Product

Make your sales process digital

Automatize, standardize and simplify your sales activities in office equipment and in IT industry

Assessment

Digital recording of the current situation at the customers site

Take advantage of various options for capturing

Quick and easy capturing of IT hardware, printers, scanners, MFPs, software and processes

capture IT- iPad App

  • For mobile capturing on site with tablet solution – OFFLINE use possible
  • Positioning of assets in true-to-scale floor plans
  • Photo function as visual support
  • Capturing of special conditions on site

CSV Import

  • From fleet management
  • From IT Inventory Software
  • From Excel files of the end customer
  • From ERPs

Direct Input

  • For ONLINE capturing of the current operating situation including all necessary commercial data
  • Location information of all assets
  • Use of prices from database
  • Input of real customer prices
  • Current contract situation and costs
  • IT support effort for Help Desk
  • Technician and support effort

Find the best fitting profile with features that are important to you!

Evaluation

The professional presentation of the current state as basis for a solid offer

Immediate evaluation and professional presentation

Findings, conclusions and potential recognition with one click

Competition Database

  • Extensive Database available
  • Always Up-to-Date on new products
  • Printer, MFD, Scanner, Fax, etc.
  • Options / Accessories / Consumables
  • Energy and environmental data
  • Street prices or list prices for all competitor assets as part of a know-how database

KPI Dashboard

  • TCO representation
  • Utilization of systems
  • Indicators on productivity, walking routes, etc.
  • Satisfaction evaluation
  • Page volume and distribution
  • Energy and environmental data
  • Personnel expenses and costs (e.g. IT help desk)

Reports

  • Over 8,000 placeholders
  • Individual design (corporate design)
  • Short form as Management Summary
  • Extensive report templates for
  • TCO
  • Environment
  • Processes
  • Product
  • Filter by locations and focus topics

Find the best fitting profile with features that are important to you!

Optimization

Intuitive optimization tool for easy design of strategic solutions

Develop different solutions quickly

Recognize the best strategy for you and your customers

Visual Optimization

  • In floor plans or list form
  • Optimization Assistant for
  • Centralizing
  • Decentralizing
  • Keep old device
  • 1:1 Exchange
  • Configurator for solution with
  • Hardware / Options
  • Services
  • Consumables
  • Software
  • Walk routes and downtimes
  • Technical building requirements can be taken into account

Own Portfolio

  • Own product portfolio can be imported via interface
  • Hardware and Software
  • Services and Click Prices
  • Options and consumables
  • Services and Products
  • Company-specific prices can be taken into account
  • Purchase prices / Selling prices
  • Project prices / MDF
  • Bundle Offers
  • Special promotions

Fully Automatic Optimization

  • This function automatically creates customized proposal solutions
  • Define a portfolio and let the Proposal Generator do the work
  • 1:1 exchange fully automatic
  • Centralization and decentralization via virtual devices possible semi-automatically

Find the best fitting profile with features that are important to you!

Closure

Standardized offers and contracts are simplifying the internal processes

Closure is what counts

Calculate, close and support quickly and easily

Calculation Assistant

  • Gross profit calculation
  • Financing of individual and pool contracts, including transfer fees
  • Service and support
  • Automatic calculation with target values
  • Turnover
  • Gross profit
  • Monthly rate
  • Per Asset / Per Click
  • Process and personnel cost calculator

Offer

  • Automatic presentation for customers
  • Standardized offer forms in your own corporate design with
  • Product specifications
  • Product images
  • Descriptions of the software solutions
  • Services offered

Closure, Execution and Customer Care

  • Data sheet for credit check
  • Calculation data sheet for the sales manager
  • Contract form with T&C
  • Equipment lists and contract enclosures
  • Project proposal for manufacturer
  • Roll-out lists for assets
  • Calculation of commission for sales and distribution
  • Calculation data sheet for Back Office
  • Master Data sheet for contract in ERP
  • Order list for purchasing department
  • Prepare and evaluate annual meetings

Find the best fitting profile with features that are important to you!

Review

An overview for Sales Managers and owners

Control and manage your success

Anytime and anywhere – online overview of projects, forecast and closing potential

Sales Manager Function

  • Sales targets per salesperson
  • Comparison with forecast
  • Hardware revenue / gross profit
  • Software revenue / gross profit
  • Service revenue / gross profit
  • Closure probability and Closure date
  • Purchase planning by manufacturer, models, options
  • Report for sales meeting saved as standard in the system

Vendor Function

  • Selectable evaluation of all projects for own sales area
  • Forecast lists for sales meetings saved as standard
  • Commission data sheets
  • Presentation of all important facts available in KPI Dashboard

Project Management

  • Release option
  • For holiday replacement
  • Backoffice (contract) Project-related
  • For project support by consulting specialists
  • Project management option
  • Sales manager for special project prices / discounts / MDF
  • Prepare for data entry team with iPAD

Find the best fitting profile with features that are important to you!

Product Overview

It's your choice

Our modular software allows you to get exactly what you need to become more efficient in your daily business. We are happy to help you find the right tool set for you and your company.

Workspace

Function

MSD Assessor

MSD Sales

MSD Proposal

MSD Consultant

User

Project Managers

Salespersons

Back Office

Consultants

capture IT

Project Management

Structure

Current State Assets

Current State Contracts

Current State Dashboard

Optimization

Visual Optimization

Future State Assets

Future State Contracts

Dashboard Current vs. Future

Report Generator

Portfolio

Project Overviews

Device Database

Overview for Owners and Managers

Workspace – 
User

Function

MSD Assessor – 

Project Managers

MSD Sales – 

Salespersons

MSD Proposal – 

Back Office

MSD Consultants – 

Consultants

User

Project Managers

Salespersons

Back Office

Consultants

capture IT

Project Management

Structure

Current State Assets

Current State Contracts

Current State Dashboard

Optimization

Visual Optimization

Future State Assets

Future State Contracts

Dashboard Current vs. Future

Report Generator

Portfolio

Project Overviews

Device Database

Overview for Owners and Managers

Try mySalesDrive.com free for 14 days

Make your sales processes smarter! mySalesDrive.com offers incredible possibilities and has already helped our customers with over 33,000 projects and generated more profit for them.

    mySalesDrive.com is a registered trademark of perform IT GmbH

    Copyright © 2021 perform IT GmbH

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