TopBuilder Solutions. Sales and Marketing Solutions For Commercial Builders and Contractors. TopBuilderSolutions.com

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1 TopBuilder Solutions Sales and Marketing Solutions For Commercial Builders and Contractors TopBuilderSolutions.com

2 Contents 1. How we help so many commercial builders 2. TopBuilder Solutions Background 3. Major Features (CRM but more) 4. Demo 5. Next Steps 6. References 1. Product Goals/Benefits 2. Setup and Support Process 3. Pricing 4. Success Stores / Builder Feedback 5. Screen Shots Page 2

3 What TopBuilder Does 1. Captures, manages and follows-up on Leads and Opportunities CRM specifically designed for Commercial Builders Customized and automated workflow, alerts, reminders, etc. during every phase of the sale/job 2. Generates and manages Quotes and Proposals Automated Proposal Builder Generates proposals from multiple standardized documents right from the job information 3. Bid Tracking Tracks, manages and reports multiple bids for the same job Forecasting, bid management and reports are based on Job or Bid Opportunity not individual leads/bids Page 3

4 What TopBuilder Does 1. Branded Marketing Targeted campaigns to promote brand, products, services Automated drip campaigns that timed with job phases (i.e. job completion date) Tracking and reporting ties into customers, leads, jobs, contacts 2. Content Center to store standardized documents, proposals, templates 3. Reporting, Dashboards and Analytics 4. Spectrum Interface (Details to follow) Page 4

5 How do we help so many builders Manage, Streamline and Improve all Phases of the sales and job lifecycle Lead/Opportunity Bidding / Proposals Construction / Post Construction Capture new leads/opportunities electronically Follow-up and nurture lead/opportunity Drip campaigns Mass s Automated follow-up s and tasks Alerts and Reminders Manage multiple bids for a single job Automate proposals generation from standard documents/content Assign and alert estimators Track bid/proposal status Automated workflow and follow-up in bid invitations, proposals Bid/proposal status updated when jobs lost or awarded Send job and customer information to ERP and accounting systems Follow-up and workflow assigned when job awarded, started and complete Continue to customer with drip campaign and mass s (to get the next opportunity) Understand what s going on, what s working, what s not (Reports, Dashboards, Analytics) Page 5

6 TopBuilder Solutions Background 1. Established in 2008 to provide sales and marketing solutions for the construction industry Clients include hundreds builders across the US and Canada with over 4,000 users. Companies vary in size up to thousands of projects a year and over $750 million in sales Customers use us to manage multiple lines of businesses (construction, services, warranty and product sales) 2. Founders have extensive experience in commercial software, CRM and construction CRM manager for Hewlett-Packard/Compaq 30 years in commercial software including CRM, sales and marketing software (Accenture/Arthur Andersen, Hewlett-Packard, GE, AT&T, Amgen, and more) 3. We are an independent Houston, Texas based We are profitable and have no long-term debt We have an excellent reputation and we stand behind our work 4. We strongly emphasize consulting, service and support: we strive to be a sales and marketing partner for our clients not just a tool supplier Page 6

7 Major Features 1. Customer Relationship Management (CRM)/Lead Management specifically designed for commercial builders/construction companies 2. Customizable Follow-up Plans / workflow By Job Type, Status and Priority (adjust automatically) Automates and delegates follow-up tasks Automated s and reminders tied to steps in workflow tasks 3. Bid Tracking Track, manage and report multiple bids for a single job Automatically generate a bid/quote directly from the job Track status, due dates, next steps and follow-up. Forecasting and reporting (pipeline, won/lost, revenue by customer, job type, industry, etc.) 4. Proposal Builder Automatically generate proposal using standardized proposal templates Templates stored and shared in the Content Center Combine multiple documents into a single proposal proposal. Receive alerts that proposal was received reviewed. Allow customer to accept/approve the proposal online.

8 Major Features Continued 5. Spectrum Integration (2-way) New customers and jobs Job status updates Financial summary, credit history, invoice history, job summary and job history Nightly updates to add new customers/contacts and job (independent of job status) Data migration utility for existing Spectrum customers (Customers, Contacts, address, phone) 6. Marketing/Campaigns (announcements, promotions, invitations) Easily and effectively promote your products and services to everyone s are branded using custom templates/layouts 7. Dashboards/Reports/Analytics 8. Content Center Stores standardized documents to be added to tasks, proposals, job follow-up 9. Surveys (under development) Page 8

