Report services are available now with no wait time and no hour minimum!
We have revamped our Reporting Services and have combined both BuilderMT and Sales Simplicity into one Reporting team!
Sales Simplicity offers web-based training for $200 / hour. We offer training on the subjects below, in addition to any further questions you may have. Troubleshooting tickets that we escalate to a quick screenshare for clarity is not considered billable training. To schedule a session or for any questions contact the Professional Services Training Department at account@salessimplicity.com
Request Training or Reporting Services
We restrict web training sessions to 2 hours maximum per training to ensure the material is retained and well received. If you find you will be needing significantly more than that, we can schedule you for an on-site training instead, where one of our experienced trainers will come to your offices and provide whatever training your users need. To schedule in-person training, please email account@salessimplicity.com with your preferred dates, number of days of training you’d like, the topics you want covered, your office location, and the contact information for the individual at your company who will sign off on the agreement. We will contact you to discuss details.
Praise for Sales Simplicity Training
Cindy is amazing!!! You all are for that matter!! We really can’t thank you all enough. I know that we really did things a little backwards coming out to Phoenix before we started implementing, but in a strange way I think it really did help mentally prepare us for this week. Nope, still didn’t know what we were doing when Cindy’s smiling face walked in the door on Monday, but we weren’t terrified of the “unknown” either.
-Tonya, Kirbor Homes
Training Topics
- CRM Package Admin Re-Training (Includes all screens relevant to admins with the CRM-Only package, including all Follow-up Screens, Customer > Buyer / Co-buyer / Notes / Demographics tabs, and relevant Admin screens)
- CRM Package Sales Re-Training (includes all screens relevant to Sales Agents with the CRM-Only packages, including all Follow-up Screens and Customer > Buyer / Co-buyer / Notes / Demographics tabs)
- Follow-Up Setup Admin Training
- Follow-Up Task Completion Sales Training
- Attributes Admin Training
- Option Rules Admin Training
- User Setup and Permissions Admin Training
- General Sales Q&A Session
- Weekly Q&A or Review Sessions
- Customer Screens (From Entry To Contract) Sales Training
- Process/ Unused Features Review
- Docusign Integration*
- Or any other aspect of Sales Simplicity!
We will also offer various Professional Services outside of web training, on a case by case basis, such as Excel import cleanup and Word Macros setup for your contract documents.
*Docusign Integration requires purchase of Docusign licenses of correct type and initial setup and implementation is billed uniquely. Please contact the Professional Services Department if you’re interested in Docusign and we can discuss and help you get the license purchase process started-do not go to Docusign representatives directly first.
Reporting Services
- Do you need a report that you don’t see in our list of standard reports?
- Have you ever wanted information out of the system, but don’t have the report to get it?
- Do you want to run reports on information across different systems?
- Custom contracts? Cross platform reports!
- Unique statistics for your quarterly reports!
We have report writers on our staff that are available to help you create any custom report that you can dream up, how can we help you better understand your business via reporting?
Get your boss the answers they need with Sales Simplicity and BuilderMT custom reports. Our report developers are caught up and ready to work on your latest reporting needs.
Report services are available $200/hour, billable in 30min segments (no minimum) for both BuilderMT and Sales Simplicity. Please contact account@salessimplicity.com to request a quote from Sales Simplicity.
Request Training or Reporting Services
Please email our professional services team at account@salessimplicity.com.