Solution Pitches vs Sunbase Pro

Solution Pitch is a cloud-based sales enablement tool to boost the effectiveness and message consistency of individual sales emails. The simple, intuitive user interface makes it easy and fast for sales people to compose and email timely, consistent, relevant "pitches." Solution Pitch organizes your sales pitches and related collateral into one common database for you and your sales people to easily access and email to prospects and customers fast. …Just finished meeting with a promising client? Before you leave the parking lot, use Solution Pitch to deliver that brochure and price sheet you promised. …Golfing with a VIP when he casually mentions he’s been tasked with a challenging new project? While they tee off at the next hole, use Solution Pitch to quickly send them a relevant, educational white paper. …Sitting next to a colleague at an industry seminar? Before they leave the event, use Solution Pitch to email a link to an appropriate educational webinar featuring your company's subject matter experts. Solution Pitch enables you to professionally follow up with your clients from anywhere, at any time, safely and securely. No need to download or share your contact database. How it works: 1. Search for and select your solution pitch 2. Draft a personalized message 3. Review your email 4. Send it out! It really is just that easy. To get started with Solution Pitch: Enter your email address to sign up. Once your log-in information has been validated, you are ready to... - Create and send professional, cohesive solutions and educational collateral to valuable prospects and clients - Access contact information directly from your iPhone’s existing contact list. Or, add new prospects and Solution Pitch will update your existing database automatically. - Select one or more “pitches” (collateral) that your marketing team has already uploaded into LeadCentral - Write a customized message - Preview your personalized email before sending it out - Send multiple “pitches” to multiple clients at one time

The mobile companion app for your Sunbase account. Let SunbaseData help take your business to the next level you can access all of your business information from customers, sales, financing, operations and installation from your office or on top of a customers roof. You can track your employees location with our GPS feature tracking their location for historical playback and mileage calculation. Great for businesses that want to know when their employees arrived and left the job site. Track your leads, appointments and customers with all of the fields that you need you can create your own. Ready to go out of the box start entering leads after signup in minutes. Appointments are automatically synchronized with Google Calendars and view-able through the system. Originally built for Solar Industry the system is incredibly flexible and is used by roofers, electrical companies, painters, therapists, landscapers and many more. Create invoices including repeat invoices to generate and send to your customers. Create work orders with permit info, what to be done, notes, attachments, pictures and details of the system. Does your industry have financing? Do you have to track financing applications or permits we got you covered. Add your attachments to the customer or the job. Add/Access them in the field they are stored safely on Amazon's S3 Cloud. We have an importer utility built into the program to make it easy to migrate your existing data from excel or another CRM solution into SunbaseData.. Job Board track the status of all of your jobs and see it visually on our job board. You can drag and drop (web version) between the different states. Integrated telephone dialer built into the system. Using the dialer your appointment setters can easily filter the list of leads you want to call and divide them up. Also support click to call, auto dialing and predictive dialing. Inventory management, tracking bundles, quantity on hand, assets, vehicles and equipment. Can track your cost for each product and your profit margin. Books and ledgers with Profit/Loss and Year end reports and an easy receipt capture tool to save the receipt onto the cloud and add a ledger transaction. Never have those faded receipts again. Also eliminates having to keep all of the records in case you are ever audited. Allow your employees to punch in though our time clock. Not only do we track the time we can tell you their location that they did it from. Did they punch out when they got home? Email Marketing blasts quickly create advanced targeted filters to pinpoint your target for an email marketing blasts. Use our Visual Email Designer or HTML editor to create the email and blast it out to your customer base. The marketing blast feature includes the ability to unsubscribe as well as track who opened the email and when. The system calculates the Read rate for you. Track Licenses/Skills/Insurance, Online Training platform. Systematize your business by creating videos and using those to train your staff. Carve territories and view your jobs and leads based off territories. Create and track your sales contracts with e-signing.