Focusing on Pre-Qualification
The traditional sales and qualification process in the Kitchen & Bath industry could take several days to weeks to finally get a formal commitment from a prospective client. This involved many hours of meetings, measuring, guessing, and computer ...
How do I import Homework?
Click on Opportunities on the left-hand pane. Click on the relevant Opportunity. Click on the attachments link at the bottom of the center pane. Click BROWSE… next to “Upload your Floor Plan” to select the file from your device, and then save. Click ...
The Four Phases of the DesignAlign Sales Process
Phase I - The Initial prospective client meeting In this initial meeting, you will introduce yourself, your company, and your unique and special way of helping your client be more involved in creating their dream kitchen or bath… the DesignAlign way. ...
Contacts, for this purpose, are your clients and prospective clients, as well as professional relations such as builders and designers. These can be directly accessed from the left-hand pane. Contacts will be sorted alphabetically by last name. Keep ...
The Investment Analysis is the budgeting area inside DesignAlign. This is where you and your prospect will collaborate to build out an Investment Range for their project. Inside the Investment Analysis Template, you will select all the relevant ...