9 Spectrum Interface Summary 1. Two-way 2. New Jobs added to Spectrum when awarded (includes the use of standardized job templates and User Defined Fields) 3. New Customers and Contacts added to Spectrum 4. Job status updated from Spectrum (workflow applied) 5. Data conversion option pulls in all your Customers and Contacts from Spectrum 6. New customers and jobs added to Spectrum and added to TopBuilder Nightly 7. Job History and Job Summary updated from Spectrum* 8. Financial Summary updated from Spectrum* 9. Invoice History Updated from Spectrum* 10. New customers in Spectrum added to TopBuilder 11. New Jobs added to Spectrum added to TopBuilder as Job/Lead with new workflow * Displayed with your leads and customer records 12. See video demo on our website (TopBuilderSolutions.com/Commercial/Videos) Page 9

10 Spectrum Interface Summary * Displayed with your leads and customer records Page 10

11 Demo Page 11

12 Product Background and Goals 1. Close more deals from existing Leads Effective follow-up Staying in touch professionally and with relevant information 2. Generate more qualified opportunities Consistently marketing to and staying in front of customers and prospects will get you more leads when they become available They will remember you when the time is right (especially for service work) Our system and service intent is to help you: Save time by increasing efficiency/reducing redundancy Increase cash flow by increasing closing rates/lead conversion ratios Keep team organized, reduce data loss, data deterioration Have effective communication with both clients and employees Collaborate from anywhere with information and tools in one place Make accurate real time decisions with accurate real time info. Page 12

13 What Construction CRM Users Say Page 13

14 Other Features 1. Electronically capture your leads from your website with lead assignment and workflow (SMART FORMS) 2. Interfaces to lead sources with automatic follow-up and alerts 3. Personalized, smart s with workflow based on status 4. Industry leading reports and analytics 5. User defined alerts and reminders ( , Text), Territory Management, New Leads, Tasks, and more 6. Integration (capture exchanges in history) 7. Interfaces to both upstream & downstream systems and commercial applications (leads, customer info, job info, bid history, financials, job status) Spectrum, B2W Software.see video at 8. Data conversion utility to convert all Spectrum Customers and Contacts into TopBuilder Solutions Page 14

15 Setup and Support Process 1. Account and initial users setup within 24 hours 2. Kick-off meeting to review plans, next steps and information required to complete the setup 3. and newsletter branding completed in 1 week 4. Data converted and loaded in one week (leads, contacts, customers, etc. from Excel or through the Spectrum interface) 5. Interfaces setup and configured in 1 week 6. Account review after setup complete (including customization of account) in 2-3 weeks 7. Getting Started workshop (Monday/Wednesday/Friday)* 8. Advanced Workshops (Tuesday/Thursday)* 9. Online Help Center and 24x7 support (training, help, how to guides/videos, FAQ s, what s new, personal training videos, much more). Includes unlimited live daily training. * Onsite training is available and recommended for large groups Page 15

16 Pricing Page 16

17 Integration Points

18 Videos including the Spectrum Interface demo Page 18

19 Customer Feedback TopBuilder Solutions is making a difference within the first 24 hours. We are organized, following up with our prospects and it s awesome TopBuilder Solutions has the best reports I have ever seen. The reports and analytics in TopBuilder Solutions are the best reports I have ever seen in a CRM system...and I have seen a lot. They analyze our sales activities, our performance and our marketing efforts so we know exactly what we are doing right and where we can improve! ~ Just to let you know, I am getting rave reviews from our sales managers who have started fully implementing the program and we ve already got some great customer feedback. Everyone is very pleased, and I wanted to thank you for all your hard work in helping to tailor your system to meet our needs. I started using it all day today and LOVED it! I love calling and ing leads with something meaningful to get them to their next step and a contract, so it made me so much more productive. Have 2 deals already and plan to work hard for more this weekend. I really appreciate your professionalism and upbeat attitude. This will really help increase conversion for me. I [company owner] spoke to our sales team this morning she is finding the system more useful than Leads 360. She particularly likes the reminders for follow ups. This is like Christmas morning and I'm getting everything I wanted We love using the win % to determine which sources of leads are the most effective. Page 19

20 Customer Feedback The Newsletter and automated follow-up tasks allow me to enter the prospect data once and they automatically get a phone call from my admin and start receiving our newsletter TopBuilder Solutions allows us to focus our resources in the right places. We were not able to do that with our previous CRM application The time savings and convenience of combining initial opportunity data capture and the ability to define a customized follow-up program that integrates with TopBuilder Solutions' calendar, tasks, newsletter, contacts and marketing is particularly critical to our overall prospect management objectives. The program is so super user friendly - I love it! TopBuilder for improving daily on efficiency & cutting down my time We have worked very hard on our website and TopBuilder Solutions really helps us make the most of it.we can get it in front of a lot of people, We are rocking.14 deals in the last 69 days and were told another will write tomorrow. Its really a great result and I know that TopBuilder Solutions is helping us keep all these prospects straight and get them converted to buyers. Page 20

21 Screen Shots Page 21

22 Dashboard See what is going on with all your prospects, tasks and calendar on one page. Alerts and reminders notify you of critical sales activity. Copyright 2016 TopBuilder r Solutions LLC. All Rights Reserved. 22 Analytics show you how well you are doing and what is in the pipeline.

