Cube offers an easy way to manage all of your customers’ information from a single location. Your sales staff can easily access your customers’ contact information, quote and sales histories and other important information, resulting in more efficient customer service. Customers love it when you know them by name. This builds confidence and increases sales.
Track and follow up your sales leads in the lead center by assigning them to a staff member and tracking their behavior over time. When a lead receives a quote, you can easily move them to the estimates center.
Manage all of your sales quotes from a single location, saving time and removing the need for isolated spreadsheets. Cube gives you the ability to easily share information with any of your staff members.
The quote bid sheet makes it easy to track estimate history. Construction projects have a long-term cycle, and project re-estimates can take several months. The bid sheet helps you to keep track of all the customers who participated in the bidding process.
Create sales quotes in a matter of seconds and send them to your customers via email. Cube will improve your workflow by allowing you to duplicate the information from another project. Once the sale is closed, you can quickly turn it into a project.
Simplify your life with Cube’s document control. You can add plans, pictures, scopes and more to a project. Once the estimate becomes a project, you canquickly share the information with your project management team.
The sales forecast center allows you to easily create a road map for future sales. Let’s face it – if you don’t know where you’re going, you’re not very likely to get there. By using Cube’s inbuilt analytics, you’ll be able to make forecasts and projections so you can make decisions based on where you’re likely to be in the future.
The sales analysis center provides you with the necessary tools to understand the status of your sales in real time. You can track sales performance by employee, by customer or by product division, all from a single place.
Bid analysis helps you to understand the status of your sales bids in real time. The second most important number for anyone who tracks sales is how much the company is bidding. If you don’t send quotes to your customers, you’ll run out of projects to sell.
The pipeline center provides you with the tools to manage your pipeline effectively. Take a closer look at prospects with a high probability of closing and bring the sales home.
The sales dashboards provide all of your sales and sales performance information in a single place, making it easier to take action when necessary. The reality is that, as an owner, you don’t have much time to spare. Why waste time looking for information?