Service Manager Plus allows technicians in the field to capture sales leads on potential new customers using a mobile app, which generates new business opportunities. The app allows technicians to input basic contact information for interested parties they encounter during jobs. This information is sent to the office, where staff can then promptly call these sales leads within the hour to convert them into paying clients. By incentivizing technicians to generate leads, the software helps companies turn chance encounters into additional revenue in a timely fashion at no acquisition cost.

1. SERVICE MANAGER PLUS
Sales Lead
Instructional Slide Show
Slide 1 of 6

2. What is Sales Lead and why do
you need it?
You have several technicians on the
road everyday coming across potential
customers.
Why not use them to also capture some
new business?
Slide 2 of 6

3. How does it work?
Scenario:
• Your technician Steve is at your customers house performing his
job. In comes his nosy neighbor John, and asks questions about
the work.
• John just became a sales lead and a potential customer.
• Technician Steve goes to his mobile app and puts in some basic
information about John.
• Your office staff calls John within the hour and captures new
business.
Slide 3 of 6

4. Create a sales lead from your mobile & assign to a sales person or office staffSlide 4 of 6

5. Sales person or office staff calls customer within hour to capture new
business
Technician
Sales person
or
Office staff
Customer
Timely Contact = Realized Revenue
Slide 5 of 6

6. Easily track sales lead to provide incentives for your
technicians.
Free sales. It’s a win-win.
Slide 6 of 6