June 19, 2013

SalezToolz - Sales, Budgeting and Presentation Software

Salez Toolz© is a simple program designed to create a budget by presenting your customer with a list of your company’s products and services complete with a picture, price and description.   When your customer indicates what they want, simply select it or enter the quantity.  Their selection is added to the running budget total displayed on the screen which the customer can review and edit at any time during the presentation.   Once they’ve approved the budget total you’re ready to close the sale and request the deposit.  Finish by exporting their selections and budget total to a pre-populated excel template which includes your terms and agreements.  This can then be saved as a PDF and printed or emailed.  You’ve just saved yourself hours creating estimates, and all in your first meeting.