I just want to share with you the positive experience I have had in using the enterprise proposal software since my training three weeks ago. Yes as expected I have a slight learning curve the first week.
But, your staff provided proper support to get me through that period of time and now I’m on my second full week of using the software quite successfully. I find that in using this software I am saving about 33% of the time that I used to experience doing the survey, pricing, explaining and then following up with written emails after-the-fact.
I am taking a 1:45 to 2 hour process from before and streamlining it down to an 1:05 to the longest of 1:15 minutes with a very professional quotation and follow up.Looking back (doing the math) and thinking about the 400 plus residential estimates that I normally do per year and saving at minimum of 45 minutes per call, equates to about 300 hours saving per year.
I have had a few people comment on how professional of a presentation that this allowed us to make. Especially the link to the OpCost saving analyzer.I look forward to working with this software in the future. I know it is going to increase my sales.
Also if coincidence or luck, I am closing over 60% of my quotes since using the software compared to just over 50% before.I also want to compliment your staff for the quick and courteous follow up to questions or help that I have needed along my learning curve.
Thank you also for an awesome job of training you did for me.
Please let me know if you need any feedback for any future upgrades you may look to implement.
Thank You, Pat
Thought you might like to see the following, it’s a quote from a straight “A” review we received on Angie’s List last week. Pay special attention to the portion outlined in blue.
“The Estimate: I had several “A”-rated Angie’s List referrals come out to give me an estimate and ESA won across the board, beginning with the fact that it’s the actual owner who comes to your house to give you the estimate. The company was actually recommended to me by a family member, and the owner, Richard Dean, remembered him by name when I mentioned it. Small customer service details like that speak a lot about a company. He was extremely knowledgeable in every facet of the process, from the sort of system that would be best for the house, the various energy credit rebates and tax credits, and the work that would be done. He was prompt with sending the proposal within an hour of meeting. The best part is they used EMAIL and ONLINE FORMS! You’d think it was the 1990s the way all the other companies are still bumbling around with cluttered 3-ring binders full of pricing sheets and highlighted numbers and scribbled proposals they put together in their work truck in my driveway.”
So far we’re loving the program.
I took this project on personally and my reputation with the dealers was in the balance. The initial going with this company should have been a warning sign. We received little to none telephone support. The web trainings they offered were always a technological disaster and the presentation of those were not educational. Then this other companies server crashed. We had egg on our faces and thought there was nothing we could do to earn the trust and respect of our dealers that went down that path.
I was pleased that we were able to sign up 85 dealers in the first two days of our dealer meetings with your program. This count has continued to grow since. We are already getting reports from guys that this program is effective and helps the dealer’s mix of product change for a better system. It just goes to show you the reputation of Peirce Phelps and the relationship it has with its customers will stand the test of time.
Program aside, I should say that you, Chris, and the team in Florida do an exemplary job as it relates to customer service. We appreciate the knowledge that you all bring to the table and your willingness to share that knowledge in a format that our customers can understand it as it relates to your program. The weekly web training is done very professionally and with a personal touch. Your team has always been readily available to answer our dealers and our questions. You have brought my confidence back from thinking that EVERY HVAC Software Company won’t make it in this tough industry.