A Guide to Improving Efficiency in Your Building Business without Using 3D Configuration
Are you looking for a way to streamline your processes by eliminating low-value tasks and increasing sales? Professionals in the building business can do this without the use of 3D configuration software. Contract management software solves the paperwork woes that are hindering you from making sales. It allows you to save time and focus on driving sales.
A Robust Contract Management Software
The answer for streamlined processes is a robust contract management software. While utilizing configuration can lower the time it takes to generate RTOs and contracts, the lack of design configuration doesn’t negate the benefits of contract management software. Updating your processes from manual tasks to software automation can help you make the most of your time while the necessary paperwork gets done.
The 5 Features of a Robust Contract Management Software
Easy contract management is the key to simplifying low-value and repetitive tasks:
- It creates a streamlined process between dealers, manufacturers, and RTO management companies for managing contracts and delivering the products that customers need.
- It only requires the manual entry of information once. Then it auto-generates that information throughout the rest of the process.
- It ensures document compliance by reducing entry errors and confirming data accuracy, completeness, and consistency.
There are five features that work together to form a complete software solution in a step-by-step approach for your building business:
Customizable Templates
Software that offers customizable templates helps provide documents and contracts quickly and without error. Templates for following up with customers who still need to complete their contracts and are pending signatures are crucial for closing deals and increasing sales.
Point of Sale
Enhance your customer’s experience at the point of sale by simplifying the checkout process. An automated system for the sales process will help serve your customers with personal touches while requiring less time from them. This will help you stand out and eliminate the competition of online shopping by providing an exceptional experience.
Customizable Dashboard
Access to your data whenever needed is crucial for tracking your business’s health and growth. This is done through custom reports that are available to dealers, manufacturers, and stakeholders, enabling them to make better decisions as they walk through sales processes and make overall company decisions. It will also help you track the percentage of sales.
Inventory Management
An inventory management system will enable you to monitor changes in manufacturer inventory and respond accordingly. This provides more accurate records of inventory and less time between the initiation and completion of the production process. Stay in the know of what inventory is available in real-time and focus on increasing sales and satisfying customers.
Software Integrations
A solid contract management software solution will allow for integrations with 3D visual configuration and payment software options.
A 3D configurator is not required to utilize the other solutions included in contract management software. However, configurators enhance these other features by generating contracts from the designs dealers and customers create together.
Having the ability to integrate with payment and tax systems helps to improve and combine the components of the payment process. Calculating sales tax and receiving payments automatically can help reduce customer abandon rates from the point of sale. It also helps reduce human error by automatically calculating tax based on customer location.
ServicePad: Saving You Time and Increasing Your Revenue
ServicePad provides a complete contract management software solution for professionals in the building industry. If you are looking for ways to automate processes and get the most out of your time to improve sales revenue, our software has what you need. Get started today by scheduling a demo!
