This quickstart article will help you try the Sales Management functionality on D-Tools Cloud.
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We recommend signing into Cloud while reading this article and completing all five steps. You will be prepared to explore the Project Management functionality by finishing all five steps.
1️⃣ Create an opportunity
"Opportunity" is where the Sales process for a project begins. Opportunity holds the estimated budget, source details, referral details, client details, work site and billing addresses, tax rates, and other details to help you categorize all opportunities easily.
Cloud allows you to create two types of opportunities:
Project opportunity to sell products, labor, and service plans for product repair and maintenance.
Service opportunity to sell only service plans.
Check out this article for more details about creating a project opportunity.
You can add the client's details when creating the opportunity.
Check out this article for more details about how to update client details.
You cannot create service opportunities during the trial period, as the Service Management functionality is only available with paid plans.
2️⃣ Build the quote
"Quote" is where you add the products and labor required for the project. If necessary, you can create multiple quotes within an opportunity to factor in the revisions requested by the customer.
When you create an opportunity, a quote will be created by default within the opportunity.
The quote has a few important things associated with it:
◢ Locations are rooms in residential or commercial projects, campuses, or buildings in large projects. Depending on the industry you chose during the sign-up, a location will be available by default.
◢ Tax rates for products and labor. Cloud has an integration with Avalara to add tax rates automatically based on the site address. This integration is enabled by default. You will see tax rates calculated automatically for the products and labor in the quote.
◢ Payment terms that define the payment schedule for the project. Depending on the industry you chose during the sign-up, a relevant payment term will be applied to the quote by default.
Now, you will need to add products and labor to the quote. We recommend adding products and labor directly in the quote for simplicity and speed. The other ways to add products to Cloud are listed under “Try more features” in this section.
Check out this article for more details about adding products and labor within the quote.
Try more features
Try more features
Import products - Import the products you sell via a CSV file.
Add products from the D-Tools Library - Browse through the D-Tools Library, a global product library available for all D-Tools customers, and add them to your catalog.
Category rules - Add labor to products in the catalog itself, so the labor for a product comes to the quote when the product is added.
Accessories - Bundle accessories with products and sell more.
Price adjustment - Provide festive or friendly price cuts on the overall total of the quote.
Product discount - Provide individual product discounts to facilitate stock clearance or product promotion sales.
3️⃣ Create the proposal
Once you have the quote ready, you will need to create the proposal from it so you can formally share your design, labor, terms, tax rates, and overall project total with the customer.
On Cloud, a proposal is divided into multiple sections. Some sections, such as products, payment terms, and taxes, will show data from the quote. You can add more sections like Gallery, Professional Licenses, Case Studies, and Awards to make the proposal appealing and persuasive.
You can create proposals in two layouts: "Multimedia" for lengthy and large projects and "Quick Quote" for small projects with only a few sections.
Check out this article for more details about creating the proposal.
Try more features
Try more features
Change proposal design - Change the fonts and colors of the sections, product, labor items, and text in the proposal.
Edit proposal - Add more sections and move sections up or down to highlight the most important sections.
Proposal customization - Build proposals according to your customers' expectations by tweaking the product, labor, and payment display settings.
4️⃣ Share the proposal
Cloud gives you multiple options to share your proposal with your customer.
Present the proposal in person or over a screen-sharing application.
Send the proposal via email from within Cloud.
Send the URL of the proposal via email from within Cloud.
Download the proposal as a PDF and email it from your email client or send a printed copy.
Check out this collection of articles for more details about the options for sharing the proposal.
Try more features
Try more features
Proposal expiration date - Set an expiration date after which the customer cannot view the proposal.
Proposal templates - Create custom proposal templates that open with the sections and customizations you set for the template.
Proposal email templates - Create custom email templates with preloaded subject, body, and signature using data tags related to the client, opportunity owner, and quote.
Proposal Analytics - Track proposal views and approvals for shared proposals.
5️⃣ Mark the opportunity as Won
Once the customer has accepted the proposal and made the initial deposit, you have bagged the project, and you can mark the opportunity as "Won."
There are many ways in which you can mark the opportunity as won.
Move the opportunity tile to the Won column on the Kanban board.
Change the opportunity stage to "Won" in the "Stage" column.
Click the "Won" button next to the resource selector in the opportunity details view.
Once you mark an opportunity as won, you will see a prompt stating that a project will be created for the opportunity. You can see the new project under "Projects" in the left navigation menu.
Check out this article for more details about marking the opportunity as won.
Now, you are good to try out the Project Management functionality😊