Salesbuilder Plus FAQ

A: Yes, SalesBuilder can be purchased as an individual product. in fact, all of our products are modular so you can purchase what you need today and add on as your business grows

 

A: Yes, you can add TakeOff Plus, Scheduling Plus or Job Accounting Plus at any time.

 

A: Prospect Tracking, Finance Contract Management, Buyer Management, Customer Service/Warranty Tracking, and Advertising/Sales Management.

 

A: No, SalesBuilder Plus alone can not create purchase order or estimate costs.  However, TakeOff Plus, CSG's estimating/purchase order system, can. TakeOff Plus will integrates with SalesBuilder Plus and has the capability to automatically create purchase orders and estimate costs.

 

A: Yes, when setting up your options you can make the option model specific by attaching the option to an individual model, or you can setup each option as a global option by clicking on the global option button which makes the option accessible to all models.

 

A:  Yes,  SalesBuilder Plus is completely integrated to Microsoft Word, so you can setup your own letters, contracts, addendums, etc.  The mail merge option will automatically merge your prospects' and/or customers' information into these documents with the click of a button.

 

A: Yes, SalesBuilder Plus allows you to setup multiple communities and report sales on those communities.

 

A: Yes, you can setup and categorize your allowances as options within SalesBuilder Plus.

 

A: In order to handle allowances that change from customer to customer you will simply need to setup the allowance as a global option with a selling price of a $1.00. When adding options, SalesBuilder Plus allows you to enter quantities for that option so you can customize the amount of the allowance per customer.

A: Yes, SalesBuilder Plus allows you to attach a rank to a prospect.

 

A: Yes, based on the rank you previously attached you can also arrange predefined marketing plans allowing you to automatically schedule of set of tasks such as follow up telephone calls, event mailings, or company letters.

A: Yes, SalesBuilder Plus allows you to add custom options to a home and option agreements.

 

A: When adding selections, SalesBuilder Plus allows you to add custom options to the contract.

 

The greatest feature that SalesBuilder Plus offers is that it notifies the estimator in TakeOff Plus that there is a custom option that needs to be estimated. Once the custom option is estimated, it automatically updates the custom option price.

A: As long as the customers contract has not been transferred over to the TakeOff Plus estimating System you can add/delete options within the buyer management module's option area.

 

You can add colors, locations, and comments to any option.  SalesBuilder Plus also allows you to print a selection sheet for the customer to sign. The selection sheet can print out the options by location or by category.

 

A: Once the customer's contract is over in estimating and purchase orders are created, you will need to handle all additions and/or subtractions as change orders.

 

You can add and/or subtract options within the change order section of the Buyer Management Section. Once the change order is approved by the customer and management, it will allow you to add the changes over to the standard option area where you can reprint the option agreement and selection sheet for the customer to resign.

A: Yes, SalesBuilder Plus includes a Customer Service Warranty module that tracks all customer information, including model and options selected with colors, options location, and comments. It also tracks date closed and other information for a quick lookup.

 

A: Yes, the Customer Service/Warranty module prints and tracks customer works orders with the click of a button.

A: Yes, SalesBuilder Plus is completely integrated to TakeOff Plus as well as Scheduling Plus and Job Accounting Plus.

 

A: Yes, information from the customer's contract flows over to TakeOff Plus to create estimates and purchase orders automatically. When you update pricing in TakeOff Plus it automatically updates the cost on the options in SalesBuilder Plus. Change orders created in SalesBuilder Plus flows over to TakeOff Plus to create estimates with estimated costs and purchase orders.

 

A: There are a number of different things that transfer over including; customer information, lot number, community and/or project, contract amount, model selected, and customer's options including colors, locations, and comments. All this information flows over to TakeOff Plus to create accurate estimates and purchase orders.