SalesManager Survey

Features SalesManager Survey

Simplify collection of asset details from rooftops and in mechanical rooms while on-site at a perspective customer location.
Gather details such as make and model of mechanical equipment, along with pictures of manufacturer tags and the equipment itself.
Asset information collected is used with SalesManager to generate pricing and proposals for planned maintenance agreements.
A valid login for SalesManager is required.SalesManager (formerly NorthBoundary) helps you grow your business through building profitable proposals, automatically tracking sales goals, and closing deals with a professional pitch that includes the prospect’s current owning and operating costs.