TechMate International The Industry Standard
12 Slides2.79 MB
TechMate International The Industry Standard
Why TechMate TechMate has Been in business since 1989 3500 customers and installations in 40 countries A proven track record of success Offices in CA, NJ and a separate development office Multiple Product lines to facilitate sales, estimation and inventories Become the largest software vendor to the Moving industry in the world “Why trust your business to anyone else?”
Managing the Sales Process TechMate has built a process designed to manage the relocation process from the point of initial contact . 1) Initial contact is made with prospect. Phone survey is completed and emailed from FirstMate OR on-site estimate is scheduled and assigned to a salesperson. 2) Salesperson completes on-site survey and prints out detailed cube sheet and estimate for prospective shipper. 3) Full visibility allows for changes to be accessed by a customer service representative and emailed directly to the shipper from within the application. 4) Detailed management reporting on everything from lead sources to individual sales performance allows managers to make more informed decisions.
Current Product Offerings FirstMate is the hub system of the TechMate product suite. FirstMate combines Customer Relationship Management (CRM) tools with fully-featured survey and estimation capabilities. The system streamlines the sales process by providing a data repository for all shipments, an interface to the mobile sales and inventory applications, integrated email functionality and detailed reporting capacity. Pocket SalesMate/Tablet SalesMate records customer information, surveys, calculates tariff charges, and allows users to print a Table of Measurements and an Estimate/Order for Service directly at residence. SalesMate improves productivity by empowering salespeople to provide accurate estimates, offering a more professional presentation, eliminating redundant data entry and, most importantly, by improving closing ratios. LoadMate empowers drivers to wirelessly print or email inventories directly from residence. The system’s easy-to-use features mirror the existing pen-and-paper process to minimize the learning curve for new users. Completed Inventories can be printed in standard English or coded format. Listed inventory items are fully customizable to match a driver’s particular style. Faster, cleaner inventories in less time are the hallmarks of this application.
Mobile Sales Platforms In order to capitalize on the everchanging technology landscape, TechMate offers several mobile options: POCKETPC Ø Cost: 400- 500 (New) / Suggested Manufacturer: HP / Screen: 3.5" (Corner-to-Corner) Ø Weight: 4-7 ounces / Operating System: Windows Mobile 5 or Windows Mobile 6 SMARTPHONE Ø Cost: 199- 499 (New) / Suggested Manufacturer: Speak with your cell phone provider Ø Screen: 3" (Corner-to-Corner) / Weight: 4-7 ounces Ø Operating System: Windows Mobile 5 / WM 5.2 / WM 6.0 Ø Built-in wireless functionality with purchase of data plan from cell provider TABLET PC Ø Cost: 800 (Refurbished) - 1500 (New) Ø Suggested Specs: 9"-12" Screen, Extended battery life, Bluetooth Ø Operating System: Windows XP Pro (Tablet Edition) / Vista / Weight: 2.5-5 lbs Ø This is a fully functional Laptop UMPC (ULTRA-MOBILE PC) Ø Cost: 800 - 1100 (New) /Suggested Specs: 5.5"-7" Screen, Extended battery life Ø Operating System: Windows XP Pro (Tablet Edition) / Vista / Weight: 1-2.5lbs Ø This is a fully functional Laptop /”middle-ground" between the Pocket PC and a Tablet
Wireless Connectivity PocketPC TabletPC Wireless Wireless FirstMate LoadMate
Detailed Surveys FirstMate’s dynamic survey leverages almost 20 years of experience and has become the industry standard. The items are 100% customizable, supporting multiple languages, multi-modal shipments, HHG and O&I. Completed Surveys can be emailed from directly within the application.
Scheduling FirstMate’s scheduling system was designed specifically to serve the needs of our relocation clientele. Instantly access customers from the schedule screen Set availability for each salesperson Option to set “non-reporting” appointments such as “Dentist”, which will not impact closing ratios View daily or weekly schedules Eliminates
Reporting Tools FirstMate incorporates detailed management reporting on: Closing Ratios, Lead Sources, Bookings, Move Types, and Financial Data. These can be created in a PDF format or exported into an Excel Worksheet.
Support TechMate has always maintained the philosophy that our customers are buying a solution; not just a product. Support hours from 8am to 8pm East Coast Time Ten dedicated support personnel (most in the industry) Extensive Training videos across all product lines LiveChat on the website for instant access to a technician LiveChat Integrated into our software applications Offices on the East and West Coast
Results Perhaps the reason that TechMate is the largest moving software vendor in the world, is that we actually listen to our clients . The attached survey does not tell us that our 3500 customers are all 100% happy but it does tell you that: a) We listen b) We learn c) We are always getting * 89% of ourbetter clients in 2007 said they were Satisfied or Extremely Satisfied with TechMate
The Future TechMate has made numerous changes over the past year and has lots of new and exciting developments in the pipeline. Whether you are an existing customer, or have never worked with us, we look forward to hearing from you. Contact us at today at: (949)837-6283