Video
Case histories
Print and electronic delivery capabilities
Integrated analytics
Manage and track client interaction
Know: when the document is opened, who is viewing it, what pages they are viewing and for what length of time.
Integrated with SalesForce or stand alone
DocuSign
DocuSign allows customers to approve and sign proposals, contracts and spot quotes directly from their computer or mobile device

6. Introducing
Access and utilize ProposalBuilder from any desktop or mobile device

7. Integrated
Over the course of 2017 and 2018 we will be integrating our main software solutions together for ease of use and information sharing

8. Multi User Users: Maintenance sales DES / Project Sales
Continue to hand deliver
Follow up with Electronic Delivery
DES / Project Sales
Improved Delivery Speed
User Interaction Tracking
Simple Sign Off with DocuSign
Service Management / Dispatch
Quick Quoting Abilities
Approval Tracking
Easy Approval with DocuSign
Reduced Risk and Liability

9. Summary & Next Steps

10. Summary & Roll Out Next Steps Financial Considerations Getting Started
Final Product Field Testing & Finalization: Feb-Mar / Apr
Franchise/Branch Roll Out: May-Dec
Financial Considerations
Initial $750 per branch set up fee
1st license included
Each additional license $63/Month
Getting Started
Implementation will be scheduled on “first come first serve” basis