We offer an Installer Model and a Sales Growth Model.
A Sales Growth Model is set up with one Master Account that houses all the users, proposals, and all data, allowing reps to select from a number of "templates" underneath the Master Account.
Watch our video explaining the Sales Growth Model!
An Installer Model is set up with one Master Account and several sub-accounts. The Master account is typically the installer, with the sub-accounts being Sales Channel Partners or Dealers. This model allows for users and customers to be housed in sub-accounts and works great for companies with teams in multiple states or regions.
Watch our video explaining the Installer Model!