23 Manage My Leads Manage your leads entirely form one page. Search and sort. Reorder columns. Copyright 2016 TopBuilder r Solutions LLC. All Rights Reserved. 23 View history, next steps, add history, add follow-up task, notes and more.

24 Opportunity Details View and update all opportunity details on one page. Add prospect background, job details, follow-up plans/tasks, documents, photos, Copyright 2016 TopBuilder r Solutions LLC. All Rights Reserved. 24 client financial and job history, bid history, additional contact, history and notes.

25 Financial Details from Spectrum View current financial summary information, credit history, outstanding balances, revenue history and invoice detail from Spectrum. This information is shown for each of your clients (companies) but also displayed on the opportunity detail pages for easy viewing. Copyright 2016 TopBuilder r Solutions LLC. All Rights Reserved. 25

26 Job History from Spectrum View current job summary information by status and job history from Spectrum. Again, the job information is available for each of your clients (companies) but also displayed on the opportunity detail pages for easy viewing Copyright 2016 TopBuilder r Solutions LLC. All Rights Reserved. 26

27 Bid Summary and Bid History View current bid summary and bid history from any 3 rd party bidding system for all Copyright 2016 TopBuilder your r Solutions clients LLC. All Rights as Reserved. you work through 27 your opportunities.

28 Campaigns Copyright 2016 TopBuilder r Solutions LLC. All Rights Reserved. 28 Create beautiful campaigns and send them to all prospects, agents and customers.

29 Report and Analyze all your sales and activity Copyright 2016 TopBuilder r Solutions LLC. All Rights Reserved. 29 The best reporting and analytics in the business. You know how you are doing at all times.

30 Customizable Follow-up Plans & Workflow Create follow-up plans and workflow to ensure no leads or tasks fall through the cracks. Automate follow-up tasks with automated Copyright s TopBuilder r Delegate Solutions LLC. All Rights tasks. Reserved. Get alerts, 30 reminders and calendar

31 User Definable Fields User Definable Fields can be setup for Jobs, Leads/Opportunities, Accounts/Companies and Contacts

32 Store Important Documents/Content Store important documents and information that can be called up anytime Copyright 2016 TopBuilder and/or r Solutions included LLC. All Rights Reserved. automatically 32 in s, proposals and more.

33 Manage Bidding Opportunities Page 33

34 Bidding Opportunity Detail Page 34

35 Individual Bid/Proposals Page 35

36 Proposal Detail Page 36

37 Proposal Viewer Page 37

38 Proposal Viewer Continued Page 38

39 Manage Proposals Page 39

40 Integrated Bid Excel Sheets Page 40

41 Get Help Anytime Our help center allow you to get help anytime 41

42 A mobile version Get TopBuilder Solutions on any mobile device Page 42

43 Lead Snapshot Report Page 43

44 Proven Marketing Automation Page 44

45 The Life Cycle of Lead Page 45

46 New Opportunity/Task Alerts Page 46

47 Alerts and Reminders All relevant information provided. Missing data is removed from reminder If receiving reminder on your phone, you can click on the phone number to Auto-Dial. Click to send an instant . Page 47

48 Why TopBuilder CRM Easy Effective - Affordable So money spent on marketing is not wasted Leads get proper follow-up before, during and after the job Customer, job and lead information is never lost Customer and lead information is available to everyone/everywhere/anytime Prepare proposals from standard templates Track and follow-up on each job with the right detail Interfaces with Spectrum, B2W, Procore and others so Job, Customer, Bidding, and Financial all synchronized No contracts, low risk, high value and training included Page 48

49 1. Send link to download this PDF Next Steps 2. If you are not setup as a reseller contact Dave at (davek@topbuildersolutions.com) or call Go to market plan for new Business Partners 1. NDA/Reseller Agreements 2. Joint press releases 3. Website updates 4. Setup training for your sales team 5. Demo account access 6. Exchange marketing collateral 7. Setup joint webinars and joint mass promotion 8. Attend trade shows, if and as appropriate or applicable 9. Monthly Lead Status Report 10. Quarterly recap meeting to discuss strategy and new call to actions Page 49

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