Presentation on theme: "I n t u i t C o n f i d e n t i a l 1 SMP Service Management Professional Solution Introduction May 2007 Mark Stair President, High 5 Software 360-293-3000,"— Presentation transcript:
I n t u i t C o n f i d e n t i a l 1 SMP Service Management Professional Solution Introduction May 2007 Mark Stair President, High 5 Software 360-293-3000, firstname.lastname@example.org@high5software.com
I n t u i t C o n f i d e n t i a l 2 Solving Customer Needs 5 min. Service Businesses Have Specific Needs… Customer Needs: Manage and Track “People and Parts Manage Work Orders Track Inventory Schedule and Dispatch Techs Manage Customer Information Access Equipment & Service Records Manage Service Contracts Invoice Customers (Integrate with Accounting) Things to consider in a Service Management System: Process improvement: Moving from paper or legacy systems Return on Investment: Affordable and comprehensive Savings: Time and Accuracy savings Customer Info Tracking: Know everything about customer systems Support and Training: Supporting your company to get & keep going Provider Reputation: Years in business, Gold Partner QuickBooks Integration: Complete and Accurate
I n t u i t C o n f i d e n t i a l 3 Target Customer Profile Service & Field Service Industries Businesses that send techs to install, maintain or service equipment “Low Voltage Contractors”: IT, Telecom, Communications, Audio/Video, Security, Fire and Safety SMP User: Business Size SMP Target Customers are business with 5 -100 Employees Typical Revenue of $400K - $10MM Often QuickBooks users looking for ways to handle growth Organizational Characteristics: SMP users Sell, Install & Service Equipment Most have 1- 5 locations SMP is used company wide: Sales, Service, Accounting, Inventory Mgmt Manage increasing complexity of Work Orders, Technicians Scheduling, Parts Management, Service Records, Equipment Lists, and Billing Before SMP companies try to use: Excel, Whiteboards, QuickBooks (alone), or other non-integrated products. 10 min.
I n t u i t C o n f i d e n t i a l 4 Solution Overview 10 min. Key SMP Features & Functionality Work Order Management: “People and Parts” Scheduling and Dispatch Enhanced Inventory Management Service & Equipment History Competitive Advantages Complete Business Solution with QuickBooks The most Affordable and Robust Service Management Solution 18 years in business serving this market QuickBooks Integration, Gold Partner Best in Class support QuickBooks Integration Create customers in QuickBooks or SMP Use QuickBooks Inventory or Enhanced SMP Inventory Labor Hours/Time Sheets Transfer from SMP to QuickBooks Payments go into Undeposited Funds for Batching Wizard included for easy set up and integration End-User Pricing: SMP $995 per user / SQLink $995 per company
I n t u i t C o n f i d e n t i a l 5 Solution Demonstration 15 min.
I n t u i t C o n f i d e n t i a l 6 Resources Available High 5 Software offers a variety of resources for companies searching for solutions, partners and customers. High 5 Software Website:Website Online User Forum Online Videos / Tutorials / Screen Shots Pricing & Information Case Studies & Testimonials Knowledgeable Sales Team: Live Online Demos (via Go to Meeting) Support Department: 12 Month Support/Upgrade plan Included with Purchase Knowledgeable Tech Support via Email or Phone Online User Forum Customized Training Available Custom Development & Forms/Reports Partner Info Partner program 5 min.
I n t u i t C o n f i d e n t i a l 7 Recap SMP – Service Management Software Service companies have special needs not met by using QuickBooks alone. SMP is designed to help service companies better manage their business. Work Order Management Scheduling & Dispatch Track Inventory Service & Equipment Records Automatically Share Data with QuickBooks 2 min.
I n t u i t C o n f i d e n t i a l 8 Key Contacts High 5 Software Contact Info www.high5software.com 800-585-1696 Partner Management email@example.com Sales & Marketing firstname.lastname@example.org Technical Support M-F 7:00AM – 4:00PM email@example.com