Production Made Easy

1 Class + Workshop | 2 Topics | 1 Day | January 5th @ 9:00 a.m. to 11:30 a.m. CST

Time	Topic name	Topic description
9:00 a.m. – 10:00 a.m. CST	Managing the CRM	The first topic is designed to introduce the best way to organize incoming leads in Buildertrend. Once you have those leads, you want the best methods to stay front and center while you work your way to another contract using Buildertrend’s sales features. The focus will be dedicated to your customer database, reporting options, tracking activities and file management in your sales operations.
10:00 a.m. – 11:00 a.m. CST	Optimizing the sales experience	The second topic focuses on identifying your sales process and establishing the tools your team needs to have a game plan for each lead relationship. We will help you envision the setup activity templates for your standard processes. We’ll also help you understand the options available to create quick and comprehensive customer facing proposals for different uses and scenarios, so you are ready for every opportunity to win.
11:00 a.m. – 11:30 a.m. CST	Workshop	Mastering your schedule and organizing your jobs were the goals of our “Production made easy” Buildertrend Online Conference. Now, take the time to engage with other construction professionals to put into play more best practices when scheduling your team and trade partners. Expand on how you use To-Do’s, grids and filters, templates and more functionalities once you’ve perfected your production timeline.

Quality & Required Minimum Bandwidth

In addition, we recommend using the following browsers and versions on Windows 7 or later or macOS Sierra (10.12.6) or later:

Chrome 30+ (has automatic updates)
Firefox 27+ (has automatic updates)*
Microsoft Edge
Safari 9+
*H.264 video (required for viewing Vimeo videos) is only supported in Firefox for Windows 7 and later. Firefox versions on Windows XP are no longer supported for playback.