Sales Tools Webinars

Learn more about the Sales Tools you need to WIN in your market

Register for upcoming webinars

Upcoming Webinar
Sales Tools First Look
February 7, 2019 at 1:00 PM CST or
February 8, 2019 at 11:00 AM CST
Upcoming Webinar
Get the first look at the updated sales tools. See how our newest updates help you save more time, close sales, and work more efficiently than ever.

February 7, 2019 at 1:00 PM CST or
February 8, 2019 at 11:00 AM CST
Upcoming Webinar
Load Calculator Made Simple
February 12, 2019 at 11:00 AM CST or
February 13, 2019 at 1:00 PM CST
Upcoming Webinar
Learn how to survey your lead’s home in half the time. With Google Map integrations and easy to read reports, load calculations have never be easier.

February 12, 2019 at 11:00 AM CST or
February 13, 2019 at 1:00 PM CST
Upcoming Webinar
Generate Leads and
Manage Your Sales Funnel
February 19, 2019 at 11:00 AM CST or
April 2, 2019 at 1:00 PM CDT
Upcoming Webinar
The Lead and Customer Management Dashboard allows you total visibility to your companies sales, leads, closing rates, and much more.

February 19, 2019 at 11:00 AM CST or
April 2, 2019 at 1:00 PM CDT
Upcoming Webinar
Build Professional Proposals
February 20, 2019 at 11:00 AM CST or
April 4, 2019 at 1:00 PM CDT
Upcoming Webinar
Use the Proposal Builder to present professional and tailored proposals that will wow your leads and close the deal.

February 20, 2019 at 11:00 AM CST or
April 4, 2019 at 1:00 PM CDT

Upcoming Webinar
Do more with AHRI matchup tool and Load Calculator
February 22, 2019 at 11:00 AM CST or
April 9, 2019 at 1:00 PM CDT
Upcoming Webinar
Did you know you can build a proposal with AHRI systems and link MJ8 reports to your proposal? These integrations let you do more with your sales tools.

February 22, 2019 at 11:00 AM CST or
April 9, 2019 at 1:00 PM CDT

Past Webinars

Load Calculator Made Simple

Hosts: Bill Fiore and Aimee Dorsey

No more confusing spreadsheets and hours of surveying. The Load Calculator helps you to create an ACCA-Approved MJ8 Report in as little as 5 minutes! Attend this live webinar to learn how you can save time and money for you and your lead.

  • Customize dimensions
  • Customize dimensions
  • Calculate in block or room-by-room

Fun with Pricing

Hosts: Dave Nichols and Saumya Gopi

One of the unique components of Proposal Builder is the new Pricing Tool. You’ll learn to how effectively use the tool and make it part of your sales process by:

  • Using Pricing Planner
  • Creating proposals
  • Correctly set up your pricing
  • Applying company discounts

Introduction to Proposal Builder

Hosts: Dave Nichols and Saumya Gopi

See the many benefits Proposal Builder can provide to your business. You’ll learn how to use and apply the tool’s time-saving features, so you can:

  • Work with homeowner’s specific needs
  • Apply your business’s rebates and promotions
  • Learn how to set up your financing program
  • Set up your company profile, services and brand
  • Apply your company discounts

Lead Management & Web Leads Opt-in

Hosts: Saumya Gopi & Ernie Smith

As a CAP Dealer, you can get qualified leads coming into your business by learning a few basic operations. This informative webinar will show you how to:

  • Opt-in to receive leads
  • Set up your company
  • Create a proposal
  • Create leads
  • Add a lead
  • Overview of Sales Tools