How to Sell Submittal Exchange to Your Boss Increasing Project Collaboration.

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Presentation transcript:

How to Sell Submittal Exchange to Your Boss Increasing Project Collaboration

5 easy steps to sell to your boss The downside to your current process What Submittal Exchange offers & how you benefit Agenda

5 steps to sell your boss 1.Find ‘the win’ 2.Pitch your idea to a colleague 3.Keep your boss engaged 4.Address the current problems 5.Make sure the timing is right

1. Find ‘the win’ Know the ‘win’ for your organization Understand the details Be prepared

Practice, Practice, Practice Create an outline Evaluate your tone 2. Pitch to a colleague

3. Keep your boss engaged Make the conversation collaborative Get your boss invested in the idea Make your boss part of the solution Ask your boss for feedback Look to your boss as a mentor

4. Address current problems Point to existing difficulties Identify the negatives of your current situation Position your idea as a resolution

5. Timing is everything Understand other large decisions being made Be willing to reschedule

Quick project team setup with various levels of access

Variety of log options for document organization

Quick project team setup with various levels of access Variety of log options for document organization Concise list of expected items & color coded reviewer status

Quick project team setup with various levels of access Variety of log options for document organization Quick & easy document upload Concise list of expected items & color coded reviewer status

Quick project team setup with various levels of access Variety of log options for document organization Quick & easy document upload Clear document tracking with date & time stamps Concise list of expected items & color coded reviewer status

Quick project team setup with various levels of access Variety of log options for document organization Quick & easy document upload Clear document tracking with date & time stamps Condensed document viewing with version history Concise list of expected items & color coded reviewer status

Quick project team setup with various levels of access Variety of log options for document organization Quick & easy document upload Clear document tracking with date & time stamps Condensed document viewing with version history Configurable & automated review and approval workflows Concise list of expected items & color coded reviewer status

Quick project team setup with various levels of access Variety of log options for document organization Quick & easy document upload Clear document tracking with date & time stamps Condensed document viewing with version history Configurable & automated review and approval workflows Online training videos and knowledge base Concise list of expected items & color coded reviewer status

Quick project team setup with various levels of access Variety of log options for document organization Quick & easy document upload Clear document tracking with date & time stamps Condensed document viewing with version history Configurable & automated review and approval workflows Online training videos and knowledge base Reports for viewing logs, needed items, team access & more Concise list of expected items & color coded reviewer status

Quick project team setup with various levels of access Variety of log options for document organization Quick & easy document upload Clear document tracking with date & time stamps Condensed document viewing with version history Configurable & automated review and approval workflows Online training videos and knowledge base Reports for viewing logs, needed items, team access & more Public Planroom for sharing bid documents & drawings publicly Concise list of expected items & color coded reviewer status

Quick project team setup with various levels of access Variety of log options for document organization Quick & easy document upload Clear document tracking with date & time stamps Condensed document viewing with version history Configurable & automated review and approval workflows Online training videos and knowledge base Reports for viewing logs, needed items, team access & more Public Planroom for sharing bid documents & drawings publicly HTML format archive available upon request Concise list of expected items & color coded reviewer status

The Submittal Exchange ‘win'

Your current pain points

Pain Points:

Pain Points: FTP

Pain Points: Server Based

Pricing Comparison

Contact Us: Next Steps

Questions

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