A CRM BUILT FOR THE MECHANICAL SERVICE CONTRACTOR

Shark Byte CRM is a full sales tracking package that is based on time proven service sales processes. Shark Byte’s  CRM  is unique and designed to guide your sales team through the sales process from suspect development to a closed sale and turnover to operations. Managers will have greater visibility over the activities of their sales team, and be able to manage and forecast future sales easily with this tool. Shark Byte reporting allows for quick answers and follow up to clients.

 

Sales Cycle Management has never been easier to track. Each event in the pursuit of a sale is recorded, allowing management to focus on sales team improvements. All information is at your fingertips for the entire company – all the time! Additionally, no data is lost due to sales turnover or transition.

 

Creating a proposal and completed sale documents are created and stored within the system, and can be electronically sent to administration and operations, providing a smooth transition. Reporting and tracking of sales volume, quota vs. actual reports, and much more within the CRM.

 

Managing a sales team, whether in one location or multiple cities is easier when you use Shark Byte CRM

MOBILE SURVEYING

IMPROVE BUILDING AND EQUIPMENT SURVEYING WITH SHARK BYTES MOBILE SURVEYING TOOL.

SERVICE CONTRACT & PROJECT ESTIMATING

Shark Bytes Service Contract and Project Estimating tool was built after examine thousands of contracts and 100’s of millions of dollars of service contracts.  Interfaces with the Survey and Proposal Generation Tools.

PROPOSAL GENERATION

Create Professional Contract and Project Proposals.

SALES REPORTING

Shark Byte provides many detailed reports, giving Sales Manager and Business Owners detail insight into sales performance of the company down to the individual Sales Representative.

SALES MANAGEMENT

Manage the Sales Process from prospects to closings.  Manage Multiple Sales Reps, see where and how to help.  Exceed Company Sales Goals

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PHONE: 833-SHARKB1 (742-7521)

SHARKBYTE@SHARK-BYTE.COM