Product

Make your sales process digital

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

Assessment >>

Evaluation >>

Optimization >>

Closure >>

Review >>

Assessment >>

Evaluation >>

Optimization >>

Closure >>

Review >>

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!

Product Overview

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!

Product Overview

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!

Product Overview

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!

Product Overview

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

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mySalesDrive.com is a registered trademark of perform IT GmbH